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- May 25th, 2009
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comedontgo has posted a new entry on: Silent Treasure
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 potent…
- May 6th, 2009
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comedontgo has posted a new entry on: Silent Treasure
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 s…
- April 26th, 2009
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comedontgo has posted a new entry on: Silent Treasure
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 South…
- April 15th, 2009
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comedontgo has posted a new entry on: Silent Treasure
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 f…
