Occidental Petroleum

Not all insider buys are signal. Here's how to separate informed open-market purchases from option exercises, 10b5-1 noise, and reflexive CEO PR buys.

Restructuring charges are supposed to be non-recurring. When they recur year after year, they stop being noise and start telling you something important about the business.

Staples and utilities get the 'defensive' label, but the historical record is messier. Here's how each so-called defensive sector actually behaved in past recessions.

Two ratios, one stock, opposite stories. A practical framework for choosing between P/E and EV/EBITDA — and knowing when each one is quietly misleading you.

Defined-benefit pensions can rival a company's bonded debt — yet they sit off the balance sheet. Here's how to find the shortfall and which industrials carry it.

A practical framework for sum-of-the-parts analysis: how to size a conglomerate discount, separate real mispricings from structural ones, and avoid value traps.