Is the Fed making a difference? ...
KAL's cartoon | Economist.com
Sunday, May 4, 2008
Wednesday, April 9, 2008
The markets are all over the place ...
Looking at recent market activity it really hits home how valuable cash is right now. Investments made in the next few months will probably have pretty good returns 3-5 years out. Now having the foresight to have cash on hand prior to a downturn is either lucky or a good business model (ex. look at BRK. They use extra cash to be able to back larger insurance policies that others can't.).
For the rest of us another trend shows its strength. Stocks that more investment value than speculation value have held up well and some have appreciated. Look at stocks like:
KO
JNJ
MMM
WMT
PEP
...
The list goes on and on. Investments in strong companies like these when the ecomony is booming can be used as a form of cash when parts of the economy sputter. Personally I rarely sell, but I am tempted to use cash from stable investments to go buy some growth stocks that were always too pricey for me in the past.
Remember being greedy when others are fearful is easier in good times than done in bad times.
For the rest of us another trend shows its strength. Stocks that more investment value than speculation value have held up well and some have appreciated. Look at stocks like:
KO
JNJ
MMM
WMT
PEP
...
The list goes on and on. Investments in strong companies like these when the ecomony is booming can be used as a form of cash when parts of the economy sputter. Personally I rarely sell, but I am tempted to use cash from stable investments to go buy some growth stocks that were always too pricey for me in the past.
Remember being greedy when others are fearful is easier in good times than done in bad times.
Tuesday, February 19, 2008
Dodge & Cox to Launch New Fund - Morningstar Fund Times
Dodge & Cox launches a new global (emerging?) fund
Dodge & Cox to Launch New Fund - Morningstar Fund Times
This fund company launches a new fund once every two decades on average.
Dodge & Cox to Launch New Fund - Morningstar Fund Times
This fund company launches a new fund once every two decades on average.
Monday, February 4, 2008
MXIM: Maxim Integrated Products Stock Report | Quote & News
Maxim looks cheap. +3.8% yield, 13 P/E, revenue growth and yield growth. The stock looks down because of the financial restatement (which caused it to get delisted). Should be a short term problem.
MXIM: Maxim Integrated Products Stock Report | Quote & News
I'd guess the stock will stay undervalued until the restatement is done, which the company thinks will be done in the summer (but I wouldn't be surprised it takes them longer). Long term holders shouldn't care. The yield is solid and they have $1 Billion with a 'B' in cash on their balance sheet. For a campany with a market cap of less than $6 Billion that's a lot. Expect a massive buy back after the restatement is done.
MXIM: Maxim Integrated Products Stock Report | Quote & News
I'd guess the stock will stay undervalued until the restatement is done, which the company thinks will be done in the summer (but I wouldn't be surprised it takes them longer). Long term holders shouldn't care. The yield is solid and they have $1 Billion with a 'B' in cash on their balance sheet. For a campany with a market cap of less than $6 Billion that's a lot. Expect a massive buy back after the restatement is done.
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