January 2009
January 31, 2009 –
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RELATED TICKERS: GE
, KO
A few months ago I created a dividend account on this website. This is what I have observed between my two accounts since then. [more]
January 30, 2009 –
In August 1930 one of the worlds greatest investors was born in the depths of the Great Depression. Despite the following era of unprecedented headwinds and turmoil this famous asset allocator would later claim he was a lucky product of the ovarian lottery. Being born into a period of myriad problems would give him the lessons and the lift that would propel his career to amazing heights. [more]
January 25, 2009 –
Works Cited [more]
January 25, 2009 –
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January 11, 2009 –
Halving someones net worth really changes the way they function in the economy and especially how they function as a consumer. The excesses of the former consumption society we have all seen or taken part of in the last two decades will come to an end as 'anything that can't go on much longer, won't.' As consumption goes down as a share of GDP we must see increases from the other three contributors to GDP: investment, government spending, and net exports. It is clear then that our nation must produce more goods that foreign countries desire and our government has to direct us away from depreciable assets(cars, furniture, gadgets) to more meaningful investments like energy technology. [more]
January 03, 2009 –
For any money manager (or Caps Player) I think the goal during this lowered market should be 'finding Phil Fisher businesses at Ben Graham prices' as Warren Buffett said about the market in 1974. We have all seen opportunities abound where a great company that will be exponentially stronger in say 10 to 15 years has been trading for enterprise value as if it were private equity. These companies include such essential components of our lives like cell phone companies, grocery stores and even energy companies. Now we can get in the earning power of these public businesses for many years to come. Buying a solid franchise is the best way to assure consistent returns through rough patches and buying them at great prices should provide the margin-of-safety that can double those returns. Stocks trading at a P/E of lower than 7-8 or possibily higher, depending on any previous one-time expenses that skewed the figures, should be the targets of the wise stock picker. Owner earnings can work well especially for 1-dimensional companies with strong brands and the most consistent cash flows. [more]
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