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ElCid16 (98.07)



Comparing Amazon to other High Fliers

March 31, 2014 – Comments (1) | RELATED TICKERS: AMZN

For years now, Amazon has been almost impossible to try to value using many traditional measures.  Earnings, in addition to being razor-thin, have been inconsistent.  Amazon doesn’t pay a dividend.  Free Cash Flow was nearly zero last year.  [more]



The Power of a World Class Business Model: Overcoming Idiocy

March 26, 2014 – Comments (2) | RELATED TICKERS: HD

I've been doing quite a bit of historic financial data collection over the past several months.  I've collected complete financial statements on about 50 companies now, each with about 20 years of data.  [more]



Rule #1: Invest in a great company. Rule #2: Get a good price. Rule #3: Rule #1 > Rule #2

March 25, 2014 – Comments (15)

Being a value investor at heart, I tend to migrate toward articles, blogs, and headlines that speak to value or discount stocks.  For me, finding items at 10, 20, or even 30% off the sticker price feels like a bargain, psychologically.  (I find myself not only doing this with the stock market, but in other aspects of life, too.  I once purchased a coat at 70% off the retail price.  I ended up wearing it once.  It sat in my closet for 2 years before I finally took it to a Goodwill.)  I even read a tweet just this morning that said “ultimately, it’s all about the price you pay.  Everything else is secondary.”  [more]



Note to The Motley Fool - You're Missing your Opportunity with CAPS.

March 20, 2014 – Comments (3)

At the top of Seeking Alpha's homepage, they have added a hyperlink that redirects to a WSJ article.  The article is titled: "Study: Crowd Sourced Stock Opinions Beat Analysts, News."  [more]



Lululemon looks a lot better now than it did a year ago

March 19, 2014 – Comments (0) | RELATED TICKERS: LULU , NKE , KORS

Almost one year ago to the day, I submitted a blog post that looked at Michael Kors and Lululemon.  At the time, both companies were trading at similar P/E ratios.  Both companies had similar ROA, ROE, profitability metrics, no debt, lots of net cash, etc.  But one metric that stood out at me was the fact that KORS had same store sales in the 20-40% range, while LULU only had same store sales in the high single digits.  I came to the conclusion that of these two retail companies, KORS seemed like the winner.  [more]

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