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January 2007

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My 5th Arbitrage Experiment & a Quiz

January 26, 2007 – Comments (3)

Hi,  [more]

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4th Arbitrage Opportunity -- Jan 12th

January 11, 2007 – Comments (0)

( This is a write-up on my arbitrage experiments. I have put in a sell order for NWEC and CONR. The real returns for NWEC is 4% including dividends, excluding taxes & commissions, annualised this should work out to about 6~7%. On 27th December, I wrote about another arbitrage opportunity, CONR. The price gap has narrowed from 6.85% to 1.81% resulting in a return of 5.04% in less than 3 weeks, and I have also put in a sell order on CONR. )  [more]

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Added onto WU @ 22 today -- 8th Jan

January 08, 2007 – Comments (0)

Added substantially to Western Union at $22.00 today, will continue to buy on downward 10% movement. See my previous post on WU's economic moat. I am convinced this is a long term buy and hold, trading at 20x trailing earnings, which is slightly discounted to its peers but has better metrics.

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Resolutions for avoiding Delusions

January 06, 2007 – Comments (0)

Hi. saw the link from the TMF Liquid Lounge board, http://www.wcam.com/index.php?id=82 , I am quoting the following from the West Coast Asset Management newsletter.   [more]

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My 2007 Investing Resolution

January 03, 2007 – Comments (0)

This is my New Year's Resolution for 2007   [more]

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Applying Sarbit's 10 Attributes of a Wonderful Business to WU -- Jan 3rd

January 03, 2007 – Comments (0)

I am following up my previous WU post with a Larry Sarbit's 10 Attributes of a Wonderful Business applied on WU. Mr. Sarbit has acknowledged that this is adapted from Buffett. (www.sarbit.com)  [more]

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