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Christian graduated from university with a master degree in business administration, majoring in accounting, tax accounting and organization. After graduating he joined the transaction services department at a Big4 company working on mergers & acquisition deals in Frankfurt, London and... More
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  • Investors Weekly Wrap-up - AAPL, FB And BRK.A 0 comments
    May 8, 2012 8:27 AM | about stocks: AIG, BRK.A, FB, AAPL

    Every weekend I am going to give a short overview of interesting articles that I came across during the corresponding week. Qualifying articles should deal with stocks of interest, contribute to education and give the investor a thorough overview of the current market situation. I hope that readers can utilize these resources to improve their own investment style and make better investment decisions.

    This week's edition is centered on Apple (NASDAQ:AAPL) a stock that I just recently bought (and the only growth stock). AAPL attracts a lot of attention due to its innovation strength and is currently riding a wave of success. I have come around a few articles and resources specifically for the curious AAPL investor. I wished I had been John Buckingham (see Article 3):

    AAPL

    1) If you dont know whether you hold on to or sell your Apple stock, maybe the author can convince you that Apple is still a bargain at $580. I particularly like how the Mr. Rotblut draws a line to the anchoring bias about which I have written on my Instablog.

    2) If you want don't want to pay around $600 for AAPL, but rather own them in an ETF you will find an ETF list here.

    3) If you think $580 is cheap for AAPL, ask John Buckingham if he agrees: A fund manager who bought AAPL shares in 1998 and 2002 for $7 a share pocketing a gazillion paper gain. Investors can see that a long-term approach to investing does pay off.

    4) Can top that? Ask NYU finance professor Aswath Damodaran who bought AAPL at $5 in 1997 and has recently sold out.

    Berkshire Hathaway

    5) The oracle of Omaha released numbers for its insurance holding Berkshire Hathaway (NYSE:BRK.A). Net income attributable to Berkshire shareholders more than doubled to $3.25 billion, or $1,966 per share, from $1.51 billion, or $917 per share, last year due to lower catastrophy losses. AIG's (NYSE:AIG) also profited from lower claims in this area in Q1. First-quarter operating profit rose to $2.67 billion, or $1,615 per Class A share missing estimates by about 9%.

    Facebook

    6) If you are up for Facebook (NASDAQ:FB) and want to buy into the mania, The Economist has quite a portfolio of articles that could peak your interest. In my latest article about FB I have advised strongly against buying into the social media company.

    Others

    7) The legend Jeremy Grantham, chief investment strategist GMO, likes to speak the truth. He usually doesn't hold back in giving market participants the truth about themselves. Even though the letter is dated February, it still offers an interesting wrap-up about markets and capital market expectations.

    Disclosure: I am long AIG, AAPL.

    Themes: long-ideas Stocks: AIG, BRK.A, FB, AAPL
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