Accenture: Compounder And Dividend Growth Stock
Introduction and summary: I have been a shareholder in Accenture for many years and the only regret I have is that I don’t have a
Continue readingThe Complete List Of Icelandic ADRs
Icelandic ADRs Iceland like other Nordic countries has a mixed economy, but it is more volatile than others. The economy involves heavy government involvement and
Continue readingCompounding – The Magic Of A Long-Term Mindset And Delayed Gratification
“Compound interest is the eight wonder of the world. He who understands it, earns it….he who doesn’t, pays it” -Albert Einstein Presumably, Albert Einstein said
Continue readingCan You Lose Money On Dividend Stocks? Do Dividend Stocks Lose Value?
Quite an obvious answer to this question would be yes, you can lose money on dividend stocks – as is the case with any investment.
Continue readingWhy Women Are Better Investors Than Men
Numerous studies suggest women are better investors than men, which of course might hurt the egos of many men. I find this fascinating, and it
Continue readingBouvet ASA: The Scandinavian Mini-Accenture
Introduction and summary: I have been a shareholder in Accenture (ACN) for a long time and this has turned out to be one of my
Continue readingDRIP/dividend Investing Is Inferior To Internal Compounding (Arguments Against Compounding Dividends)
A company that can reinvest/redeploy retained earnings at acceptable returns, is usually far more preferable than reinvesting a dividend into the same company (or using
Continue readingDoes Valuation Matter? Less Than You Think If You Buy Quality
Summary: S&P has an estimated P/E of 23 for 2020. Rich valuations sometimes make the best companies’ share price languish. Low interest rates justify high
Continue readingInterview: Short-Term Trading Is A Zero-Sum Game, Investing Is Not
This week I was interviewed about my trading philosophy. In the interview, I mentioned how difficult it is to make money daytrading or swingtrading for
Continue readingDividend Investing: The Marginal Rate Of Return/Incremental Return (Incremental Return On Investment)
The marginal rate of return is the most important factor to compound efficiently. In the long run, your pension is more dependant on the marginal
Continue readingSell In May And Go Away – S&P 500
Most traders and investors have heard that you need to sell in May and go away. Is this just a myth or is it correct?
Continue readingWhy Lukoil Is The Best Oil Major To Own (?)
Perhaps surprisingly, I believe Lukoil, the Russian oil giant, is the best oil stock to own among the oil majors. Despite being a Russian company,
Continue readingBook Review: Poker Sex And Dying – The Heart Of A Gambler
Poker, Sex and Dying is the title of a book by Juel Anderson published some time in the early 1980s. Some years after publication it
Continue readingThe Foolishness Of Dividend Investing
This is a very short article based on two much longer articles: Don’t be fooled by your dividend bias – sell shares to create “income”
Continue readingInvestors Title: A Short Analysis
Investors Title (listed on Nasdaq with the ticker code ITIC) was for me an unknown company until about a week ago when I came across
Continue reading11 Reasons To Own Philip Morris International
Philip Morris International (from now on PMI) is probably one of the most “hated” companies on the planet. This black sheep is literally black-listed by
Continue readingThe Best (Little Known) Investment Advice From Warren Buffett
Warren Buffett, the Oracle of Omaha, has been a strong advocate of buying only what you truly understand and only companies where you can estimate
Continue readingInvestor AB: The Swedish Industrial “Mini/Baby”-Berkshire
I believe Investor AB is well known by most investors, even non-Swedish investors. It has an outstanding track record of growing net asset value (NAV)
Continue reading7 Reasons To Invest In The Nordic Stock Markets (Why You Should Invest In Nordic/Scandinavian Stocks)
The Nordic/Scandinavian region gets lots of coverage for its welfare models and statistical happiness, but perhaps lesser known is that its stock markets have performed
Continue readingSvenska Handelsbanken Analysis- The Best Nordic Bank – Has The Best Moat There Is: Culture
Svenska Handelsbanken (called Handelsbanken in the rest of the article ) was founded in 1871 and is the oldest listed company on Stockholm Stock Exchange.
Continue readingThoughts/Analysis On Markel (The “Mini/Baby” – Berkshire)
Berkshire Hathaway needs no introduction, but what many investors might not know is the existence of several “Mini-Berkshires” or “Baby-Berkshires”, companies that are much smaller
Continue readingAlleghany Corporation: A Boring “Mini/Baby-Berkshire” (Analysis)
Berkshire Hathaway needs no introduction, but what many investors might not know is the existence of several “Mini-Berkshires” or “Baby-Berkshires”, companies that are much smaller
Continue readingSin Stocks And Performance (Why Sin And Unethical Stocks Outperform)
A certain group of stocks has outperformed the rest of the stock market by a wide margin: Sin stocks. We can also label these stocks
Continue readingDiageo: A Premium Sin And Dividend Stock (Analysis And Summary)
Diageo is a sin stock and those stocks have performed the best over the last century. This analysis argues why this is likely to continue.
Continue readingA Long-Term Investor Wants The Share Price To Trade Around Intrinsic Value
Let’s assume you buy Disney at 100 and one year later it trades at 130. A 30% return in one year, isn’t that great! Not
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