jump to navigation

Why did I just buy a weird stock: 20 Softbank (SFT.FRA) at EUR 74.8 each June 21, 2017

Posted by deminvest in growth stock, Internet stocks, investment, Single stocks, stock I own, stocks.
Tags: ,
1 comment so far

I started getting interested in this weird Japanese holding when they bought ARM, owners of the cpu technology which in the heart of most smartphones and pads.
Now they also bough Boston Dynamics, a crazy robotics company that likes to ill treat walking robots:

Not sure wether the crazy Masayoshi Son is trying to build a funny collection or he has something in mind.

I am basically trying to  invest in a possibly crazy genius.
P/E di 11.57 is reasonably priced for a possible technology player.
Apparently on the year ending March 2017 softbank had flat revenue growth, but healthy earnings growth.
(more…)

I can’t resist Google at F P/E=16: I just bought 3 GOOG shares April 28, 2010

Posted by deminvest in goog, Google, growth stock, Internet stocks, investment, nasdaq, Nasdaq stock, Single stocks, stock I own, stocks.
add a comment

I did it:

Bought 3 GOOG @ $528.6735 $-1,590.5205 Executed

I don’t care if Google was kicked out of China. Google still is a fast growing company, which is doing great now and which will do terrific if companies get back on advertising spending as the economy picks up.

Google is growing Revenue up 23% year on year, Earnings up 37%, has 26B cash, about 15% of its market cap.

(more…)

I just bought 315 Adaptec (ADPT): couldn’t resist a stock sold at less than its cash March 4, 2010

Posted by deminvest in Adaptec, ADPT, Defensive Stock, Internet stocks, Nasdaq stock, stock I own, stocks.
Tags: ,
1 comment so far

I bought 315 ADPT shares at $3.2 each spending a total amount  $ 1008.

Is this Adaptec controller good?
Does this Adaptec controller suck?

I bought 315 ADPT shares at $3.2 each spending a total amount  $ 1008.

I chose Adaptec because the company owns Total Cash: $380.39 M and its market cap is $381M.

(more…)

Facebook: an IPO I’ll buy because FB will be the winner on mobile computing! February 21, 2010

Posted by deminvest in Facebook, growth stock, Internet stocks, investment, investment strategies.
Tags:
4 comments

facebook mobile

Facebook can be the center of mobile computing. Most of our mobile computing could be Facebook.

The main use we do of mobile phones is to exchange real-time information with our friends. What if we can find that information on their Facebook page on our smartphone?

(more…)

Will Internet kill the TV star, the movie star and the publisher star? Amazon (AMZN), Barnes & Noble, February 17, 2010

Posted by deminvest in Amazon, AMZN, Apple, growth stock, Internet stocks, investment, investment strategies, Nasdaq stock.
Tags: , , , , ,
add a comment

Nowadays record sellers and music majors are seeing their business shrink dramatically.

Music industry going down. Digital records sellers doing OK

Music industry going down. Digital records sellers doing OK

When it will be possible to download a movie as easy as it is to download an mp3, many will just take the opportunity.

(more…)

5 Reasons why I am buying convertible ETF SPDR Barclays Capital Convertible Bond ETF (CWB) February 3, 2010

Posted by deminvest in bonds, Convertible Bonds, Defensive Stock, etf, Internet stocks, investment, investment strategies.
add a comment

 

 

Convertible Bonds are great

Convertible Bonds are Bonds that take advantage of stock performance

 

1) Convertible Bonds seem great:

  • they guarantee returns like Bonds,
  • they also offer opportunity to take advantage of stock market growth
  • they should be quite safe, because at the end of their lifetime they can give the capital back if stockprice is below convert price

2) SPDR Barclays Capital Convertible Bond ETF (CWB) offers a nice yield:  it pays  monthly $0.072 which makes  yearly $0.864 representing 2.3% of its $37 current price.

3) Expenses for this ETF are 0.4%, which  is not too much, even though usually ETF charge less

4) CWB is defensive as compared to stocks. It tracks the S&P 500 but with less volatility and with much less downswing

5) last but not least, CWB is the only ETF for  convertible Bonds, so I don’t have much choice.

Just sold 9 Google shares. I now own $5000 worth of free GOOG shares. December 25, 2009

Posted by deminvest in goog, Google, growth stock, Internet stocks, investment, my free stock, Nasdaq stock, risky investments, stock I own, stocks.
3 comments

Google shares went up and down between $300 and $600 during last tumultuos 5 years. Thanks to my free stock strategy, several times I managed to buy low and sell high accumulatating 8 free Google shares worth about $5000.

Below the list of my buy and sell operations on GOOG shares. Everytime I managed to get all my money off the table, gain a few dollars and fill my chest of free GOOG shares.

7/1/2005        Buy 4 shares of GOOG @ $290.87/share    -$1163.48

11/3/2005        Sell 3 shares of GOOG @ $382.93/share    $1148.79

ONE FREE GOOGLE SHARE

(more…)

5 reasons why I bough 45 MSFT (Microsoft) shares 10 minutes ago June 4, 2009

Posted by deminvest in Apple, goog, Google, growth stock, Internet stocks, MSFT Microsoft stock, nasdaq, Nasdaq stock, opensource, stock I own, stocks that pay high dividends.
Tags: ,
1 comment so far
  1. It is hard to defeat the  giant. Google, Apple, The Open Source communty, all claim that Microsoft is evil and that their products are better. Still I am Blogging from Windows PC, and chances are you’re reading me using Microsoft software. It is not easy to change people’s habbits and Miscroft has shown great ability to defends its core markets, while competing on new markets, like mobile devices, Internet services, Gaming…  Things can change, but nobody has yet proven they can really hurt Microsoft
  2. We, the people want cheap stuff. Snobs can still pay twice as much to get same CPU and same RAM on a Mac, but I am not going to throw all that money on a sleek design. Most of the 6 Billion people on this planet wouldn’t do so either. Developing countries are adopting Windows. They can’t afford Apple’s cool stuff. (more…)

ERTS Electronic Arts videogame company investsted heavily on research and sits on cash equal to more than one-third of its stock market value April 30, 2009

Posted by deminvest in growth stock, Internet stocks, investment, nasdaq.
Tags:
add a comment

Electronic Arts FIFA09

Electronic Arts FIFA09

Our friends at Smartmoney brought up a very  interesting index:

Price/R&D Ratio

It looks like this index is just 5 for electronic ERTS. The price of this stock has gone so far down that the entire company is worth just fiver times the amount they spent last year on research.

Also… by looking at stats:

We notice ERTS sits on cash equivalent to one third of its Market Price.

The company is not doing very well lately. Probably because they didn’t expect Nintendo Wii success and didn’t make enough games for this brand new platform.

What is P/R&D (Price/Research and Development) Ratio for stocks? April 30, 2009

Posted by deminvest in growth stock, Internet stocks, investment, investment strategies, nasdaq, stock faq, stock ratios.
Tags: , , , , ,
1 comment so far

Price/R&D Ratio equals to current market capitalization divided by last year R&D expenditure.

This ratio is very important to evaluate research based business. For instance a pharmaceutical company has to  invest heavily in research to replace its product as they lose patent protection or become obsolete.

Of course not all research can succeed in delivering good results, so there is no guarantee that a company with low P/R&D ratio will produce great earnings in the future.

Research and development are booked as expenses. Money which is gone like what if it was spent on electricity or heating.

This is not entirely correct, specially for Internet companies.

A transportation company that buys a new truck books it as an asset that will make money for them over its lifetime. Only the depreciation of the truck will be booked every year as expense.

An Internet Company adding a new function to its website has to book the investment as expense.

A functional website looks more like an asset than an expense. It can be a money making engine like google.com or Ebay.com . In my opinion money used to buid a new google.com feature should be booked as an asset improvement .

%d bloggers like this: