Reducing Apple ahead of big business expenses and increasing competition

November 7, 2013

The Dividend Paying Large Caps portfolio was up 4.17% in October as compared with the 4.45% gain for the benchmark S&P 500 Index (SXP). The portfolio underperformed against the market in October, due to the following positions: Ecopetrol (EC) +2.96%, JP Morgan (JPM) -0.29%, Oracle (ORCL) +0.99%, Qualcomm (QCOM) +3.22%, US Bancorp (USB) +2.13% and […]

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Qualcomm (QCOM) is finally getting more attractive

September 6, 2013

I currently have a small stake in Qualcomm, QCOM (0.39% of my Covestor portfolio) that I am planning on increasing in the next quarter. Since I got my first shares the stock is down -2.31%. This year though stock price has increased 7.15%, which is fairly low when compared with the Nasdaq Index, which is […]

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Despite all the drama, DELL turned out to be one of the best investment in my portfolio this year

August 5, 2013

In the last quarter of last year (October 2012), I took a position in DELL for $9.87 a share. As evidenced by my past investing approaches, I’m frequently a contrarian investor who takes positions when companies are in transition and are misunderstood. At the time I invested, DELL was several rather serious problems including: Shrinking […]

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ORACL is down but its fundamentals are still up

July 3, 2013

Oracle (ORCL), one of the latest additions to my portfolio is down 8.32% since I bought it. On June 20th when the stock was going down after Oracle announced that it missed reaching sales expectations for its fiscal fourth quarter, I refused to sell because I still believe strongly in the fundamentals of this company. […]

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Welcome ORCL, Good Bye OXY

June 4, 2013

As the first half of 2013 comes to a close, I decided to take a step back and review my portfolio and key activities year-to-date. I have made a few major new investments this year, but for the most part am pleased with the results I’ve seen in the first half of 2013 from my […]

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Oracle is showing me the money

May 6, 2013

I like to invest in companies that are financially healthy, with a solid line of products, a reasonable market share, strong growth potential, and that are valued at a reasonable price. It is not easy to find companies that meet all of these requirements, but when I find one, I usually allocate a good portion […]

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I passed on Verizon and AT&T, but America Movil is looking quite attractive at its current levels

April 10, 2013

There is no doubt that Verizon (VZ) and AT&T (T) are great companies, but at their current valuation they are far from a bargain. The P/E of Verizon  is currently at 159.9, and AT&T  is just a little cheaper at 30.92, both companies do pay a strong dividend though (Verizon 4.19% and AT&T 4.90%).  Of […]

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I invested in MSFT, but I have more than a few words for Steve Ballmer

March 6, 2013

Dear Steve Ballmer, Let me start by giving credit where credit is due. I have to say that you are one of the most successful executives in the world, and in fact, a brilliant human being. Rumor has it that you scored a perfect 800 on the mathematics section of the SAT. No doubt you […]

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Amazing graphic shows the Extent of U.S. Wealth Inequality

March 6, 2013
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Rise Of The Machines

February 11, 2013

It seems that the title of the famous 2003 Terminator movie was not just a title after all. The rise of the machines is now a reality in the stock market and value investors should be cautious.  High-frequency trading (also known as high-speed trading) can cause a lot of trouble and potentially even irreparable loses […]

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