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Market Views

Market Views

Market
No body knows where it is headed

Fundamentals
Overtaken by fear

Valuations
At attractive levels

Strategy
Selective stock picking irrespective of market

Sectors to buy
Capital goods, construction, telecom

Sectors to avoid
Interest rate sensitive - auto, real estate, banking

Investors
Could see more pain

Bottom
10-15% lower?

Concerns
Oil, inflation, interest rates and elections

Positive
GDP growth, earning growth at 15%

Contrarian […]…
Original Source: www.valuestockplus.net

20 Julio, 2008| Fundamental Analysis | Comments (0) @ 22:17

MSFT: Financial Analysis through June 2008

We have analyzed Microsoft’s preliminary financial statements for the quarter and fiscal year that ended on 30 June 2008. We will update the analysis after the company submits a more complete Form 1…
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20 Julio, 2008| Fundamental Analysis | Comments (0) @ 20:28

SKF India Ltd - Rs 205.00

Established in 1923, SKF India Ltd (SIL), a part of the US$ 6 billion global AB SKF Group, is a leading technology & solutions provider of products, solutions and services in the area comprising bearings, seals, mechatronics,, services and lubrications systems. With 90% revenue coming from bearings, SIL is India’s largest bearing manufacturer…

Want to read the full report, click on the heading.
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Original Source: saarthi.blogspot.com

20 Julio, 2008| Fundamental Analysis | Comments (0) @ 20:01

Bevy of Earnings - Monday on Tap

The next 2 weeks have an enormous amount of earnings data - most days we’re going to have to break this out daily to keep up. There is a lot to look at but I’ll try to focus on a key few names that readers might be interested in.For our fund holdings here is the breakout for the weekMonday: Apple (AAPL)Tuesday: Illumina (ILMN), Jacobs Engineering Group (J…
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20 Julio, 2008| Fundamental Analysis | Comments (0) @ 19:30

Jim Grant on the Absense of Outrage

Some years ago, I read James Grant use the phrase that went something like this: “the democratization of credit, and the socialization of risk.” I don’t know if that phrase is directly related to the recent spate of bailouts and the like going on, and I didn’t notice the phrase in Grant’s excellent piece in The Wall Street Journal this weekend. But you can’t help but wonder if public apathy about this stuff stems from an instinctive belief in everybody bailing everybody else out makes everything okay….
Original Source: www.controlledgreed.com

20 Julio, 2008| Fundamental Analysis | Comments (0) @ 19:14

GT Solar International, Inc. (SOLR) - Another Bright Idea

Many years ago when gold was found in the wild west of the United States, many would-be millionaires flocked to California to seek their fortunes. The dream was to find the “mother lode” and become rich beyond imagination. Ramshackle towns sprang up as communities of miners shared rumors of potential sites that surely would prove […]
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20 Julio, 2008| Fundamental Analysis | Comments (0) @ 18:52

Green stock charts that caught my eye

I’ve been scanning green stocks using the list at Sustainablebusiness.com.
Most of the charts have been very disappointing. Despite the bright future, green stocks have not been immune to the bear market.
But there was one area of relative strength that I did notice: energy storage.
A few charts stood out, including:
…
Original Source: globalgrowthinvestor.com

20 Julio, 2008| Fundamental Analysis | Comments (0) @ 17:52

Weekly Capitulation Off Major Support; Will Drugs & Medical Lead The Way?

In my last weekly report, I mentioned the near vertical drop in the indices as they approached major support areas of a well defined bear market downtrend and to be prepared for a massive snap back rally. We finally got the long awaited rally this week as better than expected results out of Wells […]
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Original Source: selfinvestors.com

20 Julio, 2008| Fundamental Analysis | Comments (0) admin @ 13:54

Bookkeeping: Weekly Changes to Fund Positions Week 50

Week 50 Major Position ChangesFund positions of 1.0% or greater can be found each week in the right margin of the blog, under the label cloud and recent comments areas; I highlight weekly the larger position changes.Being a long only fund, via Marketocracy…
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20 Julio, 2008| Fundamental Analysis | Comments (0) @ 13:00

No Sympathy For Financial Companies

There have been a lot of dramatic steps taken by the Fed and the SEC to prevent the deserved collapse of some banks. While I understand that they don’t want to see a run on the banking sector I don’t think that would be the case if the market were left to sort things out […]…
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20 Julio, 2008| Fundamental Analysis | Comments (0) @ 12:05

Even Persian Gulf States, Sitting on Gobs of Oil, are Moving to Coal

Thanks to a reader for sending this article… quite fascinating really when you sit and think about it. Especially the fact the Gulf countries, sitting on piles of dead dinosaurs, are moving into coal. We’ve been talking a lot about this sector of late, almost as much as fertilizer in the fall. Hopefully the drama in this sector modifies soon and we can move into calmer times where fundamentals trump paranoia….
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20 Julio, 2008| Fundamental Analysis | Comments (0) @ 8:00

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