Stez

Time to Invest in Tech Stocks

You have IBM on your strong buy list.

But in an earlier article you had it on your list of over leveraged companies.

What has made you do an about turn, if you regard it too highly leveraged?

Value Your Stocks Thoughtfully

There was a study on Seeking Alpha demonstrating that low Book Value stocks were under performing the market.

Like low PE stocks taken out of context they can lead to value traps.

Generally stocks with good cashflow and strong returns on Investment outperform then market.

It's important point to make isolating single metrics can lead to real problems in performance.

Hedge Fund Tracking: Lone Pine Capital (Steven Mandel)

It's good that you are tracking these companies. Really saves time to quickly catch up on fund moves here.