Dilbert: press release Monday, March 17, 2008
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Come back next Monday for more investing humor!
A different Cramer Friday, March 14, 2008
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As he says in the the interview, this is different than the market and it is quite rare to see Cramer without any arguments but we thought that this interview was worth posting.
We have written about Cramer in the past and have also reviewed Confessions of a Street Addict (here), despite the fact that he is controversial – to say the least and that he should be taken lightly, he remains immensely knowledgeable, an entertaining commentator and as this interview shows, ‘a nice guy’….
Hostile takeover time? Thursday, March 13, 2008
Posted by ei-forum in Miscellaneous.1 comment so far
As Carlyle Capital is on the verge of collapse and the economic outlook seems to be rapidly deteriorating, cash rich companies are going shopping.
The interesting this is that, especially in the tech sector, the predators have been trying to make friendly acquisitions without pushing to hard and threatening to go hostile. However, Electronic Arts just announce a change in strategy and began a 2 billion dollar tender for Take-Two Interactive. Is this going to push others to follow in their footsteps? Will Microsoft decide to change gears and take things into their own hands with respect to their Yahoo! offer?
As conditions worsen, these predators will no doubt start to act more aggressively and their prays will be left with very little room to maneuver…and don’t forget companies like GE, things could start to get very interesting.
Let’s see….
MBIA moving on competitors Wednesday, March 12, 2008
Posted by ei-forum in US Traded Stocks.2 comments
Bond insurer MBIA (MBI) will try and make the most of the current situation. It has been raising capital from private and public investors to tackle current concerns regarding their financial situation and also using it to secure more business from competitors that are struggling more than they are.
Is this a good bet? Well, Buffett has started insuring municipal debt so there is a good chance that it’s a very good idea to do so. MBIA CEO Jay Brown has been quoted saying that they have a unique opportunity and they plan on taking it!
Judging by the latest insider buys (N*1 ranking in MSN last 30 day purchases), it looks like management it putting their money on the table:
Berkshire B shares Tuesday, March 11, 2008
Posted by ei-forum in US Traded Stocks.1 comment so far
Has anyone noticed that the B-shares are starting to look quite interesting again (BRK-B)? Back at 4,363 USD, and as the market is heading lower, this could be an ideal time to open or increase a position.
As we have already discussed in the past, what better time for Berkshire and it’s large cash position. Would you rather try and pick out what bargain stocks you should be trying to pick up or would you rather have Buffett do the job for you?
From the 4,200s level, investors should be fairly confident to expect double digit increases in the following years.
Please read our disclaimer.
Dilbert: TV analyst Monday, March 10, 2008
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Come back next Monday for more investing humor!
Wisdom from Peter Lynch Friday, March 7, 2008
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From the second chapter of Beating the Street:
“A decline in a stock is not a surprising event, it’s a recurring event – as normal as frigid air in Minnesota. If you live in a cold climate, you expect freezing temperatures, so when your outdoor thermometer drops below zero, you don’t think of this as the beginning of the next Ice Age. You put on your parka, throw salt on the walk, and remind yourself that by summertime it will be warm outside.
A successful stock picker has the same relationship with a drop in the market as a Minnesotan has with freezing weather. You know it’s coming, and you’re ready to ride it out, and when your favorite stocks go down with the rest, you jump at the chance to by more.”
Credit card crunch Thursday, March 6, 2008
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Nearly half of all American households have credit-card debt and despite most attention being focus on sub-prime, this is another important issue facing the economy…. we recently found out that Americans have almost 700 million credit cards, that’s practically over 2 for for every man, woman and child!
However, no need to worry: Cramer is willing to help and is proposing a solution:
GE: defensive value Wednesday, March 5, 2008
Posted by ei-forum in US Traded Stocks.2 comments
Looking for a value play that pays a 3,7% dividend and is poised for double digit growth with limited downside? Well, you might what to read on…
It’s in times like these that investors have to turn to companies with solid track records, strong management and a clear strategy: General Electric (GE) delivers on all these requirements. GE’s financial health is amongst the absolute best: a AAA credit rating. Furthermore, they shut down WMC Mortgage late last year and therefore have practically no exposure in the subprime market.
We completely disagree with continued talk about how Jack Welch squeezed everything out of GE and that Jeff Immelt has little room to maneuver. We think that Immelt has a clear vision and is executing his strategy in difficult times and that he will continue to deliver double digit growth. GE is a much stronger company now than it was under Welch and it’s just a matter of time before this is reflected in the share price, especially through their expansion in emerging markets.
Here is a look at other famous investors that belive in GE and recent insider movements taken from gurufocus.com – please note recent buys by Jeff Immelt, 90,000 shares on29/02/2008.
Please read our disclaimer.
Buffett: wildest dreams… Tuesday, March 4, 2008
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We couldn’t resist a post on the 2007 shareholder letter.
On page 8, Warren talks about the best anecdote he’s heard during the current presidential campaign…. we’ll, you can read about it on the actual letter: here or you can watch the following video:
Enjoy!
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