Investment Gems

Ireland just emitted €3,75 Billion of brand new 10 years Debt at 3.6%. In my opinion this is a big success, which will spill over to Greece and Portugal, therefore, symbolically ending the Euro debt crisis. Sooner or later, this will have a positive impact in the valuations of several European…

Introduction I see tremendous value in the Santander Bank stock. My view is that the banking related assets, in the Eurozone, are depressed and a few well chosen banks could be worth a lot more in the future. Usually, banks are overpriced stocks that offer limited potential returns during normal…

In the 20th of December I launched my new book: “Who wants to be a pensioner?” I wrote this book for individuals who want to have a portfolio of stocks that might work as a backup plan to their main pension plan. You can find it here: United States United…

This is a subject many times explored in this blog. In many previous blog posts I have warned for a real possibility of deflation in the euro zone. The best response to  this crisis is being given by the US. Through the use of Quantitative Easing (QE), the US were…

Today I saw a video sponsored by Ray Dalio, that clearly shows that prinitng money is part of the solution for the current crisis. I wrote about this in this blog , where I defended this same thesis. It is one of the best economic works that I have seen so…

In the last two months I have been evaluating my current stock picks (Santander Group; Statoil; Salzgitter AG and Corning Inc.) since I am writing a book with the compilation of my stock selections and investment philosophy. At the same time I have also been making some prospective stock research.…

  One example of stock market fallen angels are companies hit by sudden problem in its operations. This can sometimes be the best investment around for the average investor. Usually these companies have already proved their value in the past, but suddenly a new line of products in development has…

In my book European Jewels Banco Santander, I defined 3 competitive advantages that will provide the winners of the future in this industry. The banking industry landscape is changing. The old days of miraculous profitability are long gone. How will competitive forces and external environment evolve in the future? Liquidity and…

Industrial success is getting harder and harder these days. Companies seeking success in industrial production face tremendous competition from abroad countries, that have production costs advantage. The trick to invert this situation was given in “European Jewels – Steel Industry” where I described the industrial process for constant market success.…

Product innovation plays a very important role in a company’s success, and therefore, for the investor. From my third book I took this excerpt that reflects my view about the importance of product innovation: “The product innovation is at the core of every company activity. Every company starts with some…