BloggingStocks http://www.bloggingstocks.com BloggingStocks http://www.blogsmithmedia.com/http://www.bloggingstocks.com/media/feedlogo.gif BloggingStocks http://www.bloggingstocks.com en-us Copyright 2012 Weblogs, Inc. The contents of this feed are available for non-commercial use only. Blogsmith http://www.blogsmith.com/<![CDATA[Chasing Value: Caterpillar Is Not Dirt Cheap]]>http://www.bloggingstocks.com/2010/11/15/chasing-value-caterpillar-is-not-dirt-cheap/http://www.bloggingstocks.com/2010/11/15/chasing-value-caterpillar-is-not-dirt-cheap/http://www.bloggingstocks.com/2010/11/15/chasing-value-caterpillar-is-not-dirt-cheap/#commentsFiled under: , , , , , , , , ,

Companies on a shopping spree either feel their growth is confined or they are feeling flush. In the case of Caterpiller (CAT), which reported that it is going to buy Bucyrus for $8.6 billion, it is the latter. The company has had a terrific year in which it has seen a 76% increase in it's growth. This rapid increase in business has pushed the PEG ratio down to a low 0.86 with the stock trading near its 52- week high.

From what I can gather, the deal between CAT and Bucyrus has merit. Does that mean this is a good time to buy Caterpillar stock? I don't think so. More often than not, stocks trading near their highs will present better entry points with greater value to the more patient investor.

Continue reading Chasing Value: Caterpillar Is Not Dirt Cheap

Chasing Value: Caterpillar Is Not Dirt Cheap originally appeared on BloggingStocks on Mon, 15 Nov 2010 15:00:00 EST. Please see our terms for use of feeds.

Permalink | Email this | Comments]]>AAUKYanglo americanBHPBHP BillitonCATCaterpillarChasingValueDEDeere and Co.featuredgoldminersmining equipmentprecious metalssilverMon, 15 Nov 2010 15:00:00 EST<![CDATA[Chasing Value: Anglo American, Gold or Something Else]]>http://www.bloggingstocks.com/2010/10/28/chasing-value-anglo-american-gold-or-something-else/http://www.bloggingstocks.com/2010/10/28/chasing-value-anglo-american-gold-or-something-else/http://www.bloggingstocks.com/2010/10/28/chasing-value-anglo-american-gold-or-something-else/#commentsFiled under: , , ,

Anglo American logoIn recent discussions with some friends, one had bought Anglo American ADR (AAUKY) when I recommended it years ago, and the other thinking about what the current opportunity might be. It seemed time for an update.

I'm into Anglo for $9.80 a share and a spot check has it trading at $23.00 per share in morning trading; a nice 135% return. It was much easier to recommend the stock before. Now that AAUKY is hovering around it's 52-week high of $23.55, it's a tough call. It certainly is not a value play now.

Continue reading Chasing Value: Anglo American, Gold or Something Else

Chasing Value: Anglo American, Gold or Something Else originally appeared on BloggingStocks on Thu, 28 Oct 2010 14:00:00 EST. Please see our terms for use of feeds.

Permalink | Email this | Comments]]>AAUKYanglo americanChasingValuediamondsfeaturedgoldinflation hedgemining stocksplatinumsilverThu, 28 Oct 2010 14:00:00 EST<![CDATA[Chasing Value™: 2009 Results Crushed the S&P 500]]>http://www.bloggingstocks.com/2010/08/31/chasing-value-2009-results-crushed-the-sandp-500/http://www.bloggingstocks.com/2010/08/31/chasing-value-2009-results-crushed-the-sandp-500/http://www.bloggingstocks.com/2010/08/31/chasing-value-2009-results-crushed-the-sandp-500/#commentsFiled under: , , , , , , , , , , , , , , ,

Intuitive Surgical (ISRG) logoI have always felt that for all the blabbing we do -- or blogging, in my case -- we should try as best we can to be accountable for our good and bad calls. This report is long overdue, but I will post it anyway since all of my past year's picks and results have been made public.

The market was very harsh in the early part of 2009, filling investors fear and trepidation, and sinking to a March 9, 2009 bottom. Perhaps some of the bleeding has stopped, but the economy has not healed as bears and bulls seem to carry the day, or every other day.

Continue reading Chasing Value™: 2009 Results Crushed the S&P 500

Chasing Value™: 2009 Results Crushed the S&P 500 originally appeared on BloggingStocks on Tue, 31 Aug 2010 10:00:00 EST. Please see our terms for use of feeds.

Permalink | Email this | Comments]]>AAUKYAEOamerican eagleAmericanEagleanadarko petroleumAnadarkoPetroleumanglo americanAngloAmericanannaly capital managementAnnalyCapitalManagementAPCBuffettchasing valueChasingValueDEOdiageoDJIAezcorpEZPWfeaturedGEgeneral electricGeneralElectricintuitive surgicalIntuitiveSurgicalISRGNASDAQNLYsheldon liberSheldonLibervalue investingvalue stocksValueInvestingValueStockswells fargoWellsFargoWFCTue, 31 Aug 2010 10:00:00 EST<![CDATA[Chasing Value: Ten stocks for 2010 -- Part 9 + Apple]]>http://www.bloggingstocks.com/2009/12/10/chasing-value-ten-stocks-for-2010-part-9-apple-blah-blah/http://www.bloggingstocks.com/2009/12/10/chasing-value-ten-stocks-for-2010-part-9-apple-blah-blah/http://www.bloggingstocks.com/2009/12/10/chasing-value-ten-stocks-for-2010-part-9-apple-blah-blah/#commentsFiled under: , , , , , , , , , , , , , , , , ,

Is it time to take a bite out of Apple, Inc (AAPL) or leave it on the vine? After reviewing the current list by examining the stock yields and price-to-cash flow (P/CF) we will take a look at Apple for 2010.

Yesterday I dropped two stocks, but the list is still too long. In the coming weeks there will be more cuts and if I find anything of more value perhaps there will be something new.

Continue reading Chasing Value: Ten stocks for 2010 -- Part 9 + Apple

Chasing Value: Ten stocks for 2010 -- Part 9 + Apple originally appeared on BloggingStocks on Thu, 10 Dec 2009 15:40:00 EST. Please see our terms for use of feeds.

Permalink | Email this | Comments]]>AAPLAAUKYabbott labsAbbottLabsABTAEOamerican eagle outfittersAmericanEagleOutfittersanadarko petroleumAnadarkoPetroleumanglo americanAngloAmericanAPCappleberkshire hathawayBerkshireHathawaybf.abf.bbrasil telecomBrasilTelecomBRK.ABRK.Bbrown-formanBTMchasing valueChasingValueDEdeere and co.DeereAndCo.DEOdiageo plcDiageoPlcETFCetradeezcorpezpwGEgeneral electricGeneralElectricsheldon liberSheldonLiberwells fargoWellsFargoWFCThu, 10 Dec 2009 15:40:00 EST<![CDATA[Chasing Value: Ten stocks for 2010 Part 8: Making some cuts]]>http://www.bloggingstocks.com/2009/12/09/chasing-value-ten-stocks-for-2010-part-8-making-some-cuts/http://www.bloggingstocks.com/2009/12/09/chasing-value-ten-stocks-for-2010-part-8-making-some-cuts/http://www.bloggingstocks.com/2009/12/09/chasing-value-ten-stocks-for-2010-part-8-making-some-cuts/#commentsFiled under: , , , , , , , , , , , , , , ,

Today it's time to do some trimming of the fourteen stocks and four options on the contenders list. This review will prioritize the companies by price-to-book (P/B), price-to-sales (P/S) and return-on-equity (ROE). This does not preclude more possible stocks being added and the final list will not be done until the end of the month.

We will also compare recent stock prices to three-year highs to give us a relative idea where the stock floated in rosier times.

Continue reading Chasing Value: Ten stocks for 2010 Part 8: Making some cuts

Chasing Value: Ten stocks for 2010 Part 8: Making some cuts originally appeared on BloggingStocks on Wed, 09 Dec 2009 13:30:00 EST. Please see our terms for use of feeds.

Permalink | Email this | Comments]]>AAUKYabbott laboratoriesAbbottLaboratoriesABTAEOamerican eagle outfittersAmericanEagleOutfittersanadarko petroleumAnadarkoPetroleumanglo americanAngloAmericanAPCberkshire hathawayBerkshireHathawaybf.abrasil telecomBrasilTelecombrk.bbrown-formanBTMchasing valueChasingValueDEdeere and co.DeereAndCo.DEOdiageoe-tradeETFCezcorpEZPWFfeaturedFordGBEGEgeneral electricGeneralElectricgrubb and ellisGrubbAndEllissheldon liberSheldonLibertnt postTntPostTNTTYwells fargoWellsFargoWFCWed, 09 Dec 2009 13:30:00 EST<![CDATA[Chasing Value: Ten stocks for 2010 -- Part 1 ]]>http://www.bloggingstocks.com/2009/11/11/chasing-value-ten-stocks-for-2010-part-1/http://www.bloggingstocks.com/2009/11/11/chasing-value-ten-stocks-for-2010-part-1/http://www.bloggingstocks.com/2009/11/11/chasing-value-ten-stocks-for-2010-part-1/#commentsFiled under: , , , , , , , , , ,

There are only seven weeks left in the year, so it is time to start thinking about 2010. If you have been keeping up with my 2009 picks (see: Chasing Value: 2009 blazing picks -- Q3 review ) than you would be aware that the group is up 40% through the third quarter.

This year I bought all of my picks so that I would be riding in the same ship as anyone that might have considered my suggestions.

I will be breaking up my potential picks into three categories; contender, on the fence, and out of the running, until I finalize the list in the last week of the year.

Continue reading Chasing Value: Ten stocks for 2010 -- Part 1

Chasing Value: Ten stocks for 2010 -- Part 1 originally appeared on BloggingStocks on Wed, 11 Nov 2009 16:40:00 EST. Please see our terms for use of feeds.

Permalink | Email this | Comments]]>AAUKYAEOamerican eagle outfittersAmericanEagleOutfittersanadarko petroleumAnadarkoPetroleumanglo americanAngloAmericanAPCChasing ValueChasingValueDEOdiageo plcDiageoPlcexxon mobilExxonMobilfeaturedsheldon liberSheldonLiberXOMWed, 11 Nov 2009 16:40:00 EST<![CDATA[Chasing Value: 2009 blazing picks -- Q3 review ]]>http://www.bloggingstocks.com/2009/11/10/chasing-value-2009-blazing-picks-q3-review/http://www.bloggingstocks.com/2009/11/10/chasing-value-2009-blazing-picks-q3-review/http://www.bloggingstocks.com/2009/11/10/chasing-value-2009-blazing-picks-q3-review/#commentsFiled under: , , , , , , , , , , , , , , , , ,

The market continues to befuddle the bears as the third quarter earnings and stock prices continued to move in a positive direction.

During this period Washington has taken charge of the auto industry and helped prop it up with the "cash-for-clunkers" program. They continue to subsidize the real estate market with first-time home buyers incentives, and very low interest rates. The banks are being refueled by the Federal Reserve with interest rates as low as zero, while all the time currency stability has been sacrificed. This has driven gold prices to new highs.

This is the third review of my 2009 stock picks through September 30 (see: Chasing Value: 9 picks for 2009 -- APC, GE, ISRG, WFC and more). This years picks have annihilated index comparisons, so much so that I must attribute some of my good fortune to luck. However, I do believe the original reasoning was sound and the outlier nature of the gains certainly a result of an oversold market living in fear.

Continue reading Chasing Value: 2009 blazing picks -- Q3 review

Chasing Value: 2009 blazing picks -- Q3 review originally appeared on BloggingStocks on Tue, 10 Nov 2009 14:40:00 EST. Please see our terms for use of feeds.

Permalink | Email this | Comments]]>2009 stock picks2009StockPicksAAUKYAEOAmerican Eagle OutfittersAmericanEagleOutfittersAnadarko PetroleumAnadarkoPetroleumAnglo AmericanAngloAmericanAnnaly Capital ManagementAnnalyCapitalManagementAPCchasing valueChasingValueDEODiageo plcDiageoPlcEZCORPEZPWfeaturedGEGeneral ElectricGeneralElectricIntuitive Surgical IncIntuitiveSurgicalIncISRGNLYsheldon liberSheldonLiberWells FargoWellsFargoWFCTue, 10 Nov 2009 14:40:00 EST<![CDATA[Anglo American explains move to OTC]]>http://www.bloggingstocks.com/2009/08/13/anglo-american-explains-move-to-otc/http://www.bloggingstocks.com/2009/08/13/anglo-american-explains-move-to-otc/http://www.bloggingstocks.com/2009/08/13/anglo-american-explains-move-to-otc/#commentsFiled under: , , ,

Last week shareholders were surprised to find that Anglo American (OTC: AAUKY) had moved from the Nasdaq to the OTC "pink sheets" with no press release, news or explanation on the company website (see AAUK: Now you see it, now you don't).

After a few inquiries to the company, I received notice that the site had been updated with a full explanation. What I learned is that the Nasdaq listing was not done by Anglo but by several banks that held unsponsored ADR shares and were trading the stock.

Continue reading Anglo American explains move to OTC

Anglo American explains move to OTC originally appeared on BloggingStocks on Thu, 13 Aug 2009 13:00:00 EST. Please see our terms for use of feeds.

Permalink | Email this | Comments]]>AAUKYAmerican depository receiptsAnglo AmericanOTCover the counterSheldon LiberThu, 13 Aug 2009 13:00:00 EST<![CDATA[AAUKY's mysterious delisting follow-up: a small tidbit of news]]>http://www.bloggingstocks.com/2009/08/04/aaukys-mysterious-delisting-follow-up-a-small-tidbit-of-news/http://www.bloggingstocks.com/2009/08/04/aaukys-mysterious-delisting-follow-up-a-small-tidbit-of-news/http://www.bloggingstocks.com/2009/08/04/aaukys-mysterious-delisting-follow-up-a-small-tidbit-of-news/#commentsFiled under: , , , , , ,

Finally I was able to find the smallest crumb of news regarding Anglo American's (OTC: AAUKY) move from the NASDAQ to the over-the-counter (OTC) exchange often referred to as the "pink sheets."

After searching all day yesterday under every rock I could find for an answer to the puzzle and coming up empty, I concluded that this mystery could only be the work of Sherlock Holmes's evil and brilliant nemesis Professor Moriarty. And fitting to the good professor's habit of only leaving the most meager of clues, the following is all I could find to date:

Continue reading AAUKY's mysterious delisting follow-up: a small tidbit of news

AAUKY's mysterious delisting follow-up: a small tidbit of news originally appeared on BloggingStocks on Tue, 04 Aug 2009 16:40:00 EST. Please see our terms for use of feeds.

Permalink | Email this | Comments]]>AAUKAAUK newsAaukNewsAAUKYAAUKY NewsAaukyNewsanglo americanAngloAmericanfeaturedmining companiesmining stockMiningCompaniesMiningStockSheldon LiberSheldonLiberTue, 04 Aug 2009 16:40:00 EST<![CDATA[AAUK: Now you see it, now you don't]]>http://www.bloggingstocks.com/2009/08/03/aauk-now-you-see-it-now-you-dont/http://www.bloggingstocks.com/2009/08/03/aauk-now-you-see-it-now-you-dont/http://www.bloggingstocks.com/2009/08/03/aauk-now-you-see-it-now-you-dont/#commentsFiled under: , , ,

This morning I looked up Anglo American ADR and could not find it. What I found was: "No listing under this symbol". I checked another financial site and nothing. I check the company web site and I found under investor information USD NASDAQ 0.00. Now it was getting very strange.

There was no news anywhere, how could that be?

It turns out that the company is now listed on the "pink sheets", "over the counter" as Anglo American PLC ADS (OTC: AAUKY). There was no news Friday, no news over the weekend, no news this morning, no information under the old symbol, the new symbol or the web site, and no broker knew why there was a change, just that it happened.

Continue reading AAUK: Now you see it, now you don't

AAUK: Now you see it, now you don't originally appeared on BloggingStocks on Mon, 03 Aug 2009 16:40:00 EST. Please see our terms for use of feeds.

Permalink | Email this | Comments]]>AAUKAAUKYAnglo AmericanAngloAmericanOTCSheldon LiberSheldonLiberMon, 03 Aug 2009 16:40:00 EST<![CDATA[Chasing Value: 2009 picks 731% better than S&P -- 2nd quarter review ]]>http://www.bloggingstocks.com/2009/07/02/chasing-value-2009-picks-731-better-than-sandp-2nd-quarter-re/http://www.bloggingstocks.com/2009/07/02/chasing-value-2009-picks-731-better-than-sandp-2nd-quarter-re/http://www.bloggingstocks.com/2009/07/02/chasing-value-2009-picks-731-better-than-sandp-2nd-quarter-re/#commentsFiled under: , , , , , , , , , , , , , , , , ,

The second quarter is now behind us and for the most part it was a positive one in terms of the market pushing higher almost 40%. This is the second review of my 2009 stock picks through June 30 (see: Chasing Value: 9 picks for 2009 -- APC, GE, ISRG, WFC and more). There was a lot of talk about green shoots this past quarter as Wall Street was looking for any small bit of optimistic data to support the market.

The federal printing presses continued to run at full speed pushing the dollar lower and oil prices higher. While the feds were printing money to cover their deficits, the States do not have that same luxury and many of them are having trouble balancing their budgets to the tune of billions of dollars.

Continue reading Chasing Value: 2009 picks 731% better than S&P -- 2nd quarter review

Chasing Value: 2009 picks 731% better than S&P -- 2nd quarter review originally appeared on BloggingStocks on Thu, 02 Jul 2009 18:00:00 EST. Please see our terms for use of feeds.

Permalink | Email this | Comments]]>AAUKAEOamerican eagleanadarko petroleumanglo americanAngloAmericanannalycapitalmanagementAPCChasing ValueDEODiageoDividendsezpawnEZPWGEGeneral Electricintuitive surgicalISRGNLYSheldon Liberwells fargoWFCThu, 02 Jul 2009 18:00:00 EST<![CDATA[Chasing Value: Favorite trades -- BHP Billiton]]>http://www.bloggingstocks.com/2009/06/30/chasing-value-favorite-trades-bhp-billiton/http://www.bloggingstocks.com/2009/06/30/chasing-value-favorite-trades-bhp-billiton/http://www.bloggingstocks.com/2009/06/30/chasing-value-favorite-trades-bhp-billiton/#commentsFiled under: , , ,

This is a continuation of a theme I have been writing about this year involving stock options referred to as naked puts.

This allows investors to take a position in a stock, most often below its current price, but depending on market sentiment. That sentiment remains relatively negative so the spreads are attractive.

I have been following BHP Billiton Ltd ADR (NYSE: BHP) the largest mining company in the world, with headquarters in Australia, for a while but I do not own the stock today. I view all mining companies as an opportunity because I think the diversified raw materials they control are the best hedge against inflation. I do not think inflation is imminent, but with the extreme increases in money supply and debt being created I do not think it will be avoidable a few years out.

Continue reading Chasing Value: Favorite trades -- BHP Billiton

Chasing Value: Favorite trades -- BHP Billiton originally appeared on BloggingStocks on Tue, 30 Jun 2009 13:40:00 EST. Please see our terms for use of feeds.

Permalink | Email this | Comments]]>AAUKanglo americanBHPbhp billiton limitedchasing valuefeaturedNaked PutsOptionsSheldon LiberTue, 30 Jun 2009 13:40:00 EST<![CDATA[Serious Money: Anglo American - Xstrata merger?]]>http://www.bloggingstocks.com/2009/06/22/serious-money-anglo-american-xstrata-merger/http://www.bloggingstocks.com/2009/06/22/serious-money-anglo-american-xstrata-merger/http://www.bloggingstocks.com/2009/06/22/serious-money-anglo-american-xstrata-merger/#commentsFiled under: , , , , , , , , , , ,

It was reported on Sunday, June 21, that Anglo-Swiss mining company Xstrata has proposed a merger of equals to the board of Anglo American ADR (NASDAQ: AAUK), hoping to create a new, more competitive mining giant. Rumors have been milling about for a while.

Together, Anglo American and Xstrata would have a market capitalization of approximately $68 billion, (AAUK's $35 billion + XTA.L's $33 billion) and be larger than Rio Tinto plc ADS (NYSE: RTP), which ended the trading day last Friday with a capitalization hovering over $42 billion.

Continue reading Serious Money: Anglo American - Xstrata merger?

Serious Money: Anglo American - Xstrata merger? originally appeared on BloggingStocks on Mon, 22 Jun 2009 09:40:00 EST. Please see our terms for use of feeds.

Permalink | Email this | Comments]]>AAUKACHaluminum corp of china ads achanglo americanAngloAmericanBHPChalcocommoditiesfeaturedplatinumrio tintoRioTintoRTPserious moneySheldon LiberSheldonLiberxstrataMon, 22 Jun 2009 09:40:00 EST<![CDATA[Chasing Value: Anglo American upgrade/downgrade]]>http://www.bloggingstocks.com/2009/02/27/chasing-value-anglo-american-upgrade-downgrade/http://www.bloggingstocks.com/2009/02/27/chasing-value-anglo-american-upgrade-downgrade/http://www.bloggingstocks.com/2009/02/27/chasing-value-anglo-american-upgrade-downgrade/#commentsFiled under: , , , , , , ,

Today one of my picks for the year, Anglo American ADR (NASDAQ: AAUK), was upgraded from neutral to buy at the investment bank now regular bank Goldman Sachs Group, Inc. (NYSE: GS).

It was only yesterday that AAUK was downgraded from neutral to underweight by JPMorgan Chase & Co. (NYSE: JPM). No doubt they were responding to the news that Standard & Poors cut Anglo's rating two notches to 'BBB' based on it's 40% leverage and the potential for its cash-flow and income to be impacted by continuing soft markets throughout the year in many commodities.

Continue reading Chasing Value: Anglo American upgrade/downgrade

Chasing Value: Anglo American upgrade/downgrade originally appeared on BloggingStocks on Fri, 27 Feb 2009 17:35:00 EST. Please see our terms for use of feeds.

Permalink | Email this | Comments]]>AAUKAnglo AmericanAngloAmericanChasing ValueChasingValueDowngradesfeaturedGoldman SachsGoldmanSachsGSjp morganJPMJpMorganSheldon LiberSheldonLiberstocks to buyStocksToBuyupgradesFri, 27 Feb 2009 17:35:00 EST<![CDATA[Chasing Value: Anglo American cuts 19,000 jobs & dividend ]]>http://www.bloggingstocks.com/2009/02/20/chasing-value-anglo-american-cuts-19-000-jobs-and-dividend/http://www.bloggingstocks.com/2009/02/20/chasing-value-anglo-american-cuts-19-000-jobs-and-dividend/http://www.bloggingstocks.com/2009/02/20/chasing-value-anglo-american-cuts-19-000-jobs-and-dividend/#commentsFiled under: , , , , , ,

I knew it would happen to some of my stock picks this year -- but ouch! -- Anglo American (NASDAQ: AAUK) has reported that it is handing out 19,000 pink slips world wide, oh, by the way, you can forget about the dividend -- that's gone too.


Continue reading Chasing Value: Anglo American cuts 19,000 jobs & dividend

Chasing Value: Anglo American cuts 19,000 jobs & dividend originally appeared on BloggingStocks on Fri, 20 Feb 2009 15:00:00 EST. Please see our terms for use of feeds.

Permalink | Email this | Comments]]>AAUKAnglo AmericanAngloAmericanChasing ValueChasingValuecommoditiesdividend cutsDividendCutsfeaturedgold and platinumGoldAndPlatinumjob cutsJobCutsSheldon LiberSheldonLiberFri, 20 Feb 2009 15:00:00 EST<![CDATA[Chasing Value: 2008 picks -- the last nail]]>http://www.bloggingstocks.com/2009/01/12/chasing-value-2008-picks-the-last-nail/http://www.bloggingstocks.com/2009/01/12/chasing-value-2008-picks-the-last-nail/http://www.bloggingstocks.com/2009/01/12/chasing-value-2008-picks-the-last-nail/#commentsFiled under: , , , , , , , , , , , , , , , , ,

I made it through mid-year of tracking my 2008 picks from last December and then -- Wham! -- I went from a slight advantage to being humbled badly by the market. However difficult it is to display your failings, once again I will share all of the horrors since I posted the original story Chasing Value: Final list -- 8 stocks for 2008.

The master is still the master, Warren Buffett and his life's work Berkshire Hathaway (NYSE: BRK.B) beat me easily as well as the three indices I tracked.

For the most part, unless you started shorting stocks, there was no place to hide and most of my picks were big losers. There were two that beat Buffett and the market. The defense sector was the defensive sector it was supposed to be with Raytheon Company (NYSE: RTN) doing well on a relative scale. The other place you could have a morsel of stability was utilities and Huaneng Power International (ADR) (NYSE: HNP) lost less but not by much.

Continue reading Chasing Value: 2008 picks -- the last nail

Chasing Value: 2008 picks -- the last nail originally appeared on BloggingStocks on Mon, 12 Jan 2009 15:00:00 EST. Please see our terms for use of feeds.

Permalink | Email this | Comments]]>AAUKAnglo AmericanBerkshire HathawayBGBRK.ABRK.BBungeChasing ValueChasingValuefeaturedHNPHuaneng PowerLLOLoews CorpNCTNewcastle InvestmentRaytheon CompanyReliance Steel and AluminumRSRTNSheldon LiberSheldonLiberValero EnergyVLOMon, 12 Jan 2009 15:00:00 EST<![CDATA[Chasing Value: 9 picks for 2009 -- APC, GE, ISRG, WFC and more ]]>http://www.bloggingstocks.com/2008/12/31/chasing-value-9-picks-for-2009-apc-ge-isrg-wfc-and-more/http://www.bloggingstocks.com/2008/12/31/chasing-value-9-picks-for-2009-apc-ge-isrg-wfc-and-more/http://www.bloggingstocks.com/2008/12/31/chasing-value-9-picks-for-2009-apc-ge-isrg-wfc-and-more/#commentsFiled under: , , , , , , , , ,

Anybody have capital gains to show this year? I didn't think so. Not unless you were shorting the market, and in particular financials. I got clobbered with everyone else. There were not many places to hide. Picking winners was like guessing where each piece of debris would land after the tornado moved through town.

The average crystal ball is looking quite foggy about now, nevertheless I have rummaged throughout the stock market to select nine stocks that I think offer more reward than risk. The market is priced for the worst in so many cases that I think the list could have included 50 companies without too much trouble.

In 2007 and 2008 I owned some but not all of the picks for the year. This year I own all of the stocks and they were all acquired in the latter part of the fourth quarter for a new portfolio.

Continue reading Chasing Value: 9 picks for 2009 -- APC, GE, ISRG, WFC and more

Chasing Value: 9 picks for 2009 -- APC, GE, ISRG, WFC and more originally appeared on BloggingStocks on Wed, 31 Dec 2008 12:45:00 EST. Please see our terms for use of feeds.

Permalink | Email this | Comments]]>2009 picks2009PicksAAUKAEOAmerican Eagle OutfittersAmericanEagleOutfittersanadarko petroleumAnadarkoPetroleumanglo americanAngloAmericanannalycapitalmanagementAPCChasing ValueChasingValueDEOdiageo plcDiageoPlcezcorpEZPWfeaturedGEGeneral ElectricGeneralElectricintuitive surgicalIntuitiveSurgicalISRGNLYsheldon liberSheldonLiberWFCWed, 31 Dec 2008 12:45:00 EST<![CDATA[Chasing Value: Inflation protection with gold & platinum (AAUK)]]>http://www.bloggingstocks.com/2008/12/10/chasing-value-inflation-protection-with-diamonds-platinum-gol/http://www.bloggingstocks.com/2008/12/10/chasing-value-inflation-protection-with-diamonds-platinum-gol/http://www.bloggingstocks.com/2008/12/10/chasing-value-inflation-protection-with-diamonds-platinum-gol/#commentsFiled under: , , , , ,

Rampant inflation seems likely at some point in the future, as demand for commodities increases and the pain of running the government's printing press full time comes back to haunt us. So once again I am revisiting Anglo American ADR (NASDAQ: AAUK).

How can you protect yourself against the pain of inflation? One thing to remember is that although cash is king -- as we are told every day -- cash will not perform well in a highly inflationary environment. What usually performs well are things that you can hold in your hand, that you can touch and that other folks want.

Now that I want to buy things, what kind of things do I want to buy? How will I know what things to buy? Where will I put these things? What if I buy the wrong things?

From my perspective the answer to all of these questions can be found in AAUK, which I most recently wrote about five weeks ago Chasing Value: Anglo American on sale.

Since the company has mining operations on six continents and owns reserves in most every natural resource, precious and not, you will be diversified geographically and in breadth of resources -- things, that is, things people want.

Continue reading Chasing Value: Inflation protection with gold & platinum (AAUK)

Chasing Value: Inflation protection with gold & platinum (AAUK) originally appeared on BloggingStocks on Wed, 10 Dec 2008 13:15:00 EST. Please see our terms for use of feeds.

Permalink | Email this | Comments]]>AAUKanglo americanAngloAmericanChasing ValueChasingValuecoalcommoditiesdiamondsdiversificationfeaturedgoldinflationpaperplatinumSheldon LiberSheldonLibersilverWed, 10 Dec 2008 13:15:00 EST<![CDATA[Option Update: Anglo American volatility flat: Gold traded $905]]>http://www.bloggingstocks.com/2008/06/26/option-update-anglo-american-volatility-flat-gold-traded-905/http://www.bloggingstocks.com/2008/06/26/option-update-anglo-american-volatility-flat-gold-traded-905/http://www.bloggingstocks.com/2008/06/26/option-update-anglo-american-volatility-flat-gold-traded-905/#commentsFiled under: ,

Anglo American (NASDAQ: AAUK) owns a range of assets covering gold, platinum, diamonds, coals ferrous and base metals.

AAUK was up 34 cents to $33.09 in pre-open trading. AAUK has a market cap of $86 billion. Gold is recently trading at $905.90 according to Bloomberg.

AAUK overall option implied volatility of 47 is near its 26-week average according to Track Data, suggesting non-directional price movement.

Option Update is provided by Stock Specialist Paul Foster of theflyonthewall.com

Option Update: Anglo American volatility flat: Gold traded $905 originally appeared on BloggingStocks on Thu, 26 Jun 2008 10:00:00 EST. Please see our terms for use of feeds.

Permalink | Email this | Comments]]>aaukAnglo AmericanAngloAmericanoption implied volatilityOptionImpliedVolatilityThu, 26 Jun 2008 10:00:00 EST<![CDATA[Chasing Value: 8 stocks for 2008 -- May beats all]]>http://www.bloggingstocks.com/2008/06/02/chasing-value-8-stocks-for-2008-may-beats-all/http://www.bloggingstocks.com/2008/06/02/chasing-value-8-stocks-for-2008-may-beats-all/http://www.bloggingstocks.com/2008/06/02/chasing-value-8-stocks-for-2008-may-beats-all/#commentsFiled under: , , , , , , , , , , ,

After five months of tracking my 2008 picks, it is rewarding to finally have a breakthrough -- topping the three major stock indices and Berkshire Hathaway (NYSE: BRK.B) too. It has been painful to have to report each month that I was being bested. However, since I have not seen anything contradicting my original rationale for my eight picks I stood my ground.

This past month saw great improvement. For the first time since I posted the original story Chasing Value: Final list -- 8 stocks for 2008, five of the eight stocks are up:

Moving into positive territory by pennies was Loews Corporation (NYSE: LTR). Among its holdings is a 51% stake in Diamond Offshore Drilling, Inc. (NYSE: DO) that has been doing well as the world remains desperate for more oil and natural gas.

Bunge Limited (NYSE: BG) was the other stock to cross the line into the black, while Valero Energy Corp. (NYSE: VLO), although improving, remains my worst performer. It is still down almost 28% after five months.

The gap between the Dow Jones Industrial Average, Standard & Poor's 500 Index and the technology heavy NASDAQ Composite Index narrowed substantially so that the three are tracking each other very closely. Stocks like Apple, Inc (NASDAQ: AAPL) and Google Inc. (NASDAQ: GOOG) continue to gain significantly and their outlooks have not been shaken amid overall pessimistic economic forecasts.

Continue reading Chasing Value: 8 stocks for 2008 -- May beats all

Chasing Value: 8 stocks for 2008 -- May beats all originally appeared on BloggingStocks on Mon, 02 Jun 2008 13:01:00 EST. Please see our terms for use of feeds.

Permalink | Email this | Comments]]>AAUKanglo americanAngloAmericanBerkshire HathawayBerkshireHathawayBGBRKBRK.ABRK.BBungeChasing ValueChasingValuefeaturedHNPHuaneng PowerHuanengPowerLTRNCTNewcastle InvestmentNewcastleInvestmentRaytheon CompanyRaytheonCompanyReliance Steel and AluminumRelianceSteelAndAluminumRSRTNSheldon LiberSheldonLiberValeroVLOMon, 02 Jun 2008 13:01:00 EST