CapitalPreserve

4 Comments

    • ON: Tue Sep 30th 14:01 PM
      Commented on:
      General Discussion on AIB
      I too have been attracted to AIB and have been a steady buyer. IMHO there are a couple of overreactions occurring...1. the weakness in the "Celtic Tiger" economy and 2. the fear that is currently attached to almost anything with the work "Bank" in its name. While I suppose the world could go all to hell in a handbasket, a 2X PE on what I analyze as a fairly strong bank will hopefully translate to large gains in the years to come.
    • ON: Wed Jul 23rd 09:29 AM
      Commented on:
      Dividend Paying Stocks: Don't Discount Them Just Yet
      Generalizations always break down when applied to specific situations.

      The most compelling case for dividend stocks I have read can be accessed at the following link

      www.tweedy.com/library...
      View article »
    • ON: Tue Jul 15th 16:55 PM
      Commented on:
      Well-Capitalized Regional Banks: The Bottom Is In
      re: retiredbankanalysts comments

      I direct you all to a very cogent piece by Anatole Karetsky (Chief Economic Correspondent for the Times of London) from July 14th, in which he states, "if this test [the slavish application of mark-to-market accounting rules] were applied with full rigor, every bank that has ever existed since the Fuggers and Medicis would have been insolvent.

      I own stocks in a few banks and while I am unhappy with the trend in their share prices, I cannot say that I believe the fundamental soundness of the institutions (at least the ones I own) is in jeopardy and do not see permanent loss of capital in any of my positions as a likely outcome.
      View article »
    • ON: Wed Jan 2nd 08:12 AM
      Commented on:
      Warren Buffett on Diversification
      In the words of Marty Whitman, "Diversification is a surrogate - usually a poor one - for control, knowledge, and price sensitivity."
      View article »
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