Do markets really have experts?

First the market moves and then the experts try to justify it
Towards the beginning of the year, when the stock market was doing really well, some stock market experts predicted that the Sensex will touch the 25,000 level sometime soon. Now, six months down the line, there are experts who seem to be suggesting that […]…
Original Source: www.valuestockplus.net

  8 Julio, 2008| Fundamental Analysis | Comments (0) @ 22:55

Damn those BlackBerrys

Research company Basex estimates that more than one-quarter of the day of the typical information worker is taken up by interruptions such as email, instant messaging, Twitter, etc
A decline in our ability to focus is a side effect of the otherwise powerful tools we use to gather and analyse information. A new organization has just […]…
Original Source: www.valuestockplus.net

  8 Julio, 2008| Fundamental Analysis | Comments (0) @ 22:45

John Templeton Interview

John Bethel of Controlled Greed has a post on John Templeton.

He links to a 1997 interview with Charlie Rose.
..
Original Source:

  8 Julio, 2008| Fundamental Analysis | Comments (0) @ 22:08

Free Stock Picks - July Report Continued

FEED – AgFeed (NASDAQ)
AgFeed is down quite a bit from my initial recommendation but I think this has more to do with the weakness in Chinese stocks and the stock market in general than it does with AgFeed. Unfortunately, the behavior of most individual Chinese stocks is heavily tied to how Chinese stocks as a […]…
Original Source:

  8 Julio, 2008| Fundamental Analysis | Comments (0) @ 21:04

Mosaic Chapter 15: On Avoiding Enron-itis!

Continuing on my quest to fill in the missing chapters listed on Poor Man’s Mosaic, I recently finished reading “Chapter 15: On Avoiding Enron-itis!” In this chapter of Mosaic, Mohnish Pabrai discusses six red flags that might indicate a company has “Enron-itis.” These six red flags are as follows:
…
Original Source: www.fatpitchfinancials.com

  8 Julio, 2008| Fundamental Analysis | Comments (0) @ 20:42

Sir John Templeton Interview with Charlie Rose

In May 1997, Charlie Rose conducted an hour-long interview with Sir John Templeton. The occasion was publication of Templeton’s book, W…
Original Source: www.controlledgreed.com

  8 Julio, 2008| Fundamental Analysis | Comments (0) @ 20:31

John Templeton, R.I.P.

I first encountered John Templeton in 1986 or 1987. It was either in the pages of Forbes, or one of his appearances on Louis Rukeyser’s “Wall St. Week” PBS show. I also saw him on the old “Adam Smith” PBS program, and read his profile (along with that of Benjamin Graham, Warren Buffett and others) in John Train’s classic book, T…
Original Source: www.controlledgreed.com

  8 Julio, 2008| Fundamental Analysis | Comments (0) @ 20:06

Model Portfolio Video Review 7.8.08

…
Please click the image below to launch the video presentation which takes a look at current and past holdings of the Model Portfolio.
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Original Source: selfinvestors.com

  8 Julio, 2008| Fundamental Analysis | Comments (0) @ 19:50

FINDING THE CHAMPION

Can you forget for one second the trillions of dollars lost in the stock market in the recent years then think of the other trillions that were generated? Having such perspective, you might have learned some lessons for wiser stock investing. What are these?
 
Firms use equity and debt to finance operations. Debt signifies liability to the firm and adds financial risk, while equity stands for an investment in the firm by shareholders, reducing the founders’ overall risk.
…
Original Source: networthmasters.com

  8 Julio, 2008| Fundamental Analysis | Comments (0) @ 18:22

Readers Homework - Do Your Pickens

T Boone is everywhere today [May 20: Oil to $150 by End of Year] - CNBC, Good Morning America, USA Today - and since our leadership is ignoring the problem…. err solving the problem by suing OPEC and proposing gas tax holidays - he has launched his own website “The Pickens Plan” and a publicly tirade, err campaign. Thankfully he is incredibly rich so he can afford to do this and get the facts out in front of the people. Middle class people in this country with ideas need to either band together in huge groups to a…
Original Source:

  8 Julio, 2008| Fundamental Analysis | Comments (0) @ 15:00

Bookkeeping: Worst of Breed Rally

I have to tell you it is almost uncanny how every recent correction has played out almost identical. We’ve been talking about this for the past month - first goes the weak sisters of retail, financials, and homebuilders (the “early cycle recovery” stocks), then come the non early cycle but non commodity (tech is a great example), and everyone runs into commodities as a “safe haven” while the rest of the market crumbles. At which point, the bears come to the safe havens and maul the last group hiding. (that stage has happened over the past week)…
Original Source:

  8 Julio, 2008| Fundamental Analysis | Comments (0) @ 12:19

CNBC Bonus Bucks Trivia: CNBC Stock Blog: On Monday, hospitality analyst Jake Fuller panned which casino stock?

CNBC Stock Blog: On Monday, hospitality analyst Jake Fuller panned which casino stock?
Geography plays a role in the stocks Fuller thinks investors should avoid.
“The big-cap names, companies like Las Vegas Sands (LVS), MGM (MGM) and Wynn(W…
Original Source:

  8 Julio, 2008| Fundamental Analysis | Comments (0) @ 12:04

CNBC Bonus Bucks Trivia: On Monday, Rebecca Darst said banks were rattled by the options action surrounding which stock(s)?

On Monday, Rebecca Darst said banks were rattled by the options action surrounding which stock(s)?
This seemed to get under way on Thursday, in any event, with Zions Bancorp (ZION), after an analyst suggested that Zions may face mortgage defaults in Arizona and Nevada.”Darst said the options action around Zion sent ripples through the whole sector.
In the models I follow, Zions gets high marks for potential return and f…
Original Source:

  8 Julio, 2008| Fundamental Analysis | Comments (0) @ 12:01

Positive data from VeraSun Energy

VeraSun Energy (VSE: 4.11 -0.07 -1.67%) President and CFO Danny Herron presented at the William Blair 28th Annual Growth Stock Conference 2 weeks ago. I listened to the replay, checked out the slide show and took some notes. The presentation was very upbeat, as they usually are. This is a company that has gone from a couple of plants to the nations leading ethanol producer in the space of about 3 years. I was most interested in the comments concerning the ethanol market in general and the specific growth and profitability prospects for VSE.
…
Original Source: timplaehn.com

  8 Julio, 2008| Fundamental Analysis | Comments (0) @ 10:39

Sir John Templeton Dead at 95

Articles and Obits

Bloomberg

Telegrpah

Washington Post

…
Original Source:

  8 Julio, 2008| Fundamental Analysis | Comments (0) @ 10:11

NOISE AND MARKET

Financial markets get in between a rock and a hard place. While the sell off continues, there will be no new reason for any buying spree.  The market needs a catalyst without much news, so it will continue to stagnate with higher commodities prices and growing figures of unemployment.
The news drives the market, and we don’t know the exact reason behind this.  When the corporate earnings remain weak, the inflation is growing and the real estate market still contracts.  This market necessitates a strategy to recover….
Original Source: networthmasters.com

  8 Julio, 2008| Fundamental Analysis | Comments (0) @ 9:14

CNBC Bonus Bucks Trivia: Web video hunt: On July 7, Stifel Nicolaus’ David Lutz weighed in on financial stocks. He recommended buying:

…
Web video hunt: On July 7, Stifel Nicolaus’ David Lutz weighed in on financial stocks. He recommended buying:
Mastercard (MC)

Original Source:

  8 Julio, 2008| Fundamental Analysis | Comments (0) @ 9:03

Gaps Being Filled - Another Positive. Mastercard (MA) and Fluor (FLR)

A lot of earnings gaps are being filled… gaps are a controversional subject in the technical trader world (of which I am loosely associated, although I am more of a fundamentalist) - BUT we have to respect charts and frankly the world looks a lot scarier without them because all you see are stocks in free fall. I went many years without using charts when I first started and looking back now, I don’t know how I did it - it seems completely foreign not to look at them at this point. The controversy of gaps comes with the question - do all gaps get filled? No, not all gaps get filled, but a good many do. Let me show you two stocks I have sold off at higher levels patiently waiting for their gaps to fill - both just filled them in the past 24 hours….
Original Source:

  8 Julio, 2008| Fundamental Analysis | Comments (0) @ 8:35

Still No Panic

We are doing all the things necessary to form a bottom - the natural gas stocks are finally being hit, fertilizer is now joining coal in the outhouse, and we are getting some minor rotation into financials. All things we’ve been looking for to form a bottom.On the negative side - this move into technology as ’safe haven’ is, aside from idiotic, stalling the process - now people are using Apple (AAPL) and G…
Original Source:

  8 Julio, 2008| Fundamental Analysis | Comments (0) @ 8:05

CNBC Bonus Bucks Trivia: In the feature, “ETFs Provide Cover When Markets Get Crazy,” which ETF does John Schloegel recommend?

In the feature, “ETFs Provide Cover When Markets Get Crazy,” which ETF does John Schloegel recommend?
Nevertheless, Schloegel likes a variety of ETFs, with exposure to alternative energy, materials, commodities and utilities.
Some of his favorites include: iShares Dow Jones Basic US Materials (IYM) up nearly 12 percent this year and nearly 23 percent over the past 12 months; …
Original Source:

  8 Julio, 2008| Fundamental Analysis | Comments (0) @ 8:05

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