Misho ILIEV

Misho ILIEV
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  • Visa: Correction Is Needed In The Price  [View article]
    Thanks, Ozone, so Berkshire must have paid USD 800+ per share for MA?

    Yes, I think the jump is because of AXP. It's funny that AXP went up "only" 3.63% while Visa is up 4.69%.
    Jan 18, 2014. 03:29 AM | Likes Like |Link to Comment
  • Visa: Correction Is Needed In The Price  [View article]
    >My opinion only Markets will be choppy for quite a while and we may see a serious clean out at some point

    My opinion - this is not very likely to happen. But 2014 could be a year of "consolidation", meaning the S&P 500 might just stay where it is now.

    As for Visa and MA, they can both easily go up by 20-25% from their current levels, even if the broad market remains flat.
    Jan 16, 2014. 04:46 PM | Likes Like |Link to Comment
  • Visa: Correction Is Needed In The Price  [View article]
    >Concerns there are he has managers who have budgets at Berkshire so everyone uses Buffett's name but not necessarily his decision

    Yes, but it's easy to spot Buffett's deals, they are BIG :-)

    When Ted and Todd invest - it is usually hundreds of millions, when it's Buffett it is billions.
    Jan 16, 2014. 04:44 PM | Likes Like |Link to Comment
  • Don't Throw The Wells Fargo Baby Out With The Bathwater  [View article]
    Thanks, I didn't think throwing WFC. A very solid bank and sure, its record profits are no joke!
    Jan 15, 2014. 06:34 PM | Likes Like |Link to Comment
  • 10 Undervalued Bank Stocks For The Long Haul  [View article]
    Here's a link to a Bloomberg TV video that explains the same point.

    http://bloom.bg/1eKIibz
    Jan 15, 2014. 05:52 PM | Likes Like |Link to Comment
  • Visa: Correction Is Needed In The Price  [View article]
    I think the point that Chuck is making is that Buffett invested in MA in 2011.
    Jan 15, 2014. 05:50 PM | Likes Like |Link to Comment
  • Load Up On SodaStream Especially If It Drops To $30  [View article]
    I actually live in Europe, Belgium more precisely, and I don't know anybody how has a soda machine. In fact, I know only one or two persons who knew ABOUT it (before they saw it in my office).
    Jan 14, 2014. 06:55 PM | Likes Like |Link to Comment
  • Load Up On SodaStream Especially If It Drops To $30  [View article]
    Also, investors still suspect that SodaStream might be a fad. Thus this might potentially be sign of the beginning of a long slow down and slide in profits. I for one bought a soda machine, used it for three months and then stopped...

    I used to own the stock. Luckily exited at a good profit. Not sure I would take that risk again even below USD 30.
    Jan 14, 2014. 09:27 AM | 1 Like Like |Link to Comment
  • Reviewing Longbow Research's Downgrade Of SodaStream  [View article]
    The stock has collapsed today down 22%.

    Luckily I have sold a quarter at 74,5 and the rest at 52.5. I am not happy to be vindicated this way today...

    I think it's difficult at this point to maintain that long-term fundamentals remain unchanged.

    But who knows...
    Jan 13, 2014. 10:21 AM | Likes Like |Link to Comment
  • Another Voice Behind MasterCard, Up 70% In A Year  [View article]
    @ Ozcutty

    You are actually right that MA is trading at a relatively small premium to V.

    It might be psychology, but I would rather buy the company that had a smaller run in the last year (all other things being roughly equal), for a simple technical reason: a stock that had a great run may also see a sell off by short-term holders who want to cash in profits.
    Jan 11, 2014. 04:50 AM | Likes Like |Link to Comment
  • Another Voice Behind MasterCard, Up 70% In A Year  [View article]
    I would add MA to my portfolio at these levels. Visa - maybe yes.

    But I am not selling any of these gems either. What's a small pullback for a long-term winner?
    Jan 10, 2014. 04:25 PM | 1 Like Like |Link to Comment
  • Visa: Correction Is Needed In The Price  [View article]
    Something really extreme must happen for Visa to fall to USD 156. A stock market crash or something. And then Visa will probably fall much less than most other stocks.
    Jan 10, 2014. 02:32 PM | 1 Like Like |Link to Comment
  • Visa's Amazing Growth Makes It A Buy  [View article]
    I read an article recently (I think it was about a MasterCard split) saying that splits are out of fashion of late.
    Jan 9, 2014. 03:25 PM | Likes Like |Link to Comment
  • DAX Index Returns By Year From 1955 To 2012  [View article]
    Yes, timing is important.

    But you are not right that: "Had you bought in 2000 you would just about have your money back." You would be around 25% up. Which is of course quite measly.

    The other thing is that in 2000 DAX reaches a brief peak. But the chance of investing at that peak is not that big. An investment in Dax at almost any other point in time would have returned more than 25%.

    You are also assuming a one-off large investment. In reality investing in something usually mean buying several times over some not insignificant period.
    Jan 9, 2014. 03:15 PM | Likes Like |Link to Comment
  • Visa's Amazing Growth Makes It A Buy  [View article]
    Visa closed at USD 222.22

    Nice number.
    Jan 8, 2014. 04:35 PM | Likes Like |Link to Comment
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