Intel, PCs, and Outcomes of Future Technology
Aug05

Intel, PCs, and Outcomes of Future Technology

On July 15, 2014, Intel [INTC] reported better than expected Q2 2014 earnings with the surprise coming from the PC Client Group (PCG) revenues, as a result of stronger than expected demand in PCs.  As expected, the Data Center Group and Internet of Things Group, a very strong quarterly revenues leading the company’s growth. Intel Q2 earning summary: Revenue of $13.8 billion. Operating income of $3.8 billion. Net income of $2.8...

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The Investment Blog Is Changing!
Jul28

The Investment Blog Is Changing!

* * * In order to help individual investors form more effective strategies and make better decisions, the direction of The Investment Blog is changing. I am shifting the blog back to the way it was when I first started it, with more of my personalized perspective and casual commentary, rather than being very analytically and editorial like.  It’s what most of my early readers came to my site looking for, but have been missing...

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Disney Shareholders Should Approach The Proxy Access Proposal With Caution
Mar17

Disney Shareholders Should Approach The Proxy Access Proposal With Caution

Walt Disney Co [DIS] shareholders are expected to vote on a proxy access proposal by the Connecticut Retirement Plans and Trust Funds (“Connecticut)) and the California State Teachers Retirement System (“CalSTRS”) that would allow owners of at least 3 percent of the stock (individually or as a group) to nominate up to 20 percent of the board of directors.  The company’s 2014 Annual Meeting of Shareholders scheduled for Tuesday...

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2013 Investment Strategies & Opportunities Update
May21

2013 Investment Strategies & Opportunities Update

An update on investment strategies & opportunities will be discussed in this article.  They are based on my outlook and expectations of the economy, investments, and the markets, which have been outlined in the previous two articles, For function-centric and value investors, market trends do not form the basis for our investment decisions.  Markets are largely unpredictable from day-to-day, month-to-month, and year-to-year. ...

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2013 Investment Update & Outlook
May08

2013 Investment Update & Outlook

A More Expensive Market North American equity markets have risen significantly during the first quarter of 2013.  The largest stock indices in America reached new records within the month of April and has continued in May.  The S&P500 index hit a record high of 1,626.03, and the Dow Jones Industrial Average reached a record of 15,056.67 yesterday. At current levels, equities are much more expensive than they were last year,...

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McEwen Mining Gives El Gallo Analyst Tour
Jan23

McEwen Mining Gives El Gallo Analyst Tour

McEwen Mining recently gave a tour of its El Gallo mine to analysts, and have shared its presentation with shareholders on its website.  Those of you who have been following me for a while know that I’ve been a long time holder of McEwen Mining Inc [MUX/MUX], and its original companies US Gold [UXG] and Minera Andes [MAI].  The company has really come a long way since its early days, and is about to announce its first production...

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Insights From Wells Fargo Q3 2012 Earnings & Conference Call
Nov07

Insights From Wells Fargo Q3 2012 Earnings & Conference Call

Wells Fargo & Co [WFC] is a long time holding of mine, and there are some insights from its Q3 2012 earnings & conference call that I think deserve some attention. I’m going to highlight a few, as well as some that didn’t get noticed or talked about as much. The items will show you a bit of why I like this bank so much, and likely some of the same reasons why it is Warren Buffett’s favorite bank to invest in....

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Disney’s Growth Initiatives Pay Off
Aug10

Disney’s Growth Initiatives Pay Off

Disney [DIS] reported impressive Q3 2012 earnings this week.  While I don’t usually write about individual investments that I own, I felt that Disney deserved some mention this time.  Segment operating income was up 18%, while EPS was up 31% to $1.01, year over year.  This was driven pretty much by all of the company’s segments.   Business Segment Performance Of special note, was the turnaround of the studio segment. ...

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Brookfield Office Properties Is Quietly Building Long Term Value
Aug09

Brookfield Office Properties Is Quietly Building Long Term Value

I wrote a short post regarding one of my favorite real estate companies, Brookfield Office Properties [BPO], which recently reported quarterly earnings.  However, I’ve posted it exclusively on TMX’s online community, Waggle, and will not be re-posting it on my blog. Read it here: ...

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2011 Year End M&A Summary Notes
Jun07

2011 Year End M&A Summary Notes

Summary notes of significant M&A deals for entire 2011. It contains approximately 500 entries.  The list is not exhaustive, but I’ve attempted to capture significant deals, that are representative of the overall M&A activity. The notes have been added incrementally as I came across the news, as a result tenses may be inconsistent (past/present – has/had/will/said/etc.).  They will remain as is (based on when I read about...

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