DanielMiller

China Sky's Financial Irregularities Continue in Third Quarter Earnings

Short at your own risk. Fundamentals are solid, strong and real. I don't know what else to tell ya.

Grantham. Greenblatt See Value in 'Quality': 10 Guru Strategy Stocks

I'm with you all the way on JOSB, EZPW, NVO and BKE. Each of them score very well in my fundamentals screener this month. BKE and EZPW look to be trading at the best discounts.

Garmin: Overrated or Underappreciated?

I say underappreciated. GRMN is a great company with tons of cash, no debt and excellent fundamentals. A looong buy all day under $40.

Coach Is Fundamentally Solid

Good analysis. I believe retail apparel companies with little debt and lots of cash will do well as the economy recovers. Coach currently has ~$800mil in cash....very sweet. I would wait for a pullback to around $26 to pick up new shares.

Some other retailers that have performed very well in my fundamentals screen are: JOSB, BKE, TRLG and URBN.

disclaimer: I currently own shares in COH, BKE and JOSB.

A Warren Buffett Stock Screen

Very interesting. I created a stock screen that scans companies across 70+ parameters. I post the results on my website on the 1st of each month. Coincidentally, some of the top stocks in my screen are GRMN, COH, DO, ESV, SYK and TNH.

China Sky One May Raise New Capital for Acquisitions

Great company, solid fundamentals. Buy long under $12 IMO.

Lots of Winning Streaks

Got into ATW at $24.00 a few weeks ago. Nice ride so far. I also like DO, ESV, NE and CVX as oil plays....would wait for pullback though.

The Significance of Dividend Reinvesting

I tend to reinvest my dividends in a company only if the stock price is closer to its 52 week low than its high when the dividend is paid put. If a stock is on a tear, I take the dividend as cash. I guess it all comes down to personal preference.

China Mobile's Seemingly Endless Growth Potential

Couldn't have said it better myself. I've been a CHL fan for about 6 years now! Buy under $50.

Finding Value in the Payday Loan Sector

EZPW looks the most fundamentally sound to me. Their growth rates blow away the industry averages. Price ratios are irresistable and profit margins are very healthy. Strong insider ownership and soild management efficiency are also pluses. Only drawback is that they do not pay a dividend. I first bought shares at $11.50. Looking to buy more under $10.

S&P 500's 10 Attractive Growth Stocks

I second the notion on COH. With strong profit margins, solid investment returns and great management, there's a lot to like. COH also has very little debt and about $550mil in cash. Only drawback for me is the small dividend and lofty price ratios. I'd wait for a possible pullback in the $18-20 range.

wallstreetbean.com

Weekly Street Sentiment: ‘Benefit of the Doubt’ Rally Continues for 14th Straight Week!

Despite their recent run-ups, RIMM and SNDA sport the best fundamentals of this group in my opinion. SNDA has a nice 3.4 current ratio, a reasonable 1.19 PEG ratio and a hefty 32.6% ROE.
RIMM's got a sweet .93 PEG, $1.52bil in cash and zero, nada, zip debt.

wallstreetbean.com

Historic Financial Collapse Underway?

The world won't end until the day you die. Until then, live a little and yes....drumroll....inv... for the long-term (for the rest of your life)!

In my opinion, the next 30 years will bring a technological revolution that will dwarf the previous 30 in size and scale. As the world grows "smaller" and technology advances exponentially, the average Earthling's life will continue to improve over the previous generation's. Because humans are naturally disposed towards expecting the worst, it forces us to compensate for our dire expectations through innovation and by achieving greatness for markets and societies. The rising tide of technology will float all boats who aren't stubbornly anchored.

I came across an interesting article, "9/11, Thirty Years Later", by Niall Ferguson in Time magazine dated Sept. 11, 2006. Whether his forecast is accurate only time will tell, but it's something to chew on for those who wish to fight their gloomy dispositions! I inadvertantly received the issue in the mail, and this concluding excerpt from Ferguson has stuck in my head since the day I read it:

"And so the Great War of democracy ended- not with the catastrophic bang that so many had feared but with the imperceptible hum of a technological revolution. 'We tried to give the Muslim world a political upgrade', said U.S. President Jimmy McCain, son of the former Senator and a veteran of the Iraq war, on the 30th anniversary of the 9/11 attacks. 'I guess we failed. So instead we gave ourselves an economic upgrade. I guess we succeeded.' The war that began on Sept. 11th, 2001, is now over. Back in 2006 there were those who feared that the U.S. might lose that war. Today, 25 years later, we can see they were wrong. The American Century is alive- and kicking."