Month

June 2013
There is no doubt that BP blundered tremendously with the Deep Horizon spill in the Gulf of Mexico but the fraudulent claims following this are truly disgraceful.  This type of gaming of our legal system serves to enrich lawyers while hurting just about everyone else in society, particularly business.  I just can’t imagine a self-respecting...
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As a passionate student of all types of history, I’ve gained tremendous insight from studying the business and investment experiences of the most successful professionals.  There is no need to reinvent the wheel, nor veer from the core value investing framework that has made these people so incredibly successful.  Leucadia (LUK) is a company that...
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Global equity and fixed income markets have been in a state of tremendous trepidation, as fears of central bank tightening, combined with still slow economic growth have market participants frightened.  These issues really have been quite predictable and I don’t view much as having changed, as it is inevitable that at some point, interest rates...
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I believe that an AT&T (T) merger or investment in Telefonica (TEF) would be extremely intelligent at this stage in the game.  Right now the U.S. mobile market is performing wonderfully and Europe is incredibly depressed.  There is no reason to believe that conditions won’t improve in Europe and this would be an excellent opportunity...
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Below is our most recent research report on a company that I find very interesting.  They have two outstanding quick service restaurant concepts that have been under-invested in.  I believe it has huge long-term potential. http://seekingalpha.com/article/1478771-fiesta-s-long-term-growth-potential-could-be-unlocked-by-an-equity-issuance-or-merger INVESTING IN THE FINANCIAL MARKETS INVOLVES RISKS. OPTIONS ARE NOT SUITABLE FOR ALL INVESTORS.
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Below is our most recent research report on Superior Industries. http://seekingalpha.com/article/1480371-superior-industries-is-a-buyout-candidate-despite-new-plant-build INVESTING IN THE FINANCIAL MARKETS INVOLVES RISKS. OPTIONS ARE NOT SUITABLE FOR ALL INVESTORS.
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Below is my most recent research report on Salesforce.com.  This is a company that I believe is very deceiving in how it presents its financial results and it has a complicit analyst community, which focuses way too much on revenue growth and far too little on actual profitability or business value. http://seekingalpha.com/article/1482511-salesforce-com-the-charade-continues-with-recent-acquisition INVESTING IN THE...
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Below is our recent research report on Viacom.  We believe that the company’s strong competitive position and business economics will allow it to generate prodigious free cash flows.  The company has a solid capital allocation policy, which favors stock buybacks below intrinsic book value. http://seekingalpha.com/article/1508022-viacom-strong-capital-allocation-and-a-competitive-position INVESTING IN THE FINANCIAL MARKETS INVOLVES RISKS. OPTIONS ARE NOT...
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I came across a prescient article discussing the dangers of mortgage REIT’s, particularly as interest rates begin climbing.  These companies’ use huge amounts of leverage to buy mortgage backed securities, and because they pay out the vast majority of net income as a dividend to shareholders’, the companies’ benefit from better tax treatment on the...
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