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.
Sell Affirmed
Posted by Brian Ross in Selling, Stock Picks on February 23, 2011
If you look at Morningstar’s article on Warren Buffett this morning, the Oracle of Omaha is doing what I’m doing as well: Seeing the oversaturated market, taking profit, and waiting for the correction. With oil unrest taking center stage, the pretense for correction exists. Add to that my recent recommends in oil and mineral rights stocks that pay 7-10% dividends are all up 3-22% over the last two weeks and you have the signs of a shift.
If you made some money on it, and you don’t want to ride the ride another cycle, get it gone.
Of Sparrows and Vultures: High-Soaring Investments Look Tempting
Posted by Brian Ross in Stock Picks, Uncategorized, Value Investing 101 on February 23, 2011
I will often be asked: “Why should I spend six years to make my money when I can buy small stock X that went up 432% last week, or buy Apple which zooms up from time to time, and be done with it?”
There are a lot of ways to make money in the stock market. Everyone finds a way that suits their temperament, their tolerance for risk, and their adrenaline level. Beyond that though, I have to ask you: How much are you willing to pay for nothing.
Any time that you buy a stock in excess of its fair market value, that is what you are buying.
Time To Harvest Your Stocks
Posted by Brian Ross in Selling, Stock Picks, Uncategorized on February 18, 2011
According to my time-tested indicators, the market is very, very overvalued right now. That is not to suggest that a large or sharp correction is imminent, but certainly there is little doubt that, with prices as high as they are, a little bad news or some collective profit-taking by mutual and hedge funds could cause a reset of at least 3%-5%.
If you have followed my column that was formerly on Morningstar.com, as value vultures, we were engaged in buying stocks of companies that would benefit from the calamities in the market which had found themselves wedged in the circumstances of fear and credit crunches.
What to Buy in 2011 and What to Sell in 2010
Posted by Brian Ross in Uncategorized on December 28, 2010
As a good Value Vulture, I set upon a course through 2008 to now to buy distressed companies and companies that were profitable but having their stocks hammered unjustly by the greater circumstances of the market.
They had to have incredible cash flow, lower debt, a 17% discount to fair market value and dream of all impossible dreams, a 3% or better dividend return.
The Genius Guide to Value Investing 