Tag

TTCM
We should see the release of Federal Reserve’s draconian stress test this week which should clear the path for many of the stronger banks to increase their dividends and share buybacks.  It is important for these companies to be able to operate in the shareholders best interests, yet still follow all regulatory guidelines. For the...
Read More
The following article is pretty indicative of the bullish argument for gold.  While I certainly have no faith in any paper currencies, I’d much rather invest in assets that are likely to grow and that have some level of pricing power.  One time Warren Buffett was asked by a student how they could protect themselves...
Read More
It looks like the Federal Reserve is back at it providing leaks to the press, and as usual it sheds a negative light on the banks.  I’m all for higher capital requirements but the rules have to be clear. It’s silly to come up with these fictional “stress tests” scenarios, where one group argues that...
Read More
It is interesting to see that hardest hit states from housing are leading gains in employment.  It is important to remember why states like California, Florida, Arizona, and Nevada were growing so fast to warrant the increasing home prices in the first place.  They are very desireable places to live, particularly for the baby boomer...
Read More
This article talks about Hedge Fund Investor Daniel Loeb getting more active with Yahoo.  This is a real positive as I have no confidence whatsoever in the Yahoo Board of Directors which have been a disaster ever since they rejected Microsoft’s $31 a share offer. I think that Yahoo should create a tracking stop for...
Read More
Bank of America CEO Brian Moynihan was on Bloomberg this morning talking about the U.S. Consumer and his company. He mentions that Bank of America is past the stage of capital concerns, and now the issue is earnings. There are about $2 Billion of additional mortgage related expenses per quarter that will ease over time,...
Read More
On February 15th, 2012 Mohnish Pabrai of Pabrai Investment Funds spoke at The Ben Graham Centre for Value Investing in Canada.  It is a long video and the formatting is not ideal, but the stories he tells are some of the stories that inspired me to start my own investment advisory firm.  He covers many...
Read More
Bill Ackman appeared on CNBC today where he discussed Borders, Amazon (AMZN), Apple (AAPL), and JC Penney (JCP) among other topics.  Ackman has become one of the most influential investors in the United States through activist investing built on solid value investment principles.  I thought his comments on the housing market were particularly relevant.  It...
Read More
March 7th 2012 CSX:                                      $20.25 Market Cap:                       $21.4 Billion Dividend Yield:                  2.37% P/B:                                       2.5 2011 Net Income:            $1.822 Billion 2011 Free Cash Flow:      $1,396 Billion Company Overview:  CSX is one of the largest North American railroad companies controlling 21,000 miles of track, predominantly on the eastern United States.  CSX hauls...
Read More
Today Treasury announced that they will be selling $6 Billion of AIG stock, and AIG announced that they will be buying up to $3 Billion of it.  This is enormously accretive to AIG shareholders being that if AIG were to pay $29 a share from Treasury, they would be purchasing their own stock at 52%...
Read More
1 111 112 113 114 115 116

Recent Comments

    Archives

    [vc_separator type=’transparent’ position=’center’ color=” thickness=” up=’6′ down=’6′]

    7242 East Cortez Rd
    Scottsdale, AZ 85260
    Phone: 805-886-8140
    Fax : 949-335-9784

    [vc_separator type=’transparent’ position=’center’ color=” thickness=” up=’6′ down=’6′]