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earlberger

earlberger
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  • A Case For The China Internet ETF [View article]
    My understanding is that the major share held by the Chinese government in companies such as Baidu and the government's influence on those companies makes it hard to understand how these companies make their decisions. Would you consider that a reasonable description and a reason to be extra careful in including these companies in your portfolio?
    Jan 24, 2014. 04:20 PM | Likes Like |Link to Comment
  • Bottomline Technologies (de) Management Discusses Q1 2014 Results - Earnings Call Transcript [View article]
    This has been a very long term hold for me and I am pleased to see the company making substantial headway
    Nov 1, 2013. 10:21 AM | Likes Like |Link to Comment
  • Bottomline: Bank Competition For Deposits Drives Growth [View article]
    The data presented about support the view that EPAY is an excellent long-term hold for the patient investor. I have held it for a number of years, and sold my first batch of holdings when they showed a 100% profit; my second batch is up 50% and I expect to add to this holding when the market takes one of its typical corrections this time of year.
    Aug 12, 2013. 09:36 PM | Likes Like |Link to Comment
  • My Best Diversified Portfolio For Dividend Investors [View article]
    Arie: enjoy your articles very much. Recently you wrote a piece on a high yielding dividend portfolio based entirely on etfs. I have looked for it again and cannot seem to find it. Can you help?

    Thanks
    Earl Berger
    Jun 26, 2013. 11:47 AM | Likes Like |Link to Comment
  • Guggenheim announces it will shutter 9 ETFs "in order to focus resources on products that have demonstrated greater marketplace demand." Final day of trading to be March 15 with liquidation expected to be "on or around" March 22. The affected funds (with direct competitors in parentheses) are: ABCS (SDIV, VYM), EWEF, EWMD, EWSM, FAA, RSU (SSO), RSW (SDS), WFVK and WXSP. (PR[View news story]
    what happens to SDIV holders? do we get full value; and the dividend....are there substitutes we can switch to?
    Feb 20, 2013. 10:27 AM | Likes Like |Link to Comment
  • What To Expect Next In The World Of Pharmacy Benefit Management [View article]
    I have been with SXC since its beginning when it was a penny holding in a Canadian health and biotechnology fund. I recall being at a shareholder lunch at least 12 years ago and the president then saying that despite past errors we should stay with the company because it was working hard and things were going well. Several years later it expanded into the US, and it has since become an aggressive mid-size player.
    There was talk it would join with CHSI. How likely is that?
    Apr 3, 2012. 03:47 PM | Likes Like |Link to Comment
  • My Top Energy Stock For 2012: Golar [View article]
    There is a very conservative Canadian fund which has been buying SSW for several years on the grounds that it builds only to order. Would this be a safer play than companies such as GLNG?
    Jan 8, 2012. 01:47 AM | Likes Like |Link to Comment
  • Partner Communications (PTNR -19%) is getting hit today after its Q2 EPS misses on a 30% drop in Q2 profits. The company has been struggling with regulatory changes that came on line earlier this year. In light of those changes,  CFO Emanuel Avner says "we are witnessing a material reduction in the profitability of cellular services."  [View news story]
    any thoughts on the long-term prospects for this company?
    Sep 7, 2011. 12:48 PM | Likes Like |Link to Comment
  • These 6 Undervalued Stocks Have Blow-out Earnings Potential [View article]
    JDSU is an interesting company. I have held it for some years and it is up 200% in that time; I expect it will continue to grow along with 4G.

    Another interesting company is the pharmacy benefits manager SXCI. I bought it for pennies about 20 years ago as part of a private fund. Since then I have bought and sold it several times. In the past several years it also is up about 200+%;

    Both companies were originally Canadian, both have the bulk of their work in the US, both have very disciplined and focused management, and both are sufficiently below the radar that they remain good value with strong, consistent growth.

    What we wait for are dividends and take overs.
    Apr 29, 2011. 05:17 PM | 1 Like Like |Link to Comment
  • 20 Overbought Stocks Being Targeted by Short Sellers [View article]
    I think there is an error regarding PT; you report that there is an increase in the number of shares shorted; your figures indicate there has been a decrease. Is this a typo?
    Feb 4, 2011. 10:40 AM | Likes Like |Link to Comment
  • 8 Deeply Undervalued Companies Hitting New Highs [View article]
    All the suggestions look good on the face of it. CGI (GIB) is one that I just bought (again); it is #3 in its field in the world and grows steadily. One of its advantages is that it is Canadian and reports in Canadian dollars which offers some protections against currency exchange issues with the US dollar. Looking down the road, I expect there will be a buy out.
    Jan 21, 2011. 12:09 PM | Likes Like |Link to Comment
  • McCormick: Too Spicy for Investors? [View article]
    older, not necessarily wiser, Canadian investor who follows specific portfolios - e.g. Motley Fool Hidden Gems, Zacks Reitmeister, Contra the Heard - as well as doing some personal stock selecting.
    Dec 2, 2010. 09:33 PM | Likes Like |Link to Comment
  • McCormick: Too Spicy for Investors? [View article]
    This stock was recommended by Sy Harding in his newsletter about 12 months ago with assumption that it would return about 12% plus dividends over the year. So far it is up about 25% over the past 12 months plus dividends. A little later Harding also recommended FPO which is up about 20+% plus dividends. Your analysis suggests that MKC might a bit ahead of itself but it seems to be growing nicely at least as a stock, if not as a business. Perhaps there are unforeseen benefits down the road. I will hang in for a bit longer.
    Dec 2, 2010. 09:29 PM | Likes Like |Link to Comment
  • Time to Bet on Natural Gas ETFs and Stocks [View article]
    Ricardo raises an important point. Perhaps an ETF is not the best option for trading NG. I just had a dreary run with UNG. Suggestions for reasonably run natural gas companies, preferably outside the US because of the long-term decline in the US dollar.
    Oct 4, 2010. 12:31 PM | 2 Likes Like |Link to Comment
  • ETF Market Trends: Previous Fears Have Been Discounted [View article]
    The ETF forecasts are very helpful
    Oct 7, 2009. 04:50 PM | Likes Like |Link to Comment
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