My Style of Investing

My stock investing style is a mixture of the long-term investment style of Warren Buffett and Benjamin Graham with a hint of the "ring the register" investment style of Jim Cramer.

Thursday, August 19, 2010

My experience on Mad Money with Jim Cramer

I recently was selected as a caller for the Lightning Round and for a general discussion question on CNBC's Mad Money.

For those of you interested in being on the show, all you have to do is send in a question to madmoney@cnbc.com that focuses on a stock that is currently in the news.

You can also leave a phone message on the number Mad Money gives you.

You can also e-mail Heather Butler of CNBC at Heather.Butler@nbcuni.com your question.  She is one of the e-mail screeners.

The stock I asked about for the Lightning Round was France Telecom, which he LIKED.

The stock I asked for a discussion question was Navios Maritime Holdings, which he LIKED.

Update on NM and STD

Here are the two updates on the two long-term value plays from the post, "Investing Rules #1."

Navios Maritime Holdings (NM)

Navios Maritime Holdings (NM) just reported financial results for the second quarter and six months ended June 30th, 2010.

Here are some highlights: 

- 110.1% increase in Q2 net income to $46.5 million

- 70.4% increase in Q2 EBITDA to $91.0 million

- 109.1% increase in Basic EPS of $0.46 for Q2 2010

These are outstanding numbers!

If you invested in NM when I first mentioned it, you would have gained $4.94-$5.79= $0.85 per share

Or

a 17.2% or more increase if you followed my 4 purchases per holding rule.

I still love the long-term prospects of Navios Maritime Holdings.  BUY after its initial pull-back.

I think NM could go up substantially tomorrow (August 20th) since NM's data was sidelined by Intel's purchase of McAfee.  Also, since NM is a small value company, short term news doesn't always affect its share price intraday.

Banco Santander (STD)

This investment hasn't performed as well as NM, but I still like it in the long-term.  Its current price is $11.95, so you would have lost $0.58 per share.

Hold on to STD if you bought it when I mentioned it.  It is still a long-term value and international play.

Buy more if you have the funds available.

*******Both pay great dividends as well.

Sunday, August 8, 2010

Why should you consider buying PG and/or FTE?

Proctor and Gamble (PG)

Stats
P/E:  15.9
P/B:  2.8
Dividend Yield:  3.1%

The recent reported quarter by Proctor & Gamble caused PG's share price to drop from $62 to $59.75 on August 3rd.  The quarterly report wasn't good, but that doesn't mean the long-term outlook of Proctor & Gamble has changed.  In fact, if you listened to the earnings report you would have found that PG spent more on advertising than usual, which is a good thing for a brand based consumer company like PG.  This means that Proctor & Gamble is investing for the long-term.  They aren't trying to make a single quarter look good, which is a trait not held by most.

The company has a lot of exposure internationally, so Proctor & Gamble still could experience some substantial growth even as a Large Value company.  Furthermore, PG is constantly looking for acquisitions to expand its product line. 

Verdict:  PG has a high dividend yield, great growth potential, and a wide selection of products that is constantly being widened.   Buy PG before it gets back up to $62.  Actually, I think PG is a buy until $65.  This is a long-term investment.

For more information visit:  http://finance.yahoo.com/q?s=PG or http://www.pg.com/

France Telecom (FTE)

Stats
P/E:  12.6
P/B:  1.4
Dividend Yield:  7.1%

Look at that yield!  Enough said.  Long-term play until wireless communication ends or population growth declines.  That was a joke.

Do your research at:  http://finance.yahoo.com/q?s=FTE or http://www.orange.com/