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.
This is not a blog about stock "trading." This is a blog about stock "investing." If that's hard to follow, no worries, I will explain the difference several times in my blog. I must warn you upfront that I am a 21 year old undergraduate student planning to major in Finance. I don't have any experience in investing, except some books and a small portfolio. So, take my opinions, advice, ideas, picks, or whatever you want to call them with care.
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
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.
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/
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/
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