Category Archives: Recent Analysis

Ford: Is Profitability At Stake?

The Ford’s quarterly report for Q3 2012 is expected to be released next week, on Oct. 30.

The significant price decrease (about 20%) the stock experienced during the current year despite the almost 200% increase in the net income for 2011 calls for attention. The result is the following analysis which aims at putting Ford’s company performance into perspective. It compares the last 5 years of an aspect of company’s valuation, namely EBITDA, to that of its competitors in an effort to evaluate Ford’s ability to sustain its profitability. The article also zooms in to the last reported quarter in order to gain a more current insight. In the conclusion it summarizes the points the investors should be wary of and look for in the coming reports when considering the stock or the company’s future results.

You are welcomed to read the full analysis at my blog on the SeekingAlpha website – Ford: Is Profitability At Stake?

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Karate Principles in Trading and Portfolio Management – Part 2

As noted in the first part of the current series, the character and the mind set of a portfolio manager could make the difference between a success and a failure. Being able to visualize the possible movements ahead of time and taking advantage of our own conclusions is often crucial to a better performance. So is the proper money and risk management.

This is the second and last part of a series of articles on the common principles between a martial art philosophy and a successful trading, investments and portfolio management attitude of mind. The article reviews the principles of protecting your capital first, being in control for the deals one makes and setting proper deal parameters like stop loss levels, risk-reward ratios, among others.

You are welcomed to check it at my blog at the SeekingAlpha website – Karate Principles in Trading and Portfolio Management – Part II.

Any comments would be highly appreciated.

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Karate Principles in Trading and Portfolio Management

In volatile times like the current ones the character of the portfolio manager is among the most important ingredients for success. Being able to think several moves ahead and acting promptly on our own conclusions is crucial to achieving better returns.

This is the first part of a series of articles revealing the much common between the concentration, mental abilities and character qualities needed for better results in the martial art and those required for successful trading, investments and portfolio management. You are welcomed to read it at my blog at the SeekingAlpha website – Karate Principles in Trading and Portfolio Management – Part I.

Any comments would be highly appreciated.

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Long EUR/Short CHF: A Possible Trade With A High Risk-Reward Ratio

Since September 2011, the Swiss franc has lost a large portion of its appeal as a safe haven currency. The pledge of the Swiss National bank to defend the 1.20 floor it pegged the franc against the euro changed significantly the investment characteristics of the EUR/CHF pair. This analysis examines the current negative correlation of the EURCHF pair, its volatility and how these could enhance or affect an investment portfolio.

Comments are appreciated. Thank you.

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Gold: A Review Of Possible Effects Of The Proposed Regulatory Changes

Recently as part of the implementation of Basel III rules, changes in the risk weight of gold bullion were proposed in the United States. According the new rule gold should have a zero weight as a risk asset in the calculation of banks regulatory capital ratios. This analysis tries to examine the possible effects that these changes could have on the demand and supply of gold and respectively – on its price.

Any comments will be appreciated.

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