MARKET COMMENTARY

During Uncertain Times, Screen for Companies with “Cash King Margins”

[2012-01-27]   When the seasons are about to change and times ahead are filled with uncertainty, you may often see industrial squirrels stockpiling acorns away in every location imaginable. Experienced companies are no different than these little rodents, except that instead of nuts, they pile up cash on their respective balance sheets, preparing for whatever might come along when the direction of the business cycle is in doubt. For the industrious investor, the objective then becomes how to screen for...  READ MORE

Facebook vs. Google

[2011-12-14]   In my opinion, Facebook is mounting a war it cannot win. Undeniably, it enjoys the first-mover advantage, and in the world of social networks this is almost everything. Almost, but not quite everything. Google, with its Google+ social platform, is a formidable threat to the Facebook's dominance. For one, if you compare objectively the two, you will see that Google+ is simply a superior service. It is more engaging and versatile. Plus, Google introduces new functionalities at a mind-boggling pace and, besides just the social platform, it provides users seamless...  READ MORE

How to invest in turbulent markets

[2011-12-06]   Have you heard stories of people making fortunes in turbulent times by perfectly timing their purchases and sales? All of us had. These are great stories for mass media to produce – because they sell well. What we do not often hear, though, are other kinds of stories – stories of miserable failure of great many other market timers. I recon, that for every successful market timing incident there are four unsuccessful ones. The odds stacked approximately 4 to 1 against short-term investors. Despite popular belief, there are no short-term investors who...  READ MORE