Copa Holdings – Taking Off with a First Class Airline

Hi Investors , The travel industry in Latin America has been very robust over the last few years. Copa Holdings is right in the middle of that growth and it has the ability to capitalize on the opportunities ahead.The business turns a profit very easily in an industry with a history filled with companies gone bust. Dividend investors will find this business very appealing as the business shows a promising …

Read More

How Will The New iPhone Release Affect Apple Stock and Should You Invest?

SUMMARY Being the largest public company should not be seen as an obstacle to growth but rather a safety net that protects it from competitors. Apple’s ability to generate an immense amount of free cash flow has been ignored by the market as it trades at a very reasonable price. Its eco-system acts as a very strong economic moat and has allowed the company to expand its services and product …

Read More

Ulta Beauty Inc. – A Robust Retailer That You Will Want in Your Portfolio

SUMMARY As the retail landscape continues to experience a sea of changes, many companies struggle to keep up with the competition. Ulta Salon has proved to be exceptional as it has grown sales, profits and store count over the years. CEO Mary Dillon demonstrated to shareholders that she is more than capable of directing the company’s growth.   Introduction Investing is never easy because it requires people to think further …

Read More

Markel Corp : A Company Similar To Berkshire Hathaway’s track record?

SUMMARY Markel is a diverse financial holding company serving a variety of niche markets with their principal business in the underwriting of specialty insurance products. The company has a structure which is fairly similar to Berkshire Hathaway and has a stunning track record of compounding its business over time. While it is similar to Berkshire in some ways, it does not have the same accomplishments. Hence, this could mean that …

Read More

Should You Invest In Snapchat?

SUMMARY Many investors were excited about hot stocks like Snap Inc. After its recent earnings, investors had a glimpse of what is it like to chase after trendy and fashionable stocks. Here are 3 quick takeaways about what investors can learn 1. Introduction On 02 March 2017, investors’ anticipation the long-awaited debut of Snap Inc (NYSE: SNAP) on the New York Stock Exchange has finally come to an end. Since …

Read More

Marriott International – Buying A Piece of the World’s Largest Hotel Chain

SUMMARY After its merger with Starwood Hotels, Marriott International has increased tremendously in scale which will give it a huge advantage in the industry it operates in Marriott’s competitive advantage includes not only scale but superior branding, pricing power and a crown-jewel leadership team. The company has proven to be financially robust as it generates a high return on capital and steady free cash flows. Patient investors will be handsomely …

Read More

Investing In Facebook – The largest social media company in the world

Investing In Facebook – The largest social media company in the world SUMMARY Facebook continues to dominate the online target advertising space as it plays the role of the largest social media company in the world Excellent financial metrics, growth prospects and a formidable economic moat should make this company an attractive investment for the long term CEO Mark Zuckerberg has demonstrated that good leadership matters and his 15% stake …

Read More

Is CNOOC LIMITED a Value Stock Now?

Do you want to partner the Chinese Government in the Oil and Gas Business in China? CNOOC Limited, the largest offshore drilling company in China, is majority-owned by China National Offshore Oil Corporation. The company is a member of the country’s government-controlled oil oligopoly along with PetroChina (owned by China National Petroleum Corporation – CNPC) and Sinopec(officially, China Petroleum and Chemical Corporation). Here is the plus point! CNOOC receives, at no cost, …

Read More

Black Swans, Ugly Ducklings, Golden Geese

Hi Friends, Cayden has shared regarding Black Swan and Value Investing in the last post. (Click Here to Read). Allow me to share my perspective especially with regard to the application portion. Most seasoned investors know that crisis is the time where most profits are made because wealth is not loss during that time, it merely changed hands. This is the case for stocks, real estate or almost any asset …

Read More

The Art of Stock Arbitrage – OCBC and Wing Hang bank

Dear friends, Today, I would like to share an investment move  known as an Arbitrage. This is an investment method used by value investors who sees a short term opportunity in price difference of a value stock. Such case happens typically when there is merger and acquisition. Personally, I have read a bit about such method but it was only until recently when I managed to seize a decent opportunity …

Read More