Why Ford Shares Should Be Sold Now And Bought Back At $11 [View article]
Net Income reported by Ford is only illusion because the amount does not belong to share holders. I am surprised to find out that some 50 to 80% of the amount during each of last 3 to 4 years has gone to Pension and Retirement fund of employees. My conclusion is, investment in Ford is not a good investment. I like to see readers' comments on this matter.
10-Year Shiller P/E Exposes Cyclical Overvalution And Undervaluation [View article]
For P/B calculations, do you have any reason to use Book value (which includes Goodwill and Intangibles) instead of tangible Book value which excludes Goodwill and Intangibles that are not real assets.
Morgan Stanley Reports Fourth Quarter and Full Year 2012: [View article]
Observation: there is 10 to 20% share dilution every year during last four years (10, 19, 19, 13%). This seems to be large, a trend and is at the expense of share holders.
Why I Like Norfolk Southern For The Long Term [View article]
Tom, Thanks for your article. Have you considered other rail-roads like UNP, CSX also? Regarding NSC, I read somewhere that they have strong and active union which may have negative effect on NSC price performance. NSC book value was 24.40 in Dec’2006 and now at 30.35 (Sep’12), not much of a growth. After Sep’13 earnings, management guidance was “weaker overall fundamentals in most of our markets through the rest of the year and into the first half of 2013”, which indicates that NSC price is likely to come down.
Since 2007, tangible book has not gone up: dec'07 $6.54 dec'08 6.12 dec'09 6.60 dec'10 7.73 dec'11 5.62 mar'12 6.03 jun'12 6.42 sep'12 6.49 Except for the good dividend, I don't see any reason to buy at current price of about $20. It is dead money.
Determining If Excellence Still Exists In Exelon [View article]
Of all the five stocks in the table, EXC is the only stock with the price in down trend since beginning of 2008, indicating that it is probably the worst of the lot. One recent Seeking Alpha article suggested that, in some respect, it it has to compete with lower utility rates by power companies running on cheap natural gas (I don't remember all the contents of the article).
The book value stated as $26.03 which includes $4 intangibles. In my opinion, tangible book value (that excludes intangibles) makes more sense to talk about.
what has shareholder got by investing in GS during the last five years? not good dividend, no increase in tangible book? why should anybody invest in GS? it will be dead money.
Untangling Vornado Realty And Finding Gold [View article]
Why Ford Shares Should Be Sold Now And Bought Back At $11 [View article]
10-Year Shiller P/E Exposes Cyclical Overvalution And Undervaluation [View article]
Morgan Stanley Reports Fourth Quarter and Full Year 2012: [View article]
Why I Like Norfolk Southern For The Long Term [View article]
Exelon Cannot Afford Its Current Dividend [View article]
Top 5 Picks For 2013 [View article]
Intel - 3 Buy Ratings [View article]
dec'07 $6.54
dec'08 6.12
dec'09 6.60
dec'10 7.73
dec'11 5.62
mar'12 6.03
jun'12 6.42
sep'12 6.49
Except for the good dividend, I don't see any reason to buy at current price of about $20. It is dead money.
Prostate Cancer Market Takes Shape - Part 1: Dendreon And Medivation [View article]
Prostate Cancer Market Takes Shape - Part 1: Dendreon And Medivation [View article]
Tata Motors: A Good Long-Term Buy [View article]
Determining If Excellence Still Exists In Exelon [View article]
The book value stated as $26.03 which includes $4 intangibles. In my opinion, tangible book value (that excludes intangibles) makes more sense to talk about.
Union Pacific's Inherent Defenses [View article]
5 Reasons To Buy Goldman Sachs [View article]
3 mREITs To Avoid Like The Plague [View article]