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Silent Treasure
http://silenttreasure.blogspot.com/
This unprecedented bear market may put you in stress or agony, but I always say, for younger investors, this is an opportunity that only presents once in 100 years. So let's calm down, use some thoughts, reasoning and patience to take full advantage of it.
I used to share my stock ideas with close friends only, now I'd like to make them known to a bigger community. My blog is more like my research notes, and I closely follow the companies that I have in my portfolio, or those I am thinking about adding into my portfolio. I don't comment on any companies by glancing over their balance sheet.
Key words: Stock, Market, Investing, Long Term, Analysis, Investor
Recent Posts
Ingersoll-Rand (IR): Positioned for Excellence
In the summer of 2008, I started accumulating shares of Ingersoll-Rand (IR). At that time, American economy had shown plenty of uneasy signs, while I identified IR as one of the stocks with the potential to thrive through the possible upcoming downtu...
Thoughts on Recent Earning Reports from Visa and MasterCard
Last week, both Visa (V) and MasterCard (MA) released their quarterly earning results. Here are some thoughts on their reports and the conference calls.1) Economic IndicatorFor a long time, consumer spending has been the driving force of American eco...
Railroad Companies: the Good, the Better and the Best
It is well known that Warren Buffet is bullish on the railroad industry. But among the top four American railroad companies, Burlington Santa Fe (BNI), Union Pacific (UNP), CSX (CSX) and Norfolk Southern (NSC), he has clear preferences. BNI is no dou...
MasterCard (MA): Long Term Risks
There are many articles discussing the future of the big two of the credit companies, Visa and MasterCard, and the majority expressed very positive views. In summary, the long case is built upon the following points:1) The trend to go plastic. There ...
Microsoft: No Chance to Challenge Google
Note: this is a re-written version of the Microsoft vs Apple: Monopolist vs Innovator (part 3).Around 10 years ago, in order to dominate the Internet browser market, Microsoft fought hard and virtually killed Netscape. This is an old and well-known s...
Microsoft vs Apple: Monopolist vs Innovator (part 3)
4) Microsoft's chance against Google in the search marketThis is a piece about MSFT and AAPL, but I think I have valid reasons to bring Google into the picture. In my opinion, Google is one of the very rare companies that enjoys an MSFT type monopoli...
