Tuesday, August 19, 2014

Wednesday, July 30, 2014

Saturday, July 5, 2014

Wednesday, July 2, 2014

Friday, June 6, 2014

Tuesday, June 3, 2014

Asia's Giants


Asia's Giants SocialTwist Tell-a-Friend Share

Sunday, June 1, 2014

S&P 500 Total Return: Dividends vs. Capital Appreciation

Since 1926, 41% of the U.S. stock market’s total return has come from dividends, with the
rest from price appreciation. But while price returns varied widely from decade to decade, dividends were always positive. They helped boost gains in up periods and reduce losses during downturns.


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Monday, May 12, 2014

Mergers & Acquisitions



Mergers & Acquisitions SocialTwist Tell-a-Friend Share

Friday, May 9, 2014

Monday, May 5, 2014

Sunday, May 4, 2014

Will AIG Stock Double?

Why AIG Stock Could Double in Five Years - Barron's

American International Group  -  Click to view the writeup.

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Thursday, April 24, 2014

Bull Market History



Bull Market HistorySocialTwist Tell-a-Friend Share

Monday, April 14, 2014

Some Thoughts About Investing from 2014 Berkshire Hathaway shareholders letter

Buffett discusses his purchase of two pieces of real estate (a farm in Nebraska and a retail property in New York City) and compares them to stock market investing:
  • "You don’t need to be an expert in order to achieve satisfactory investment returns"
  • "Focus on the future productivity of the asset you are considering"
  • "If you instead focus on the prospective price change of a contemplated purchase, you are speculating"
  • "With my two small (real estate) investments, I thought only of what the properties would produce and cared not at all about their daily valuations. Games are won by players who focus on the playing field – not by those whose eyes are glued to the scoreboard. If you can enjoy Saturdays and Sundays without looking at stock prices, give it a try on weekdays."
  • "Forming macro opinions or listening to the macro or market predictions of others is a waste of time. Indeed, it is dangerous because it may blur your vision of the facts that are truly important."
  • "Owners of stocks, however, too often let the capricious and often irrational behavior of their fellow owners cause them to behave irrationally as well. Because there is so much chatter about markets, the economy, interest rates, price behavior of stocks, etc., some investors believe it is important to listen to pundits – and, worse yet, important to consider acting upon their comments." All he means is act wisely with a long term view.


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Friday, April 11, 2014

Thursday, April 10, 2014

Friday, April 4, 2014

The Great Rotation from bonds to stocks

Is it Happening??



The Great Rotation from bonds to stocksSocialTwist Tell-a-Friend Share

Thursday, April 3, 2014

Calumet Specialty Products Partners, L.P. (CLMT) - Contrarian Stock Pick


Company: Calumet Specialty Products Partners, L.P. (NASDAQ: CLMT) is a leading independent producer of specialty hydrocarbon and fuel products.

Reasons to Buy: Co. will benefit from rapid growth in drilling and increased exploration activity (Shale gas, Oil exploration etc.).

Stats: Near 52W low / Close to 11% yield / near term target of $ 35

 

Calumet Specialty Products Partners, L.P. (CLMT) - Contrarian Stock PickSocialTwist Tell-a-Friend Share

Wednesday, March 19, 2014

Rising Income Inequality



Rising Income InequalitySocialTwist Tell-a-Friend Share

Tuesday, February 18, 2014

Wednesday, February 12, 2014

Scaremonger…. Should you be scared?



Indeed, the charts are SCARY! But as value investor I believe one should be happy to see blood on street, provided you are not 100% invested! :):)


Inevitably, the market WILL FACE CORRECTION, but it’s difficult to predict when?


An average Joe is playing catch-up rally, every time the market falls. Most recently as below. Or is he/she right about participating?


I believe, there still MIGHT be opportunities to play in 2014! Overall it will be difficult to see a broad based rally as witnessed in previous year, but some stock picking activity can hold good

Happy Investing! 

Thank you Mr. Ghanesh - VP Int'l Markets, AIC - for your input.

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Monday, February 3, 2014

Is Dow Chemical Co. a Buy?

Dow Chemicals - Click to view the writeup.

"Dow shares have woefully underperformed over the last decade, generating a return of 46% (including dividends) compared to a 199% return for the S&P 500 Chemicals Index and a 101% return for the S&P 500.1 Indeed, in April 1999, nearly 15 years ago, an investor could have purchased Dow shares for the same price that they trade at today!"


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