How to invest

It’s been 3 years since I came to the US and the first Thanksgiving with what I can call my very own family. Although there is only two of us, I’m thankful that God has blessed me with someone so special.

Here is a round up of this weeks best articles I came across in no particular order.

Recommended Articles

• Conversation with George Soros at MIT presented by Simoleon Sense
• Slaughtering Sacred Cows and Grinding Them Into Steakburgers presented by Ragnar is a Pirate
  
• Having Trouble Buying In This Market? presented by Barel Karsan
• Where should I put my money these days? presented by FWallStreet
• New Dividend Stock Buy: Abbott Labs (ABT) presented by The Div Guy
• Stock analysis: RLI Cortp (RLI) presented by Dividends4Life
• Arbitrage Opportunities – CEG and ROH presented by Dividend Growth Investor
• Sold Some Dividend Cut Stocks presented by The Dividend Guy
• Does a plummeting share price affect underlying value? The lesson of Citigroup presented by Blogvesting
• My Next Greate Strategic Idea: Junk bonds presented by Can Turtles Fly?
• Capital Properties Special Situation Deal Gone Bad & 116th Festival of Stocks presented by Fat Pitch Financials
• ACAS’ survival chances? Your Guess As Good As Mine presented by The Enlightened American
• Read Financial Footnotes, Invest Safely presented by QoVax
• I’ll Buy “Stuff” Stocks When… presented by Vitaliy’s Contrarian Edge

The DIV-Net Featured Articles

• Dividend Growth Investor – 40 Net Current Asset Stocks for Value Investors
  
• The Div Guy – Dividend Stock Review: Becton, Dickinson and Co (BDX)
  
• Disciplined Approach to Investing – Dividend Aristocrats with Dividend Cuts
• Dividends4Life – Stock Analysis: Realty Income Corp (O)
  
• The Dividend Guy – High Yield Does Not Equal Quality Stock
• the moneygardener – Addicted to Dividends
  
• The Stock Market Prognosticator – The Ages of Turbelence
  

[tags]investment articles[/tags]

Here is a round up of this weeks best articles I came across in no particular order.

• Taking stock in MFC by TMWTFS
• Walmart Vs Target by Stock Pursuit
• All Aboard, The Contrarian Train by OSV
• Local Election Results Impacting Puget Energy by Fat Pitch Financials
• Have we reached a bottom? by Dividend Growth Investor
• Investment winners and losers in the Obama administration by D4L
• What Credit Crisis? by Stock Market Prognosticator
• George Weston Stable, but cheap? by Barel Karsen
• Money Manager Stock Selections for 2009 by The Div Guy
• It’s Not Different This Time by The Dividend Guy
• more Yellow Pages by The Moneygardener
• Video: Founder of Paypal and Nassim Taleb up 50% by Simoleon Sense

The DIV-Net Featured Articles

• Dividend Growth Investor – Warren Buffett – The Ultimate Dividend Investor
  
• The Div Guy – New Dividend Stock Buys: Abbott Labs (ABT)
• Disciplined Approach to Investing – Attractive Stock Valuations Being Created In This Bear Market
• Dividends4Life – Stock Analysis: CenturyTel Inc (CTL)
• The Dividend Guy – What Are Covered Calls?
  
• the moneygardener – Currency and Canadian Investors
• The Stock Market Prognosticator – Words of Wisdom II

Just wanted to pass on a great read before we officially hit the holiday long weekend.

• Notes to the book “Margin of Safety” by Ronald R Redfield

Seth Klarman is a great value investor and has a record of just under 20% next to his name. His book, Margin of Safety – Risk Averse Value Investing Strategies for the Thoughtful Investor, is no longer published and is sold on eBay for around $1000.

The notes do not summarise the entire book but there are valuable sections and insights provided by the author.

I know I’ll be reading this at the park tomorrow while I wait for the fireworks to start at 10pm…

Safe holidays everyone.

The move from Blogger to WordPress took much longer than expected and so I wasn’t able to post last week’s recommended readings. After the drop in the market’s yesterday, let’s relax, take a breather, stop monitoring our portfolio and search for the next fat swing while we can.

• Managers’ Investment Secrets Revealed: A look into how many managers invest in their own funds. The numbers are quite surprising.

• Corn Will Continue to Spike: How You Can Profit?: Everyday Finance takes a look at corn prices.

• Will the Market Keep Falling? I Hope So

• How the “Smart Money” Can Stumble: Do your fund managers really think for themselves?

• Value Investing Works, and That Won’t Change: Circle of Competence shows why value investing is the way to go.

• The Race of your Life: Dividends for Life presents a great post about character and life.

• Will They Seek Out More Profitable Lines? Part 2 of Philip Fisher’s 15 points. Check out this detailed series on Fisher.

• Poor Man’s Mosaic: Value Investing News presents many additional chapters to Monish Pabrai’s book, Mosaic, which costs hundreds of dollars to purchase.

Advice of the Day

If you always do what you always did, you will always get what you always got.

I was going to write a very short review on Financial Statements: A Step-By-Step Guide to Understanding and Creating Financial Reports that I finally got around to reading, but will put that off for a couple of days. Instead I’d like to share some great articles and reads that I thought would be of much more interest to everyone.

Reading List

• Warren Buffett Is a Better Investor Than You

• Wesco Financial Annual Meeting Notes.pdf (Charlie Munger’s views on Buffett)

• Description about the Oil & Gas industry sector. Good start to those that want to expand their circle of competence.

• Simple Investing Lessons from the Past

• Warren Buffett Speaks: Wit and Wisdom from the World’s Greatest Investor

• Where Are the Customers’ Yachts?

Enjoy!