The Dispassionate Investor

From rags to riches. Redemption. An exciting story. A happy ending. These are things that make good movies, not good stocks.

Were you tempted to buy Bank of America, GM, or GE? Or wannabe giant-killer American Micro Devices that had Intel on the ropes for a few shining months?

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A 2-Minute Drill That Could Save You Thousands

Professional investors got taken to the cleaners by the former head of NASDAQ, hedge fund manager and scam artist Bernie Madoff. They should have known better. But before you point fingers at these supposedly sophisticated investors who lost billions to a cheat, ask yourself this: Do you do even the minimum due diligence before you invest in a fund? (I don’t care who told you about it. Trust no one except yourself.)

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The Dividends That Don’t Stop

Getting steady income from dividend-paying stocks is getting harder. During the entire year of 2007, only seven companies in the S&P 500 cut their dividends, and only three did away with them entirely. 2008 was a different story. 39 companies cut their dividends, and 22 suspended them. 2009 promises to be just as bad.

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Follow the Cash

If you can’t turn on the lights, you can’t make money. That’s the dark reality of a company unable to pay its bills. And without cash lubricating an economy, businesses dry up. I saw it happen in Asia (where I did a lot of business as CEO of a trading company) in the late 1990s. One by one, Asian currencies came under attack by aggressive currency traders. Local currencies quickly sank to one-half to one-fifth of their previous values.

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Never a Bad Time to Spend Wisely

Splurging in the middle of a recession is a no-no by Wall Street’s lights. They’re very good at punishing companies that can’t rein in spending when the economy goes into a tailspin (like now). The thinking is, a company can’t increase sales in a recession and shouldn’t try. They can only hope to cut costs to sustain profits. But this particular piece of conventional wisdom doesn’t always hold true. In the recession of 1989 to 1991, many companies that dared to spend aggressively on advertising were amply rewarded…

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The Other Measure of a Company’s Worth

Price-to-earnings ratio (P/E) is a popular measurement of a company’s true worth. I’ve always liked companies with a P/E below 10. But nowadays, I pay little attention to this number – for two reasons, and both involve the earnings part of the ratio…

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A Market This Ruthless Requires Attention

I’ve never seen the market so ruthless and so volatile at the same time. Wall Street is pouncing on weaknesses in sectors and companies. And because of the huge swings the market is making on a daily basis, when it attacks it really ATTACKS. Companies that had been fairly stable are going down 5-10 percent in one day… 30-50 percent in one week.

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Getting Rid of Credit Card Loans

My sister-in-law is starting her own business. Using her home as collateral (it’s paid off), she got a business loan. But before she started to spend that money, she called up several of the credit card companies she held cards with. This is what she told them: “I’m starting a new business. I’m going to be spending a lot of money. I can’t guarantee how much longer I’ll be able to make my monthly payments. But I have some money right now. And I’m willing to pay off 80 percent of what I owe you today if you’ll cancel my card in return.”

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Long Live the King

Without the ravenous Chinese maw gobbling up ores and coal and oil in great big heaping mounds, commodity-exporting countries are now feeling the pain. Welcome, Canada, to economic hard times. Welcome, also, Australia, Russia, and Brazil.

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