Mean Street: The Secret of My Investing Success
The most skeptical investors I ever met were Wall Street equity capital market professionals– the ones responsible for pricing IPOs ... and two funds managed for Vanguard by Primecap, a West Coast asset manager. Some Vanguard investors ... does an active management skeptic like me outperform with index funds? Mostly luck in allocation [more...]
Date: 2008-06-05 12:31:06
Blog posts
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Videos
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Value Investing Congress NYC, Summary With Picks
While some of the most famous hedge funds are getting hammered (here and here and here) ... . If you link tracking the top hedge funds, keep an eye out for the AlphaClone beta launch in a couple weeks ... Coast Asset Management QLT (QLTI) Contango Oil and Gas (MCF) ATP Oil and Gas (ATPG) Thomas [more...]
Date: 2008-10-07 02:18:57
The truth about dividends
Filed under: ManagementI've been critical of dividends for as long as I've been writing about stocks, ... in their Exclusive Outlook newsletter (PDF File), the value investors at West Coast Asset Management explain [more...]
Date: 2008-07-02 17:55:00
ATP Corporation: A Fraction Worth More Than the Whole?
West Coast Asset Management posed the following idea at the Value Investing Congress in October: What is ATP Natural Gas (ATPG): ATP Oil & Gas Corporation is engaged in the acquisition [more...]
Date: 2008-10-31 10:05:35
Uncertainty vs Risk in Real Estate
In today’s uncertain economic climate, people tend to throw out any form of risk management and opt for “safe” investments, ... , and Management risks. Certain market areas such as Boston, NY, and some West coast cities are highly ... and risk are associated with all asset classes, including Real Estate, and can be managed and optimized [more...]
Date: 2008-11-20 15:32:15
Weekend Blog Roundup: Surprise Visit From California
Today was the first time my mother has visited me in New Jersey after moving out to California 10 years ago ... . Marotta Asset Management estimates inflation to be over 7%. Money Tips From Consumer Reports ... by my west coast family. I’m more than happy to travel to California twice a year to visit them [more...]
Date: 2008-07-07 03:32:44
Guest Post: ALC and the new CG Logistics Model
This is a guest post from the Coast Guard's Chief Engineer, RDML Tom Ostebo: The ribbon cutting ceremony for the Aviation Logistics Center (ALC) ... a decade. It boasts end-to-end asset management and enables continual process improvement, providing ... in Elizabeth City, NC, on Oct 30th represents the Coast Guard's next big step toward Modernization [more...]
Date: 2008-11-29 15:35:03
Tweeter/HiFi Buys Closing All Stores
Tweeter (also known as HiFi Buys), an electronics chain with about 94 U.S ... 2007 and was later bought by Schultze Asset Management. The latest filing shows that four affiliates ... Entertainment names, primarily in Texas, Arizona, Illinois and the U.S. East Coast. Tweeter has begun store [more...]
Date: 2008-11-06 00:16:12
More On Cheap Oil Stock HKN (HKN)
I took a little deeper look at this oil company HKN because it looked like one of the best ones that I dug up recently based on the fact they can ... like River Road Asset Management, LLC with 8% of the stock. Hurricane cut their earnings "During the third quarter 2008, both Hurricane Gustav and Hurricane Ike (the “Hurricanes”) hit the Gulf Coast [more...]
Date: 2008-12-17 00:45:00
Debt Rattle, November 23 2008: How can I convey to you?
National Photo Co. Happiness 1919 A child holding the Thanksgiving turkey. Ilargi: It may seem sort of hard to decide which idea is sillier. But then again, that's not really fair. The nonsense oozing from Bush and Canadian PM Harper in Peru about how free trade will solve all our problems within the next 18 months goes way beyond silly [more...]
Date: 2008-11-23 20:47:32
Housing recovery at least 1 year off, Insider Q&A told
Shopoff William Shopoff, CEO of the land-investment firm bearing his name, is a real estate man first and foremost ... down the coast. His $34.5 million price tag is just a half million bucks shy of the O.C. record ... . We have changed are staff with a focus more on acquisitions than project management. In addition [more...]
Date: 2008-10-04 07:33:36
Hard Times: Ocean Carriers taking steps to deal with economic downturn
Anybody who follows freightdawg.com has noticed a lack of posts for the previous two weeks ... on. Logistics Management Magazine published a story yesterday that NOL group was taking significant steps ... , west coast carrier. To think about their headquarters being some place else, just feels weird [more...]
Date: 2008-11-20 16:51:53
THE FINTAG NEWSLETTER @ 20 November 2008
FINTAG COMMENT As predicted. Yesterday I said something would happen. And by all accounts it looks like another trigger of downward pain in the equities markets did happen. With anarchy on the seas, a dancing pig forced out of a reality TV show and the membership list of a far-right political party dumped onto the internet, [more...]
Date: 2008-11-20 07:30:16
O.C. house prices seen rising in 2013
Fed plan should stem credit card crunch Lenders did booming business in stressed counties Nominate an O.C. business owner for Holiday Spirit Zippys: Newport Coast takes O.C. housing’s biggest fall Bankrupt retailer starts liquidation for O.C. store How far is ‘just steps’ to the beach? Calif [more...]
Date: 2008-11-29 11:00:43
Wall Street Breakfast: Must-Know News
Goodbye, Lehman Brothers. After talks with potential buyers failed and the government refused to stage a rescue, Lehman (LEH) ... to sell its brokerage and asset-management units. Wall Street held an unprecedented emergency ... Reserve for an extraordinary $40B bridge loan which it will repay with proceeds from asset sales [more...]
Date: 2008-09-15 11:11:58
Don’t Give Up on Gold
If you were counting on gold to boost your returns this year, chances are you’ve been cruelly disappointed ... and parcel of the global financial crisis would put downward pressure on virtually every asset class ... that gold, just like any other asset, produces the best returns when it is attractively priced [more...]
Date: 2008-12-02 15:36:14
Current State of Coast Guard Financial Management
My post, "Why modernize? An Historical Perspective," introduced the first in a series of posts that chronicle our cause for action to modernize ... Support Organization" and "Human Resources and an efficient Coast Guard." This installment, provided by RDML Keith Taylor, CG-8, focuses on our financial management systems. You have read previous [more...]
Date: 2008-12-29 20:04:53
New Year Scams 3
My Greeting To Me, I am Mr. Peter Phillip a Bank Manager here in Uk. I write you this proposal in good faith, believing that you will not betray me. I believe it is the will of God for us to meet through this means. One Mr. Pedro Brito Rodriguez a US citizen and businessman made a (Fixed deposit) [more...]
Date: 2009-01-12 08:13:15
SO AGAIN — HOW DID IT HAPPEN?
Dr. Peter T Treadway is an independent consultant and money manager and Adjunct Professor in Asia ... /investment management firm dedicated to global portfolio management. Its investment approach is based ... that will assist Asian financial institutions with their risk management problems. The Dismal [more...]
Date: 2008-12-15 18:27:27
Bag ‘Monster’ Returns With These 4 Absurdly Cheap Stocks
Some of the valuations in today’s market are absurd, says Chris Mayer. Though market volatility means high risks in the short-term, now is the time to “plant the seeds of monster future returns.” Chris picks four deep value stocks with big upside potential. This from The Rude Awakening: The panic in this market is incredible [more...]
Date: 2008-12-11 14:59:59
Exposure of a Hidden Asset
It was two years ago that we published our first blog article. Our opening paragraph read: Welcome to the AchieveMax® Blog … the blog created to provide you with the latest buzz from the business world in addition to a constant offering of C.A.N.I. (Continuous And Never-ending Improvement) tips, tools, and strategies [more...]
Date: 2009-01-14 14:00:22
Curriculum Vitae Sheri L. Clary
Learn more on the power of coordinated brainwaves. Vijay Eswaran practices this while running the conglomerate QI Group, a company less than 10 years old that is approaching $1 billion in annual sales. A Hindu Indian born in Malaysia, he starts each day monk-like with an hour of silence, [more...]
Date: 2009-01-08 01:40:29
Black Friday: The 'Sanctity of Life' vs Cheap Digital Camera?
Troops Search India Hotel After Rampage EndsNBC News and news servicesReport: Militants wanted notoriety for 'India's 9/11'; 6 Americans deadMUMBAI, India - A 60-hour terror rampage that killed 195 people across India's financial capital ended Saturday when commandos killed the last three gunmen inside a luxury hotel while it was engulfed in [more...]
Date: 2008-11-29 13:13:00
Live-Blogging Wachovia?s Third-Quarter ?Recorded Message?
In 1995, sociologist Robert Putnam wrote an essay about how Americans don’t participate in group activities anymore. He called it “Bowling Alone.” Getty Images Wachovia, which announced a $23.7 billion net loss for the third quarter, has innovated “Listening to Conference Calls Alone [more...]
Date: 2008-10-22 13:54:21
Ominous Overtones For Bridal/Tuxedo Business?
Comments from a former Israeli Ambassador to a Muslim nation in that region. This was e mailed by the Ambassador to my friend who is also a fellow memo reader and friend of the ambassador. The Ambassador lays out a simple case why Hamas is a threat to all nations in the region and why there must be a change in Hamas' ability to rule [more...]
Date: 2009-01-04 17:40:00
DrumBeat: October 8, 2008
Oil prices: Buckle up for a wild ride Outlook for crude depends largely on the health of the global economy. Analyst predictions range from a fall to $50 or a surge to $150 a barrel. NEW YORK (CNNMoney.com) -- Expect nothing but volatility for oil prices over the next year or two - with the fate of the global economy largely dictating whether [more...]
Date: 2008-10-08 13:29:59
Gates of Vienna News Feed 11/18/2008
The most ominous news story tonight: “IAF is Ready for Iran’s Nuclear Sites”.A period of great peril for Israel is fast approaching. Assuming that the mullahs have a nuclear capability, the most dangerous time will likely be between the inauguration of Barack Obama — when the United States will cease to be a credible deterrent to Iran — and the [more...]
Date: 2008-11-19 04:59:00
Bid War over Constellation Energy
by anderson One of the little noted casualties of the current credit market morass is -- or was -- the highly leveraged, east coast power wholesaler, Constellation Energy Group Inc.. Constellation was originally ... BG&E and acquire the utility company's hard asset power generation facilities. But Constellation's [more...]
Date: 2008-09-23 16:42:31
Deal Or No Deal...The Buck Is A Bust
Oil Curve Steeper Than '99 Shows Possible Gain in '09Jan. 5 (Bloomberg) ... Capital Management LP hedge fund raised concerns that a global economic slowdown would reduce energy ... anomaly currently exists on the West Coast with unbranded independent prices for gasoline being [more...]
Date: 2009-01-06 01:28:00
Group RCI Signs Whiterocks Resort in Cyprus as First European Affiliate to Its Rental and Exchange Program
/India PRwire/ - Group RCI, a global leader in leisure real estate and one of the Wyndham Worldwide family of companies (NYSE: WYN), today announced that it signed its first European affiliate to its unique Rental and Exchange (R&E) Program -- a pioneering product designed to give real estate developers and individual owners of second homes a [more...]
Date: 2008-10-16 02:03:59
Jello Biafra's Open Letter to the President-Elect
Since I'm several decades away from my youth I had to look up Jello Biafra. I never heard of him. For starters his real name is Eric Reed Boucher and by the time he was in high school I had left my Sixties stint and started a career that kept my nose to the grindstone until a few years ago [more...]
Date: 2008-12-17 13:14:00
CALIFORNIA FOCUS: Blogs, Marriage Equality, Alternative Energy, Groups and Events
I will continue, for some time, be focusing on Marriage Equality. This is not my issue. I am not gay. I do know some gay people, but not so many that their issues tend to be mine. But the attempts in this nation to deny basic equality, to even RECOGNIZE basic equality, to some 10% of Americans, horrifies me. Prop 8 was terrible [more...]
Date: 2008-11-21 23:00:00
News Roundup: BofA Plans to Cut 35,000 Jobs; RBI Refinances Exim Bank
RBI Refinances Exim Bank - RBI has decided to provide refinance of Rs.5000 crore to the Export Import bank of India at a repo rate of 6 ... (K-G) basin, off India’s eastern coast, at a price ($ 2.34 a unit) lower than that approved ... Offer - Nearly half of jet airway’s 13000 employees have accepted the management’s November offer [more...]
Date: 2008-12-12 04:03:12
DrumBeat: December 16, 2008
Robert Bryce: OPEC Was Right About Oil Prices. Now What? Back in June, I wrote a piece for The American in which I argued that oil prices were being driven higher by the immutable law of supply and demand. Today, with prices plunging to near $40 instead of the $145 level seen in mid-July, [more...]
Date: 2008-12-16 13:30:26
Some Advice For Jim Oberweis
by Andy Haaf To his credit, Jim Oberweis has been outspoken about his lack of support for the $700 billion bail-out bill. Given his vast experience as Chairman and Founder of Oberweis Asset Management I support ... most people in this district have never heard of Oberweis Asset Management. I would argue most people [more...]
Date: 2008-10-14 17:17:29
2008 Terrorism
As 2008 comes to a close we must look back at America's security and terrorism in general around the world ... , gaping holes in our security. Dave Gaubatz* comments on the recent Department of Homeland Security's ... the report itself to be a national security threat for America ??? more importantly for the children [more...]
Date: 2008-12-31 01:13:07
DrumBeat: November 17, 2008
EIA: OPEC 10 Month Oil Export Revenue +32% On Full-Year 2007 NEW YORK -(Dow Jones) ... and the global system of dominance that rests on it will run into limits it cannot transform -- so that it cannot ... the system of production and destruction to such a degree that it prevents it from resurrecting itself [more...]
Date: 2008-11-17 13:33:17
Gates of Vienna News Feed 11/9/2008
Don’t miss Bill Ayers’ op-ed in the Toronto Star.Also worth looking at: the “Axis of Evil” countries love Obama. Kenya is expecting a quid pro quo from its favorite son. Corzine is rumored to be in line for Treasury. And the recession hits China.Thanks to Abu Elvis, C [more...]
Date: 2008-11-10 04:33:00
UPDATED: My New Year's Resolution: Replace the Word Coastie with Guardian
This story is a great example by Station Lorain's OIC, Chief Seth Tomas, ... : "The guardian ethos is the essence of today's Coast Guard. Our core values remain focused ... Bulletin) Ask ten people on the street or at boot camp what the Coast Guard does, and you'll likely [more...]
Date: 2009-01-10 04:12:39
Redland, the Wades and the armies of compassion, Part 1 ... by gimleteye
.fullpost{display:inline;}After more than two decades as activists and volunteers for Redland, Pat and John Wade are moving away. The following is a summation of their story; and a meditation on the nature of volunteerism in defense of one's community at a time when suburban sprawl triumphed throughout Florida [more...]
Date: 2008-12-25 12:18:00
DrumBeat: September 25, 2008
Nigeria threatens to halt energy firms' LNG schemes ABUJA (Reuters) - Nigeria could suspend the liquefied natural gas (LNG) projects of foreign energy firms unless they submit a detailed plan by the end of October to supply gas for domestic power generation, the gas minister said [more...]
Date: 2008-09-25 14:01:38
Mike Morgan - News Recaps and Conference Calls
This Week's Conference Call Schedule BelowAlthough I have little time to write anymore, when I do have a few moments, I do like to share some of the things I read. Below you will find just a few pieces I thought you would find interesting. When I started compiling these, [more...]
Date: 2008-11-28 18:49:00
KIT digital Expands Worldwide Client Base in Q4
KIT digital reported a number of new customer wins across the company's regional offices. From Latin America and Eastern Europe to the Middle East and Asia Pacific, KIT digital's ... recently added a web-based content management system through it acquisition of Australia-based Morpheum [more...]
Date: 2008-12-15 22:01:14
FRITZ: The Inauguration Day Countdown
Click below for your weekly dose of the Fritzwire -- chock full of meetings, reports, events, and jobs (yes, jobs). It's like the PEN NewsBlast, only daily (and with more crazy formatting). Or, check out the cover of the new Vanity Fair.Fritz Edelstein <fritz@publicprivateaction [more...]
Date: 2008-12-02 16:01:47
The Scheme Chapter 6.1: Thoughts on the “Logic” Behind the Slabberator
When Steve dropped by yesterday and mentioned the broad subject of the so called “science” behind the Slabberator (also known as an Enterprise Risk Management dashboard) being a target rich environment ... in risk management at the enterprise level. To me this begs some questions about whether the logic [more...]
Date: 2008-12-03 15:38:35
What Up With Pimco?
WTF is up with PIMCO ? Strange things are afoot at the biggest bond fund in the world. A weird sense of panic seems to be emanating from the West Coast fixed income specialists ... : The bond-management firm has posted good gains since the credit crunch began last year, in part [more...]
Date: 2008-09-05 16:00:00
THE WORLD today!
———————————————————————————1. Barack Obama wins Presidential Election and becomes the 44th President of the United States starting January 20 - Hope for a Change - Yes we can -130 Million Americans, more than in any other election since 1960, voted for a change and choose Obama, [more...]
Date: 2009-01-13 00:09:08
Innovation or Extinction: The New Economic Reality
As the financial crisis rips across the economy, it’s forcing innovation and adaptation on a scale that should make Darwin proud. [ ... (leveraging that debt and inflating asset prices). With little warning, the anesthesia wore off. Now we’re [more...]
Date: 2008-11-21 17:32:25
How To Avoid The Fallout From Imploding Hedge Funds
The wild swings in stocks of late are most likely down to imploding hedge funds says Keith Fitz-Gerald. These big money movers are liquidating assets like crazy to meet margin calls, causing chaos in the markets. Keith has four tips on how to dodge the worst of the damage [more...]
Date: 2008-10-28 14:26:39
ASTC Mario Vittone ... A Guardian's Guardian
Shipmates,Those of you who have read Martha LaGuardia's terrific book, SO OTHERS MAY LIVE, know Mario Vittone. If you don't know Mario, read Chapter 7, "Hurricane Baby... Mario Vittone." A Chief, Rescue Swimmer, Innovator, Leader, and the ultimate Guardian, Chief Vittone was thinking "out loud" about leadership on his Facebook page [more...]
Date: 2008-12-07 22:59:32
