Investing's Not Just Stocks

TMFJMo — Tue, 02 Apr 2013 13:41:35 GMT

Hey everybody,

I've always said that I got my love of investing from my father. If there is any doubt to this claim, well then this should remove it all. Below is an email I got from my father yesterday. Now I'll preface by saying he's my hero in life and we are very close still today. He's 70 years old but you'd think 50 upon meeting him. He's a physician by trade and a ...

Starbucks/Teavana Deal Notes

TMFJMo — Wed, 14 Nov 2012 19:07:16 GMT

Hey everybody,

Here are my notes from today’s call in regard to the Starbucks/Teavana deal. For those who haven’t seen yet, Starbucks is buying Teavana in a $620 million all-cash deal.

CEO Howard Schultz acknowledged that probably many are surprised by this announcement, however it’s a market that they’ve been studying closely now for a...

The Motley Portfolio's 3 New Best Buys Now

TMFJMo — Fri, 09 Nov 2012 12:17:05 GMT

It’s that time again folks; here are my favorite ideas for new money today from the 23 holdings in my Motley Portfolio. Remember you can see all the holdings and more right here: http://www.fool.com/specials/realmoneyports/real-money-portfolios-jason-moser.aspx

A Note On Ameris Bancorp

TMFJMo — Tue, 23 Oct 2012 10:55:55 GMT

Dear Fools,

In the light of Foolish transparency I wanted to let you know that I will be selling my personal holding in Ameris Bancorp. While it is not a large position by any means, this is in no way a reflection in my ongoing belief in the company and its success. I will continue to hold Ameris Bancorp in my TMF Real Money portfolio however I’d like to steer away from personally owning too many of the comp...

The Motley Portfolio's 3 New Best Buys Now

TMFJMo — Mon, 22 Oct 2012 16:02:26 GMT

It’s that time again Fools; I give you my three best buys for your money today. Remember these are stocks that must come from my TMF Real Money Portfolio. You can see all the holdings right here:

http://www.fool.com/specials/realmoneyports/real-money-portfolios-jason-mose...

Another Buy; Oh The Joy!

TMFJMo — Wed, 10 Oct 2012 13:52:45 GMT

Horrible pun I know:

http://www.fool.com/investing/general/2012/10/10/its-time-to-double-down-for-joy.aspx

Here's the what and the why. Lemme know what you think!

It’s been a couple of weeks since the last installment. A lot can change in two weeks; as such, I give you my three best buys today along with a watch-lister you’ll need to keep on your radar.

Joy Global (NYSE: JOY)

Joy Global makes mining equipment. With $5 billion in TTM revenue and two-thirds of that coming primarily from coal, the...

A Fool's Take On "Sell In May And Go Away"

TMFJMo — Sat, 29 Sep 2012 10:44:23 GMT

I saw this article Tweeted out by Market Watch earlier:

http://www.marketwatch.com/story/sold-in-may-wish-that-could-go-away-2012-09-28?mod=MKTW_ALL&link=sfmw

Sell in May and go away just kills me. It is ass-backwards from...

A Foolish Interview With Aswath Damodaran

TMFJMo — Fri, 21 Sep 2012 16:34:11 GMT

I mentioned this last month and it was available only to One members at that time. However in celebration of our World Wide Invest Better Day I've been able to release it to the masses!

http://www.fool.com/investing/general/2012/09/21/a-foolish-interview-with-aswath-damodaran....

The Motley Portfolio's 3 Best Buys Now

TMFJMo — Sun, 16 Sep 2012 21:51:21 GMT

Fellow Fools,

Well this past week the Fed threw the market another bone with QE Infinity and the market responded enthusiastically. In fact the S&P 500 finished up about 2% on the week after all was said and done. What’s to come? That’s anyone’s guess. But no matter what I’ll continue to invest as it’s the only way I know how. But of course I don’t do it blindly folks; ...

I Know A Lot Of You Like Netflix

TMFJMo — Sat, 08 Sep 2012 21:58:10 GMT

Now I will preface this by saying that I am not a Netflix hater by any stretch. I am simply one Fool that falls on the bearish side where Netflix as an investment is concerned. Put succinctly, I think that Netflix at this point is a better service than it is an investment. And I think it is a fine service for what Reed Hastings has set out to do.

Netflix's competitive advantage was never stronger when it was s...

Negativity Bias and the Evolution of Growth vs. Value

TMFJMo — Sun, 26 Aug 2012 21:49:15 GMT

Anyone here ever think much about negativity bias? To clear up what it is, basically negativity bias is what makes us pay more attention to the sticks than the carrots. We tend to weight more towards the negatives than the positives (at least at first) and this can really wreak havoc on our thinking if we don't realize it up front and address it.

So one analogy that works for me in looking at this from a persp...

Clean Energy Fuels Is For The Motley

TMFJMo — Thu, 23 Aug 2012 20:55:03 GMT

I've had my eye on it for a long time. But price matters and it's finally come down to where I can open a position:

http://www.fool.com/investing/general/2012/08/23/this-stock-will-clean-up-down-the-road.aspx?source=irnsitlnk0000001

You may need a subscription (or even a prescription) to read this:

http://online.wsj.com/article/SB10000872396390444042704577587502012856254.html

A pretty fascinating take though, “A Green Light for Car Loans” tells us about how banks are ...

Investing Made Easy

TMFJMo — Sun, 24 Jun 2012 20:34:53 GMT

Well, that was the idea behind the interview at least:

http://www.examiner.com/article/investing-made-easy-and-fun?CID=examiner_alerts_article

I was happy to have the opportunity to do this.

Foo...

Real-Money Portfolio Buys

TMFJMo — Sun, 24 Jun 2012 11:21:09 GMT

Haven't posted over here in a while. Figured I needed to at least keep the streak going :)

Here are my two Real-Money Portfolio buys this month. It's what used to be referred to as "Rising Stars." One's is a "re-rec" and the other is a newbie to the portfolio:

Tax Rates and Growth

Are taxes the problem? What is the ideal corporate tax rate? Buffett says that corporate profits are not the problem. Berkshire is spending money where they see the opportunity. Not lack of capital nor tax rates holding things back. Corporate rates used to be much higher, economy still performed. Medical co...

Berkshire Meeting Notes Part V

TMFJMo — Sat, 05 May 2012 16:19:50 GMT

Railroads

The beauty of railroads is that we have the economics behind them and the economics almost always win out. Politics aside, there’s no compelling enough argument against them. There are regulations to deal with, but the economics play a tremendous role in sorting them out. Railroads are the best way to move lots of hea...

Berkshire Meeting Notes Part IV

TMFJMo — Sat, 05 May 2012 15:20:58 GMT

Succession, Culture and Takeover

Will anyone come in to change the culture in a post-Buffett world? Virtually no chance, culture is part of the succession plan, it’s embedded and a way of life. You have a situation where many managers at Berkshire enjoy what they do and don’t necessarily have to work. But they love what they do...

Berkshire Meeting Notes Part III

TMFJMo — Sat, 05 May 2012 13:00:46 GMT

Berkshire’s Stock Price

Why is the stock being held back? There have been several times where it was significantly undervalued. They’ve seen the price cut in half at least four times over the years. Any business is going to see this over long periods of time. Enter Mr. Market as your partner. Good old Graham…take advantage of M...

TMFJMo's Blog

Investing's Not Just Stocks

Starbucks/Teavana Deal Notes

The Motley Portfolio's 3 New Best Buys Now

A Note On Ameris Bancorp

The Motley Portfolio's 3 New Best Buys Now

Another Buy; Oh The Joy!

A Fool's Take On "Sell In May And Go Away"

A Foolish Interview With Aswath Damodaran

The Motley Portfolio's 3 Best Buys Now

I Know A Lot Of You Like Netflix

Negativity Bias and the Evolution of Growth vs. Value

Clean Energy Fuels Is For The Motley

Investing Made Easy

Real-Money Portfolio Buys

Berkshire Meeting Notes Part V

Berkshire Meeting Notes Part IV

Berkshire Meeting Notes Part III