Nikkei had double digit correction & US gurus decided to ignore the correction as Asian markets are uncorrelated to US & Europe. Today Europen unemployment hits 12.2% unemployment rate, can we have correction now? Looking forward to a 15-20% correction in short term. Hopefully metals will have a flight to safety run.
Amijag Investment Fund, LP
Amijag Investment Fund, LP we believe A "good company" does not always translate into a "good stock" rating if current stock is fully priced.
Amijag Investment Fund, LP CUSIP: 03153F 105 | ISIN: US03153F1057
01/30/2013
United Health Group (UNH) Research Report
United Health Group (UNH) Research Report Follow us on facebook for more research reports & timely live updates! United Health Group (UNH) (NYSE – UNH) Current Price: $56.28 (1/29/13) Dividend: $0.85 Current Outlook: Positive Future Outlook: Extreemly Positive Rating: Strong Buy Intrinsic Value: $69 Holding Buy Price Target: $52 – $54 Book…
Convertible Prefereds: Banking & Health Care sectors have been very volatile under the ObamaCare & Obamanomic. A great way to play these long term value buys is through convertible preffereds. A few convertible preferred's move identical to the stock movement with dividend yields of 7-11%. I would recommend divesting 20% of your portfolio into convertible preffereds.
Couple of well priced prefered's are:
Unisys Corporation Series A Convertible Preferred (NYSE: UIS-A)
Wells Fargo & Company Wells Fargo & Company 7.50% Non-Cumulative Perpetual Convertible Class A Preferred Stock, Series L
(NYSE: WFC-L)
Facebook (FB) shares have had a 60-65% run & at this point we feel the stock is over priced & recommend a reduce. Current price levels on FB are unjustified.
01/24/2013
AAPLE INC (AAPL) $451 Strong buy reiterated
Apple (AAPL) Research Report Follow us on facebook for more research reports & timely live updates! Apple (NYSE – AAPL) Current Price: $586.10 (11/05/12) Dividend: $10.60 Current Outlook: Extreemly Positive Future Outlook: Positive Rating: Strong Buy Intrinsic Value: $475 Holding Buy Price Target: $555 – $580 Book Value: $128.6...
AIF NAV $105.53 (YTD annualized gross investment earnings 18.83% & net of fees return 7.83%) | 2012 Dividend declared $5/share
01/01/2013
Happy New Year!!!!!
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"Black Friday" was a term coined by a US retailer (Macy's I guess) in 1939 that marked the day when their books turned into black from red. Now that we're living in an era of technological revolution a new term "Green Friday" has been coine
d by Ebay last year which marks the day when record sales of the year are recorded online.
Since, Walmart has embraced this term I think all stores will follow their lead with over 60% savings on Toys. Expect some super deals on December 10th 2012 from all Etailers.
Its ironical how both these terms were coined right after major recession's & sadly the shopping season has shrinked from 5 weeks to 2 weeks over the years.
Wal-Mart Stores, Inc. : Walmart Says Green Monday Is Busiest Online Shopping Day in December and Hos SAN BRUNO, Calif., Dec. 6, 2012 /PRNewswire/ -- Walmart.com had its best day in history on Cyber Monday this year thanks to its customers. And, with only two weeks left before Christmas, it is... | December 6, 2012
I'm amazed by Facebook's (FB) weight on Nasdaq: Dow(-0.33%) & Nasdaq(+0.33%) are in perfectly opposite directions given a 8% movement in FB shares. Could this be coincidence or something to worry about one company's weight in a 5000 company small to mid cap stock index? Are these indexes truly representative of market?
I sure do have a strong case for Investment Fund's AIF Index which I launched last month with 43 securities.
11/05/2012
Advanced Auto Parts (AAP) Research Report
holding.amijag.com Follow us on facebook for more research reports & timely live updates! Advance Auto Parts (NYSE – AAP) Current Price: $80.10 (11/05/12) Dividend: $0.24 Current Outlook: Average Future Outlook: Extreemly Positive Rating: Strong Buy Intrinsic Value: $65 Holding Buy Price Target: $65 – $68 Book Value: ...
10/14/2012
Apple's creative tax strategies
Apple’s Tax Strategy Aims at Low-Tax States and Nations Apple serves as a window on how technology giants have taken advantage of tax codes written for an industrial age and ill suited to today’s digital economy.
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