The Danger of Fear!
on Jul 8, 2009 in Valuation (CTSH) Cognizant Technology Solutions (TXI) Texas Industires Inc. FEAR investing delinquencies Fear is a truly dangerous emotional response. In most aspects of life fear and the panic that normally accompanies it leads to disastrous consequences. Controlling fear is therefore an important ability to possess. Nowhere is this more true than...

The Ingenuity of Mankind!
on Jul 7, 2009 in Valuation The principle behind this blog is: “Successful Investing Requires Optimism Built Upon Sound Fundamentals.” The case for optimism is compelling. Consider all the problems and challenges that mankind has faced and overcome over the years and ask...

Fear Mongers Rise Again!
on Jul 6, 2009 in Valuation (KO) Coca-Cola Co. (STRA) Strayer Education Inc PG Proctor & Gamble Co Saint Jude Medical Inc STJ Friday’s volatility has brought the fear mongers and naysayers back to life. The fall was blamed on a weak unemployment report that should have been no surprise so deep into a horrible recession. Since the recession is getting long in the tooth,...

Testing the Theory!
on Jul 4, 2009 in Valuation AFL Aflac Paychex Inc. PAYX Since we don’t typically post on the weekends, we use this time as an opportunity to re-focus on previous noteworthy posts. Weekend Repeats! Posted on February 26, 2009, check out how undervaluation worked out. http://www.themarketsupchuck.com...

Willing to Bank on It?
on Jul 2, 2009 in Valuation (GS) (MS) Morgan Stanley BAC Bank of America c citigroup Goldman Sachs WFC Wlls Fargo & Co. The news is getting interestingly a bit more positive. Some writers are reporting that the recession ended with the second quarter of 2009. In truth and fact, the economic news is clearly getting better with each passing day. The Wall Street Journ...

Medco – A Healthy Choice!
on Jul 1, 2009 in Valuation (MHS) Medco Health Solutions Occasionally, I like to highlight companies that represent clear and logical long-term investment opportunity. It’s rare to find such companies, so I consider them real gems. To qualify, a company must possess several key attributes. First I loo...

Growth & Income Opportunities!
on Jun 30, 2009 in Valuation (PAYX) Paychex (PEP) PepsiCo Inc.. (PG) Proctor & Gamble (CL) Colgate-Palmolive JNJ Johnson & Johnson The recession has created a rare opportunity for the long-term investor seeking growth and income. Many of the best companies in the world are seeing their stock prices temporarily trading at trough valuations. Since, due to fear and panic, their s...

Fundamentals Reveal a Lot!
on Jun 29, 2009 in Valuation (BSX) Boston Scientific Corp. (CL) Colgate-Palmolive (DHR) Danaher Corp. (FEIC) FEI (JKHY) Jack Henry & Associates (JNJ) Johnson & Johnson (FSS) Federal Signal Corp. (KEI) Keithley Instuments Inc. (RDEN) Co. Elizabeth Arden Inc. Success leaves clues. Therefore, when searching for a stock to invest in, I look for companies with successful track records. To me, it only makes sense that companies that have proven themselves as experts in their fields, are likely to continue l...

Cramer Is Wrong: Why NII Holdings Is a Buy
on Jun 26, 2009 in Earnings Growth Fundamentals Valuation America Movil AMX MOT Motorola Inc NIHD NII Holdings Research In Motion LTD RIMM While I have enormous respect for Jim Cramer’s marketing and promotional skills, I often have strong disagreements with his buy and sell advice.  I felt his recommendation to sell NII Holdings (NIHD) on his Monday show was not only wrong, but base...

Oracle, a lesson on Valuation!
on Jun 25, 2009 in Valuation Yesterday Oracle reported better than expected fourth quarter earnings, and the stock closed up 7%. What’s interesting to me is that based on historical standards, Oracle had a weak quarter and a weak fiscal year. Sales and earnings were slightly...