Investment Gems

I usually read lots of opinion articles from investment advisers in order to understand the consensus around the market. With some frequency you can read widespread myths and common beliefs that are simply rooted in the investment community collective mind. However this week I came across one article that draw my attention by the simply…

Since I’ve finished and launched the “European Jewels – Statoil Research” book, I’ve been committed with some consulting projects. This has taken a lot of my time. However, now that I’ve some time, I’ve been thinking about what to do next. I do have some doubts about which companies to analyze next, and although I have…

I’ve just read some interesting news. Pimco, the US based investment firm, is now buying Spanish Bank’s bonds. Pimco’s $2.9 billion exchange-traded fund boosted the proportion of its corporate-debt holdings by almost 8 percentage points in three weeks by adding notes of lenders from Spain’s Banco Santander SA (SAN) to Italy’s Intesa…

“When your heroes, turn to the enemy And there’s nothing left to hold When your heroes, give only apologies I won’t deny it leaves me cold” I’ve always been a huge fan of Slash’s solo projects, a couple of days ago I crossed in the way of one of his new songs…

I started this blog because I wanted to promote my ideas about the European stocks. In this blog I have regularly commented on the most significant developments in the financial markets and I have also gave examples of undervalued European companies. However, I believe that the current undervaluation of the stock market is not something exclusive…

“If the outlook for the labor market does not improve substantially, the committee will continue its purchases of agency mortgage-backed securities, undertake additional asset purchases and employ its other policy tools as appropriate” Those are Bernanke’s words. I feel really happy about this, it is one of those times in…

“[This decision] was not unanimous,” said Draghi, with a smirk on his face. I told you in European Jewels – Banco Santander that the politicians always do what is right… after they exhausted all the other options. May I use some presumption to say that I was right! I said that in the…

Yes, my next stock pick for this European turmoil is Statoil ASA. My second book of the European Jewels collection has just been released and it is about Statoil. In my book, a 10.000 words statement, I explain in a detailed and thorough manner why this is my second choice to join Santander…

Apple now owns the record of the most valuable company ever. Actually it is still on its way, since Microsoft reached around $620 billion market capitalization which adjusted for inflation would mean something like $850 billion. Can Apple get there? Honestly it can, the company is fantastic, it is still living inside Steve Job’s…

Facebook has lost more than half of its market value, and might lose a lot more. In my Why Did the Facebook IPO Failed so Hard post I described the main reasons why the Facebook IPO couldn’t be successful. However as the situation keeps evolving I see worrying signals. The company…