Investment Gems

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…

I have written about Best Buy before: Best Buy: Why This Is One Of The Best Value Plays Around I f you’ve read the article, you will come to the conclusion that I am bullish on the stock for buy and hold purposes. Therefore, I’ve been monitoring the company’s results,…

Peugeot (PSA) is going through a tough transition. The company is facing an European declining market and its heavy dependence on this market has been a drag on the company profits. This way, the company decided to revamp its current management team and brought the Portuguese Carlos Tavares (ex-COO at…

In my most recent article for Seeking Alpha, I discuss the Lean production system approach adopted by Ford, the future income tax rate and the current valuation levels: Summary Ford has partially executed a successful turnaround based on lean production principles. The operating business has improved a lot and the current…

Currently, Santander (NYSE:SAN) has been perceived as another Southern European bank. However, Santander is the biggest Euro zone bank, in terms of market capitalization, with presence in several high profile markets like: UK, USA, Brazil, Mexico, Germany, among others. Graph 1 – Santander Profit Distribution (Source: Santander strategy presentation) Looking to the Graph…