Not the bottom yet, but time to pick some long-term investments

Having sleepless nights seeing the Sensex gyrate to the tunes of rising oil prices? Hurt by inflation? What about politics? Will the FIIs continue to stay away from the Indian stock market? What should you do with your investments? Should you stay put or exit?

Just relax, is the message from top fund managers to investors […]…
Original Source: www.valuestockplus.net

  21 Julio, 2008| Fundamental Analysis | Comments (0) @ 22:40

Much Time is Needed Before Housing Can Recover

According to a recent Realtor.com survey, the top two obstacles to owning a home are (1) High Home Prices and (2) High Down Payments.

High Home Prices

Despite Home Prices continuing to fall, home prices are still too high.

Here’s the Standard and Poors (S&P) Case-Shiller 10 City Composite Index since 1987:

Notice the dark blue line and the parabolic pattern reminiscent of the 2000-2002…
Original Source: techfarm.blogspot.com

  21 Julio, 2008| Fundamental Analysis | Comments (0) @ 21:35

Aegis Logistic Ltd - Rs 158.00

Founded in 1956, Aegis Logistic Ltd (ALL) started operations as a specialty chemicals manufacturer and supplier to the paints industry. In 1977, company diversified into liquid logistics management when it set up a port terminal in Mumbai to handle ships carrying cargo of chemicals. Later in 1994, it became India’s first company to set up a…

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

  21 Julio, 2008| Fundamental Analysis | Comments (0) @ 20:33

Gannon On Investing’s Blogger Roundtable

I participated in the Blogger Roundtable hosted by Geoff Gannon of Gannon On Investing. Geoff interviewed four of his favorite bloggers simultaneously via email. They include Jon of Cheap Stocks, George of Fat Pitch Financials, Bill Rempel and yours truly.I am flattered that I was invited to take part in this, especially when considering who my fellow Roundtable participants were. And, if I do say so myself, I think the four of us offer up a good mix of views. Cheap Stocks, Fat Pitch Financials and Controlled Greed are all in the value investing family of blogs. Yet I think there are differences subtle and not-so-subtle detectable to anyone familiar with them. You know, like there are many pews in the value investing church. Plus, Bill is more of a trader, so his views mix things up even more….
Original Source: www.controlledgreed.com

  21 Julio, 2008| Fundamental Analysis | Comments (0) @ 18:38

How to tell a new bull market from a bear rally

A new rally always gives hope that his is the start of a new bull market. But how do we tell the difference between a bear-market rally and a real bull market?
I???ve written a brief outline of things I look out for below. Using this list actually requires sitting out the initial part of the rally to allow its true nature to be revealed.
1. Volume, volume, volume
A big surge on higher volume at the start of a rally isn???t enough. I want to see strong rises on big volume on an ongoing basis, which suggests fund managers are accumulating stocks.
…
Original Source: globalgrowthinvestor.com

  21 Julio, 2008| Fundamental Analysis | Comments (0) @ 17:54

Add Mervyn’s to Our Growing Litany of Retailers Headed to the Great Sunset

We’ve predicted the great demise of US retail for a long time in the blog; we simply have overbuild our consumer culture based on a national savings rate of zilch. I can’t short individual REITs so I am stuck with Ultrashort Real Estate (SRS), but I would prefer to focus those REITs who focus on malls and strip centers. After Linens ‘n Things [A…
Original Source:

  21 Julio, 2008| Fundamental Analysis | Comments (0) @ 11:00

Thomas Donlan — and Make it a Double

Thomas G. Donlan, Barron’s editorial writer, is interviewed by Jim Puplava of Financial Sense Online this week. Donlan appears to promote his new book, A…
Original Source: www.controlledgreed.com

  21 Julio, 2008| Fundamental Analysis | Comments (0) @ 10:15

FT.com: US Food Groups Plan Hefty Price Increases

Remember, my thesis for the 2nd half is food inflation, or what I call agflation, will replace energy inflation as the major gripe. (I’ve told readers to stock up on any foodstuffs that can be stored all year) That said, I need to qualify that with the provision that home heating costs this winter will be a “shock and awe” issue for American consumers, most who will be blindsided. If not for the fact this is a regulated market and does not reflect market supply/demand in full, it would go from a crisis to a disaster. Just do a g…
Original Source:

  21 Julio, 2008| Fundamental Analysis | Comments (0) @ 10:00

Catching Up with Manpower (MAN)

Last quarter we stumbled upon Manpower (MAN), which previous to now I had thought was simply a US centric temporary staffing agency. [Apr 21: Manpower as a Weak Dollar Play? Who Knew] Since we know the US Bureau of Labor Statistics provides ridiculously faulty labor data (along with other forms of data) we are always on the lookout for data from important companies to tell us what is really going on. Not only does Manpower give us an inkling on how things are going domestically but they have a lot of data points from Europe as well. In fact most of their business (surprised me last quarter) is in Europe. V…
Original Source:

  21 Julio, 2008| Fundamental Analysis | Comments (0) @ 8:30

It’s Goldman Sachs World - We Just Live in It

Long time readers know my views on Goldman Sachs (GS) - the company that has people placed in key positions throughout both Wall Street and Washington D.C. At this point there is not even an attempt to hide the interconnections anymore I guess that means the system they’ve helped to create to milk has cracked. For that that don’t know- U.S. Secretary of Treasury Paulson used to be the CEO of…. Goldman Sachs….
Original Source:

  21 Julio, 2008| Fundamental Analysis | Comments (0) @ 7:00

98th Edition of the Festival of Stocks

Welcome to the July 21st edition of the Festival of Stocks. The Festival of Stocks is a blog carnival dedicated to highlighting bloggers best posts on stock market related topics. Fat Pitch Financials is the actual birth place of this online weekly event, so it is always a special occassion when I get the chance to host this event.
If you aren’t already familiar with my blog, F…
Original Source: www.fatpitchfinancials.com

  21 Julio, 2008| Fundamental Analysis | Comments (0) @ 6:50

Cramer on Fannie & Freddie

It could be pretty bad until about 2010…. these companies will risk being overcapitalized until then!

Enjoy!
…
Original Source: ei-forum.com

  21 Julio, 2008| Fundamental Analysis | Comments (0) @ 6:15

Ladies and Gentlemen, Start Your Acquisitions

The world is coming to an end. We know that already.But for a world that is coming to an end, a lot of companies are doing remarkably well. The current crop of earnings reports has been nowhere near as bad as many Wall Street observers—us included—might have expected.Now, we’re not talking about the financials here. That group’s earnings have been pretty much as bad as anybody dreamed in their worst nightmare…despite the fact that Citibank’s $2.5 billion loss was somehow deemed “better than expected.” …
Original Source: jeffmatthewsisnotmakingthisup.blogspot.com

  21 Julio, 2008| Fundamental Analysis | Comments (0) @ 4:32

How To Guarantee An 8% Return

This article really has little to do with dividend paying stocks, but it does have to do with risk management and how I guaranteed myself an 8% return risk-free. 
The Nuts and Bolts
The real truth here is that there is no magical formula and I am not pitching a complex investment program that claims outlandish results that will have you bathing in money in no time flat. However, I am going to show you my my simple logic that lead to getting this guaranteed 8% return.
…
Original Source: dividendmoney.com

  21 Julio, 2008| Fundamental Analysis | Comments (0) @ 4:00

Stock Analysis: Abbott Laboratories (ABT)

This article originally appeared on The DIV-Net July 14, 2008.Linked here is a PDF copy of my analysis of A…
Original Source:

  21 Julio, 2008| Fundamental Analysis | Comments (0) @ 3:30

WSJ: Export Boom Fuels Factory Town’s Revival

Always on the look out for slivers of good news; perhaps the administration’s goal is to lower the value of the US peso to the point that the country will return to its roots as low wage, very cheap place to locate manufacturing ;)…
Original Source:

  21 Julio, 2008| Fundamental Analysis | Comments (0) @ 3:00

Blogger Roundtable: July 2008

Note: My continuing weekly commentary on Benjamin Graham’s Security Analysis is being bumped for this roundtable; the commentary will appear here tomorrow morning. Sorry for the inconvenience.

This is a new format for Gannon On Investing – a pseudo-roundtable, where the same questions were posed to different bloggers simultaneously (via email). In this first post, we have answers from the authors of four of my favorite blogs: …
Original Source:

  21 Julio, 2008| Fundamental Analysis | Comments (0) @ 2:40

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