The Genius Guide to Value Investing
Archive for March, 2011
Quarterly Positions Review
Posted by Brian Ross in Buying, Positions Reviews, Stock Picks, Uncategorized on March 25, 2011
I recommend a number of stocks that I have bought or hold. I believe in putting your money where your mouth is. This is a partial review of stocks that you might acquire, add to, or hold:
Review of the Week in Crisis and Its Opportunities
Posted by Brian Ross in Buying, Stock Picks, Value Strategies on March 20, 2011
Bad weeks are good weeks for value vultures. The NTT DoCoMo (DCM) buy, had you jumped on in that two day window, you were able to acquire it and add about a 6-8% bonus for the timing. Still, at under 20.00, it is an attractive buy, especially as mobile communications are going to be key for large areas rebuilding and in the event of more permanent evacuations from areas around the damaged nuclear facility.
Posted by Brian Ross in Buying, Stock Picks on March 15, 2011
The Japanese market is going to reel for at least a few days over the Tsunami and the now 9.0 earthquake. I am buying the ADR for NTT DoCoMo Inc, (DCM) the largest mobile phone provider in Japan. The networks are down in places, and emergency crews get first dibs on the working network up North, but it is operating all over the country and their data network, which is not under emergency order, is flying as an alternative in the areas where they have to stay off of voice lines. There will be some down quarters ahead, to be sure, with damage and the loss of so much, but, unlike their land-line counterpart at NTT, they will be able to see profits quicker, and their pre-earthquake outlook looks to be about the same. It would be a ho-hum stock had the market not sapped it yesterday, and this morning on the Nikkei. I spoke to Morningstar’s analyst to get a read on the situation, and his update is on their analysis. It’s a pretty good buy at current ADR prices as long as they stay under 20-21. I am researching other options and will keep you posted.
DCM, disasters, earthquake, Japan, NTT, NTT DoCoMo
Opportunties in Misfortune
Posted by Brian Ross in Value Strategies on March 14, 2011
There are times where all kinds of bad things happen around the world. At these times, aside from the tragedy, there is a day to be spent reviewing stocks in the affected area. over the next few days several will be punished, many unjustly, for fears about the quake delaying business.
I will keep my ear to the ground for such opportunities this week in Japan and the Asian markets.
March Thoughts and Buys
Posted by Brian Ross in Buying, Stock Picks, Value Strategies on March 12, 2011
As I’ve mentioned before recently, the market is highly over-valued, based on the metrics which I use to follow value stocks. I told you about three weeks ago to take some profit out of your investments from 2008-2009 that have already hit windfall levels. Hopefully you did so. Now you have some cash to reinvest. Where?
What to Buy When the Market is Overvalued
Posted by Brian Ross in Buying, Stock Picks, Value Strategies on March 3, 2011
There are a few stocks, based on the value window that I’ve given you in the past, that meet the criteria of a good investment that pays a dividend right now. Very few. 8 in fact. Of which, I already own enough of all 8 that I don’t want more. If you followed along and sold some of your investments from 2008 and 2009 at a rather healthy profit, you’re sitting with cash on the sidelines much like me, or Berkshire Hathaway, although we’re all about $40B behind them.
So what do you buy?
Berkshire Hathaway, bonds, buy, buying, buying stocks, Cherokee Inc., corporate bonds, countercyclical buying, dividend, GNI, GTY, high dividend, LCUAF, MARPS, municipal bonds, munis, Stocks, TIRTZ
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