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[Serious Money: Buffett's Next Buys -- You Pick'em]]>http://www.bloggingstocks.com/2011/03/04/serious-money-buffetts-next-buys-you-pickem/http://www.bloggingstocks.com/2011/03/04/serious-money-buffetts-next-buys-you-pickem/http://www.bloggingstocks.com/2011/03/04/serious-money-buffetts-next-buys-you-pickem/#commentsFiled under: , , , , , , , , , , , , , , , ,

Prognosticators the world over are throwing in their 2 cents about "my pal Warren's" next market moves; especially since he announced last week that his trigger finger was itchy. When Warren Buffett, chairman of Berkshire Hathaway (BRK.A and BRK.B) speaks, investors listen.

On Wednesday March 2, this investor threw in his two cents worth (see:Serious Money: What Should Warren Buffett Do Next?) discussing possible acquisitions. Since all the "pro's", I use the term loosely, have had a say I thought I would give readers a chance to express some of their ideas too.

Continue reading Serious Money: Buffett's Next Buys -- You Pick'em

Serious Money: Buffett's Next Buys -- You Pick'em originally appeared on BloggingStocks on Fri, 04 Mar 2011 15:00:00 EST. Please see our terms for use of feeds.

Permalink | Email this | Comments]]>AAPLAIGamerican expressamerican international groupApple IncAXPberkshire hathawaybrk.abrk.bCCBChubb CorpCiscocitigroupCSCOfeaturedhartford financialHIGINTCIntel Corp.Intuitive SurgicalISRGMetareviewMetLife Inc.MicrosoftMSFTnational gridnggRepublic ServicesRSGSerious Moneytravelers insuranceTRVFri, 04 Mar 2011 15:00:00 EST<![CDATA[Serious Money: What Should Warren Buffett Do Next?]]>http://www.bloggingstocks.com/2011/03/02/warren-buffett-next move/http://www.bloggingstocks.com/2011/03/02/warren-buffett-next move/http://www.bloggingstocks.com/2011/03/02/warren-buffett-next move/#commentsFiled under: , , , , ,

Warren BuffettLast Friday Warren Buffett said he was anxious to pull the trigger on another large deal -- having only recently completed the Berkshire Hathaway (BRK.A and BRK.B) acquisition of the Burlington Northern Santa Fe Railroad. Since then, prognosticators far and wide have been making suggestions about his next possible moves.

Considering I wrote about the railroads the day before the BNSF announcement, I thought I would share a few ideas, old and new.

Continue reading Serious Money: What Should Warren Buffett Do Next?

Serious Money: What Should Warren Buffett Do Next? originally appeared on BloggingStocks on Wed, 02 Mar 2011 09:20:00 EST. Please see our terms for use of feeds.

Permalink | Email this | Comments]]>american expressberkshire hathawayBNSF RailwaybuffettfeaturedMergersAndAcquisitionsnational gridNetJetsRepublic ServicesSerious Moneywarren buffettwhat+will+warren+buffet+buy+nextwhatwillwarrenbuffetbuynextWed, 02 Mar 2011 09:20:00 EST<![CDATA[Serious Money: Netflix and Tulips]]>http://www.bloggingstocks.com/2011/01/11/serious-money-netflix-and-tulips/http://www.bloggingstocks.com/2011/01/11/serious-money-netflix-and-tulips/http://www.bloggingstocks.com/2011/01/11/serious-money-netflix-and-tulips/#commentsFiled under: , , ,

The Tulip mania in Holland went on for seven years, supporting John Maynard Keynes commentary that "the market can remain irrational longer than you can remain solvent." This is one of my favorite stock market quotes, so forgive me if I repeat it too often. Although, I'm not sure that is possible when I watch Netflix, Inc. (NFLX) stock price continue to soar.

The stock was up almost 5% yesterday, on a down day, closing at $187.88, with a P/E of 70.90 -- that's 71 years times earnings folks!

 Is that sensible? Investors are saying who cares? And the analysts are supporting them. The fact that analysts have a horrible track record and that the stock is highly speculative has become irrelevant.

Continue reading Serious Money: Netflix and Tulips

Serious Money: Netflix and Tulips originally appeared on BloggingStocks on Tue, 11 Jan 2011 17:00:00 EST. Please see our terms for use of feeds.

Permalink | Email this | Comments]]>CRMfeaturedNetflixnflxSalesforce.comSerious MoneyTue, 11 Jan 2011 17:00:00 EST<![CDATA[Serious Money: Does BAC Have Anything to Fear from Wikileaks?]]>http://www.bloggingstocks.com/2010/12/01/does-bac-have-anything-to-fear-from-wikileaks/http://www.bloggingstocks.com/2010/12/01/does-bac-have-anything-to-fear-from-wikileaks/http://www.bloggingstocks.com/2010/12/01/does-bac-have-anything-to-fear-from-wikileaks/#commentsFiled under: , , , , , , , , , ,

Bank of America (BAC) logoForgive me if I stray slightly, but I could not help thinking about how ironic it would be if someone leaked information as to the whereabouts of Wikileaks founder and "fearless leader" Julian Assange -- who is in hiding!

It would be even more ironic if a CIA operative who had his cover blown by Wikileaks decides what goes around comes around. Let's face it, in its own way Wikileaks has become a rogue nation, so why wouldn't the CIA get involved?

In the mean time, this has probably helped world markets as it has overtaken everything else as the big story of the past 48 hours. In a bizarre way, Assange may have achieved one of his goals by bringing the world closer together, sort of.

Continue reading Serious Money: Does BAC Have Anything to Fear from Wikileaks?

Serious Money: Does BAC Have Anything to Fear from Wikileaks? originally appeared on BloggingStocks on Wed, 01 Dec 2010 11:00:00 EST. Please see our terms for use of feeds.

Permalink | Email this | Comments]]>BACBank of AmericaCountrywide FinancialfeaturedGoldman Sachs GroupGSHank PaulsenJohn Thainjp morgan chaseJPMJulian Assangemerrill lynchSerious MoneyWikileaksWed, 01 Dec 2010 11:00:00 EST<![CDATA[Serious Money: AIG Takeover by Fairholme Capital?]]>http://www.bloggingstocks.com/2010/11/30/serious-money-aig-takeover-by-fairholme-capital/http://www.bloggingstocks.com/2010/11/30/serious-money-aig-takeover-by-fairholme-capital/http://www.bloggingstocks.com/2010/11/30/serious-money-aig-takeover-by-fairholme-capital/#commentsFiled under: , , , ,

Perusing through the 13D filings in Barron's November 29 issue I came across news reported by InsiderScore.com regarding American International Group, Inc. (AIG). It was noted that "Fairholme Capital raised its holdings to 39,990,099 shares (29%), by buying 1,765,900 shares from Nov. 5 to Nov. 16 at prices ranging from $41.72 to $43.59."

I do not usually make mention of such things but owning 29% of a company capitalized at $5.6 billion dollars is a lot. I would even go as far as to say that in some circumstances that might equate to controlling interest. Prior to "my pal Warren" (Buffett) making an offer to acquire the Burlington Northern Santa Fe Railroad for Berkshire Hathaway (BRK.A) it only owned 23% of the outstanding shares.

Continue reading Serious Money: AIG Takeover by Fairholme Capital?

Serious Money: AIG Takeover by Fairholme Capital? originally appeared on BloggingStocks on Tue, 30 Nov 2010 15:30:00 EST. Please see our terms for use of feeds.

Permalink | Email this | Comments]]>AIGamerican international groupberkshire hathawayBerkshire Hathaway BRK.AmcdmcdonaldsMSFT MicrosoftSerious Moneywarren buffettTue, 30 Nov 2010 15:30:00 EST<![CDATA[Chasing Value: Cheap Stocks by the Book]]>http://www.bloggingstocks.com/2010/08/16/cheap-stocks-book-value-aee-rig-twx-pru-rs-jpm/http://www.bloggingstocks.com/2010/08/16/cheap-stocks-book-value-aee-rig-twx-pru-rs-jpm/http://www.bloggingstocks.com/2010/08/16/cheap-stocks-book-value-aee-rig-twx-pru-rs-jpm/#commentsFiled under: , , , , , , , ,

In case you need to be reminded to look closely at the books, today's poster boy for erroneous ledgers, Bernie Maddoff, should be a constant reminder. Furthermore, when you are looking at the books, remember that Benjamin Graham, mentor to "my pal Warren," advised buying stocks for less than their intrinsic value. And book value is the starting point in attempting to establish that.

Two weeks ago, I posted an update on my toxic stock picks. These were six unloved stocks where I felt the stage was set for market beating returns. The same is true again for today's market-beating group, although it is not the headlines that tied this group together, but their standout bargain metrics.

Continue reading Chasing Value: Cheap Stocks by the Book

Chasing Value: Cheap Stocks by the Book originally appeared on BloggingStocks on Mon, 16 Aug 2010 12:00:00 EST. Please see our terms for use of feeds.

Permalink | Email this | Comments]]>AEEameren corpChasingValuefeaturedjp morgan chaseJPMPRUPrudential Financialreliance steel and aluminumRIGRSSerious Moneytime warnerTransocean IncTWXValue StocksMon, 16 Aug 2010 12:00:00 EST<![CDATA[Serious Money: Buffett Going Global -- Part 4]]>http://www.bloggingstocks.com/2010/06/24/serious-money-buffett-going-global-part-4/http://www.bloggingstocks.com/2010/06/24/serious-money-buffett-going-global-part-4/http://www.bloggingstocks.com/2010/06/24/serious-money-buffett-going-global-part-4/#commentsFiled under: , , , , ,

Today we expand on investment criteria and start to look at actual stocks of non US companies that might be in the running for inclusion as one of Berkshire Hathaway (BRK.A/BRK.B) foreign holdings.

In searching for global investment prospects that might interest Warren Buffett we have established that newly allocated capital would most likely pursue companies that pay a dividend and make products or operate in sectors that are well established and have a high level of certainty to exist decades into the future. This is basic to "my pal Warren's" investment philosophy, and there is no reason to think this will change.

In Part 2 of this series we then examined the size of a potential investment settling on a general range from $4 billion to $24 billion.

Continue reading Serious Money: Buffett Going Global -- Part 4

Serious Money: Buffett Going Global -- Part 4 originally appeared on BloggingStocks on Thu, 24 Jun 2010 14:30:00 EST. Please see our terms for use of feeds.

Permalink | Email this | Comments]]>berkshire hathawaybrk.abrk.bDavid SokolfeaturedMidAmericannational gridnggSerious MoneySheldon Liberwarren buffettThu, 24 Jun 2010 14:30:00 EST<![CDATA[Serious Money: Buffett Looking Beyond Our Borders -- Part 3]]>http://www.bloggingstocks.com/2010/06/22/serious-money-buffett-looking-beyond-our-borders-part-3/http://www.bloggingstocks.com/2010/06/22/serious-money-buffett-looking-beyond-our-borders-part-3/http://www.bloggingstocks.com/2010/06/22/serious-money-buffett-looking-beyond-our-borders-part-3/#commentsFiled under: , , , , , , , ,

There are many places that Warren Buffett may choose to invest Berkshire Hathaway (BRK.A / BRK.B) capital. At the same time you can be sure there are places he will not set foot. It is not likely he will invest anywhere that does not have a vibrant, well-established stock market with a stable government. So, Mr. Hugo Chavez in Venezuela will not likely see any capital deployed from the likes of "my pal Warren" any time soon.

As a matter of fact, I would put the chances at slim of any South American country, besides Brazil, getting a look at all. Brazil is just too big and too vibrant to ignore. I would rule out Africa entirely except for indirect investments in oil and minerals through large conglomerates. The closest thing in the region would be Israel, at the furthest western reaches of Asia. He has already invested there and there is a high probability he would again. Investors from most of Europe and Asia have done the same, although many would rather not discuss it.

He has also invested in China, Great Britain, South Korea, and Switzerland. I would expect more money to be plowed into all of them again without reservation if the right deal materialized.

Continue reading Serious Money: Buffett Looking Beyond Our Borders -- Part 3

Serious Money: Buffett Looking Beyond Our Borders -- Part 3 originally appeared on BloggingStocks on Tue, 22 Jun 2010 15:00:00 EST. Please see our terms for use of feeds.

Permalink | Email this | Comments]]>berkshire hathawayBrazilBRK.ABRK.BfeaturedGEgeneral electricGoldman SachsGSinternational investingIsraelMexicoSerious MoneySheldon Libervalue investingTue, 22 Jun 2010 15:00:00 EST<![CDATA[Serious Money: Buffett Looking Beyond Our Borders -- Part 2]]>http://www.bloggingstocks.com/2010/06/17/serious-money-buffett-looking-beyond-our-borders-part-2/http://www.bloggingstocks.com/2010/06/17/serious-money-buffett-looking-beyond-our-borders-part-2/http://www.bloggingstocks.com/2010/06/17/serious-money-buffett-looking-beyond-our-borders-part-2/#commentsFiled under: , , , , , ,

Warren BuffettTrying to figure out what Warren Buffett will invest in next is no small task. Although, you can bet it will not be small. In fact, he may try to acquire whole companies because anything else might not move the needle when it comes to increasing shareholder value at Berkshire Hathaway (BRK.A / BRK.B).

This post is a follow up to Serious Money: Buffett Looking Beyond Our Borders, where I concluded that Buffett will seek an opportunity to invest in a company that is paying a dividend and has a very easy to understand product or service that will not become obsolete any time soon.

Continue reading Serious Money: Buffett Looking Beyond Our Borders -- Part 2

Serious Money: Buffett Looking Beyond Our Borders -- Part 2 originally appeared on BloggingStocks on Thu, 17 Jun 2010 13:00:00 EST. Please see our terms for use of feeds.

Permalink | Email this | Comments]]>berkshire hathawaybrk.abrk.bfeaturedGEgeneral electricGoldman SachsGSPKXPoscoSerious MoneySheldon LiberThu, 17 Jun 2010 13:00:00 EST<![CDATA[Serious Money: Buffett Looking Beyond Our Borders]]>http://www.bloggingstocks.com/2010/06/16/serious-money-buffett-looking-beyond-our-borders-next-moves/http://www.bloggingstocks.com/2010/06/16/serious-money-buffett-looking-beyond-our-borders-next-moves/http://www.bloggingstocks.com/2010/06/16/serious-money-buffett-looking-beyond-our-borders-next-moves/#commentsFiled under: , , , , , , , , , , ,

Stories are starting to appear that "my pal Warren" is gearing up for a major foreign acquisition. One of my dear friends Randy S. is taking a post graduate business class at UCLA where this issue is a part of the course. He is supposed to figure out what non US companies Berkshire Hathaway (BRK.A/BRK.B), led by Warren Buffett, might be considering for investment.

Ahh yes, the prediction business, quite tricky indeed. Starting with some basics, in most cases I would stick to the time tested philosophy that past performance is not an indicator of future success. That said, I think in the case of Buffett, it does. There are many clues along the trail based on his past performance.

Here are some basic consistencies from the existing portfolio that I would expect to hold true going forward.

Continue reading Serious Money: Buffett Looking Beyond Our Borders

Serious Money: Buffett Looking Beyond Our Borders originally appeared on BloggingStocks on Wed, 16 Jun 2010 18:00:00 EST. Please see our terms for use of feeds.

Permalink | Email this | Comments]]>AXPberkshire hathawaybrk.abrk.bcoca-coladividend investingdividend stocksfeaturedhdtvHome DepotJNJjohnson and johnsonKonamilowLowesPetroChinaptrSerious MoneySheldon Liberwarren buffettwells fargoWFCWed, 16 Jun 2010 18:00:00 EST<![CDATA[Serious Money: Tax Savings, Lateral Moves]]>http://www.bloggingstocks.com/2010/06/03/serious-money-tax-savings-lateral-moves/http://www.bloggingstocks.com/2010/06/03/serious-money-tax-savings-lateral-moves/http://www.bloggingstocks.com/2010/06/03/serious-money-tax-savings-lateral-moves/#commentsFiled under: , , , , , , , , , ,

Stocks have fallen over the past month and certain stocks have fallen considerably. If you have lost equity recently and can find similarly positioned stocks, it may be wise to consider some lateral moves. Selling one stock and buying something comparable allows you to claim a loss while still remaining fully invested.

In this way you do not have to observe the 30-day rule where you cannot claim a loss in a stock sold today if you buy it back until after 30 days have past. In 30 days the market opportunity to repurchase the shares of the company you sold at good price may have also past.

Continue reading Serious Money: Tax Savings, Lateral Moves

Serious Money: Tax Savings, Lateral Moves originally appeared on BloggingStocks on Thu, 03 Jun 2010 14:00:00 EST. Please see our terms for use of feeds.

Permalink | Email this | Comments]]>Anadarko PetroleumapcBPChevronConocoPhillipsCOPCVXExxonMobilfeaturedMicrosoftMSFToil stocksoracleORCLRIGSerious MoneySheldon LibertransoceanThu, 03 Jun 2010 14:00:00 EST<![CDATA[Serious Money: Powerful Dividends Powering the Nation]]>http://www.bloggingstocks.com/2010/05/27/serious-money-powerful-dividends-powering-the-nation/http://www.bloggingstocks.com/2010/05/27/serious-money-powerful-dividends-powering-the-nation/http://www.bloggingstocks.com/2010/05/27/serious-money-powerful-dividends-powering-the-nation/#commentsFiled under: , , , , , , , , , , ,

We can make this short and sweet: buying utilities pays off in many ways that other investments do not. Utilities pay regular dividend distributions that are higher than most stocks, bonds, Treasuries, and certificates of deposit. In these volatile times, utility stocks add stability to your portfolio and moderate the wild swings. And, here is the kicker that everyone but day traders will appreciate: long term returns beat all of the major indices over time.

The following charts and stocks will further make the case.

Continue reading Serious Money: Powerful Dividends Powering the Nation

Serious Money: Powerful Dividends Powering the Nation originally appeared on BloggingStocks on Thu, 27 May 2010 15:20:00 EST. Please see our terms for use of feeds.

Permalink | Email this | Comments]]>Consolidated EdisonDjiaVsGoldDUKDuke Energy Corp DUKEdgeedison internationalEIXfeaturedFPLFPL GroupNASDAQNorthern UtilitiesNUSerious MoneySheldon LiberSONYSouthern CompanySP 500Vanguard Utility IndexVPUXcel EnergyXELThu, 27 May 2010 15:20:00 EST<![CDATA[Serious Money: Buying the Super Caps, Part 6 -- Conclusions]]>http://www.bloggingstocks.com/2010/05/25/serious-money-buying-the-super-caps-part-6-conclusions/http://www.bloggingstocks.com/2010/05/25/serious-money-buying-the-super-caps-part-6-conclusions/http://www.bloggingstocks.com/2010/05/25/serious-money-buying-the-super-caps-part-6-conclusions/#commentsFiled under: , , , , , , , , , ,

The twelve super caps are down to seven: Proctor & Gamble, Wal-Mart, Johnson & Johnson, China Mobile, PetroChina, Microsoft and ExxonMobil. Five are American companies and two are Chinese. The five U.S.-based enterprises have historically strong management teams and balance sheets. If this was the only criteria, I might take pause when considering the two Chinese companies only because I do not know enough about them to make a judgment, except that they have been very successful.

"My pal Warren" placed a large bet on PetroChina (PTR), which he has since sold off, but he always makes a big deal about management, so we will give these two the benefit of the doubt. The two also pay the highest yields among the group.

So where do we stand today? We'll stick with all seven and here is why.

Continue reading Serious Money: Buying the Super Caps, Part 6 -- Conclusions

Serious Money: Buying the Super Caps, Part 6 -- Conclusions originally appeared on BloggingStocks on Tue, 25 May 2010 15:00:00 EST. Please see our terms for use of feeds.

Permalink | Email this | Comments]]>big capsChina MobileCHLExxonMobilfeaturedJNJJohnson and JohnsonMicrosoftMSFTPetroChinaPGprocter and gamblePTRSerious MoneySheldon Liberstock pickswal-martWMTXOMTue, 25 May 2010 15:00:00 EST<![CDATA[Serious Money: Buying the Super Caps, Part 5 -- ROE, ROIC]]>http://www.bloggingstocks.com/2010/05/24/serious-money-buying-the-super-caps-part-5-roe-roic/http://www.bloggingstocks.com/2010/05/24/serious-money-buying-the-super-caps-part-5-roe-roic/http://www.bloggingstocks.com/2010/05/24/serious-money-buying-the-super-caps-part-5-roe-roic/#commentsFiled under: , , , , , , , , , , , ,

The market continues to be very volatile and trending down. When the seas are this turbulent you want to be on the biggest ships and thus I continue my review of the super cap stocks. This time, I'm going to examine return-on-equity (ROE) and return on-invested-capital (ROIC).

I started with the 12 highest valued companies but remained with 10 after running them through several screens. Among those 10 super, caps the company that is producing the highest returns is Microsoft (MSFT).

Continue reading Serious Money: Buying the Super Caps, Part 5 -- ROE, ROIC

Serious Money: Buying the Super Caps, Part 5 -- ROE, ROIC originally appeared on BloggingStocks on Mon, 24 May 2010 12:00:00 EST. Please see our terms for use of feeds.

Permalink | Email this | Comments]]>BACBank of Americabig capsChina MobileCHLExxon MobilGEgeneral electricJNJJohnson and JohnsonMSFTMSFT MicrosoftPetroChinaPGprocter and gamblePTRSerious MoneySheldon Liberstock pickswal-martwells fargoWFCWMTXOMMon, 24 May 2010 12:00:00 EST<![CDATA[Serious Money: Buying the Super Caps, Part 4 -- the Dividend]]>http://www.bloggingstocks.com/2010/05/20/serious-money-buying-the-super-caps-part-4-the-dividend/http://www.bloggingstocks.com/2010/05/20/serious-money-buying-the-super-caps-part-4-the-dividend/http://www.bloggingstocks.com/2010/05/20/serious-money-buying-the-super-caps-part-4-the-dividend/#commentsFiled under: , , , , , , , , , ,

China Mobil CHL logoIt's a cliché but it rings so true: just show me the money! In the case of stocks that's profits and distributions, or dividends.

The super cap review, in which I examine large cap stocks through different valuation methods, started with the 12 stocks with the highest capitalization and through several stock screens has been trimmed to just 10 stocks.

It has been widely reported that dividends contribute as much as 40% of the market stock appreciation on long term holdings. All things being equal, a diversified basket of dividend paying stocks should outperform a similarly diversified portfolio that does not.

Continue reading Serious Money: Buying the Super Caps, Part 4 -- the Dividend

Serious Money: Buying the Super Caps, Part 4 -- the Dividend originally appeared on BloggingStocks on Thu, 20 May 2010 12:00:00 EST. Please see our terms for use of feeds.

Permalink | Email this | Comments]]>AnkleBACBank of AmericaChina Mobilechloedividend investingdividend stocksDividendsExxon MobilfeaturedGEgeneral electricJNJJohnson and JohnsonMSFT MicrosoftPetroChinaPGprocter and gambleptr-3.1Serious Moneywal-martwells fargoWFCwmtXoMoveThu, 20 May 2010 12:00:00 EST<![CDATA[Serious Money: Buying the Super Caps, Part 3]]>http://www.bloggingstocks.com/2010/05/19/serious-money-buying-the-super-caps-part-3/http://www.bloggingstocks.com/2010/05/19/serious-money-buying-the-super-caps-part-3/http://www.bloggingstocks.com/2010/05/19/serious-money-buying-the-super-caps-part-3/#commentsFiled under: , , , , , , , , , , , ,

Exxon Mobil XOM logoOver the years I have referred to "my pal Warren" (Warren Buffet) on many occasions. He has taught me a great deal. I have learned a few things from Sir John Templeton (RIP) as well. But when I think about the price-to-earnings-to-growth (PEG) ratios, it is Peter Lynch who stands tall.

Lynch has been retired for many years and has been generous enough to share some of his thoughts in a couple of worthy books: One Up on Wall Street and Beating the Street. I highly recommend these best sellers to anyone that wants to expand their knowledge of value investing or manage their own finances.

Continue reading Serious Money: Buying the Super Caps, Part 3

Serious Money: Buying the Super Caps, Part 3 originally appeared on BloggingStocks on Wed, 19 May 2010 12:10:00 EST. Please see our terms for use of feeds.

Permalink | Email this | Comments]]>bacBank of AmericaChina MobilechloeExxon Mobilfeaturedgeneral electricJNJJohnson and JohnsonMicrosoftMSFTPEG ratioPeter LynchPetroChinaPGprocter and gambleptrSerious MoneySheldon Libervalue investingwal-martWFCwmtxomWed, 19 May 2010 12:10:00 EST<![CDATA[Serious Money: Buying the Super Caps, Part 2]]>http://www.bloggingstocks.com/2010/05/18/serious-money-buying-the-super-caps-part-2/http://www.bloggingstocks.com/2010/05/18/serious-money-buying-the-super-caps-part-2/http://www.bloggingstocks.com/2010/05/18/serious-money-buying-the-super-caps-part-2/#commentsFiled under: , , , , , , , , , , , , ,

In my search for value investments among the top twelve stocks by capitalization -- the "super caps" -- I began by reviewing the price-to-earnings and price-to-sales ratios. Today we will move on to examine price-to-book (P/B) and price-to-cash flow (P/CF).

If you are one of the lucky ones that benefited from the market's long rise from the depths of Hades and are now looking to rotate into less volatile positions, or you still remain apprehensive and want to stake out a new position, some of these super caps may be just for you.

Continue reading Serious Money: Buying the Super Caps, Part 2

Serious Money: Buying the Super Caps, Part 2 originally appeared on BloggingStocks on Tue, 18 May 2010 10:40:00 EST. Please see our terms for use of feeds.

Permalink | Email this | Comments]]>AAPLAppleBACBank of AmericaBarackObamaBenjiman GrahambhpBHP BillitonChina MobilechlExxon MobilfeaturedGEgeneral electricJNJJohnson and JohnsonMicrosoftMSFTPetroChinaPGprocter and gambleptr-patch-3.1Serious Moneywal-martwells fargoWFCwmtxoTue, 18 May 2010 10:40:00 EST<![CDATA[Serious Money: Buying the Super Caps]]>http://www.bloggingstocks.com/2010/05/17/serious-money-buying-super-caps/http://www.bloggingstocks.com/2010/05/17/serious-money-buying-super-caps/http://www.bloggingstocks.com/2010/05/17/serious-money-buying-super-caps/#commentsFiled under: , , , , , , , , , , , , , , , ,

Walmart WMT logoSince early last fall, the majority of pundits have been saying that there would be a rotation from small cap stocks to the safety of large cap stocks in the new year. So far, the small cap stocks have maintained the lead, but a shift is taking place and the longer the bull runs and the worse global news becomes, the more this is likely to continue.

I have decided to examine the largest of the large cap stocks; lets call them the "super" caps; the top twelve as of May 13, 2010. Over the course of this series, the order will change and the bottom few may fade in and out as the market activity dictates. I may update the order, but for simplicity's sake will not change the stocks from the current list.

Continue reading Serious Money: Buying the Super Caps

Serious Money: Buying the Super Caps originally appeared on BloggingStocks on Mon, 17 May 2010 12:00:00 EST. Please see our terms for use of feeds.

Permalink | Email this | Comments]]>aaplApplebacBank of Americaberkshire-hathawaybhpBHP Billitonbrk.abrk.bChina MobileCHLCiscocscoExxonMobilfeaturedgeneral electricInvestingJNJJohnson and JohnsonMicrosoftMSFTPetroChinaPGprocter and gamblePTRSerious Moneyvalue investingwal-martwells fargoWFCWMTxomMon, 17 May 2010 12:00:00 EST<![CDATA[Serious Money: Goldman Sachs Shares Dirt Cheap]]>http://www.bloggingstocks.com/2010/04/27/serious-money-goldman-sachs-shares-dirt-cheap/http://www.bloggingstocks.com/2010/04/27/serious-money-goldman-sachs-shares-dirt-cheap/http://www.bloggingstocks.com/2010/04/27/serious-money-goldman-sachs-shares-dirt-cheap/#commentsFiled under: , , ,

It is an unfortunate thing that we live in a world where you are guilty until proven innocent in far too many cases. This is the burden that Goldman Sachs (GS) faces as it has been convicted in the court of public opinion. Not only has it been convicted, but the public does not actually care whether it is guilty or not. The public feels Goldman has done the nation wrong and must pay.

On Tuesday, Lloyd Blankfein, CEO of Goldman Sachs, is testifying in front of the Senate Permanent Subcommittee on Investigations. He will try to put his best foot forward, and hopefully it will not end up in his mouth. Blankfein may be top dog at the company, but he would do himself a big favor if he stays cool, calm and collected -- and maybe before the day is up someone will throw him a bone.

The public may want Goldman Sachs to pay, but how much should you pay for the stock under these circumstances?

Continue reading Serious Money: Goldman Sachs Shares Dirt Cheap

Serious Money: Goldman Sachs Shares Dirt Cheap originally appeared on BloggingStocks on Tue, 27 Apr 2010 10:30:00 EST. Please see our terms for use of feeds.

Permalink | Email this | Comments]]>featuredGoldman Sachs GroupGSLloyd BlankfeinSECSenate Permanent Subcommittee on InvestigationsSerious MoneyTue, 27 Apr 2010 10:30:00 EST<![CDATA[Serious Money: Goldman Sachs Is All the Rage]]>http://www.bloggingstocks.com/2010/04/19/serious-money-goldman-sachs-is-all-the-rage/http://www.bloggingstocks.com/2010/04/19/serious-money-goldman-sachs-is-all-the-rage/http://www.bloggingstocks.com/2010/04/19/serious-money-goldman-sachs-is-all-the-rage/#commentsFiled under: , , , , , , ,

My, my, what a tangled web we weave, when first we practice...

It seems Goldman Sachs Group (GS), now charged with fraud by the Security and Exchange Commission, was doing more than practicing. Apparently its business practices leave much in question about its ethical practices and how far it would go to make a deal. In particular, failing to disclose what the SEC deems material facts that may have altered an investor's decision to buy a collateral debt obligations in the form of a Residential Mortgage Backed Security (RMBS).

One might think an experienced investor would have been suspicious from the onset about any security that actually included the letters "BS" in its title and that this would have been adequate disclosure.

Continue reading Serious Money: Goldman Sachs Is All the Rage

Serious Money: Goldman Sachs Is All the Rage originally appeared on BloggingStocks on Mon, 19 Apr 2010 14:20:00 EST. Please see our terms for use of feeds.

Permalink | Email this | Comments]]>disclosurefraudGoldman SachsGSSECSecurities and Exchange CommissionSerious MoneySheldon LiberMon, 19 Apr 2010 14:20:00 EST