Stock Analysis
The China Syndrome
MOST PEOPLE are convinced by now that there is a fixed-asset bubble in China that is on the verge of bursting. ...
Why Windows 8 Made Me Sell MSFT
I sang love serenades to Microsoft in the December issue, but a few weeks ago we sold our shares of Microsoft. Because we ...
Everyone Who Says Facebook’s IPO Failed Is Wrong
I did FOX Business interview about Facebook. I am tired of writing and talking about it as much as everyone ...
How to Fix Best Buy
Best Buy Co. shareholders are lucky that CEO Brian Dunn pulled a “Mark Hurd” and resigned as a result of ...
Facebook IPO Was a Success and Wall Street Got What it Deserved
Being politically correct has never been my strongest quality; therefore I’ll say this: I don’t feel sorry for Facebook’s new ...
Why Facebook’s IPO Valuation is Insane
I was recently on CNBC discussing the Facebook valuation, which I believe is priced for out-of-this-world perfection. The easiest way ...
Seek out people who disagree with you; The budget deficit is a stimulus; China = post-bubble Japan?
I am back from Buffett’s Omaha. Every year I come back feeling supercharged for the year ahead. This year was ...
Lecture: China & Global Economy
On January 18, 2011 I had a great pleasure to give a lecture on China and its impact on global ...
on Yahoo! Breakout – 3 Stocks to Buy Instead of Facebook
While attending Berkshire Hathaway’s annual meeting, I was interviewed by Matt Nesto of Yahoo! Breakout about Microsoft, EA, Facebook.
Warning for an Eager Facebook Investor (my shortest article, ever!)
Here is a thought for an eager Facebook investor: Google revenue – $40 billion; market capitalization $200 billion (plus $40 ...
Omaha & Bubbles
I have to confess, I am tired of writing “structured” articles, the ones where I have to limit my thoughts ...
Not Buying Best Buy
Best Buy’s CEO Brian Dunn did a courageous and proper thing for shareholders by resigning. He was not the right ...
Don’t Look to the Market for Advice
In the classic book The Wizard of Oz, the Wizard decreed that everyone who entered the Emerald City wear green-tinted ...
Investor Alert: Xerox is a Cash Machine
On the surface Xerox Corp. smells a lot like its Nifty 50 brethren, once-hotter-than-the-sun-but-now-bankrupt Eastman Kodak Co. and Polaroid Corp. ...
Bullish. Bearish. Brokish!
Though the market keeps raging to the upside, I keep seeing bearish signs in market sentiment – the VIX is ...
VALUEx Vail 2012
The Second Annual VALUEx Vail will be held in Vail, Colorado, June 20th through 22nd. VALUEx Vail is designed for serious investors ...
Yahoo!Finance: Beware of the Cyclical Stock Value Trap! Says Katsenelson
With the split between the improving U.S. economy and the weakness in the rest of the world getting ever wider, ...
The Value Trap of Deeply Cyclical Stocks
Just as it is easier to draw straight lines than to think in nonlinear terms, it is simpler to buy ...
Interview with Advisor Perspectives
I wanted to share with you my interview with my friend Bob Huebscher who runs a terrific website Advisor Perspectives. ...
Microsoft Is Not as Boring as it Appears
I am bored and exhausted. I am on my third cup of coffee, but my lack of excitement has not ...
Why Hewlett-Packard Is Today’s Most Hated Stock
There is a good reason John Lennon wrote “All you need is love.” We want to be loved and usually ...
