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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Role of Macro Factors in Investing Decision
Posted on 05. Mar, 2011 by TheFreeInvestor.
Readers of my blog might already know that I am a longterm investor and view my investments as “ownership” of a firm rather than a short term “trade” view (mostly). For most individual investors, I believe, an ownership approach has the best chance to create long term wealth. In that context, the question is how […]
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Added a portfolio page to the blog
Posted on 03. Mar, 2011 by TheFreeInvestor.
I added a “Portfolio” page on the top that lists the stocks that I own. I will keep it updated periodically. As I don’t trade too often, updates will not be too frequent. The stock price is updated (with 20 minute delay) from Google Finance. I am planning to add a “Stocks of Interest” page […]
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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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