prsblue

Total Rating:
0 / 0

4 Comments

    • Tue Oct 21st 23:28 PM | Rating: 0 0
      Commented on:
      Let Buffet Do the Buying for You
      Juan, dollar cost averaging is always a great idea. Even if you dollar cost average into an S&P 500 fund, I guarantee you will beat the pants off of the MAJORITY of investors.

      Regarding Buffett not being around forever to invest - read his annual letters to shareholders. Specifically check out pages 17-19 in the 2004 letter. Everybody says "Buffett" but they forget Charlie and Lou. Plus, he'll continue to plant seeds that will prosper far into the future. And most importantly - he's establishing the right corporate culture for Berkshire (just like Jack did with GE).
      View article »
    • Thu Jun 12th 11:02 AM | Rating: 0 0
      Commented on:
      GE, Microsoft on New Low List
      If MSFT rips off Linux (like OSX did) and adds a touch screen interface they might do well with the next OS. Isn't that their genius? Stealing other technology, repackaging it, and taking credit for it?

      I think the picture with GE finance (as well as other banks etc on the market) is really distorted. Things that go do down come up too. People that feel it's time to get rid of poor performing finance units are probably the same ones that would jump in when the market heats up - only to pay too much. It's amazing how easily people forget to "buy low, sell high". The last time you could own GE at these prices was when, 9/11 or so?

      Also, consider what would happen if the government adopted some pretty aggressive energy policies. Who do you think could stand to benefit the most from a mandatory green technology overhaul through all levels of the energy infrastructure?
      View article »
    • Wed Jun 4th 01:21 AM | Rating: 0 0
      Commented on:
      Dividend Analysis: Bank of America Corp.
      I have two comments to add:

      1. There is no mention for long-term investor benefits if BAC completes its Countrywide deal. In a strict business sense, buying tremendous market share for dirt cheap is a pretty good bet to make. History will show if it was right or not.

      2. Two other super quick and dirty Graham values are interesting: Average EPS over the last 7 years X 25 = $86.21. Trailing 12 months X 20 = $47.40. Current price ($33.31) is a 61% and 30% discount from those numbers, respectively. Pretty nice safety margin I'd say for a leading issue. Remember: the lower the price falls the less risk you have of paying too much.

      I love those two valuations. They are a great way to identify stocks worth digging into. Example: if you do the 7 yr and the 12 months valuations on Coke you get $47.75 and $51.40, which at the current price ($56.40) represent an 18% and 10% premium, respectively. No bargain opportunity here! Move along before digging deeper into the financials!
      View article »
    • Thu Mar 6th 01:01 AM | Rating: 0 0
      Commented on:
      Time to Short Financial Stocks - Starting with BofA
      Shorting is not smart. Learn how to read the financials carefully, including understanding accounting rules. They have to recognize potential losses immediately, and they accrued big hits to their outstanding loans in 2006 and 2007. Translation: their reported income already factors in many more losses than have occurred to date. So when the "sky is falling" mentality stops earning ratings for the media and the market pulls out, they'll do very well. One more thing: people will need banks and houses in the future right? Good - if you must short, short Google. Online ad revenue is the next bubble to bust.
      View article »
Loading...
Symbols:
Authors:
Quick Links:
Contribute an Article Become a Seeking Alpha Contributor

Transcripts

More Transcripts»