Thoughts on an Apple Tablet
Welcome again TheStreet.com readers. Seems that Jim Rogers is becoming a regular collaborator with The Curious Investor. It seems that people who have found this blog through my references on TheStreet.com come in two flavors.
People who think that I’m an Apple expert.
Mac fanboys upset that I haven’t given a 100% Buy! Buy! Buy! comment on Apple.
For those in group 1, I’m sorry to disappoint you, but this isn’t an Apple blog. I don’t purport to have any particular insight on Apple and its products other than …
TCI Economic Forecast 2010
As some members may know, The Curious Investor is a member of the Forbes.com blog network. This week, they’ve organized the bloggers to answer the prompt:
What is your economic forecast for 2010? Are there specific economic markers that you find particularly useful and upon which you rely on in making your prediction?
From my perspective, the United States economy for the last decade has serial bubbled its way to the illusion of wealth. First the internet bubble and then cheap credit financing a housing bubble lined the American consumer’s pockets with a seemingly …
Weekend Recap – August 30, 2009
After yet another positive week in the markets, it seems the blogosphere is a buzz with warnings to get defensive. Personally, I understand the call towards defensive positions, but I still believe the best investments are not those based on top-down trends. Instead, I like to focus on a concentrated portfolio of well-researched, fundamentally driven investments.
Economic and Market Outlook
Sean Maher of Dead Cats Bouncing reminds us that, despite a “stunning” rally in various equity markets, risks still loom large to a sustained global recovery.
Doug Kass gives us his …
Cash Conversion Cycle Case Studies
I’ve talked a lot about net working capital in several of my posts. In fact, I used it in my post this Monday when trying to determine Apple’s distributable cash. For those that felt lost, I had once described this process in my post on how to analyze businesses in a recession. Upon looking over these posts, I’ve realized that some who are unfamiliar with working capital metrics and how they work may remain confused so I’m going to try to make it even clearer.
For this case study, it will help to know …
Maximize Your Chances of Winning the Lottery
Just a little digression tonight, the Megamillions jackpot is up to $252 million tonight and I thought it’d be fun to do a little quick analysis of your chances of winning. For those that don’t know, the game is played by choosing five numbers from a set of 1 to 56 (without reptition) and then a “megaball” number between 1 and 46.
So, for those that know a little about probability, there are (56C5)*46=175,711,536 different permutations of numbers that you can choose. Rather than go through all the probabilities of winning, the lottery actually publishes its own listing of probabilities to …
Apple fairly valued? Decide for yourself!
Apple’s stock is fast approaching its 52-week high of $177.50 set almost exactly 1-yar ago and seems within striking distance of its all-time high valuation near $200. I wrote at the beginning of the year about Apple’s intrinsic value and recommended buying the stock when it hit $89/share amid rumors of Steve Jobs’ declining health and Apple’s inability to continue to make hit products. The stock has appreciated almost 90% since and it would seem a good time to revisit the Company’s valuation.
My method of determining whether or not a stock is trading at a …
