The Art of Short Selling
There is no mention of technical analysis, trends or volume. The true method of short selling described is based on an extremely detailed fundamental analysis, which is why I immediately purchased the book. The book describes everything that enterprising investors should do.
The Art of Short Selling
There is no mention of technical analysis, trends or volume. The true method of short selling described is based on an extremely detailed fundamental analysis, which is why I immediately purchased the book. The book describes everything that enterprising investors should do.
I find it much easier to see and understand graphs and lines rather than a row of numbers next to each other. I have to admit that my investing techniques still needs work. So in an effort to iron out some kinks, I will now implement a spider chart (Excel calls it a radar chart) when I analyze companies.
Here is an example. Note the difference between AeroGrow (AERO) (one of my many mistakes) and Coca Cola (KO).
This is a continuation of my search for the best small companies from the 200 listed in Forbes 2008.
You can refer to the previous results here: 1-15 | 16-32 | 33-70 |
The companies ranked 71-130 has yielded 8 results. To recap, below are the criterias of how the companies are being filtered.
I wanted to add some additional points on FCF which I brought up in analysing the Statement of Cash Flows before moving onto the future posts on balance and income statements.
If a company receives a tax deduction when employees exercise their stock options, does this count as cash from operating activities? Or if the company defers its income taxes to a later period, does this count as cash from operations? I don’t think so.
The Puget Energy merger has finally been approved on December 30, 2008. After more than 1 year since I first got wind of this deal, the entire deal is expected to close in 2 weeks for $30 cash. Surprisingly, PSD is still trading at a discount to its final closing price. It is currently at $27.50. This still leaves room for a 9% gain with all uncertainty eliminated..
In my last post on PSD, let’s take a step back and review what happened, how I went about doing things, what went right and what went wrong.
I have 1 stalwart, 3 fast growers, 3 turnarounds and 1 cyclical.
For those that have read One Up On Wall Street by Peter Lynch, you’ll know that I’m referring to the 6 categories that he assigns to the companies in his portfolio. As I was reading this section, I had never thought about classifying my positions in terms of growth and return potential. I always looked at the different industries that made up my portfolio and it was refreshing for me to see it another way.
This is a guest post by Barel Karsen, a blog focused on finding 50c dollars. The blog is filled with good information, analysis and chapter by chapter book reviews. You can subscribe to his feed here. Continue reading Focusing on 50c Dollars >>
In support of my fellow blogger and member of The Div-Net, Nurseb911 from Triaging My Way To Financial Success is hosting a giveaway to a lucky subscriber. The prize is a hardcover copy of the new Warren Buffett book, The Snowball: Warren Buffett And The Business Of Life, by Alice Schroeder, due out September 29th, 2008. Continue reading The Great Subscriber Giveaway at TMWTFS >>
Welcome to the 11th Investing Carnival! We have lots of reading to keep us busy, so without further ado I present to you the following list of articles that make up this great carnival. (While you’re at it, you may consider browsing around here as well =P ) Continue reading Investing Carnival #11 >>
Silly me. First of all, sorry to disappoint those who were interested in what was supposed to be my first tender. I was too worked up about the odds and closing date of the tender that I completely glossed over the finer details. I didn’t purchase anything today and thankfully, it was a “free” lesson. Continue reading A Tender That Was Too Good To Be True >>
How is an individual investor able to get an edge over millions of others and especially institutions that spend every waking hour analyzing companies and crunching numbers? I mean, the way to profit is to know something that others don’t. Right? Continue reading Profit From Special Situations - Stock Tenders >>
Here is a round up of this weeks best articles I came across in no particular order: Continue reading Recommended Reading - September 5, 2008 >>
If you are in need of a fast loading automatic spreadsheet for your buy or watch list and you don’t want to load up your browser each time, you may want to check out this spreadsheet on Gummy Stuff. Continue reading Investing and Finance Spreadsheet Site >>
Jazz Technologies (JAZ) announced on May 19, 2008 that they are being acquired by Tower Semiconductor (TSEM). The final decision of the deal is expected to announced dependent on the results of the special meeting of shareholders scheduled for September 17, 2008. When I started to look into this merger yesterday, the spread was at 15%. Today, August 13, the spread fluctuates between 6-9%. However, this still comes out to an annualized gain in the range of 40-72%.
If you are a believer of getting rich quick, the “Natural Contrarian’s Way” may just be for you. Other may see it for what it really is. Continue reading The Natural Contrarian's Way to Get Poor Quick >>
Finally back from my business trip, but after an exhausting week of working late nights, I’m so glad to be back.
Here is a round up of this weeks best articles I came across in no particular order Continue reading Recommended Reading - August 29, 2008 >>
Here is a round up of this weeks best articles I came across in no particular order: Continue reading Recommended Reading - August 22, 2008 >>
I have 1 stalwart, 3 fast growers, 3 turnarounds and 1 cyclical.
For those that have read One Up On Wall Street by Peter Lynch, you’ll know that I’m referring to the 6 categories that he assigns to the companies in his portfolio. As I was reading this section, I had never thought about classifying my positions in terms of growth and return potential. I always looked at the different industries that made up my portfolio and it was refreshing for me to see it another way.
I just wanted to let everyone know that I’ve written a post on another potential merger arbitrage play. With the closing date expected to be Sept 17, those that are interested could start looking into it.
Here is a round up of this weeks best articles I came across in no particular order
In May I wrote about K-Tron, a boring niche company that deals with material handling machines and crushing equipment. 3 months later, to my surprise and pleasure, the company has kept chugging along to new highs.
Most of you may have noticed that I usually write about small companies. Although I’m vested in United Health, which is the largest company I own, I don’t bother writing my own analysis on them. There are already too many analysts and individual investors writing about the company that I just don’t feel the need.
Here is a round up of this weeks best articles I came across in no particular order Continue reading Recommended Reading - August 8,2008 >>
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