The Frugal Prof Blog | Talkmarkets | Page 1
Its Not about the Money. Its about taking charge
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25+ years on Wall Street. Expert in value investing, growth, technical analysis, and options trading/ selling volatility. Managed two successful hedge funds. 

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Articles

Latest Posts
1 to 9 of 9 Posts
Apple: The Valuation Debate
What is the correct p/e for Apple stock? Here are my analysis and thoughts as well as how other iconic tech companies have become irrelevant.
E GNC:  Strategic Fit For Amazon Or Wal-Mart
While GNC Holdings's stock is not attractive to value investors at this level, there are opportunities to profit in GNC. Debt is an issue, but the brand is valuable and would make a strategic fit with Amazon.
Fear Vs. FANGs
So much has changed over the past 2 days. Changing market psychology. GS: Goldilocks is over Anger at downgrades.
Dillard's: Getting Paid To Wait
Dillard's is attractive based on all of the important metrics that smart value investors like David Einhorn look for: earnings, low p/e, stock buybacks, solid free cash flow, in a stock and sector that is out of favor with investors.
E Missed Opportunities Hurt Performance For Buffett
Mr. Buffett missed incredible opportunities during the financial crisis. As a value investor with ample liquidity, Mr. Buffett had the opportunity to create exceptional returns for his shareholders. This missed opportunity still weighs on returns.
E It's Happening Again: When Media Loves Investing, Investors Should Worry
The recurrence of media popularity of hedge funds, investing and Wall Street is an ominous sign.
Lessons On Investing From Bill Belichik And The NFL Draft
It's a difficult market due to the premium valuations we see. This market requires discipline to wait for better opportunities. Due to the Fed intervention in the market, assets are fully valued.
EC Profit On Genworth Deal Uncertainty
Deal skepticism presents an opportunity; an analysis of risks/rewards and possible scenarios.
Dillards: Undervalued Retailer. Get Paid To Wait
Dillards is attractive based on low p/e, solid cash flow, liquidity, in an out of favor and oversold group. Share repurchases and low valuation attracted famed manager, David Einhorn.
1 to 9 of 9 Posts