Home » May 16, 2006 Entries posted on “May, 2006”

Don’t be downbeat about Wal-Mart

The greatest investment opportunities are seeded not by warm sunshine but by chilling rain. It has been freezing and pouring in Wal-Mart’s (WMT) neck of the woods. To say Wal-Mart is not loved is a serious understatement. It has been convicted and fined $172m for refusing employees in California rightful overtime breaks, it has been criticised for paying low wages and being stingy with health benefits, its older stores are so shabby they could easily be confused with K-Mart stores in the 1990s.

May 16, 2006 | Posted in Stock Analysis | Read More »

Government Goes Medieval on Telecom New Zealand

A political risk is present in shares of any government-regulated company, but it came to fruition for Telecom New Zealand (NYSE: NZT) when the New Zealand government unbundled the local loop. Unbundling a local loop is a fancy phrase for requiring an incumbent telecom provider to open its networks to competition at cost. But maybe, just maybe, it created a very unique buying opportunity for Telecom New Zealand’s shares.

May 11, 2006 | Posted in Stock Analysis | Read More »

Recently Commented

  • Anonymous: Great story and I admire your work. Did you marry a Russian girl? Being married to a Russian girl and...
  • Christian Rivera: Also can Walmart grow eps 15%/yr like they did from 1996 to 2006?
  • Christian Rivera: Vitaliyk, do you think Walmart will increase margins more than 50% (3.5% to 5.3%) in the next...
  • McCoy Penninger: I really enjoyed reading this.  Dead on.
  • I Need Money: So I guess is we hear Hoenig say that “the Fed should stick to its mission as lender of last...

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