Use access key #2 to skip to page content.

November 2007

Recs

1

Happy as a Lark: Closure coming on Tribune (TRB) deal

November 28, 2007 – Comments (0)

Well, the FCC will vote on the Tribune deal for waivers for the next 2 years. This is independent of the FCC chairman's aim to deregulate the media ownership rules by a vote on Dec 18, seen to be too late for the TRB deal.  [more]

Recs

3

Another view of MCO Valuation

November 24, 2007 – Comments (2)

   [more]

Recs

1

Simple valuation of FAST

November 24, 2007 – Comments (0)

Looking at FAST:  [more]

Recs

1

S&P 500 Negative for the Year, DJIA not far behind.

November 21, 2007 – Comments (0)

According to WSJ's Market Data section, S&P 500 was +1.5% for the year Tuesday November 20th, after today's decline of 1.59%, the index should be negative for the first time this year.

The Dow Jones Industrial Index (DJIA) was up +4.4% for the year yesterday, it should be about 4.4 - 1.62 =  +2.78% for the year.

raytoei

 

Recs

2

Moody's (MCO): Comparing the year 2004 and Now

November 21, 2007 – Comments (0)

Yesterday MCO reached $36.66, the last time this price was reached was in 2004. So, perhaps it makes sense to do a simple comparison of MCO's metrics back in 2004 and the present (using TrailingTwelve months data). MCO fell from a peak of $76 this year down by more than half because approximately 1/3 of the business comes from rating the mortgaged backed instruments, and the whole world thinks Moody's business is going to fall off the cliff.  [more]

Recs

4

Stock I'd love to Buy Now: Teradata (TDC)

November 16, 2007 – Comments (1)

Disclosure: I do not have any position in TDC.  [more]

Recs

1

Uber Cool Friday: Run a Webserver off a mobile phone

November 16, 2007 – Comments (0)

The kind folks at Nokia has created www.mymobilesite.net which gives S60 handset owners the ability to run a free webserver off their mobile phone.   [more]

Recs

1

short post: Rethinking the "consistency criteria"

November 12, 2007 – Comments (1)

one of my key investing selection criteria to choose companies with consistent earnings, revenues and good ROE metrics. I am currently going put this "consistency criteria" on probation not because it isn't important but it may not be enought. Recently two companies which I invested in, Levitt (LEV) and Georgia Gulf (GGC) are in trouble despite the fact that they fit this criteria.  [more]

Recs

7

My Investing Hero is over 90 years old.

November 12, 2007 – Comments (2)

He is Walter Schloss. This original grahamite student is not as famous as the other student Warren Buffett. Walter Schloss and son Edwin charges 25% of profits, and they have managed to get a long term record (40 years!) of average 20% annual returns.   [more]

Recs

2

exciting week ahead....

November 11, 2007 – Comments (0)

I have absolutely no idea where my beloved Tribune Inc (TRB) is headed. There are two camps: the naysayers now say that financing isn't an issue but the FCC is, and then there is the sam-zell camp (of which I profess I am one) which to quote the Oct 24th Deutsche Bank analysts:  [more]

Recs

3

Looking at some stocks for my watchlist.

November 03, 2007 – Comments (1)

Below are some stocks that have been recommended in the past couple of months.  I spent some time today reading up on the thesis and putting a "ToDo" on the stocks.    [more]

Recs

4

The Fear surrounding my stocks.

November 02, 2007 – Comments (1)

The stocks in my portfolio are on sale.    [more]

Recs

8

Be an Investor not a Trader.

November 01, 2007 – Comments (0)

Yesterday, the market rose 1+% and today the S&P dropped more than 2.5%. Looking at my stocks, I fail to understand why Citibank is suddenly deemed 6.89% cheaper by the analyst community. Or why over a course of two days, DFS dropped 8% from the peak yesterday of 20.90 to the closing today at 18.52.   [more]

Featured Broker Partners


Advertisement