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JPV

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  • Teva's New CEO: A Positive Catalyst Going Forward [View article]
    Very good article, thank you.
    To Jimmy46 : The drug business is not a commodity business and this also applies to Generic drugs. It is a very complex and regulated business with government price controls in many counties.
    May 22 06:03 AM | 1 Like Like |Link to Comment
  • Have You Ever Bought A Rallying Stock Just To See It Plunge The Next Day? [View article]
    Excellent article.
    I always try to buy quality stocks at a reasonable price and with a good margin of safety versus what I think is the fair value.
    However the stocks drop and go down with the market.
    When the drop gets big it is hard to hold on but I do most of the time.
    Sometimes I want to lower my investments and sell positions for cash in order to reduce my exposure. My experience is that in the majority of cases selling turned out the wrong thing to do. When I was right I often had a loss and my interpretation of the fundamentals, usually on competitiveness turned out to be the reason for the mistake and the market showed me that.
    One has to accept also that you will not always be right.
    Your article deserves a lot of praise.
    May 18 07:17 AM | Likes Like |Link to Comment
  • Dr. Robin Smith Explaining NeoStem: A True Value Play [View article]
    It seems you are clearly on the selling side of the stock trading business. The risks which you did not really mention are huge for people investing in this company. That the company knows how to grow cell's is certainly true, so are many others in the biotech sector,but this is not what matters.
    May 18 04:56 AM | 2 Likes Like |Link to Comment
  • New Signs The Market Will Likely Remain Oversold At Least One More Week [View article]
    What to do when everyone is fearful ?
    May 18 04:44 AM | 2 Likes Like |Link to Comment
  • Citigroup: A Value Trap And A Sell [View article]
    Does anybody look at ROA for these banks?
    Banks cannot be valued in my opinion using the traditional ratios because they have a somewhat different meaning and sensitivities for banks. I have been told to look for banks that have an ROA > 1 and not to touch them otherwise. Today there are only very few banks that make that criteria.
    May 18 04:18 AM | Likes Like |Link to Comment
  • Why Taking Profits Is Not The Best Strategy [View article]
    I would like to conclude from the article and the comments that Benjamin Goldman does not know very well what he is actually writing about. The comments his article generates provide more insight to the subject than the article and so its still a + contribution.
    Apr 4 05:37 AM | Likes Like |Link to Comment
  • Reacting To The Fed Minutes: Will The Market Get Fooled Again? [View article]
    Interesting article and analysis that improved my view on what is currently happening. Much more informative that the Wall Street video puppet shows.
    Apr 4 04:36 AM | 5 Likes Like |Link to Comment
  • The Death Of Buy-And-Hold Investing Has Been Greatly Exaggerated [View article]
    Very good article that make the distinction between stock-price performance and stock purchase price because the buy low (never high) is a fundamental part of investing. It also means that valuation is extremely important. The historical high and low P/E ranges of quality companies with a durable competitive position should give you the initial information whether a company is undervalued, fairly priced or expensive to buy. Those who buy at the top and sell when companies get cheap should not complain about bad performance or declare a proven investment strategy dead.
    Mar 22 01:19 PM | 1 Like Like |Link to Comment
  • The Beginning Days Of Dividend Growth Investing [View article]
    This article could have been written by Benjamin Graham and probably was in some form or another. Warren Buffet and Charlie Munger have says the same thing often. Your contribution remains however very valuable because the fact that wise investing is that simple is often forgotten! The beginning and the discipline to continue is for most people the biggest problem as you pointed out well.
    This investment strategy is regretfully no longer part of the curriculum for an MBA in finance. They teach now more fancy things that may work not that well!
    Mar 22 12:50 PM | 4 Likes Like |Link to Comment
  • Cisco: The Danger Of Price Targets [View article]
    I agree that the 60 USD target is a hopeful guess. However your numbers are also a guess as the DCF method does not work very well for a stock like CSCO. The problem is that CSCO is restructuring after it got in trouble with lower priced competitors in some product areas. How the new strategy and acquisitions will work out is hard to tell because the technology race in these new areas (ex. Video and Cloud) are far from over. I regard CSCO as a high risk technology stock and thats all I can honestly say about it.
    Mar 22 12:18 PM | Likes Like |Link to Comment
  • Dividend Stocks Not Overvalued Yet [View article]
    This seems a lot of number crunching to obtain similar information that is available from existing indexes and sub-indexes. In addition averages mask a lot of interesting individual stock opportunities for dividend investors. My opinion is strongly influenced by the fact that I do not like investing in indexes or funds because you have to dig very deep to see where the toxic parts are that expose you to the risks nobody wants to tell you about. Valuing and individual stock is difficult enough so I try to avoid looking at 50 or 100 stocks as an aggregate.
    Feb 21 10:22 AM | 2 Likes Like |Link to Comment
  • Lessons Learned From 40 Years Of Investing: Stick To Your Plan [View article]
    I like your article very much because you describe clearly what an individual investor goes through. I am now 15 years into investing and have read a lot of books on the gourous and the different investment styles. It is only after experiencing market bears and bulls and the price movements of stocks from good companies that I finally started to understood what I had read before. Your article sums it very well up in a clear and truthful way.
    Feb 21 09:47 AM | Likes Like |Link to Comment
  • Building A Capital Preservation And Income Portfolio, Part 1 [View article]
    I like your comment and analysis of PG and JNJ and like to add that both companies share price is very reasonable (undervalued). Price remains in my opinion very important for a long and conservative investor. I have less understanding for your pipe line company which is very new and did probably not experience some of the difficulties older pipe line companies had to deal with. I am no expert but understand the business model as kind of toll-way and hope that it does not run through dangerous territory.(dangerous in the broadest sense). I also do not know if the owners/managers are shareholder friendly. A bit more information on this company would help.
    I look forward to read your next articles.
    Jan 25 01:39 PM | Likes Like |Link to Comment
  • Where Will Exxon Mobil Be In 2040? [View article]
    XOM is ok for now and many years to come. Enjoy the dividend and the growth in share price as oil prices will creep up and be volatile from time to time so you can load up on XOM if you need too or average down in invested capital per share.
    Jan 20 06:19 AM | 1 Like Like |Link to Comment
  • Digital Textbooks And iPads Do Not Belong In Classrooms Yet [View article]
    I do not think you know a hell of a lot about learning.
    Stop wining and look what great things are about to come to the young people today and to everyone who still wants to learn!
    Jan 19 05:46 PM | 2 Likes Like |Link to Comment
COMMENTS STATS
184 Comments
196 Likes