Dolby Laboratories, Inc. Tuesday, December 30, 2008
Posted by ei-forum in US Traded Stocks.2 comments
Has anyone been keeping track of DLBs performance? Here is a chart comparing it to the total market (using the Vanguard Total Martket ETF – VTI) and to a mid cap growth benchmark (using the Mid Cap 400 ETF – IJK) for the past 2 year performance:
It looks like they have been holding up pretty well! Despite a lot of people questioning the long-term moat that Dolby has and stressing that their position will weaken due to the number of new competitors entering the market, we continue to believe that this company knows how to innovate, manage their business and continue to growth profitably. Furthermore, over 50% of the company is still owned by founder and chairman Ray Dolby and our readers know that we love this kind of businesses.
In case you are not familiar with it, Dolby Laboratories is one of the leading providers of audio entertainment technology to both the private and professional consumer segments… their is a very high chance that you use their products or technology every day without even knowing it.
Recently, one of the main points commentators are holding against DLB is blu-ray’s slow progress and other options surrounding HD but we feel that this is only one part of the puzzle and an that DLBs patents, products and technologies are still a huge assets.
Moreover, despite that fact that most players in this industry continue to have issues with intellectual property enforcement, DLB track record will mean that they will be at the forefront of finding new solutions and ways to continuously evolve and renew themselves in these ever changing markets.
Take a look at them and see what you think – definitely a company to have on your watch list!
Please read our disclaimer.
Dogbert Investments Monday, December 29, 2008
Posted by ei-forum in Investing Humor.add a comment
With the Madoff scandal and all that’s been going on lately, some investors may be looking to re-organize their portfolios and reassess who they have trusted their hard earned savings with… we suggest looking out for Dogbert Investments-like entities!
Happy Holidays Tuesday, December 23, 2008
Posted by ei-forum in Miscellaneous.add a comment
We would like to thank all of our readers for their continued support and wish all of you a happy holidays season.
We will be taking the rest of this week off but will be back on Monday.
All the best!
Forex Resources Monday, December 22, 2008
Posted by ei-forum in Investing.4 comments
Following our recent post on the US Dollar slide, we had a few readers asking about Forex information and resources. Again, we are not experts but here are the sites we look at:
- Forex Factory for a quick and easy overview of news affecting the Forex markets -> link.
- FX Street for overall commentary, fundamental and technical analysis -> link.
You might also consider:
- Action Forex which is similar to Forex Street -> link.
We hope this helps!
Off Topic: Tom Cruise Cracking Up on Letterman Friday, December 19, 2008
Posted by ei-forum in Off Topic Friday.add a comment
We had been thinking about this for a while and have finally decide to start a new category called ‘Off Topic Friday’.
From now on, we will try and make sure we dedicate one of our Friday posts to give you our weekly moment of humor.
We sincerely doubt than anyone can watch this without cracking up too!
Enjoy!
Dollar Resumes Slide Thursday, December 18, 2008
Posted by ei-forum in Interesting Charts.add a comment
After a short period of strength in the midst of the whole de-leveraging story, the US Dollar has resumed weakness as most high profile investors have predicted for quite some time (i.e. Buffet, Rogers, Soros, etc..).
The actual graph is quite scary and what is surprising most of us is the speed at which this is happening – hereafter the latest 1 month EUR.USD chart :
It is currently on the way to breaking the 200 day moving average of 1,4712 and most commentators believe it will shortly return to the levels we saw this summer: 1,60 range.
What does this mean for the markets? Well, this is quite alarming as it would probably lead to a grid-lock situation and probably bring the 650 level back into play for the S&P – or at least, sub 700 area.
As our regular readers know, we are value investors and not market timers or commodity or forex specialists but the current climate feels very fragile and we would advise caution before entering the market. We would tend to adopt a wait and see strategy or place BUY LIMIT orders at the 52-Week-Low level until we have a better view of the current economic climate, issues & scandals.
Madoff just couldn’t get enough! Wednesday, December 17, 2008
Posted by ei-forum in Rants.add a comment
As this incredible story unravels, the details keep on getting more and more shocking…
Not only has Madoff ripped-off investors around the globe – including charities, college endowments, friends and family – amounting in losses of at least $50bn. But it now appears that he actually planned to hand out a $300m bonus to himself and some lucky few before turning himself over!
The main problem is that he was running out of time and that is why he tried to convince some senior employees of his firm that he needed to pay-out this bonus in December instead of February… luckily he got reported to the authorities and it didn’t go through…
Unfortunately, one can never underestimate how far some people are willing to go…
Jim Cramer: Hedge Funds Profit from TARP Tuesday, December 16, 2008
Posted by ei-forum in Rants.3 comments
Yet another interesting point of view from Mr. Cramer himself:
What do you think?
Poll Results: New House Purchase Tuesday, December 16, 2008
Posted by ei-forum in Polls.add a comment
It looks like our readers would rather wait until early next year before starting to consider any kind of housing purchase. Here are the detailed results:
- Buy now: 25%.
- Wait until early next year: 50%.
- Wait for clear signs of recovery: 25%.
Despite the fact that prices are probably not going to go a lot lower, consensus seems to be that they will go a bit lower and most people are still in a wait and see mode… hoping that 2009 will mark the beginning of a new start.
Our feeling is that we might have to be a little more patient than earl ’09….
Madoff: $50 Billion Wall Street Ponzi Scheme Monday, December 15, 2008
Posted by ei-forum in Miscellaneous.5 comments
In case you just finished reading our earlier post and were a bit skeptical about people like Louis Pasciuto existing on the ‘real’ Wall Street… we suggest you take a look at this video:
The more things change, the more they stay the same….
Stumble It!
Explore Investors Blog Network
