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Wikinvesting since
Feb 2008
wikinvest Director
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| earned | |
| Director | rating |
| making 98 | edits |
| to 50 | articles |
| last edit 211 | days ago |
Herman Miller (Cost reductions at Herman Miller)- Satyam Computer Services (Satyam Computer Services (SAY)/Bears/Satyam customer defections and damage control)
DeVry (What is DeVry’s business worth?)- Herman Miller (Tough times ahead for MLHR)
- Trimeris ("With competition on the horizon, Fuzeon sales will suffer")
- DeVry (Bulls)
- Herman Miller (Bulls)
- Satyam Computer Services (Bears)
- Herman Miller (Bears)
- General Motors (Bears)
Disclosure: I own put options on Borders Group
Last May I briefly spoke about avoiding Borders Group (BGP) due to competitive pressures form Amazon and Barnes and Nobles in addition to their weak liquidity position when balanced against their debts. Things just got more challenging as Walmart just decided to lower some of their popular hardcover books to $10. Amazon followed suit for which
The 3rd quarter has just wrapped up, and it?s time to check into the Ten Grand Chicago Portfolio. It?s been tough staying on top of the investments with my real day job acting up and drawing up my free time. A year and three quarters have passed and the Ten Grand Chicago Portfolio stands at a 10.4% total gain. It?s not much, but considering what the markets went through the last year I am
America Movil (AMX) turned up in one my screens today. Here are some quick stats:
- P/E 14.1, a little on the high side compared to my other communication service holdings TurkCell (TKC), and Magyar Telecom (MTA).
- Return on Assets at 17%. Not bad, but I usually screen for ROA exceeding 20%.
- 8.6B in total debt, with 1.1B cash on hand. Not pleasing.
My only exposure to Latin America
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