Wipro Earnings Beat Expectations - Bullish Headwinds Coming, But Not Quite Yet [View article]
WIT has an extra risk not in similar firms such as TCS, INFY or CTSH. The chairman / founder / CEO Mr. Premji (& his charitable trusts) own over 75% of the shares!
He is about 68 years old and has been Chairman since he took his company making oils into IT Services in the 1980s
Royal Bank Of Scotland Preferred Stock Update And Trade Ideas [View article]
Another excellent article on this topic from you.
I do not understand why you would continue to hold the 'Always Paid' H & L for the poor 7.5 yield. Why not sell those and move that to other better rated and better yielding preferred(s) (and get diversification too)? eg. JPM-I and SAN-E both 'Always Paid' and yield 8% and 10% respectively.
Nokia: Watch The Bonds For Signs Of Life [View article]
An excellent article.
Besides discussing NOK, it also provides a view into how a serious investor could look at a troubled company's stock via its bonds in general.
Lately, too much drivel of appearing on SA with authors just re-regurgitating news items or shallow articles stating the obvious or with an obvious bias to the sell-side. Great to read gems such as this from which many serious investors can learn something from...
IFN is looking poor in the chart due to dividends and rights offers?
However, I fully agree with your nice article that EPI is best of the lot. I currently own it and MINDX and have owned the others including IIF you did not mention in the past.
Adding to My PowerShares Financial Preferred Portfolio ETF Position [View article]
There are many individual preferred shares that are trading at a substantial discount to the NAV (or call / redeem price) and give the same 8+% yield. Why not buy those instead? e.g. checkout Citi's preferred shares
Finding Value: TravelCenters of America [View article]
It is up big on no news. Looks like a big block of 50k shares traded at the highs around 1345 EST. This makes me a bit nervous as it could just as quickly drop back to $3.43 it was at last week...
On Dec 21 01:39 PM Pitbull Trading wrote:
> Type in TA and check it out today clowns.... Up 22% as of right now, > and guess what, it's still undervalued.....
Pet Rocks as a Paradigm for Mark-to-Market Accounting [View article]
Excellent article.
As to your comment of 'leaders in Washington really think the general public is dumb enough to believe we can fix this whole mess by changing an accounting rule?' I would say overwhelming YES.
The 'General Public' is fed lies by TV (like CNBC), and they really think the problem is the consumers who took the sub-prime loans rather than the bankers who levered up on the levered up packaged CDOs of them!
AIG Bailout Has Not Yet Eased Money Markets [View article]
Ameritrade which uses various Reserve Funds as the 'swwep' vehicle in their brokerage accounts has frozen redemptions on the excuse that Reserve Funds is not allowing ANY redemptions. That includes State Money Market Funds whose NAV is still 1.00 and not supposed to be affected by the toxic Lehman stuff and that broke the buck.
India Looking Good at Start of 2007: Considering Sify [View article]
You would be crazy to invest in a small company like SIFY! It keeps portraying itself as THE play on the <i>Indian Internet Infrastructure Play</i> by non-Indian press but hardly anyone in India would agree - they have not managed to grow much in spite of being around for ages and different growth potential stories for years.
Their shares are not listed in India as I guess they do not think they'd be much followed and invested in by Indians - only exchange they are listed on is in US where guillable investors don't know just how popular they are (not)!
Sure, India has potential of 1-billion more potential Internet users but in the next 20 years more than half are unlikely to get anywhere close to a computer as they are more interested in lifting themselves above the poverty-line.
Also, most important, unlike a country like China, almost 99% of the Internet/Computer using users in India are reasonably fluent in English and use sites such as Google and Yahoo much more than any of SIFY's sites...
Consider investing in the Indian outsourcing plays such as INFY & WIT, the new India Index-tracking ETN by Barclays (INP) or even the Indian banks ICICI & HDFC that trade as ADRs in the US.
Wipro Earnings Beat Expectations - Bullish Headwinds Coming, But Not Quite Yet [View article]
He is about 68 years old and has been Chairman since he took his company making oils into IT Services in the 1980s
Royal Bank Of Scotland Preferred Stock Update And Trade Ideas [View article]
I do not understand why you would continue to hold the 'Always Paid' H & L for the poor 7.5 yield. Why not sell those and move that to other better rated and better yielding preferred(s) (and get diversification too)? eg. JPM-I and SAN-E both 'Always Paid' and yield 8% and 10% respectively.
Tax Breaks Could Propel Embraer Stock Price In Second Half Of 2012 [View article]
Compare that with PBR also from Brazil with a p/e in single digits and lots of growth ahead...
Nokia: Watch The Bonds For Signs Of Life [View article]
Besides discussing NOK, it also provides a view into how a serious investor could look at a troubled company's stock via its bonds in general.
Lately, too much drivel of appearing on SA with authors just re-regurgitating news items or shallow articles stating the obvious or with an obvious bias to the sell-side. Great to read gems such as this from which many serious investors can learn something from...
Capitalizing On India's Rapid Rural Growth With HDFC Bank [View article]
As per http://bit.ly/JeGevI
'The Bank at present has an enviable network of 2,544 branches spread in 1,399 cities across India'
30 Closed-End Funds With Dividends Over 10% [View article]
Where are you getting the data? Please publish links
Beyond EWZ: Is FBZ a Better Brazil ETF? [View article]
Such an extremely low makes this ETF quite unsuitable and only not even worthy of consideration as a serious investment.
Why I'm Cutting Back My Dr. Reddy's Position [View article]
Also, could be some big fund/holder selling out to raise cash and doing so before earnings to reduce risk.
iShares Goes Active? Big Deal [View article]
www.pimcoetfs.com/Fund...
Selecting the Best India ETF [View article]
However, I fully agree with your nice article that EPI is best of the lot. I currently own it and MINDX and have owned the others including IIF you did not mention in the past.
Adding to My PowerShares Financial Preferred Portfolio ETF Position [View article]
Finding Value: TravelCenters of America [View article]
On Dec 21 01:39 PM Pitbull Trading wrote:
> Type in TA and check it out today clowns.... Up 22% as of right now,
> and guess what, it's still undervalued.....
Pet Rocks as a Paradigm for Mark-to-Market Accounting [View article]
As to your comment of 'leaders in Washington really think the general public is dumb enough to believe we can fix this whole mess by changing an accounting rule?' I would say overwhelming YES.
The 'General Public' is fed lies by TV (like CNBC), and they really think the problem is the consumers who took the sub-prime loans rather than the bankers who levered up on the levered up packaged CDOs of them!
AIG Bailout Has Not Yet Eased Money Markets [View article]
India Looking Good at Start of 2007: Considering Sify [View article]
Their shares are not listed in India as I guess they do not think they'd be much followed and invested in by Indians - only exchange they are listed on is in US where guillable investors don't know just how popular they are (not)!
Sure, India has potential of 1-billion more potential Internet users but in the next 20 years more than half are unlikely to get anywhere close to a computer as they are more interested in lifting themselves above the poverty-line.
Also, most important, unlike a country like China, almost 99% of the Internet/Computer using users in India are reasonably fluent in English and use sites such as Google and Yahoo much more than any of SIFY's sites...
Consider investing in the Indian outsourcing plays such as INFY & WIT, the new India Index-tracking ETN by Barclays (INP) or even the Indian banks ICICI & HDFC that trade as ADRs in the US.