Day

July 9, 2012
This article talks about one of our favorite stocks in the media space.  DirecTV (DTV) offers a compelling value at just over 10 times forward earnings.  This company has a strong business with excellent growth in Latin America, and its strong capital allocation track record make is ideal for shareholders looking for a good long...
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This article rightfully brings attention to the high possibility that tax rates on dividends will be increasing next year.  With bond yields so low for highly rated companies it does make some sense to issue debt and to pay it out to shareholders, and then over the next years pay back the loans by offering...
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Although Brazil sits on vast oil reserves and should be one of the primary growth regions for global supplies, the domestic oil equities such as Petrobras (PBR) and OGX Petroleio e Gas Participacoes have struggled.  A big reason for this is the effort to try and produce as much as possible using domestic companies, when...
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We have talked about the vulnerability of the Australian economy due to its exposure to heavy mining materials before, as we expect Chinese demand to slow down.  There are significant issues with the Australian economy due to over-inflated housing prices, and an extremely strong currency which crimps exports.  The decade long mining boom has propelled...
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This is an interesting article on Lenovo’s practice of internally manufacturing as opposed to outsourcing.  Obviously being a Chinese company the decision is made bit easier than it is for companies like Dell or Hewlett-Packard which are based in the United States.  Currently the trend led by Apple is to take more control over the...
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Rapidly rising education costs combined with diminishing expected incomes are likely to create significant problems for a generation of young workers.  With unemployment still greater than 8% many recent college graduates have elected to get their secondary education instead of seeking immediate employment.  This is a sound strategy in some cases, but it is important...
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