We came across this whitepaper from the Value Investing Institute, based in Dublin, about the degree of risk inherent in the banking system. Here are some highlights (Emphasis Ours): We believe banks are not an appropriate investment at any price for the thoughtful value investor. Banks don’t make any profits. This point...
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With investors exiting mutual funds en masse ($15.3Bn was withdrawn from U.S. stock mutual funds in September), we wanted to dig deeper. On the surface, the sudden retreat of investors can be explained through the growing pessimism of global macro-economic conditions. But, are they leaving perfectly good mutual funds? Investors...
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It happens too often. The herd mentality grips Wall St. as investors follow stock analysts like lemmings off a cliff. The only difference is that the analysts profit from your untimely end. For small investors it quite literally, pays to ignore them. We’re going to show you that there’s a certain mythology around stock analysts....
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Microsoft is a fundamentally strong company despite being Apple and Google’s ugly cousin. It displays good management of cash through its cash return on invested capital and positive free cash flow. It also boasts healthy net profit margins and a satisfactory capital expenditure ratio. Despite its financial strength, Microsoft’s...
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Wal-Mart and Target’s low prices should make them perfect in bad times as families seek low cost but quality merchandise. But, the U.S. economy is in murky waters. Increasing unemployment, decreasing GDP growth and inflation have made it difficult for retailers to survive. For both companies, poor sales have put many investors in...
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