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Booke Review: All About Asset Allocation by Richard Ferri

Value Investing and Holding Periods

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AMZN

105th Edition of the Festival of Stocks

(via www.fatpitchfinancials.com)

A roundup of last week's stock related blog posts.

Submitted by George on Mon, 2008-09-08 09:44. | Tags:
  • Digest
  • AAPL
  • ACAS
  • AMZN
  • AUY
  • AVY
  • BA
  • BAC
  • FC
  • GE
  • GOOG
  • HANS
  • IAR
  • KFT
  • L
  • LO
  • lub
  • MO
  • MRK
  • MSFT
  • pm
  • POT
  • RAH
  • RPM
  • SYY
  • TM
  • TMA
  • TMA-E
  • VZ
  • WFC
  • ZOLT
  • Login or register to post comments
  • More info
  • 3 points

5 Deadly Sins of Investing

(via blog.qovax.com)

Picking the right company to invest in is like trying to pick up a grain of sand in your rice with your chopsticks. To come out unscathed, one needs to avoid a lot of investment follies. But everyone makes mistakes. Fortunately, simply avoiding the biggest mistakes is sufficient for you to do well.

Submitted by Ye on Fri, 2008-08-29 18:37. | Tags:
  • Commentary
  • AAPL
  • AMZN
  • Login or register to post comments
  • More info
  • 0 points

Sears.com: Fastest Growing Internet Retailer

(via valueplays.blogspot.com)

Who would have thought?

Submitted by TS on Fri, 2008-05-16 11:06. | Tags:
  • Commentary
  • AMZN
  • MSFT
  • SHLD
  • TGT
  • WMT
  • Login or register to post comments
  • More info
  • 2 points

Invest in the Long Tail: An Amazon.com Case Study

(via amateurassetallocator.com)

The term long tail, coined by Wired editor Chris Anderson in the October 2004 issue, refers to a socio-economic trend away from a hit-based economy to a niche-based one. In essence, the theory of the long tail states that the revenue potention of all the less popular, long tail markets taken together far exceeds the revenue potential of the most popular hits.

Submitted by KyleBumpus on Mon, 2008-04-14 10:05. | Tags:
  • Stock Analysis
  • AMZN
  • BBY
  • GOOG
  • YHOO
  • Login or register to post comments
  • Read more
  • More info
  • 1 point

Borders New Concept: "Excellent"

(via valueplays.blogspot.com)

Borders just may have a big hit on its hands

Submitted by TS on Fri, 2008-02-15 20:46. | Tags:
  • Commentary
  • AMZN
  • BGP
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  • More info
  • 3 points

Price Follows Value, Even with Apple (AAPL)

(via collegeanalysts.com)

An examination of why prices got so out of line with value in large-cap tech.

Submitted by JellyRollCapital on Wed, 2008-01-30 20:47. | Tags:
  • Stock Analysis
  • AAPL
  • AMZN
  • GOOG
  • RIMM
  • 1 comment
  • More info
  • 1 point

Stocks to Buy in '08

(via online.barrons.com)

Barron's Roundtable members Meryl Witmer, Fred Hickey, Art Samberg and Mario Gabelli share their stock picks for 2008.

Submitted by George on Tue, 2008-01-22 09:12. | Tags:
  • Stock Analysis
  • AEM
  • aeo
  • amx
  • AMZN
  • CSG
  • DISH
  • DTV
  • ENSI
  • FMCN
  • FXY
  • GAP
  • GFA
  • GLD
  • GPC
  • MHK
  • QCOM
  • RIMM
  • TVL
  • UPL
  • WFR
  • WHR
  • Login or register to post comments
  • More info
  • 2 points

Amazon Kindle - A Value Investing Tool?

(via www.fatpitchfinancials.com)

The new Amazon Kindle caught my attention this week as a potentially good tool for value investors that read a lot. I wonder how Value Investing News looks on the Kindle. Has anyone tried this new gadget yet?

Submitted by George on Wed, 2007-11-21 00:58. | Tags:
  • Tools
  • AMZN
  • 4 comments
  • More info
  • 2 points

Video: Legg Mason's Robert Hagstrom on WealthTrack - video link, excerpts + some thoughts

(via israelvalue.blogspot.com)

Link to Consuelo Mack's most recent edition of WealthTrack - with author of the Warren Buffet Way, and Fund Manager, Robert Hagstrom.
Also includes some personal thoughts

Submitted by israelvalue on Wed, 2007-10-24 07:10. | Tags:
  • Funds
  • AMZN
  • BRK-A
  • COST
  • EBAY
  • NOK
  • QCOM
  • SNDK
  • Login or register to post comments
  • More info
  • 2 points

The Way to Make $1.3 Million

(via www.fool.com)

This article talks about some of the best performing stock by market cap. I found it interesting that two were Buffett picks (Posco, PetroChina) and two were Magic Formula Picks (COH, GRMN).

Submitted by Nick on Fri, 2007-10-19 13:59. | Tags:
  • Commentary
  • AAPL
  • AMZN
  • COH
  • GRMN
  • PETROCHINA
  • POSCO
  • RIMM
  • Login or register to post comments
  • More info
  • 2 points

Bill Miller: What's luck got to do with it?

(via money.cnn.com)

An interview with Bill Miller.

Submitted by kenkid on Wed, 2007-07-18 18:40. | Tags:
  • Superinvestors
  • AMZN
  • DELL
  • EBAY
  • Login or register to post comments
  • More info
  • 5 points

Finding value in financials

(via www.wslounge.com)

With stocks like Research In Motion (RIMM), Apple (AAPL), Amazon (AMZN) and Google (GOOG) soaring, I have found great value in the financial sector specifically money center banks where multiples are at historically low levels and yields are attractive.

Submitted by alexg on Sun, 2007-07-01 22:06. | Tags:
  • Stock Analysis
  • AAPL
  • AMZN
  • BAC
  • C
  • GOOG
  • RIMM
  • WFC
  • WM
  • Login or register to post comments
  • More info
  • 2 points

Amazon: A potential short?

(via researchinvesting.blogspot.com)

Compelling AMZN short thesis based on analysis of valuation, comps, and overblown growth prospects.

Submitted by wolff009 on Wed, 2007-06-13 05:37. | Tags:
  • Stock Analysis
  • AMZN
  • Login or register to post comments
  • More info
  • 3 points

The Best and the Brightest

(via online.barrons.com)

Highlights from last week's Ira W. Sohn Investment Research Conference. This report is a bit more detailed than the New York Times article and includes more stocks that were mentioned during the conference. (Subscription required)

Submitted by George on Fri, 2007-06-01 08:06. | Tags:
  • Commentary
  • AIG
  • amt
  • AMZN
  • BKD
  • CSG
  • EMC
  • GE
  • GHS
  • GOOG
  • GS
  • HLX
  • ICO
  • JNJ
  • JOE
  • LTR
  • MBI
  • MSFT
  • MWV
  • UNH
  • 1 comment
  • More info
  • 3 points

Bill Miller Again Lags the S&P -- and Himself

(via www.thestreet.com)

It's nearly halfway through 2007, and legendary investor Bill Miller is already falling behind Wall Street -- for the second year in a row.

Submitted by ccyork on Fri, 2007-05-25 16:16. | Tags:
  • Commentary
  • AKS
  • AMZN
  • CLF
  • MT
  • NHD
  • S
  • X
  • Login or register to post comments
  • More info
  • 5 points

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