Invest for Retirement With a Morgage Refinance?

June 7, 2009

It may sound crazy but it can work for some people. If you have lots of equity in your home you may still be able to obtain a cash out morgage refinance at current low rates, despite the credit crisis. If you have a $200k mortgage at 7% or more, refinancing to around 5% will [...]

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Factoring Current Assets – Cash, Accounts Receivable and Inventory.

June 7, 2009

Roy Anderson Foulke, a prominent economic statistican observed in 1945: “The classification of current assets is undoubtedly the most important classification in a balance sheet, as current assets largely determine the going solvency of a business concern.” Current Assets play a significant part of the Graham NCAV calculation. Once we have a list of NCAV [...]

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Value Investing and Life Assurance

June 2, 2009

I recently went through the process of applying for term life assurance, and it occurred to me that life assurance has several similarities to investing in value stocks. When you buy term life assurance, you decide the term, and pay a fixed amount each month; buying stocks, via dollar-cost averaging for example, is much the [...]

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A Graham “Bargain Stock” Sentiment Indicator

May 26, 2009
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The Benjamin Graham Mutual Fund

May 22, 2009

The title is a little tongue-in-cheek, but what if you could put together your own Mutual Fund populated with Ben Graham “Bargain Issues”. If Graham himself managed a mutual fund, this might be exactly what he would do. With the recent market plunge at the beginning of 2009, several followers of The Graham Investor emailed [...]

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The Da Vinci Code of Wall Street. Or Not?

August 14, 2008

The latest marketing hype to hit my mailbox comes from a newsletter called 1-2-3 Trader and purports to have cracked “Wall Street’s Da Vinci Code”. The blurb reads somewhat breathlessly like the Dan Brown Novel – the protagonist here being a fellow named Stanton, a former Wall Street Insider (funny how they’re always former Wall [...]

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Why Wall Street Values Earnings

August 14, 2008

Wall Street Analysts seem to be focused on Earnings, Earnings Estimates, and Earnings Reports – sometimes obsessively so. It’s often hard for investors to understand why; surely there are other factors such as sales growth, cash flow, return on equity, etc? There are indeed but, to understand why EPS gets such a huge focus, we [...]

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How to Build an Extreme Retirement Plan

April 3, 2007

A recent, lengthy email that hit our inbox promised that an “Extreme Value” retirement plan which uses a “unique and little-known investment strategy” would double or triple our money with low risk. Intrigued, yet suspecting this was another bit of marketing hype, we read the entire email thoroughly word for word over and over again [...]

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Webex Bought by Cisco

March 15, 2007

We added Webex Communications (WEBX, Quote, News) to the now-discontinued GI portfolio on 05/12/2005 at $22.87. Some background to the actual purchase can be found here. Today, Webex was bought out by Cisco Systems (CSCO) for $3.2billion. The news sent Webex’s stock soaring 22.03% to close at $56.38. With a healthy 144% gain, WEBX will [...]

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Book Value Per Share – More Useful Than Earnings Per Share?

March 1, 2007

Ben Graham and latterly Warren Buffett swear by book value per share  (sometimes referred to as net asset value or asset value) as a useful if not the most useful measure of a company as a potential investment. Many investors misunderstand Graham and Buffett by considering only static book value, much in the same way [...]

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