Author Archive
Tech Bargains
As the market for “new” tech stocks has gone wild again (see LinkedIn, Groupon, and the omnipresent chatter about Facebook), my interest has been piqued by the surfeit of tech bargains that seem to have appeared in the “old” tech stocks of yore. Cisco, Intel, Apple, Microsoft, Hewlett-Packard, all are trading at less than 7x [...]
read more »SP500 to Gold
Once again, thanks to Zero Hedge, saw this very interesting chart in an article promoting a return to the gold standard. To be honest, I have no idea what it means to return to the gold standard or what merit it’s perceived to bring. The comments on the Zero Hedge post are just a mess, [...]
read more »Effect of Oil Prices on the US Consumer
Great chart courtesy of Zero Hedge. This is part of the reason that from a portfolio perspective, I always like to keep some oil exposure for diversification. Full Disclosure: Author long shares of TOT and LINE at the time of writing
read more »In Defense of Groupon – Part I
It seems that Google is poised to make a potential $6 billion acquisition of Groupon which has been described as $5.3 billion in upfront consideration and $700 million in performance awards for management. Investor reaction yesterday was negative with the stock falling 4.5% and the internet appears to be on fire with bloggers and journalists [...]
read more »Is there good cash flow and bad cash flow?
Motley Fool printed an interesting article, “Can you trust the cash flow at Johnson & Johnson?,” yesterday. The author points out that “not all cash flow is equal” and shows this graph analyzing the sources of Johnson & Johnson’s freecash flow: Johnson & Johnson shareholders can breathe a sigh of relief as the author of [...]
read more »Net1 UEPS Technologies
It’s been a while and for that I apologize. Truth be told, I had gotten my portfolio almost fully invested by mid-last year. And, as the stock intense rally we’ve seen in stocks through 2009 has turned flat since the new year, I’ve been much less aggressive with my personal portfolio and as such have [...]
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