investment club
1 FaverShareViewed: 4 TimesQuoted: There are two forms of exotic beta. 1) Apply "normal" strategies to "exotic" assets like investing in Namibian and Mongolian equities, timber, shipping freight, wine, uranium, art, movies, violins or footballers. Or 2) apply "exotic" strategies to "normal" securities with new trading styles and finding arbitrages in traditional markets. Personally I prefer alternative strategies for any security ("normal" or "exotic") but then as a risk averse, conservative investor I am not prepared to speculate on traditional OR exotic beta. They are too hazardous for my risk tolerance. Alpha is safer.
1 FaverShareViewed: 4 TimesQuoted: Going forward, the divergence from fundamentals has created an extraordinary
opportunity for those investors who are able to withstand the current volatility.
Time to invest in Google?
1 FaverShareViewed: 5 TimesQuoted: But it bugs me that the stock has been so weak on so little volume lately. It's like nobody on wall street cares about Google anymore. At the same time, Google is acting very strategically toward one of the most important markets (information technology) in the world economy. As Umair Hague puts it:
1 FaverShareViewed: 9 TimesQuoted: The Oregonian reported Friday morning that it obtained a copy of an internal JPMorgan Chase (“JPMC”) memo titled “Zippy Cheats & Tricks” that provides step-by-step instructions on how to enter false data into a loan approval system called ‘Zippy.’ (Hat tip to Calculated Risk.) In essence, an in-house guide to committing mortgage fraud. Here are pertinent excerpts of the Oregonian report:
A friend of mine recommended this newsletter ($79/yr).
Also, there are links to two free newsletters (The Smart Options Report and Investment U) from this page.
1 FaverShareViewed: 8 TimesQuoted: The Oxford Club is a private, international network of knowledgeable investors.
Microsoft is way down, too.
2 FaversShareViewed: 4 TimesQuoted: Google announced their Q2 results today after the market had closed. Shares are down by as much as 12% as earnings growth reported was below analysts expectations. Net income for the quarter was $1.25B, up from $925M. The company reported a profit of $4.63 per share, which was slightly below the $4.72 average expectation from Wall Street analysts.
Google Finance just added a stock screener. The main advantage I see over Yahoo's is that the UI is simple, and you don't need Java. The main disadvantage is that it is missing the PEG ratio.
1 FaverShareViewed: 5 TimesPEG is PE/growth projections. The thing to consider is that these companies could miss their growth projections, especially if the economy tanks.
1 FaverShareViewed: 12 TimesQuoted: So the next stop is the "middle 20". These are publicly traded web technology stocks with a market cap over $1 billion. In our analysis below, more than half have a PEG below 1.0, which tends to signal "bargain opportunity" to investors. (caution: of course that is only a starting point for analysis, there could be some real dogs in there).
Cramer likes wheat and gold. Cramer thinks gold will go to $1600. He recommends buying AEM (a gold mine company).
This link, however, is an ETF for gold.
1 FaverShareViewed: 7 TimesQuoted: Get detailed information on STREETTRACKS GOLD TR (GLD) including quote performance, Real-Time ECN, technical chart analysis, key stats, insider transactions, and the latest company headlines.
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1 FaverViewed: 8 TimesQuoted: Bruce talks about behavioural finance and the irrationality of investors, the often ignored mathematical realities of the market, the brutality and danger of short selling (all short sales are treated as short term capital gains), the power and value of franchise and much more!
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