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Is the worst to come for emerging countries?
2009-09-18 13:00:00 It has been written about somewhat but continues to be ignored by most.. There will be consequences to the massive actions taken by worldwide governments to avoid the collapse of the world economy. Governments around the world have spent or promised tens and hundreds of billions of dollars to stimulate their domestic economies. Of course, ... More About: Countries
Adobe late in the game?
2009-09-17 13:00:00 Adobe just made a very surprising acquisition yesterday as it confirmed it had agreed to buy Omniture Inc for $1.8 billion. The announcement was met with skepticism as the stock lost 6,4% of its value during the day despite the Nasdaq being up 1,42%, quite an underperformance. As in any move, there are many reasons ... More About: Adobe , Game , The Game , Late
Did Apple stumble and create the Iphone killer?
2009-09-16 13:00:00 Apple is a brilliant company, no doubt about it. But what has been coming out of the Ipod touch in the past few days is truly fascinating. Maybe Apple has an end play for this and it might come out on top but it is not exactly clear that it will. To get you back ... More About: Apple , Iphone , Stumble , Killer , Create
Steve Jobs is back, time to buy Apple?
2009-09-14 13:00:00 I was sent a link to this video from one of our readers, it is a touching video and one that strikes many of us who can relate in one way or another to what Steve Jobs went through. There is no doubt, Apple ’s future has often been linked to Steve Jobs ’ health. While it ... More About: Time
Money being poured in ETF?s
2009-09-10 13:00:00 Exchange traded funds, known by most as ETF’s have been the latest trend in both institutional and retail investing and we have been very strong believers in the fact that ETF’s represent a great asset class to build a portfolio with. And so investors have been sending much of their money into ETF’s, to the ... More About: Commentary , Money
Should Google compete with Goldman Sachs?
2009-09-09 13:00:00 Should Google start trading stocks to gain additional cash flows? Probably not no. But it certainly could. Think about it for just a few minutes. Who knows more about what customers are looking for than Google? If customers are searching 20% more for a new Toyota model while they are looking 20% less for the ... More About: Commentary , Goldman Sachs , Compete
Labour Day weekend!!!
2009-09-07 13:00:00 Hello everyone, yes indeed, today as you guessed, there is no post, labour day obliges and with the great weather, no one is complaining:) More About: Labour , Weekend
Paying millions for a domain name? Crazy? Not so fast?
2009-09-04 13:00:00 I always enjoy reading those mainstream media articles that discuss domain name auctions. To many, someone paying $5.1 million for a domain name such as Toys.com is insane and a bad business decision. I really think that most of these articles do not take the time to analyze the investment. Imagine you have a ... More About: Domain , Domain Name , Crazy , Fast , Millions
Time to dump Ebay
2009-09-02 13:00:00 I have written a few times about Ebay since starting to write on IntelligentSpeculator, and generally been positive about the stock. In fact, it was even one of my 4 stock picks for the 2009 year (in a competition I am still leading by the way!). Basically, one of my beliefs was that analysts ... More About: Time
6 things to look at before buying an ETF
2009-08-31 13:00:00 This will be to no surprise for any regular readers but we at IntelligentSpeculator are fans of ETF’s, they provide such an easy and transparent to trade the markets. There are of course many reasons to use them but generally, I think they are the most appropriate investments for smaller portfolios. Let’s be honest, ETF’s ... More About: Buying , Things
Financing Ramblings
2009-08-29 21:09:00 This week was another down week for Natural Gas as it merely escaped slipping undr the psychological 3$ level. How much lower can it go? Without further wait, here are some of the better posts/articles that I read this week:) -I always wonder why people argue that a .50 or 1% difference in management fees (especially ... More About: Financing
Do small caps offer diversification?
2009-08-28 13:00:00 It is often said that a portfolio will offer a better return, especially compared with its risk when diverisification is used. Of course, there are many many different ways to view diversification but generally, investors diversify their portfolio through asset classes and among them. For equity, generally the biggest portion of a portfolio, that diversification ... More About: Small , Diversification , Offer
Jetblue uses ?brilliant marketing??
2009-08-26 13:00:00 Since it was created (probably many many centuries ago), marketing has always been about getting attention, getting a message or an idea across and more often than not, it is just about getting its name out there. In the Airline industry, that is always quite a challenge as most consumers have only one criteria ... More About: Marketing , Brilliant , Jetblue
Why Apple (AAPL) will be almost impossible to stop
2009-08-24 13:00:00 Remember those days when the RIAA was complaining about customers no longer buying music? Well, turns out they are although the model has changed. And so has the power as it has shifted towards Apple . Thanks to this nice graph from Sillicon Valley Insider, we can get a better idea of how dominant the company ... More About: Commentary , Stop , Impossible
Financial Ramblings
2009-08-22 17:51:00 A lot of interesting things going on in the markets but the collapse in prices of Natural Gas (it just hit a 7 year low even as oil prices continue to go higher, a trend few believed possible even a few months ago, and yet it keeps going and going, as well as the hype ... More About: Financial
The best business model??
2009-08-21 12:00:00 What would you do if you could have a business model with almost no risk, a 70% profit margin at worst and no innovation or research to work on? That is pretty much what the lotter business enjoys. Even though they make the headlines when they offer prizes that can often reach hundreds of millions ... More About: Business , Model
Emerging makets vs Frontier markets
2009-08-19 12:00:00 In 2009, the world is seen by many as smaller than ever, or “flatter than ever”. That is certainly true of finance as capital flows around the world. However, countries have very different levels of structure which can result in different degrees of complexity in their capital markets. In geographical terms, the investments are usually ... More About: Markets , Frontier
Think Japan being out of a recession will help stocks go higher? Think agai
2009-08-17 13:00:00 The spectacular rise in North American markets in 2009 has created the fear of a rellapse as many think the market might be overly positive. This weekend was a good example of why. Japan , the world’s #2 economy, is out of a recession with an impressive 3.7% expansion in the last quarter. But if you ... More About: Commentary , Stocks , Higher , Recession
Financial Ramblings
2009-08-15 18:25:00 I should be able to visit Vietnam in 2010, and had been looking into ways to invest in this frontier country for a couple of years now, it is now possible so what better than inserting a nice image of the country in this post:) -I had been looking for this for a while, an ETF ... More About: Financial
So insiders are selling, should you?
2009-08-14 12:00:00 Insider trading is one of those stats that I take a peak at but rarely act on. What is it? Basically, executives of public companies usually must disclose their holdings and transactions of their own stock. Many analysts look at these informations and pay great attention to them. The logic being of course that if ... More About: Commentary , Selling , Insiders
Why viral buzz is priceless?
2009-08-12 13:00:00 When advertising a product, especially an online one, advertising or marketing it usually goes one of two ways; paid or viral. Paid advertising, the more known method, is the one Microsoft is currently using to promote Bing, paying millions of dollars to have advertisements in magazines, on tv, on websites, paying other websites to use ... More About: Commentary , Viral , Buzz , Priceless
Future of the Kindle
2009-08-09 12:00:00 Amazon has a lot of momentum these days and thus commands a very high P/E valuation. To be certain, Amazon’s retail store remains its core and will be so for the foreseeable future. The recent acquisition of online shoe retailer Zappos certainly fits in that model. But Amazon is increasingly counting on growth coming from ... More About: Future , Kindle
Long Ebay/Short Knot
2009-02-25 11:00:00 The current economic conditions continue to provide many opportunities in terms of mispriced stocks in my opinion and I’m now ready to enter into a new trade with two securities I’ve traded in the past although not through the current pair. I’m firstly going Long Ebay simply on terms of valuation. Honestly, seeing Ebay trade ... More About: Short , Knot
When investing becomes a big giant gamble
2009-02-23 11:00:00 I wrote last week about how playing Bank of America was almost like going to the casino and indeed this week that is pretty much what it turned into with giant swings. Just today, Bank of America was down 30% at one point and finished the day about 2,5% down. The current environment has been truly ... More About: Commentary , Investing , Gamble , Giant
Investment Talking
2009-02-21 14:39:00 Every Saturday, The Intelligent Speculator does a review of good read around the blogosphere. Here?s what caught my attention this week: Canadian Capitalist makes a review of CIBC Index Mutual Funds. The Dividend Guy Blog shows how to use Stock Screens and talks about his own criterions. Zach is talking about Obama?s plan for homeowner affordability ... More About: Investment , Talking
IACI actually makes a good move
2009-02-20 11:00:00 IAC Interactive, a company I shorted with success (vs Google) on a January 23rd trade is involved in several internet businesses that are seeing a major slowdown, especially in the finance sector but also in dating and its main property is Match.com, one of the main internet dating properties. The problem of course is not ... More About: Move , Good
Closing PCLN vs AMZN
2009-02-20 03:10:00 Quick note to let you know that I will be closing off the Feb 2nd trade of LONG PCLN vs SHORT AMZN tomorrow. Amazon did not go down as expected but great results by Priceline were enough to insure a 21% return. Will confirm the exact profit tomorrow when market opens..!
PCLN & NILE announce results
2009-02-19 00:06:00 Just a quick note to let you know that the trade I had reported to be struggling a bit on last time seems to have taken a major positive step today as PCLN announced impressive results with 21% of increase in revenues. Because of these results, PCLN is up over 10% after hours which will ... More About: Results , Nile
Long GOOG/Short VCLK
2009-02-18 11:00:00 The current economic context is certainly giving nice opportunities in the long/short market. I?ve been looking at trading Valueclick(VCLK) and was initially going to short the stock. I?m glad I waited a little because the earnings came in over estimates resulting in a 10% increase overnight. But I still believe the fundamentals of the company ... More About: Long , Short
US..think your economy is sick? Look at Japan to see how bad it could be
More articles from this author:2009-02-16 11:00:00 Since the start of the crisis over a year ago, much has been said about the similarities and differences between the current slowdown and the “lost decade” of Japan , a slowdown that affected the world #2 economy for well over a decade and which it has yet to recover from. There are many differences of ... More About: Economy , Commentary , Sick 1, 2, 3, 4, 5 |
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