Archive for July, 2008

Slow to Rotate

Recently, two of my positions, Mechel (MTL) and Petrobras (PBR) started to sell off very fast.  A few months ago, I had adopted a long term investment strategy.  In a rising market this… [[ This is a content summary only. Visit my website for full links, other content, and more! ]]


Selling a loser is tough!

I have a stock, Mechel (MTL), which is a Russian mining company.  This morning, I checked the quote, only to see it down 18%.  I immediately went to look for news to determine the reason… [[ This is a content summary only. Visit my website for full links, other content, and more! ]]


Is the commodities trade over?

This has been a wild week in the markets.  The financial stocks are on fire.  I own some commodities stocks that are falling rapidly.  Do you think the commodities trade is over or… [[ This is a content summary only. Visit my website for full links, other content, and more! ]]


Should I buy stock in Company X? – Part 4

In our last post we promised to discuss debt, management effectiveness, and dividends. We also talked about revenues and earnings, but now we must figure out how much debt a company has and when is… [[ This is a content summary only. Visit my website for full links, other content, and more! ]]


Should I buy stock in Company X? – Part 3

Continuing from our previous post, Kid’s Toy Store revenues were $100,000 for the year and they reported $3.40 EPS.  Is this good or bad?  I do not know.  These numbers do not… [[ This is a content summary only. Visit my website for full links, other content, and more! ]]