Saturday, April 30, 2005

MSN Money - Strategy Lab Summary

There is a lot to learn from watching these guys invest. My favorite has always been Markman, with Reese a close second. I wish they threw in someone whose speciality is just value investing. I will add this to the financial links we have also - in case anyone wants to track them through out Round 12.

MSN Money - Strategy Lab

Latest reports tell tale of two economies - MSNBC.com

Interesting article. I will post on some interesting stuff on GDP and the monetary policy when I get some time.
Latest reports tell tale of two economies

Fidelity: How to dig out of debt

Not to allude that any of us are burried in it - but its a good article and good reminder to keep your credit straight.

Keep your credit straight!

Friday, April 29, 2005

some stocks to consider

I came across posco (pkx) in validea some time ago since then it went up and recently went down again on concerns of weak demands in Europe and US for steel. But this article suggests that demands in Asia mainly China are still growing despite increase in raw prices. On top of that fundamentals of the company look great. Recent outlook from the company looks good too. Another thing I like is that it doesn't depend on the US market.


I liked couple of hidden gems recommendations: UFCS and PLMD.
Hidden gems article for UFCS is here . Did a quick check on validea with a pretty impressive results based on the Peter Lynch model .

PLMD appeared in the older issue of hidden gems.


I'd like to get your opinion on these stocks or if you like any other hidden gems recommendation I'd try to readup on that.

More on exchange rates:

Heard in NPR today that there are talks about China thinking about letting its currency revalue against dollar. But they will do it slowly...in the long run it may put inflationary pressure on the US economy unless the US reduces trade deficit which is not looking likely in the current scenario. Here is an article by Eswar Prasad on why China's should go for exchange rate flexibility before fixing their banks. Gives a good insight on the issues China will face in moving towards flexible exchange rates.

Roubini Global Economics (RGE) Monitor

Blog recommended by Rajesh - Will add this to the links also.
Roubini Global Economics (RGE) Monitor

Freakonomics Blog

Market Statistics 04/29/2005

Total Put/Call Ratio : 1.01
Index Put/Call Ratio : 1.65
Equity Put/Call Ratio: 0.74

BXM : 673.75

VIX OPENING VALUE: 15.75
VIX HIGH VALUE : 16.92
VIX LOW VALUE : 15.26
VIX CLOSING VALUE: 15.31

Market Statistics 04/28/2005

Total Put/Call Ratio : 1.13
Index Put/Call Ratio : 1.98
Equity Put/Call Ratio: 0.76

BXM : 667.22

VIX OPENING VALUE: 14.19
VIX HIGH VALUE : 16.87
VIX LOW VALUE : 14.19
VIX CLOSING VALUE: 16.86

Thursday, April 28, 2005

A Not So Classical Gas

"The truly savage and frentic part of New York is not Harlem," the Spanish poet [Federico] Garcia Lorca told the Madrid lecture audience in 1932. "In Harlem, there is human warmth and the noise of children, and there are homes and grass and sorrow finds consolation and the wound finds its sweet bandage." "The terrible, cold cruel part," he declared, "is Wall Street." Wandering through its "limestone canyons" in October, 1929, Lorca observed the great stock market crash that would help usher in the Great Depression. "A rabble of dead money went sliding off into the sea. Ambulances collected suicides whose hands were full of rings."

-- The National Post.

An exerpt from "If it is raining in Brazil, Buy Starbucks" By Dr. Peter Navarro.

When you get a chance, give it a read. It is worth every single letter.

Hmm Nice Blog..

First it was nice pants man, then nice shades dude, then it was nice cell phone, nice PDA, and so on and so forth. In this never-ending pat-your-back, male bonding ritual - we can safely add "Nice Blog Dude!".

Gadda you have nice one yourself ;) Pretty long too... LOL

Welcome

Wow Pankaj - that was fast!

Hum Haazir Hain...

Welcome

Welcome to the Quaestors investment club blog. We will try to keep this going depending upon interest shown.