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  • Please check your email (registered in Inoreader) later today for complete communication regarding the new plans and what will happen to your current plan and price!
  • That is why as of today, we are releasing completely new plans which we modelled by analyzing our users’ aggregate data in 2018.
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Dissecting Apple's (AAPL) Consensus Estimates for FY19

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  • Revenues are expected to fall mid-low single-digits, but EPS is forecasted to decrease much more, as much as double-digit declines for Q2 and Q3.
  • With an expected smaller revenue base, these expenses will compress operating margins if they are at levels equal to or higher than last year's.
  • Investors should keep an eye on the trends affecting these 3 factors- gross margins, operating expenses, and tax rates as they will be the primary drivers behind net margins which drives net income.

7 Stocks Delivering Good News With Higher Dividends

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Private Portfolio Update-PDLI

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  • I sold my last 40% of PDLI for a 21% gain, making it a total gain of 15% on PDLI in about 9 months.
  • Advertisements February 18, 2019

The Best Value Stock Screening Ratios – As Shown By Machine Learning

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  • A data-driven and value-focused investment fund publishes some fascinating research in its quarterly letters that we can use to find the best value stock screening ratios.
  • All else equal, you would want companies with higher earnings yields.
  • Euclidean examined 10 different weightings of the Good Price (using Earnings Yield) and Good Company (using ROIC) ratios over the timeframe from 1973-2012 — much longer than Greenblatt used in his book.

Spinoff Odds & Ends: Catching Up With Elliott, JANA and Greenlight

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  • The boom in spinoff activity over the past few years has been aided greatly by the boom in activist investing.
  • In this edition of Odds & Ends we check in on some activists.
  • Other hedge funds may be shuttering, but it seems this segment remains hot!

Charles Munger: The Most Important Investing Trick I Learnt From My Grandfather

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  • We’ve just been watching Charlie Munger at the latest Daily Journal meeting in which he recounts the most important investing trick he learnt from his grandfather, saying:
  • His attitude was that a favored life like his, when you’re located in the right place, he just got a few opportunities if you lived to be about ninety, and the trick in coming out well was seizing a few opportunities that were your fair share that came along when they did.

Long Opportunities Keep Working

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  • I've been posting most of my entries and exits on Twitter lately.
  • Not only does it have a great dividend being a REIT but it is also performing exceptionally well this year.
  • These are just some of the stocks I hold and have been trading.

Pretium Q4 2018 update: management is crazy but the mine did generate a lot of cash

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  • On the earnings call, management stated that grades would be higher in the second half of 2019.
  • We’re going to be running a few test stopes longitudinally this quarter, and we’re opening up part of the deposit for longitudinal longhole stoping.
  • The part that is hard to reconcile is that Pretium so far has pretty much produced at roughly 80% of the 425,000 oz / year rate (if the mine operated at 2700tpd rather than its higher current rate).

Ten Years

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  • When you write about current events, your work is relevant for a short period of time.
  • I am still interested in investment topics, and always will be, so book reviews and articles on broader investment topics are likely.
  • I am not planning to write many articles about specific companies in the future.

Zurich to Nice – Travel Notes

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  • The reason I love this Jeffersonian idea is that it eliminates awkwardness from dinner table discussion.
  • Here are pictures from these walks.
  • But the visit to the van Gogh Museum was not completely wasted, as I had an opportunity to take pictures of Arles rooftops ( see pictures here ).

3M Co. (MMM) Dividend Stock Analysis

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Linked here is a detailed quantitative analysis of 3M Company (MMM). Below are some highlights from the above linked analysis:

Company Description: 3M Co. provides enhanced product functionality in electronics, health care, industrial, consumer, office, telecommunications, safety & security and other markets via coatings, sealants, adhesives and other chemical additives...

Investment Process

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  • Tollymore Investment Process

What Happened To Bioverativ Stock? A Short-Lived Spinoff Yielded Big Profit For Shareholders

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  • From its spinoff from Biogen(BIIB) in February 2017 to the closing of its acquisition by Sanofi(SNY) in March 2018, Bioverativ’s tenure as a public company was short but profitable.
  • From an initial price of $44.98 to the sale price of $105 in cash, Bioverativ stock, trading under the symbol BIVV, increased 133%.
  • Not bad for 13 months.

This Week’s Best Investing Reads 2/15/2019

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  • Here’s a list of this week’s best investing reads:
  • This week’s best investing research reads:
  • This week’s best investing podcasts:

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