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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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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Investor Considerations On The Recent Market Decline
Aug08

Investor Considerations On The Recent Market Decline

In recent weeks major stock market indices around the world have declined leaving investors worried and many wondering what to do (buy, sell, or hold).  Panic in the stock markets have been triggered by the ongoing euro zone debt crisis, U.S. debt ceiling issue, a weak U.S. economy, and the recent U.S. ratings downgrade.  I hope to add some perspective for investors to consider, that may help provide some rational and purposeful...

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Fierce Rate Competition Hits Margins At Canadian Banks
Jun14

Fierce Rate Competition Hits Margins At Canadian Banks

Canadian bank’s Q2 2011 earnings show intense rate competition, which hit net interest margins (NIM), indicating they may not be superior to US banks.

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Natural Disasters Hit Insurers Q1 Profit
May11

Natural Disasters Hit Insurers Q1 Profit

The cost of large natural disasters that occurred in Japan, Australia, and New Zealand of the Asia-Pacific region have hit first quarter profit at global insurers. Losses from non-life businesses (property & casualty, and reinsurance) in the first three months of 2011 have experienced the highest-ever catastrophe claims in the industry. Australia Queensland & Victorian floods and Cyclone Yasi: Beginning in December 2010 and...

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Investing Myth: Investing In Safe Blue Chip Stocks

Many times the average investor has come across the idea that investing in “blue chip” stocks are safer or more conservative.  A blue chip stock is stock of a well established company with stable earnings and no extensive liabilities. Often, they pay dividends, and are recognized nationally or internationally.  Many times they also have a large market capitalization (market value) and are included as part of a major stock...

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Investing In The Latest Technologies? Tesla Motors IPO

On June 29, 2010, shares of electric car maker Tesla Motors Inc. (TSLA), which was founded in 2003, increased more than 40% as investors bet that electric cars would define the future of the auto industry.  It’s initial public offering (IPO) was impressive, considering the weakness and recent volatility in the broader stock markets. Tesla’s closing share price was $23.89 after opening at $17.00.  The company’s market...

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