2008 June « Enterprising Investor Forum

Dilbert’s Boss Monday, June 30, 2008

Posted by ei-forum in Investing Humor.
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Today we”ll start a new series on Dilbert videos with a montage on his boss:

Come back next Monday for more - Enjoy!

World Economic Forum Friday, June 27, 2008

Posted by ei-forum in Miscellaneous.
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Ever wonder what Davos is all about? What the World Economic Forum really is? Here is n interview with Klaus Schwab the Founder and Executive Chairman:

Enjoy!

Caution! Thursday, June 26, 2008

Posted by ei-forum in Investing.
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There is really no need to be a hero today.

Taking into account current market conditions and volatility, we would strongly recommend to adopt a wait and see attitude - keep on monitoring your watchlist but do not try to catch a falling knife!

There is too much uncertainty, speculation and unwinding of positions for the average investor… with so many professionals forced to de-leverage - sometimes from 30+ to the mid 10s - there is simply too much risk in the market.

Until we see what the next round of earnings have to offer it is going to be extremely difficult to value most of the business prospects out there, even for the long-term investor… you might see the occasional rally in the following weeks but more likely a strong downtrend.

There is no hurry, we will definitely witness a log and hot summer!

Quality Systems Wednesday, June 25, 2008

Posted by ei-forum in US Traded Stocks.
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Once again, we witnessed Mr. Market in one of his crazy days where he completely misunderstands/undervalues a company.

Following news that Mr. Silverman, Quality Systems (QSII) CEO since 2000, resigned the stock dropped by almost 5%. Does this event change QSIIs numbers? No. This remains a strong business with a bright future operating in the right sector. Healthcare will continue to grow and QSII is in an ideal position to reap all potential gains.

All the key management team remains in place and this event does not change the outlook for the company. If anything, it will stop recent boardroom discussions and hopefully serve as a catalyst for more focus.

Having said this, despite recent upgrades and BUY ratings, QSII currently has a short percentage of the float of 30.20%! Is this justfified by the following numbers? Up to you to make your mind up:

ROA - 23.67%
ROE - 39.11%
Net margins - 21.49%
Operating margins - 31.84%
Sales growth - 18.67%
Profit growth - 20.60%
EPS growth - 19.65%

Please read our disclaimer.

Dogbert: Tech Support Monday, June 23, 2008

Posted by ei-forum in Investing Humor.
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We’ve upgraded some of the Dilbert stuff to video - Enjoy!

Come back next Monday for more investing humor!

Schultz Returns Thursday, June 19, 2008

Posted by ei-forum in US Traded Stocks.
Tags: CEO Interviews, Investing, starbucks, stocks
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WSJ interview with Mr. Schultz on his return to Starbucks as CEO and how he plans on getting the company back on track. He talks about his strategy, the economy, new competitors in the coffee market and more….

He has definitely started to kick-start the restructuring / refocusing program but it will be an uphill battle to take the stock price back to former glory. We will continue to follow his progress.

Please read our previous post on Starbucks: here.

Jim Rogers on Asia Wednesday, June 18, 2008

Posted by ei-forum in Commodities, Miscellaneous.
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This is an interesting CNBC interview with Jim Rogers where he discusses his outlook for Asia and commodities:

He did mention that very few investors where able to buy commodities but now that funds and ETFs have allowed practically anyone to participate in this run-up, does this mean we are in the bubble he is talking about?

Enjoy!

DPS: Strong Insider Buy Tuesday, June 17, 2008

Posted by ei-forum in US Traded Stocks.
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We wrote about Dr Pepper Snapple Group (DPS) on May 22nd when we talked about how we thought it was a classic case of a misunderstood spin-off - read post here.

Despite the fact that Mr. Market is still not looking favorably on this company, we wanted to update our readers on the fact that, apart from having posted great quarterly results, insiders are standind behind the company and taking advantage of these bargain prices:

John Adams (Director) bought 20,000 shares on the open market at 24.97-25.00 USD for a total of 500,000 Dollars - reported on June 9th 2008.

We continue to believe this will turn our to be a Peter Lynch play!

Please read our disclaimer.

Trader Strategy Monday, June 16, 2008

Posted by ei-forum in Investing Humor.
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Well… the good news, sir, is that Trader 1 was able to sell off during the correction at a profit.

However…. the bad news is that Trader 2 was buying all the way down from Trader 1.

Come back next Monday for more investing humor!

Pickens on Oil & Energy Friday, June 13, 2008

Posted by ei-forum in Miscellaneous.
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This is a very interesting interview where T. Boone Pickens talks about oil and the need for new energy sources.

With the US consuming 25% of the daily world production of oil - with on 5% of the world population - it is not difficult to see that this situation is simply not sustainable.

Oil cost every year in the US represent 4 times the cost of the Iraq war and it is high time that the US starts to seriously focus on other sources of energy available on home soil: