Investment Gems

Coach Inc (COH) presented last quarter’s results last week. The market reacted with optimism to the news that heavy discounting was largely stopped and encouraging sales in remodeled stores. Additionally, Stuart Vevers collection represented 90% of the women products on sale during the quarter. Photo Credit: gatoreena On the retail…

Photo credit: Matthew Hurst Research in Motion (RIM), renamed BlackBerry Ltd (BBRY), was founded in 1984 and was involved in several activities related to wireless communications. In the beginning of the century, the company introduced a pager that could push email through its proprietary BlackBerry enterprise server. In order to…

The current stock market landscape is screaming troubles. More than just short term variations, we are talking about significant economic developments. The shockwaves from the plunge in the oil price might create a short term bear market or even a short term recession. In this case, one should remain undisturbed…

As we are approaching the end of the year, it is time to make the balance of the present year and to formulate some outlooks regarding the next one. A couple of days ago, I wrote an article for Seeking Alpha about the market outlook for 2015, you can consult…

The plunge in the oil price is starting to make victims. Russia is the first to earn first page notoriety but others will follow. The collapse on the commodity markets is going to make more victims. The 2008 commodities price spike promoted a worldwide expansion of production capacity that is…

In May, I wrote an article about Best Buy (BBY). The bank was going through a though turnaround and the stock price was still clearly beaten after taking a hit in the beginning of the year. At the time, I wrote that the perception of the investors about this stock…

For many years, investment managers and academics have argued about the concentration\diversification issue, and although diversification is now widely accepted as the right choice, there are still plenty good examples of concentration successes. “If it’s your game, diversification doesn’t make sense. It’s crazy to put money into your 20th choice…

For a long time I’ve been thinking about the matter of accountability. As an investment writer, I believe my work is only worthwhile when I add value to my readers and followers. The main problem is that the tools available for performance evaluation are clearly flawed. Tipranks, for instance, has…