Undervalued Companies To Buy In This Market [View article]
Hi, I agree with you. ALL companies are affected by macro uncertainty but some Companies are more affected than others. For example, Coca Cola (KO) is less affected than Cisco. Inside the tech sector, Apple is less affected that Cisco too.
KO, AAPL and CSCO are affected if macro gets very bad but not will be affected equal.
Analyzing Bruce Berkowitz's Top 5 Holdings [View article]
One thing is how the business grows and other thing is the Company's financial risk. A business can be growing -100% for "x" number of years but if it has zero debt and huge assets to support operations the business and financial risk is strong. One thig is growth and other thing is balance sheet strenght.
Steven Cohen's Low P/E Stock Picks And Why He May Have Bought Them [View article]
It is not easy to find relevant information on NCT. I apologize if I ommited detailed research facts about that stock but I just wanted to include an overall description because finding solid positive information was not easy.
Ken Fisher Picks: J&J, Amazon, Oracle, BASF [View article]
Thanks for the comment, I got very bad the percentages, seems that I have notes created from December 2011. I just contacted SA team to correct that. I apologize for the wrong message here.
It is highly improbable that Argentina defaults in the short term with the massive reserves it currently has. I hate this goverment and the monetary policy it applies but the probabilities of a near term default are almost zero.
I think that the next Google will be the Solar Company that could make every house, apartment, car, etc in the world to use 100% solar energy paying equal or less than non renewable energy.
Undervalued Companies To Buy In This Market [View article]
Inside the tech sector, Apple is less affected that Cisco too.
KO, AAPL and CSCO are affected if macro gets very bad but not will be affected equal.
David Einhorn Top Holdings Analysis [View article]
I think the same as you, but SA Editors does not like that..
Mario Gabelli Top Buys: Undervalued Opportunities [View article]
Analyzing Bruce Berkowitz's Top 5 Holdings [View article]
A business can be growing -100% for "x" number of years but if it has zero debt and huge assets to support operations the business and financial risk is strong.
One thig is growth and other thing is balance sheet strenght.
A Look At Seth Klarman's Top Holdings: 5 Value Opportunities For Now [View article]
Steven Cohen's Low P/E Stock Picks And Why He May Have Bought Them [View article]
I apologize if I ommited detailed research facts about that stock but I just wanted to include an overall description because finding solid positive information was not easy.
Facebook's $100 Billion Valuation Could Be Cheap If This Change Happens [View article]
Thanks
Ken Fisher Picks: J&J, Amazon, Oracle, BASF [View article]
I just contacted SA team to correct that.
I apologize for the wrong message here.
Interactive Brokers FX Summary [View article]
come to my blog
tcuento.com
Argentina to Default? [View article]
Catching the Next Bubble [View article]