The 2 Keys To Successful Big Oil Investing [View article]
Brilliant piece. Really enjoyed your excellent analysis of the P/E ratio.
The P/E Ratio certainly can be deceiving. I always try to focus a significant portion of my analysis of these on whats in the pipeline for future acquisitions and development projects, and how well they sustain their volume of production for oil and gas.
Wall Street Breakfast: Must-Know News [View article]
I think this gives you an edge as a retail investor. Imagine how the HFT traders felt knowing they sold at 145 points less than market value because of a fake tweet...
USG Corp - Will 2013 Be A Turnaround Year? [View article]
Thanks investa,
Agreed that the price is not attractive anymore. However a pullback in the housing starts figures this year could cause a sharp drop and bring it back to a more attractive level.
LinkedIn - There's Nowhere To Go But Down From Here [View article]
Thanks Super, I agree that it does. What boggles my mind however is that all my arguments here were also true when I wrote my first piece on LNKD in November, and pretty much since it began doubling in 2012. Yet it shows no sign of giving up. I think when it falls, it will fall hard.
How To Turn FedEx Rent Checks Into 21 Years Of Durable Dividends That Pay 5.6% [View article]
Very interesting article, thanks!
I also feel a bit uncomfortable with the notion of a REIT investing in another on your behalf... especially since it covers 10% of total assets. "When REITs sell at a discount from net asset value, they become excellent investments" Certainly so, but the determination of which REIT is an excellent investment seems to be a decision I the investor should be making, not the company in which I am investing. It is not after all a mutual fund etc. which I am looking to manage my funds for me. I certainly do appreciate his point about maintaining liquidity throughout the business cycle, but 10% of overall assets seems excessive Nevertheless, I will add this to my watch list, thanks for an excellent article
LinkedIn: A Connection To Be Ignored At These Levels [View article]
Interesting read, and I completely agree with your views on today's developments. I agree with your reasons to short LNKD, however I would be weary of doing so ahead of the Q4 earnings release scheduled for Feb 4. This is one of the most hyped investments I've ever seen, and a positive release could bring the stock right back up. I think its well overdue for a reality check, but strong institutional ownership and hype might keep that at bay for a while.
His lack of success might have something to do with the size and his following. Every move he makes distorts the market, so he has a hard time using his tried and tested strategy in these conditions.
Valve, Steam, And The Threat To Your GameStop Investment [View article]
Excellent article William, I myself too am thinking of making the switch to PC gaming, as I am getting quite frustrated with console prices, particularly on older games.
I like your comparison of Gamestop to borders, and realistically its only consoles that have prevented this collapse from occuring. Suprising though that people prefer to buy their books online but don't mind picking up console games in the store.
USG Corp - Will 2013 Be A Turnaround Year? [View article]
Thanks Molly, but I find myself wondering if you actually read the article... My final argument is that there are other building materials suppliers that are in better positions and would consistute a better investment than USG Corp. I agree that Sandy will have an impact on the nearest quarter and a continuing effect after that, however the general issued plaguing USG, such as overcapacity and lack of profitability cause me to believe that there are better alternatives to benefit from the housing recovery than USG.
LinkedIn - There's Nowhere To Go But Down From Here [View article]
Not to bore you too much, but I do believe LinkedIn has plenty of potential. Its ability to grow both membership and to increase earnings per member is quite significant, and could lead to a significant profitability in the future. It can charge more for these services, especially since it is a good means for recruiters to interact with candidates, and many people use it to present the faces of their compaines. Its really the valuation that is way off, and LinkedIn will have an impossibly hard time living up to it. And even if it does, all that will do is in the best case scenario sustain the current price.
The 2 Keys To Successful Big Oil Investing [View article]
The P/E Ratio certainly can be deceiving. I always try to focus a significant portion of my analysis of these on whats in the pipeline for future acquisitions and development projects, and how well they sustain their volume of production for oil and gas.
Wall Street Breakfast: Must-Know News [View article]
The Stock Market Rebound Is Coming [View article]
How To Pick REIT Stocks Like Trump And Think Like Graham [View article]
Have a great Easter Weekend
USG Corp - Will 2013 Be A Turnaround Year? [View article]
Agreed that the price is not attractive anymore. However a pullback in the housing starts figures this year could cause a sharp drop and bring it back to a more attractive level.
Mark
LinkedIn - There's Nowhere To Go But Down From Here [View article]
How To Turn FedEx Rent Checks Into 21 Years Of Durable Dividends That Pay 5.6% [View article]
I also feel a bit uncomfortable with the notion of a REIT investing in another on your behalf... especially since it covers 10% of total assets. "When REITs sell at a discount from net asset value, they become excellent investments"
Certainly so, but the determination of which REIT is an excellent investment seems to be a decision I the investor should be making, not the company in which I am investing. It is not after all a mutual fund etc. which I am looking to manage my funds for me.
I certainly do appreciate his point about maintaining liquidity throughout the business cycle, but 10% of overall assets seems excessive
Nevertheless, I will add this to my watch list, thanks for an excellent article
LinkedIn: A Connection To Be Ignored At These Levels [View article]
I think its well overdue for a reality check, but strong institutional ownership and hype might keep that at bay for a while.
7 Brand New Entrants Into The Dividend World That Deserve A Closer Look [View article]
The Seductive Warren Buffett [View article]
Overlooked Oil-Weighted Companies Of The Canadian Oil Patch [View article]
I really like your valuation of these producers by market cap / BOEPD. Thanks for the insight
Valve, Steam, And The Threat To Your GameStop Investment [View article]
I like your comparison of Gamestop to borders, and realistically its only consoles that have prevented this collapse from occuring. Suprising though that people prefer to buy their books online but don't mind picking up console games in the store.
USG Corp - Will 2013 Be A Turnaround Year? [View article]
My final argument is that there are other building materials suppliers that are in better positions and would consistute a better investment than USG Corp.
I agree that Sandy will have an impact on the nearest quarter and a continuing effect after that, however the general issued plaguing USG, such as overcapacity and lack of profitability cause me to believe that there are better alternatives to benefit from the housing recovery than USG.
LinkedIn - There's Nowhere To Go But Down From Here [View article]
LinkedIn - There's Nowhere To Go But Down From Here [View article]
Its really the valuation that is way off, and LinkedIn will have an impossibly hard time living up to it. And even if it does, all that will do is in the best case scenario sustain the current price.