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Michael Tsangaris
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Professional Accounting graduate, and holder of the Investment Management Certificate (IMC) awarded by the CFA Society UK. I focus mainly, on stocks for longer-term investors. Connect with me on LinkedIn: Twitter:!/MikeTsangaris
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  • Weekly Roundup: December 21, 2012

    Quote of the Week

    "reality is too painful to bear, so you just distort it until it's bearable." - Charlie Munger

    Weekly Investment Commentary

    'Fiscal Cliff Deadlines Draw Near' by by Russ Koesterich, BlackRock's Global Chief Investment Strategist

    Calendar for Next Week


    · U.S. stock exchanges close at 1 p.m.


    · U.S. financial markets closed


    · October S&P Case-Shiller housing price index


    · November new home sales

    · Conference Board's December consumer confidence survey


    · November pending home sales

    · December Chicago PMI will be published on Friday.


    Our favorite charts of 2012 (Quartz)

    Domestic and Global Banking: A Look Ahead - 2013 (Weiss Ratings)

    The Biggest Surprise of 2012 (The Motley Fool)

    Jeremy Siegel on 'Dow 15,000' (Advisor Perspectives)

    The secret to Warren Buffett's investing success (The Globe and Mail)

    Ken Fisher Talks the Fiscal Cliff (Forbes)

    Stock-focused Articles

    What's Apple Doing With Foursquare? (The Street)

    SAC E-Mails Show Steve Cohen Consulted on Key Dell Trade (Bloomberg)

    Pershing Square's Ackman shorts Herbalife; stock skids (Reuters)


    The Hour Between Dog and Wolf: Risk Taking, Gut Feelings and the Biology of Boom and Bust by John Coates

    Why Nations Fail: The Origins of Power, Prosperity, and Poverty by Daron Acemoglu and James Robinson

    Disclosure: I have no positions in any stocks mentioned, and no plans to initiate any positions within the next 72 hours.

    Tags: AAPL, DELL, HLF
    Dec 23 3:36 AM | Link | Comment!
  • Weekly Commentary: December 7, 2012

    Quote of the Week

    "When the time comes to buy, you won't want to." - Walter Deemer

    Analyst Upgrades/Downgrades

    Duke Energy (NYSE:DUK) was upgraded by Barclays from "Equal Weight" to "Overweight" with a revised price target of $69 from $68

    Dreamworks Animation (NASDAQ:DWA) was downgraded by Stifel Nicolaus from a "Hold" rating to a "Sell" rating.

    Cliffs Natural Resources (NYSE:CLF) was downgraded by RBC Capital Markets from "Outperform" to "Sector Perform" with a revised price target of $32 from $45

    Weekly Investment Commentary

    Watching for Cliff to Fade, Jobs to Appear by by Russ Koesterich, BlackRock's Global Chief Investment Strategist

    Calendar for Next Week


    · Federal Open Market Committee Meeting (starts lasting till Wednesday)

    · October International trade

    · October wholesale tade


    · November import/export prices


    · November Producer Price Index

    · November retail sales

    · October business inventories


    · November Consumer Price Index


    Steve Jobs: Revelations from a tech giant (CBS News)

    CHART OF THE DAY: The Average Person Is Absolutely Horrible At Investing (Business Insider)

    4 Companies Provided Half of SPX 2012 Earnings Growth (The Big Picture)

    High-Speed Traders Profit at Expense of Ordinary Investors, a Study Says (The New York Times)

    5 fiscal cliff scenarios (Politico)

    Political Focus Shifts to 'Fiscal Cliff' (The Wall Street Journal)

    Why Job Growth Is Overrated by Ken Fisher (Forbes)

    For Buffett, the Long Run Still Trumps the Quick Return by Andrew Ross Sorkin (The New York Times)

    Stock-focused Articles

    Tim Cook at Apple (Bloomberg Businessweek)


    Bloomberg's own Adam Johnson Explains Tom DeMark's call on China's bottom (Bloomberg)

    Tags: DUK, DWA, CLF, AAPL
    Dec 09 4:29 PM | Link | Comment!
  • Weekly Commentary: November 30, 2012

    Quote of the Week

    "Do you know the only thing that gives me pleasure? It's to see my dividends coming in." - John D. Rockefeller

    Analyst Upgrades/Downgrades

    Nike (NYSE:NKE) was upgraded by HSBC Securities from a "Neutral" to "Overweight" weighting with a revised price target of $112 from $101.

    Pfizer Inc. (NYSE:PFE) was downgraded from MKM Partners from a "Buy" rating to a "Neutral" with a revised price target of $25 from $29

    Aeropostale (NYSE:ARO) was downgraded by Caris & Company from a "Buy" rating to an "Above Average" rating with a price target of $18.

    Weekly Investment Commentary

    Higher Taxes on the Horizon? Consider Munis by Russ Koesterich, BlackRock's Global Chief Investment Strategist

    Calendar for Next Week


    · November ISM manufacturing index

    · October construction spending


    · November motor vehicle sales


    · The November ADP employment report

    · Revised third-quarter productivity

    · October factory orders

    · November ISM non-manufacturing report


    · November jobs data (unemployment rate & nonfarm payrolls)

    · Preliminary December University of Michigan Survey of Consumers


    Graham and Dodd Head Downtown (Barron's)

    2012 Best in Banking (American Banker)

    Top Dividend Stocks in the Industrial Goods Sector (Trefis)

    Weiss Ratings' Portfolio of High Dividend Bank Stocks (Weiss Ratings)

    5 of the Worst Tech Acquisitions From the Past 5 Years (The Motley Fool)

    Learning to Love Volatility by Nassim Nicholas Taleb (The Wall Street Journal)

    Mortgage 'Attack' Could Mark Sea Change: Shiller (CNBC)

    Bruce Berkowitz: The return of a star fund manager (CNN Money)

    Stock-focused Articles

    Apple, How Market Booms Turn to Busts, Trading From New Paradigm to Despair (The Market Oracle) (RIMM, AAPL)

    Why I -- A Former Short -- Just Bought BlackBerry's Stock And Think It Can Go To $40 (Forbes) (RIMM, GOOG, AAPL)

    Walmart's Evolution From Big Box Giant to E-Commerce Innovator (Fast Company) (NYSE:WMT)


    Warren Buffett & Carol Loomis on Charlie Rose

    Disclosure: I am long AAPL.

    Dec 02 6:35 AM | Link | Comment!
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