I wrote about ARII in the post titled 3 value stock ideas a few days back and was interested because of Icahn’s big stake in the company and the company trading for less than cash value but as I read up on the company and industry, I realized it isn’t something I can understand quite easily. So I’ve passed on it. Rail, commodities, financials, biotech, pharma and some other industries are completely out of my circle of competence.
But you can increase yours by reading some the articles below.
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Here are this weeks best articles I came across in no particular order.
Recommended Investing Articles
Must Read of the Week
Understanding the True Profit Margin
An excellent educational article on what profit margin truly is. Just because a business has thin margins, it doesn’t mean it’s a bad business. Look to inventory turnover.
Partial Profit Taking: What To Do When You’re Sitting On Explosive Gains
Second must read. It’s mainly for people like me who don’t usually take profits. After reading this, I’ll be taking some profits for VVTV which is now sitting on a 942% gain.
Stock Analysis Related
- Wal-Mart (WMT) Dividend Stock Analysis
- Lexmark Google Insights popularity
- DreamWorks Animation SKG, Inc. (Nasdaq: DWA): Stock of the Day
Dividend Related
Investment Ideas
General Investing
- How to calculate capex from financial statements - Quality blog. Filled with educational articles. If you like Old School Value, you’d probably like this one.
Other Reading
- Buffett: Don’t hate the player, hate the game
- Jeff Bezos: What I Know (video)
- China’s growth an accounting miracle
[tags]investment articles[/tags]
August 9th, 2009 at 1:35 pm
Good stuff. Thank you.