iconSeekingAlpha

Student Housing REITs Should Outperform The Market In 2014
By Zvi Bar:College students generally have three options when it comes to where they will live. They can stay at home, in dormitories and other campus housing options, or in options that are near their college campus. Student housing REITs
Surveying Recent Bank Performance; Needless Risk-Seeking Emerges
By Valuentum:The banking sector continues to heal, but results are decidedly mixed across the space. Lets take a look at recent developments. JP MorganOn Friday, JP Morgan (JPM) reported weak first-quarter results. Revenue for the quarter dropped to $23.9 billion,
General Moly: 3 Different Insiders Have Purchased Shares This Month
By Markus Aarnio:General Moly (GMO) explores for, develops, and mines molybdenum properties primarily in the United States. (click to enlarge) Insider buying during the last 30 daysHere is a table of General Molys insider activity during the last 30 days.
Parallel Energy Trust: 3 Different Insiders Have Purchased Shares During The Last 30 Days
By Markus Aarnio:Parallel Energy Trust (OTC:PEYTF) is a mutual fund trust established under the laws of Alberta, Canada. The trusts goal is to provide a stable and consistent monthly return for its investors through the production, development, and acquisition of
Why Nokia Is Fairly Valued
By Valuentum:We cover a lot of companies. Our mission is not to make a call on every company -- thats foolish, and we dont. We only stake our reputation on firms in the actively-managed portfolios. However, we think it is
Why Johnson & Johnson Can Be Prescribed For Most Investors
ByDoctoRx:Background: Johnson & Johnson (JNJ) may be the bluest of all U.S. blue chip stocks now. The other three companies with AAA ratings by Standard & Poors are Exxon Mobil (XOM), which is the contender for #1 but operates in
Getting Past The Financial Crisis: Bank Of America Earnings
By Robert Cowell:This earnings season has been a mixed bag for financials. JP Morgan (JPM) kicked off with a major miss on Friday, while others like Wells Fargo (WFC) and Citigroup (C) beat earnings expectations despite declining revenues. The prospect
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iconDailyFinance

Yahoo Earnings Lifted by Alibaba, Modest Ad Progress
Filed under: Company News, Technology, Earnings, Yahoo, Internet
After Market: Coke Gets Fizzy, J&J Cleans Up, and Stocks Rise
Filed under: Earnings, Market News, InvestingStronger than expected earnings from two giant consumer products companies, Coca-Cola (KO) and Johnson & Johnson (JNJ), lifted the Dow to modest gains during a volatile trading session Tuesday.The Dow Industrials (^DJI) gained 89 points,
The Hidden Problems Renters Face with Credit Scores
Filed under: Credit, Credit History, Credit Score, Renting, Home RentalOJO Images/Getty ImagesMany young people dont realize their credit
Brooklyn Industries: U.S.-Made Not As Easy As It Seems
Filed under: Global Economy, Apparel, Consumer Goods, This Built America#fivemin-widget-blogsmith-image-968833{display:none;} .cke_show_borders #fivemin-widget-blogsmith-image-968833, #postcontentcontainer #fivemin-widget-blogsmith-image-968833{width:570px;height:411px;display:block;}try{document.getElementById(fivemin-widget-blogsmith-image-968833).style.display=none;}catch(e){}Just a few decades ago, cotton grown in America would make its way from fields in Texas and other southern states to
Your 2015 Tax-Prep Road Map
Filed under: Taxes, Income Tax, IRSGetty ImagesBy Sheryl Nance-NashIts April 15, which means many of you are probably breathing a sigh
8 Things That Smart Parents Shouldn't Buy for Their Kids
Filed under: Financial EducationCreatista/ShutterstockBetween spending $40,000 on a one-year-olds birthday party and buying your teenager a new car as a birthday present, theres
Are You the Financially 'Out Spouse'? This Quick Quiz Will Tell
Filed under: Personal Finance, Divorce, Financial Education
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iconThe Kirk Report

Read Less During Times Of Stress
It is no secret that the financial media loves it when the market experiences some difficulty. They are after all in the business of selling advertising and, when the market goes down, their readership goes way up and they make
Forgive Yourself
“Forgiveness clears out the residue of the past. Until we forgive ourselves for what we did, did not do, or should have done, we will repeat our patterns. But when the mind is clear of guilt and shame, it focuses
The Best Christmas Gift
Many publish holiday buy lists to their followers this time of the year. Like many of you do, I enjoy reading some of these in order to get some new ideas for Christmas presents especially for those who are a
Teach Yourself To Focus
“Focus cannot be underestimated. I think that is a reason why some of the smartest people don’t become successful; they have a hard time focusing.” – Cyrus Massoumi When Google’s Larry Page asked Steve Jobs for advice before he passed,
Know Your Probabilities
With a just a little know-how and practice, most can begin to recognize basic chart patterns and successfully trade upon them. However, the patterns themselves are of no tremendous or lasting edge. What matters so much more is having the
Keep Your Trades To Yourself
Recently we talked about the challenges related to shadow trading – i.e. the practice of making the same trades or just watching someone else more experienced as a path to learning how to better trade or invest. Today let’s take
Should You Shadow Trade?
“Ask yourself why would this person sell me their amazing secrets, when if she is so good, she can trade and make unlimited amounts of money? Answer: No one will ever sell you the ultimate key to trading success, and
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iconTraderFeed

Creating Change Through Corrective Emotional Experience
There are two very important principles of psychological development that are relevant for traders.The first is the use/disuse principle:  Use it or lose it.  We grow in the capacities that we challenge and exercise.  What we
PREP: Bottoming Stock Market or Gain Before Eventual Pain?
Ive received quite a few questions from traders about stocks and whether were putting in a bottom here.  The question is understandable.  If you look at a chart of the NYSE Composite Index ($NYA),
Succeeding by Failing: The Art of Messing Up
If you havent read the latest Howard Marks memo on the topic of daring to be great, I heartily recommend it.  In it, the Chairman of Oaktree Capital makes the case for the importance of
Treating the Mind by Minding the Body
A growing body of research suggests that physical activity brings both health and emotional benefits.  Indeed, exercise may help emotional health by increasing neurochemicals in the brain that help to buffer stress.  By reorganizing
Signature Strengths and Trading Success
Humility spurs practice; confidence spurs performance.  To have the confidence that you have what it takes to sustain good risk-adjusted returns *and* to retain the humility to know that you always need to practice
Preparing to Win in Markets
I have been spending significant time each day for the past six months preparing for a return to active trading.  During that time, Ive developed a method for identifying and analyzing aperiodic (non-time based)
Dealing With Market Insanity
In The Psychology of Trading, I told the story of the psychiatric patient who repeated over and over that he was a department store.  One junior therapist after another tried asking questions of the
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iconRandom Roger's Big Picture

Getting Serious About Income Investing
My latest post at Alpha Baskets looks at and then expan
Prescott Car Show & Fire Expo
Walker Fire Patrol 80 and Prescott National Forest Engi
New Template & Platform Test Post
So the new template is ready a little later than I expe
Tiny Houses and Financial Simplification
My latest post at Alpha Baskets is titled Tiny Houses C
The Sundance Fire
Walker Fire had its first and hopefully last wildfire o
What Wildland Firefighting Teaches About Investing
My latest at Alpha Baskets is titled What Wildland Fire
People Make Their Finances More Complicated Than They Need To Be
This week’s Alpha Baskets post is titled People M
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iconTicker Sense

April 14th Blogger Sentiment Poll
Blogger Sentiment Poll Participants: 24/7 Wall St (N) The Aleph Blog (-) Biiwii (-) BullBear Trading Carl Futia (-) Dash of Insight (N) Dividend Growth Investor (+) Elliot Wave Lives On (+) Fallond Stock Picks (+) Global Economic Intersection (-)...
April 7th Blogger Sentiment Poll
Blogger Sentiment Poll Participants: 24/7 Wall St (N) The Aleph Blog (-) Biiwii (N) BullBear Trading Carl Futia (+) Dash of Insight (N) Dividend Growth Investor (+) Elliot Wave Lives On (+) Fallond Stock Picks (+) Global Economic Intersection (-)...
March 31st Blogger Sentiment Poll
Blogger Sentiment Poll Participants: 24/7 Wall St (+) The Aleph Blog (-) Biiwii (N) BullBear Trading (+) Carl Futia (+) Dash of Insight (N) Dividend Growth Investor (-) Elliot Wave Lives On (+) Fallond Stock Picks (+) Global Economic Intersection...
March 24th Blogger Sentiment Poll
Blogger Sentiment Poll Participants: 24/7 Wall St (-) The Aleph Blog (-) Biiwii (+) BullBear Trading (N) Carl Futia (+) Dash of Insight Dividend Growth Investor (+) Elliot Wave Lives On (+) Fallond Stock Picks (+) Global Economic Intersection (-)...
March 17th Blogger Sentiment Poll
Blogger Sentiment Poll Participants: 24/7 Wall St (N) The Aleph Blog (-) Biiwii (N) BullBear Trading (+) Carl Futia (+) Dash of Insight (+) Dividend Growth Investor (-) Elliot Wave Lives On (+) Fallond Stock Picks (+) Global Economic Intersection...
March 10th Blogger Sentiment Poll
Blogger Sentiment Poll Participants: 24/7 Wall St (N) The Aleph Blog (-) Biiwii (N) BullBear Trading (+) Carl Futia (+) Dash of Insight (+) Dividend Growth Investor (-) Elliot Wave Lives On (+) Fallond Stock Picks (+) Global Economic Intersection...
Latest Sector Weighting Matrix and MTD Changes
Here is an in-depth look from our March Reminiscences Newsletter at Wall Streets current weightings on sector positions as of the end of February 2014.
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iconValue Discipline

The Developing Compensation Philosophy of the Treasury Department
Here is a link to Gene Sperlings opening statement: http://www.treas.gov/press/releases/tg166.htm#_ftnref3There are some very interesting quotes that help to frame Treasurys philosophy re systematic risk and executive compensation in this statement.Compensation structures that permitted key executives and other financial actors to
Executive Compensation-Government is Not Going Away
Corporate governance is a topic that many of us tend to ignore, leaving it to the institutions or corporate raiders that are looking to influence the strategic direction, the capital allocation, the corporate structures or the compensation structures of business.Yet,
Tiffany & Co-Valuation Seems Generous to Me
On Monday, Tiffany & Co reported what seemed to be somewhat disappointing earnings of $1.09 versus a street consensus of $1.13. TIF actually has had a fairly good history of positive earnings surprises in recent quarters (data courtesy of Reuters):Quarter
Traits of the Successful Investor and the Changing Nature of Brand Loyalty
The year 2010 seems to be progressing as a positive experience following the shaky start in January. The subsequent rally that has transpired since that time has caught many people flat-footed, but that is the price of erratic trading. Most
Book Review-"Even Buffett Isn't Perfect"
I am a complete sucker for investment books. My wife accuses me of owning several thousand books that have essentially the same title, usually some variant of Value Investing, valuation, or intrinsic value, or securities analysis. Of course, I have
John Templeton- The Triumph of Optimism
Sir John Templeton passed away yesterday. He died, much as he spent his life, peacefully.Geoff Gannon (and it is great to have him back in the blogosphere) has an extensive list of articles outlining Templetons life as well as a
An Interesting Screen-Deteriorating Operating Margins and Increasing Capital Intensity
As one would expect, deterioration in operating margins will occur in economic slowdowns. Marginal competitors frequently will try to clear inventories at ever lower margins in order to generate cash flow. I am particularly interested concerned if a company exhibits
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iconModernGraham.com

Interpublic Group of Companies (IPG) Annual Valuation – 2014
Interpublic Group of Companies is not suitable for either the Defensive Investor or the Enterprising Investor. For the Defensive Investor, the company has a poor current ratio, has shown insufficient earnings stability or growth over the ten year historical period,
Regeneron Pharmaceuticals Inc. (REGN) Annual Valuation – 2014
Regeneron Pharmaceuticals is not suitable for either the Defensive Investor or the Enterprising Investor. For the Defensive Investor, the company has shown insufficient earnings stability or growth over the ten year historical period, does not pay dividends, and is trading
HCP Inc. (HCP) Quarterly Valuation – April 2014
HCP Inc. for now qualifies for the Enterprising Investor, which is a rather rare achievement for a REIT as normally the level of debt present eliminates them from contention. In this case, though, the companys current assets are high enough
PG&E Corp (PCG) Annual Valuation – 2014
PG&E is not suitable for either the Defensive Investor or the Enterprising Investor. For the Defensive Investor, the company has a low current ratio, not a stable enough dividend history (the company did not pay a dividend in 2004), has
Dow Chemical Co. (DOW) Quarterly Valuation – April 2014
Dow Chemical is suitable for the Enterprising Investor but not the Defensive Investor. The company has not shown sufficient earnings growth over the ten year period for the Defensive Investor and is trading at a high PEmg ratio. Read more
The Best of Ben Graham: The Investor and Market Fluctuations (MG Book Club Chapter 8)
This is the eighth discussion of the ModernGraham Book Clubs reading of The Intelligent Investor by Benjamin Graham. The chapter we discuss this week, The Investor and Market Fluctuations is considered by many to be Grahams greatest work. Be sure
O’Reilly Automotive Inc. (ORLY) Annual Valuation – 2014
OReilly Automotive is not suitable for either the Defensive Investor or the Enterprising Investor. The Defensive Investors issues with the company are the low current ratio, the lack of dividend payments, and the high PEmg and PB ratios.Read more →Related
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iconStock Market Beat

Truck Tonnage Index
Truckline.com ArticleCompared with October 2008, SA tonnage fell 5.2 percent, which was the best year-over-year showing since November 2008. In September, the index was down 7.3 percent from a year earlier.
Corporate Cash Flow
St. Louis Fed: FRED Graph
Corporate Profits
No description.
Capacity Utilization
St. Louis Fed: Series: TCU, Capacity Utilization: Total Industry
Capacity Utilization
St. Louis Fed: FRED Graph
Corporate Profits
St. Louis Fed: FRED Graph
Capacity Utilization
St. Louis Fed: Series: TCU, Capacity Utilization: Total Industry
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iconBerkshire Ruminations

Moneyball for Investing
Baseball salaries exploded in the 1990s, forcing owners and managers to completely reevaluate how their teams were run. Billy Beane, general manager of the Oakland A’s believed he had found a solution. Rather than trying to buy the best players,
Empirical Finance Research Blog
If you are interested in financial research you may want to check out a new project I am starting with a friend of mine who is a PhD student at the University of Chicago. It is called Empirical Finance Research:http://empiricalfinanceresearch.blogspot.com/Our
Bullish on TMA
I captured the following screenshot from Yahoo Finance shortly after the market closed today:This was kind of surprising to me given the performance of
To Whom it May Concern:
This blog is not dead. I am just taking a break. Lots of personal stuff going on, including the recent birth of my first son. I had hoped to work out a combination of names such that his initials would
Buffett Videoconference at MU on Friday
I thought I might help publicize the University of Missouri Trulaske College of Business 2008 Forum on Emerging Issues & Trends in Real Estate. That is mouthful. What it means is that on Friday as part of a symposium on
A few thoughts on the Bear Stearns situation
The first lesson that came to my mind when I heard about this debacle was straight from Buffett: Don’t buy what you can’t understand. Was Bear a simple and understandable business? Of course not. Their investments were so complex that
Wrigley Deal and the Annual Meeting
I have been hesitant to jump to many conclusions about the Wrigley deal because I think there are still a lot of unanswered questions about Berkshires involvement in it. Hopefully many of the details will be explained this weekend at
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All credits go to the authors of these sites. Without their hard work Original Signal would not exist. Last updated on April 16th 2014 11:33 | Contact