Weekly Newsletter   Challenge account


Posted by MartZee August 22, 2010
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Picks 08/16 – 08/20


My weekly review of my portfolios during the last week. You can review my Trading account, which is my aggressive portfolio where I buy individual stocks, my ROTH IRA retirement account which is my dividend investing portfolio (to which I am focusing the most right now) and my Lending Club account, P2P lending investment which is growing very well.
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Posted by MartZee August 20, 2010
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Market in correction again


This morning trading turned the market into correction again. I will be buying mutual funds only, but no individual stocks or ETFs. It seems the market is looking for direction. S&P500 is maybe entering into sideways trading. Let’s see what will happen next week.




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Posted by MartZee August 17, 2010
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Why is J&J falling? Maybe because Buffett’s buying…


Sometimes stocks act irrationally, weird and the opposite way than one would expect. Sometimes the whole market does that as well. Especially these days. I am closely watching my holdings as everybody should do and I am also watching Johnson & Johnson (JNJ), since the price drops make me nervous even though I am repeating myself every day that those drops are insignificant, look for the whole picture, not just this crazy period.

Warren Buffett’s company has partially rebuilt the stake in Johnson & Johnson (JNJ) he reduced over the past two years to raise cash for other investments as per Associated Press. Berkshire detailed its $46.4 billion U.S. stock holdings Monday in a filing with the Securities and Exchange Commission. The document revealed several changes in the Omaha-based company’s portfolio between March 31 and the end of June, including decreases in Berkshire’s holdings in Kraft Foods, ConocoPhillips, Procter & Gamble and M&T Bank. Berkshire also increased its stakes in Becton Dickinson & Co., Nalco Holding Co. and Sanofi Aventis. But the biggest change came in Berkshire’s J&J stake, which grew to 41.3 million shares at the end of June. That’s up from 23.9 million shares in March. In 2008 and 2009, Buffett sold off some of Berkshire’s Johnson & Johnson stock to help pay for more attractive investments.

Berkshire held 64.3 million shares of New Brunswick, N.J.-based Johnson & Johnson at the end of 2007. Buffett, who is Berkshire’s CEO and chairman, has said he sold some stock in the drug and medical products maker in 2008 to free up capital for Buffett’s $14.5 billion fixed income investments in Goldman Sachs Group Inc. and General Electric Co.

Later in 2009, Buffett again sold some J&J stock to help raise cash for Berkshire’s $26.7 billion acquisition of the Burlington Northern Santa Fe railroad.

Well, since the Omaha Oracle is buying, one would expect the stock rising, which is not happening. For Buffett a great opportunity to buy cheap, for us an opportunity to do the same. Maybe on Tuesday we may see some north-moving.

Source: Yahoo.com, BERKSHIRE HATHAWAY INC.




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Posted by MartZee August 15, 2010
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Picks 08/09 – 08/13


My weekly review of how my portfolios did this bumpy week. You can review my Trading account, which is my aggressive portfolio where I buy individual stocks, my ROTH IRA retirement account which is my dividend investing portfolio (to which I am focusing the most right now) and my Lending Club account, P2P lending investment which is growing very well.
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Posted by MartZee August 12, 2010
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The market’s heading to a rally end


Stocks fall after disappointing Cisco (CSCO) earnings and jobless data for the third day and extending loss by 1% shortly after opening. If the markets close with this drop on high volume, the rally will be over.




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Posted by MartZee August 11, 2010
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Dividend stocks? How about Johnson & Johnson?


During this volatile market we can see a lot of stocks being driven by the market up and down. Many with no particular reason or based on short term look. Recently I was reviewing Johnson & Johnson (JNJ) because it was running up and down and today it again loses ground quite a lot. As a dividend investor I am trying to ignore these days and stick with the stock, hold it and if I can get some money buy more. But I need an assurance that I am holding the right stock. So I checked the overall picture of this stock and its chart with splits and I could see steady growth in value. Combined with roughly 45 years of growing dividend I do not see an issue to hold this stock.

This article originally appeared on The DIV-Net May 17, 2010.

Linked here is a detailed quantitative analysis of Johnson & Johnson (JNJ). Below are some highlights from the above linked analysis:

Company Description: Johnson & Johnson engages in the manufacture and sale of various products in the health care field worldwide.

[…]

Conclusion: JNJ earned one Star in the Fair Value section, earned three Stars in the Dividend Analytical Data section and earned one Star in the Dividend Income vs. MMA section for a total of five Stars. This quantitatively ranks JNJ as a 5 Star-Strong Buy (as of May 17, 2010).
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Posted by MartZee August 11, 2010
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Dividend investing weathers the bumpy markets


Shareholders count on dividends more than ever these days to protect their portfolios against volatile markets. Companies hoarding cash since the start of the recession are beginning to pass on some of it to their shareholders in the form of increased dividends, but it’s unlikely to match the boom of a decade ago.

Moody’s Investors Service estimates that US nonfinancial corporations were sitting on $1.84 trillion in cash in the first quarter of this year—a 27-percent increase from early 2007.
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Posted by MartZee August 11, 2010
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Stock market under pressure


Stocks retreat as Fed grows more cautious. Yea, who else pays attention what Fed feels these days? As usually, investors are running up and down when panicking or being greedy…

Stocks and interest rates are tumbling with investors worldwide growing concerned about the health of the U.S. economy after the Federal Reserve said the recovery was slowing down. We may expect this month to be a bit bumpy.

I am changing the status of the market into “Under pressure” since the morning’s drop is quite substantial and may end this rally. Let’s see a few next days.
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Posted by MartZee August 09, 2010
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Visa launches mobile payments


Investors freaking out based on Bloomberg’s Boo-boo news about AT&T (T) and Verizon (VZ) who announced development of their own mobile payment processing expecting to displace Visa’s (V) debit cards and thus threatening Visa and Mastercard (MA) and who were then selling those stocks – now be ready to buy them back. AT&T and Verizon are late in their effort.

Visa Europe has announced today the launch of In2Pay, a system which uses a microSD card inside a mobile phone to make transactions. The contactless payment system uses near field communications (NFC) technology via a microSD card called In2Pay, developed by DeviceFidelity. Not many mobiles have NFC technology built-in, which would allow contactless mobile phone payments, but the majority of smartphones, iPhones excluded, include microSD slots.
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