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thesuer

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  • Berkshire sells off all holdings in Phillips 66, National Oilwell Varco [View news story]
    great men are seldom wrong only quarterly reports where profits are falling tell a different story.

    Berkshire Hathaway (BRK.A, BRK.B): Q2 operating profit per Class A share of $2,367 vs. $2,634 in Q214. Operating profit fell 10% Y/Y to $3.89B.
    Net profit declined 37% Y/Y to $4.01B, or $2,442 per Class A share.

    He is in a different league and him underperforming the market is of no consequence for him as he is not competing with the markets. We are!

    The Master has only one KPI and that is to increase his book value per share which he keeps doing.

    Buying IBM I DONT GET, dumping PSX AND NOV I get short term but long term they are awesome well run dividend companies 2.84 and 5.84% yield compared to IBM 3.3% yield. Does he do this just to maintain a cash position? Anyway his huge IBM position is still profitable and with all the buy backs he is in the money.

    I would build a position in BRK BUT since the master of dividend investing offers no dividend I have no security in this investment, just buy KO or IBM as well.

    These are my dividend stocks and my reasoning to look at them.

    http://bit.ly/1MtdD3d
    Aug 17, 2015. 04:53 AM | 2 Likes Like |Link to Comment
  • MEI Pharma Fire Sale: A Strong Buy On Upcoming Catalysts And Undervalued Pipeline [View article]
    Bought after the hammering last quarter at 1.96 and have only watched it fall for a Q. The stock is moving sidewards and only a close above 2 usd would trigger a buy. There is a sell off happening in the biotech space this will also effect MEIP. Why has it not been acquired? Why are insiders not buying more in anticipation of better days? Fundamentals are lagging and chart is a mess. Bingo stock!
    The only thing going for this stock is the P/book value 0.82 times. They have 19 employees and 34.13 million shares outstanding. There has been no moves and no volumes either it's like the stocks bankers are just keeping market! Hope the Doc is right!
    Aug 16, 2015. 03:47 AM | Likes Like |Link to Comment
  • A Flight To Safety, Portfolio Moves In My 5%+ Dividend Yield Portfolio For July 2015 [View article]
    Working on a portfolio of solid value stocks with good yield. There are the dividend kings but having decided to make my list I ended up with 50 some stocks. I chose the stocks based on market cap being above 40 billion, yield over 2% and fundamentals that were solid. Bottom feeders, companies that had taken big hits this year as well as the winners. Which would I buy and why?

    The yield is only a fall back measure if the markets head towards bearish territory. Since pretty much all the stocks are value stocks they have betas which are 1 or below 1. There is so much noise currently being created and needs to be digested that my preference would be to tend towards value, dividend, solid blue chips as opposed to growth stocks which move 10-20% like apple, micron, Tesla and the many names out there which have already had incredible performances.

    Goal- make money and not lose money.

    Buying stocks like GS and other banks which are busy building in interest rate hikes is a no go as I expect them to fall when the rates happen, sell the news instances.

    My time horizon is one year and my target is to make 15% this year. Just for your information my markets include US and European equity and this year my investments have been 50/50 US and mostly German stocks. The US bet is to make money with the USD becoming stronger giving my US investments a 10% boost because I bought the US stocks in Euros and expect the EUR/USD to fall to parity. Most of the European blue chips rose 30% Jan 22 to March 12. This included the one time dividend payout plus the Mario Draghi QE Europe benifit. All that value has been erased since March and there are a lot of blue chips which are going a begging. Which to buy?

    Check out my list and suggestions:
    http://bit.ly/1gdXSAO

    later
    Aug 6, 2015. 11:08 AM | 1 Like Like |Link to Comment
  • Michael Kors Holdings beats by $0.12, beats on revenue [View news story]
    Long Long long Way from its high,
    Thought Kors was Going to die,
    finally they Beat and we Look to the Sky
    40% at least IT should Fly!
    Aug 6, 2015. 07:44 AM | 5 Likes Like |Link to Comment
  • Agios Reports Second Quarter 2015 Financial Results and Provides Updates on Clinical Development Progress [View article]
    Short 20%
    Aug 6, 2015. 07:41 AM | Likes Like |Link to Comment
  • Here's Why I'm Not Buying More Monster Beverage Shares [View article]
    High growth stock keep growing and when they burn they burn.....KO is a value stock hence no comparative valuation metrics in my opinion. Dr Pepper is stagnating, Pepsi is a multinational selling more than just drinks but still a value stock. Personally, your peer group comparison is not valid maybe you should value growth from other sectors with MONSTER. Just a thought.
    Aug 3, 2015. 06:19 AM | Likes Like |Link to Comment
  • LinkedIn: Be Greedy When Others Are Fearful [View article]
    17% up or down................in the long run it will fall. Look at all the start up like mobileeye, alibaba, facebook, twitter all had great ideas and all fell big time, the growth is priced in and any disappointments will reprice the stock. Is the run over for linked in, I dont know but the risk is high.
    Jul 28, 2015. 03:08 AM | Likes Like |Link to Comment
  • LinkedIn: Be Greedy When Others Are Fearful [View article]
    Buying Linked in is like buying amazon......lottery
    http://on.fb.me/1S7Q5pI
    Jul 27, 2015. 11:28 AM | Likes Like |Link to Comment
  • Patience, Cash And Dividend Growth Investing [View article]
    T or VZ, isnt VZ a better dividend offerer especially after the last earnings?
    Jul 24, 2015. 11:53 AM | 1 Like Like |Link to Comment
  • My 3 Loyal Sons: How A Wacky Idea Inspired My Sons To Invest In Stocks [View article]
    wow, with the markets all messed up and going now where, the clouds of doom hanging over our heads as this bull market was an easy ride. The thoughts of being a truly good investor question every investment idea made in the last 5 years and then I read this article.

    Being a father of three kids I get your thoughts and the patience in investing that you are teaching your kids. Well done but please also teach them the idea of stop losses and making profits as well.

    My kids are are very young but my intentions are similar to yours, let them earn and invest and be able to afford a good college education.
    Jul 24, 2015. 11:19 AM | 1 Like Like |Link to Comment
  • Axel Springer emerging as likely Financial Times buyer [View news story]
    pro sieben and axel springer together
    Jul 23, 2015. 09:57 AM | Likes Like |Link to Comment
  • Sell eBay, Buy PayPal [View article]
    http://bit.ly/1flkKOh
    their investor relations page does not work!
    http://bit.ly/1flkLSA
    Jul 22, 2015. 06:42 AM | Likes Like |Link to Comment
  • Sell eBay, Buy PayPal [View article]
    0.86 cents a share EPS hence 946 Million net income but google finance gives thier net income as 419 million. I dont get it EBAY spun off paypal 1:1 and ebay has 1.1 billion shares
    http://bit.ly/1flknn4

    Conclusion google finance is crap....
    Jul 22, 2015. 06:39 AM | Likes Like |Link to Comment
  • Apple suppliers sell off following Apple's results/guidance [View news story]
    I agree with you. Even though the drops in MSFT and apple are not justifed it is a traders market and they are killing all the new positions made prior to earnings results hence the major drops I think otherwise how can these drops be quantified? On another note, comparing MSFT, IBM technology companies with Apple a consumer goods company? Weird, even though I completely agree with you. I wonder why the SP changed the segment? Apple is no longer a technology company according to the SP its a consumer goods company. Is this because it produces phones. Apart from Sony and Philips there are no other Consumer good, electronic equipment manufacturers with such lofty market caps. So is it fair to apple to stand alone, like a giant, Giants always fall. I think this is a misnomer as Apple designs based on software and hence should remain in the technology segment and can be compared to MSFT (OPERATING SYSTEMS), GOOG (INTERNET, APPS, operating systems), facebook (internet information provider facetime, whatsapp, imessage, iphotos, instagram) Baidu (safari).

    Looking at valuations of the top 20 companies traded in the US the PEs are low. If the PE goes up imagine apple being a trillion USD company. Weird maths....Guess PE is a useless measure when companies are juggernauts.....
    The only outliers are FB and AMZN. THEY SHOULD BE SHORTED because the market is correcting and both these stocks have already built in a price running up to earnings. Irrelevant of a beat they will fall 10% at least.

    Look at the top 20 biggest companies in the world traded in the US by market cap. PE is the number after the number ending in B.
    1 Apple Inc. Consumer Goods Electronic Equipment USA 753.25B 16.16
    2 Google Inc.TechnologyInternet Information Providers USA 466.08B 34.84
    3 Google Inc.Technology Internet Information Providers USA 450.97B 31.30
    4 Microsoft CorporationTechnology Business Software & Services USA 382.48B 19.62
    5 PTR PetroChina Co. Ltd. Basic Materials Major Integrated Oil & Gas China 360.26B 15.09
    6 Berkshire Hathaway Inc. Financial Property & Casualty Insurance USA 353.91B 17.44
    7 Exxon Mobil Corporation Basic Materials Major Integrated Oil & Gas USA 341.43B 12.26
    8 BRK-B Berkshire Hathaway Inc. Financial Property & Casualty Insurance USA 335.35B 17.41
    9 Wells Fargo & Company Financial Money Center Banks USA 298.40B 14.10
    10 JNJ Johnson & Johnson Healthcare Drug Manufacturers - Major USA 278.25B 17.67
    11 NVS Novartis AG Healthcare Drug Manufacturers - Major Switzerland 277.84B 23.95
    12 FB Facebook, Inc.Technology Internet Information Providers USA 276.30B 98.39
    13 GE General Electric Company Industrial Goods Diversified Machinery USA 270.54B 244.09 26.85
    14 CHL China Mobile Limited Technology Wireless Communications Hong Kong 268.31B 15.19
    15 JPM JPMorgan Chase & Co. Financial Money Center Banks USA 256.44B 12.47
    16 WMT Wal-Mart Stores Inc. Services Discount, Variety Stores USA 234.26B 14.88
    17 TM Toyota Motor Corporation Consumer Goods Auto Manufacturers - Major Japan 228.41B 12.14 134.56 -0.72% 200,481
    18 AMZN Amazon.com Inc. Services Catalog & Mail Order Houses USA 227.25B - 488.00
    19 PG The Procter & Gamble Company Consumer Goods Personal Products USA 221.46B 24.22
    20 PFE Pfizer Inc. Healthcare Drug Manufacturers - Major USA 216.38B 24.23 35.14

    I think P/S or P/FCF is a better valuation method as it takes on one hand the revenue growth top line and on the other hand the free cash flow these companies generate.
    Jul 22, 2015. 04:43 AM | Likes Like |Link to Comment
  • Apple suppliers sell off following Apple's results/guidance [View news story]
    cause and effect theory
    Jul 22, 2015. 04:36 AM | 1 Like Like |Link to Comment
COMMENTS STATS
432 Comments
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