Archive for 'Stock Analysis'
Activities: Recent Stock Buys and Sells
Posted on 18. Jun, 2011 by TheFreeInvestor.
It’s good to be back ! I was out for few weeks of vacation and other engagements. Now, back to blogging again. To better track my successes and mistakes, I added the closed/sold position to the portfolio page. Here is a quick update about recent activities in my portfolio. Bought Aeropostale (ARO): My record with […]
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Thoughts on David Sokol controversy
Posted on 04. Apr, 2011 by TheFreeInvestor.
Unless you have been hiding under a rock, you would have noticed the widely reported issue of alleged unethical trading and resignation of David Sokol from Berkshire Hathaway (BRK.A, BRK.B). If you haven’t been following the story then you can read it here on NY Times and watch his interview with CNBC. I am not […]
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Investment Thesis: FedEx (FDX)
Posted on 20. Mar, 2011 by TheFreeInvestor.
Last week, I wrote a “Quick Look” post about FedEx. This week, FedEx published Q3 results. In a nutshell, management is optimistic about the outlook. The company continues to recover well from the recession. Global reach and power of the FedEx’s network is unmatched. Fred Smith, founder of the company, mentioned on the conference call […]
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Quick Look: FedEx (FDX)
Posted on 13. Mar, 2011 by TheFreeInvestor.
Few weeks ago, I added to my existing FedEx (FDX) long position. Though I will not call the current price of the stock a bargain, I think, over long run, the stock return will beat the market return. So, I am comfortable with adding more stocks of this dominant player to my position at current […]
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DLB Earnings Update: 2011-Q1
Posted on 22. Feb, 2011 by TheFreeInvestor.
In one of my previous posts, I wrote about my investment thesis for Dolby Laboratories (DLB). Recently, after the earning release of the first quarter of 2011, DLB stock price is down 15% to around $51-$52. What spooked the market was the downward revision of the revenue guidance for the year 2011 to $930 – […]
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