Mondelez: The Growth Remained Solid For Organic Net Revenue And Power Brands [View article]
Yeah, thanks for your answer. I took that RSI (14) at 28 (as Google states it) could be a sign of the selling momentum entering the last stages. But after the strong hit taken yesterday, I would say it's advisable to look from a distance.
February's Quick Picks For The Benjamin Graham Defensive Investor [View article]
Hi Clinton, I'm Argentinean, so I'm extremely aware of the huge damage that political decisions could represent for investing. So this aspect, in my opinion, should be taken into consideration if Graham's ideas are to be put into practice.
In fact I would say that Graham's analysis are almost without value for companies established in countries where the rule of law has no real power. There are so much aspects hidden in the balance sheets that Graham's numbers could be almost worthless. Inflation, taxation peculiarities, currency oscillations, etc.
So, generally speaking, unpredictable countries like Argentina or in less degree Brazil, from my perspective should not be taken into consideration by an investor who is considering Graham's ideas for investing safely.
I'm not an expert, but a way to quantify political risk could be a mix of the frequency of historic turmoils, the stability of parties and alternation in power, currency strength over the years, inflation. But in the best of cases it will be just a broad approximation, more useful to discard the worst than to quantify precisely the political risk.
The Dirt Cheap Value Portfolio: Fiscal Cliff Protection At Its Best [View article]
My doubts still are the P/E ratio of 43.65 and the European exposition of the company (related to the horrible numbers that Ford and other car companies have posted there). But at this point I consider it a good opportunity. Thanks again, and best wishes.
Is The Coal Supercycle Back? [View article]
10 Stocks Meeting Benjamin Graham's Defensive Criteria In 2013 [View article]
It seems that we are at the precise moment for applying Graham's Criteria. I'm at the sidelines watching closely INTC and HFC.
Best Wishes.
Reflections ON February Trades-- ETC [View instapost]
Mondelez: The Growth Remained Solid For Organic Net Revenue And Power Brands [View article]
Best wishes.
Mondelez: The Growth Remained Solid For Organic Net Revenue And Power Brands [View article]
Thanks for the very informative article.
Clean Harbors: Good Company, But Not Reasonably Valued [View article]
Best Wishes.
Nvidia (NVDA): FQ4 EPS of $0.28 beats by $0.08. Revenue of $1.11B (+16% Y/Y) in-line. Expects FQ1 revenue of $940M (+/- 2%), below consensus of $1.07B. Shares -0.6% AH. (PR) (prepared remarks - .pdf) [View news story]
The Dirt Cheap Value Portfolio: Fiscal Cliff Protection At Its Best [View article]
Your analysis and updates have been very valuable, Mark, thanks again.
February's Quick Picks For The Benjamin Graham Defensive Investor [View article]
In fact I would say that Graham's analysis are almost without value for companies established in countries where the rule of law has no real power. There are so much aspects hidden in the balance sheets that Graham's numbers could be almost worthless. Inflation, taxation peculiarities, currency oscillations, etc.
So, generally speaking, unpredictable countries like Argentina or in less degree Brazil, from my perspective should not be taken into consideration by an investor who is considering Graham's ideas for investing safely.
I'm not an expert, but a way to quantify political risk could be a mix of the frequency of historic turmoils, the stability of parties and alternation in power, currency strength over the years, inflation. But in the best of cases it will be just a broad approximation, more useful to discard the worst than to quantify precisely the political risk.
Best wishes.MB
February's Quick Picks For The Benjamin Graham Defensive Investor [View article]
The Dirt Cheap Value Portfolio: Fiscal Cliff Protection At Its Best [View article]
The Dirt Cheap Value Portfolio: Fiscal Cliff Protection At Its Best [View article]
Thanks again, and best wishes.
The Dirt Cheap Value Portfolio: Fiscal Cliff Protection At Its Best [View article]
The Dirt Cheap Value Portfolio: Fiscal Cliff Protection At Its Best [View article]
February's Quick Picks For The Benjamin Graham Defensive Investor [View article]
I've been following SSL during some time without pulling the trigger. I cannot measure the risk South Africa represents.