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January 2011

Recs

13

Things that suck

January 31, 2011 – Comments (8) | RELATED TICKERS: LEU , CKK.DL2

Here are a list of things that suck  [more]

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15

Recent silver ideas

January 25, 2011 – Comments (19)

My portfolio is down about 10% this month, mostly due to my PM holdings.  Gold and silver tends to be seasonally bad around this time of year so I am not sure why I didn't scale out of my positions, but whatever.  I dont care about being down short term, but a few things worry me long term  [more]

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11

One style vs many styles

January 24, 2011 – Comments (4)

Do you capsters employ many strategies or just one in your portfolio?  When I say just one, I don't mean not to diversify across sectors.  [more]

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8

A key point of fractional reserve banking

January 24, 2011 – Comments (35)

When the economy is expanding, more people take out loans, which increases bank credit, which expands the money supply,  When loans are paid back, there is less bank credit outstanding, and the money supply shinks.  [more]

Recs

11

An interesting chart (DragonLZ, you may like this)

January 22, 2011 – Comments (9) | RELATED TICKERS: NGS , CHK

I was reading through the traders almanac, and it says Natural Gas is bullish in February, which also coincides with the fundamentals (low oil to gas price ratio, and a lot of producers producing below cost which can only be a temporary phenomenon), and the chart which shows a golden cross.  There is no good ETF for gas (UNG is worse than aids) so I decided to look at the companies.  A lot of the time, underlying commodity prices do not coincide to immediate rise in prices.  So, I looked at a bunch of charts and came across an interesting one. http://www.google.com/finance?q=ngs   [more]

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5

Investing in Foreign Countries

January 19, 2011 – Comments (9)

Obviously, if you are going to invest in foregin countries you should know a basic overview of the country.  However there are a multitude of good companies to choose from many different countries.  Unless you are just very knowledgable of geography in general, how much research do you do into a country before buying a good company in that country?  For instance, my only direct Chinese holding is CCME.  I have been reading for a decent amount of time that China may be a bubble.  I have read arguments for and against.  I also know about the RTO frauds, RMB re-evaluation, how much of our debt they hold, the overview of how their politicla system is, and some demographics.  Is that enough?  Also for Brazil, I hold BRF...I know they have the Olympics in 2012 and World Cup in 2014.  I know their GDP growth is ridiculous, and it hasn't been for too long that it becomes suspicious.  I also know plenty of people that would want to travel there if it was safer, and it is becoming safer.  Their politicians are becoming more stable, their new car market is 4th largest in the world, and they are becoming consumers.  That clearly is not a ton...how much research do you put into 1) buying foreign etf's 2) buying foreign adr's?   [more]

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16

What the hell is BofA?

January 18, 2011 – Comments (13) | RELATED TICKERS: BAC , IRE , NFLX

I figured a lot of fools would relate...whenever I think of a company name, or send the name of a company in a text...it is always the stock ticker.  My girlfriend texted me a few nights ago and asked what I was doing and i responded with "watching nflx".  I also remember reading an article about Bank of America and they abbreviated it as BofA (as they always do) and I was like what the hell, clearly its BAC.  [more]

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24

Attempt number two at fundamental analysis

January 15, 2011 – Comments (76) | RELATED TICKERS: CCME.DL

            Yes, I am writing a blog about a small Chinese  company, the kind I ususally hate.  When something catches my eye though, I can’t help but check it out.  Bare in mind this is only my second attempt at fundamental analysis ever, so please CRITICIZE THE HELL out of me…I want to get good, the best, so I need to know everything I did wrong and everything I did right.  What  did I forget to include?   What did I include that I didn’t need to?

   [more]

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19

Commodities trading?

January 13, 2011 – Comments (25)

I am in this stupid finance club at my school...I thought it would be good, but it sucks, all we do is listento executives talk about how great their company is.  Anyway, theres a 2-3 week contest where we trade commodities with fake money...I signed up, because you can win money or an internship.  I know probably half the kids will do it, and out of half of those kids I probably know more about trading than atleast half of them.  So thats 25%...I figure I could get lucky and beat those 25%...plus maybe I will learn something. Does anybody know any good commodities trading strategies I could use for this contest?  [more]

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7

Is anybody here good at analyzing regional banks?

January 12, 2011 – Comments (4)

Hello Fools.  As many of you know I am very thirsty for knowledge.  As such, i try to learn too many thing at once- I will read like 10 different books about different things in a few weeks, and sometimes I will leave a book only half finished before picking up another one (such a stupid thing to do).  I have tried to analyze like 10 different sectors in the last few months.  However, I still dont fully understand any of them (not to say I havent learned a great deal, because I have).  [more]

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3

GM's lock up period

January 12, 2011 – Comments (0) | RELATED TICKERS: GM

Does anybody know when it ends?  I cant find it in the prospectus....I think it may end Monday...could be a good time to short it.

Recs

43

One word pitches usually get you destroyed

January 12, 2011 – Comments (35) | RELATED TICKERS: TSTC

               Look at what we have here, another Chinese stock being accused of fraud.  A company with 80% of its total assetts being its accounts receivable, and its DSO's out of control.  Do half of the people invested in the company know that? I would bet not.  Now, is it always neccessary to analyze balance sheets, income statements, etc.? Certainly not; I almost never do.  This is because I can usually see the companies I invest in.  My two biggest holdings are STD and BAC...I see BAC everywhere I go.  STD I don't, but it is very well known, and pays a real dividend.  Why on earth would a company that is the """""""""""""""""leader in their technology"""""""""""""""""""" need to raise capital a couple of months ago? I bet that some of these chinese companies don't even exist except on paper.  [more]

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25

Natural Gas

January 07, 2011 – Comments (16) | RELATED TICKERS: CMZPD.DL

So many people on CAPS seem bullish on natural gas.  I would like to hear why.  The price is crap, we have so much of it, theres no tax benefit for using it, it would take a while to convert gas stations, oil isnt TOO expensive yet, oil isn't going away anytime soon, more people are learning the dangers of fracking   [more]

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9

Am I missing something, or is yahoo wrong?

January 06, 2011 – Comments (26) | RELATED TICKERS: MSB

I am looking at MSB.  Forward P/E of 12, dividend of 9.2% (!!!!), Profit margin near 100%, ROA of 180%, ROE of 1100%, Quarterly rev growth of 130% (same with earnings), 13 mill in cash and 0 debt...wtf, why is it so cheap?  The MFI is at 13.57...it may bounce hard soon.

Recs

9

My first attempt at Fundamental Analysis: American Greetings

January 06, 2011 – Comments (14) | RELATED TICKERS: AM.DL2

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I am a trader, but I am trying to start to learn about investing.  This is the first fundamental analysis I have ever done (I have done fundamental analysis before, but only very simply stuff that took 10 minutes).  It only took me about 3 hours so I am skeptical as to how good it is   [more]

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