2008 February « Enterprising Investor Forum

Ideas from insider reports Wednesday, February 6, 2008

Posted by ei-forum in Investing.
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We have often posted about using insider buys as a way to create a short-list of stocks to look at and consider as possible opportunities. We recently came across an interesting site that has a number reports already compiled that can be used as a quick reference.

Insider-Monitor.com provides reports on both insider buys and sells on a real-time basis ranging from weekly reports to quick links to the MSN Top Insider Buys, the Yahoo! help section and the Quicken Insider Trading Information and Education.

We like to look at the lists that ranks the companies that have had the most insider buys by Officers in the last week: link.

Enjoy!

1 dollar coffee Tuesday, February 5, 2008

Posted by ei-forum in US Traded Stocks.
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Recent troubles at Starbucks (SBUX) have been well documented but we were really surprised to see that they have started to test the 1 dollar cup of coffee – plus free refill – at some selected stores. Wasn’t their positioning a premium / trendy one? Are they panicking following McDonald’s (MCD) recent announcement to go after the coffee market? As far as we understood, one of the main issues they were facing was operating margins; how could this possibly help?

We assume that one of the main purposes is to try and drive some additional traffic through the stores but would this be the right target group? Probably not and we fail to see how this would link with the recent campaign to ‘going back to the roots.’

We do think that long-term, Starbucks could present a good investment, but we feel that the stock will face some more downward pressure and that there will probably be better entry points in the following months as Howard Schultz tries to get things back on track.

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Dilbert: investment scam? Monday, February 4, 2008

Posted by ei-forum in Investing Humor.
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Come back next Monday for more investing humor!

Microsoft offers $44.6 billion for Yahoo! Friday, February 1, 2008

Posted by ei-forum in US Traded Stocks.
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Half in cash and half in stock – representing a 62% premium! It looks like Yahoo! will not be able to say no this time…. and shareholders will definitely not say no at 31 USD (stock closed yesterday at 19 USD).