Wednesday, July 30, 2014
Monday, July 7, 2014
Saturday, July 5, 2014
Wednesday, July 2, 2014
Sunday, June 8, 2014
Friday, June 6, 2014
Wednesday, June 4, 2014
Sunday, June 1, 2014
S&P 500 Total Return: Dividends vs. Capital Appreciation
Monday, May 12, 2014
Friday, May 9, 2014
Wednesday, May 7, 2014
Stocks, a Better Asset Class During Rising Interest Rate Environment?
Monday, May 5, 2014
Sunday, May 4, 2014
Thursday, April 24, 2014
Monday, April 14, 2014
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.
Some Thoughts About Investing from 2014 Berkshire Hathaway shareholders letter
Labels: Warren Buffett
Friday, April 11, 2014
Thursday, April 10, 2014
Friday, April 4, 2014
Thursday, April 3, 2014
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
Company Presentation: Calumet Specialty Products Partners Presentation
Calumet Specialty Products Partners, L.P. (CLMT) - Contrarian Stock Pick
Tuesday, April 1, 2014
Number of annual proxy contests involving activist investors since 2010
Labels: Activist Investing
Friday, March 28, 2014
Largest Foreign Acquisitions by Japanese Companies Since January 2012
Wednesday, March 26, 2014
Market Calls, Revisited - Transocean Down 23% Since Hatfield Deemed It ‘Undervalued’
Wednesday, March 19, 2014
Tuesday, February 18, 2014
Wednesday, February 12, 2014
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?
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
Thank you Mr. Ghanesh - VP Int'l Markets, AIC - for your input.
Scaremonger…. Should you be scared?
Monday, February 3, 2014
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!"
Is Dow Chemical Co. a Buy?
Wednesday, January 29, 2014
Tuesday, January 28, 2014
Markets are in grip of fear due to EM’s slowdown. So, are you ready to grab this opportunity?
“Be greedy when others are fearful.” Warren Buffett
Certainly it is almost impossible to predict the future course of markets but based on past evidence/history, we can somewhat pave way forward.
What I believe is that going forward, from now, the earnings of companies should be higher than where they stand today. This should positively impact stock prices and hence the market will continue to head up.
Don't be afraid of short-term volatility. Shrug-off fear and BUY THE DIPS.
Buy The Dips