October 2010
October 25, 2010 –
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RELATED TICKERS: TNCC
It’s been nearly a year since I started diving into small commercial banks, yet this is still the most attractive sector to invest in. My initial strategy was to buy a “basket of banks” in order to gain the upside from the winners and be protected somewhat from the losers; with the philosophy that the gains from the winners would greatly exceed the losses from the losers. [more]
October 19, 2010 –
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RELATED TICKERS: NCTY
, NTES
The market dip late this past spring created a few great opportunities for value investors. Back in May and June, I took advantage of the Euro crisis to initiate positions in Banco Santander (STD) and Barclays (BCS); both well-run banks with healthy capital ratios and highly diversified operations. As the oil scare intensified this past summer, I also pushed into Plains Exploration (PXP), and Suncor (SU), on top of buying some long-dated BP (BP) calls. As I witnessed a precipitous drop in Chinese equities, I tried to find a way to take advantage of that, as well. Only my plans hit a bit of a snag. As I was researching Chinese equities, I found myself repeatedly hitting a giant brick wall of accounting irregularities. [more]
October 05, 2010 –
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RELATED TICKERS: FXI
, NCTY
Normally, when I post a blog here on CAPS, I am writing about stocks I like or macroeconomic issues. Today, however, I am posting because I want HELP! And no better place to poll for help than here on CAPS. [more]
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