May 2007 Edition of SINLetter Delayed

Bookmark and Share

April 30, 2007 | Others | Author Asif

Due to some personal constraints, the May 2007 edition of the investment newsletter has been delayed and will be sent out a week later that usual.


The Elusive Subscriber Number 1,000

Bookmark and Share

April 4, 2007 | Others | Author Asif

We reached our 1,000th subscriber in March but my attempts at contacting him were futile and so I contacted the next subscriber but did not hear from him either. Beyond the $100 Amazon.com gift certificate that I had planned for subscriber number 1,000, James Altucher and Michelle Leder had agreed to donate autographed copies of their books Trade Like Warren Buffett and Financial Fine Print respectively.

In case you are not familiar with James Altucher, he is a contributor at TheStreet.com, the founder of Stockpickr.com, managing partner at “alternative” asset management firm Formula Capital and the author of several books. Some people ask me how I manage to write these investment newsletters and create websites like MustFeed.com while doing a full time job and I in turn wonder how James manages to do all the things that he does.

Michelle Leder, is a freelance journalist and author of the very popular blog Footnoted.org. I plan to give this gift certificate (after bumping it up to $200) and books to subscriber number 2,000 instead if I do not hear back from both the subscribers I contacted.


Happy New Year

Bookmark and Share

January 1, 2007 | Others | Author Asif

I want to wish all the SINLetter subscribers and blog readers a very happy and prosperous new year. Your kind words and constructive feedback have encouraged me to put me in the countless number of hours it takes to write this blog and the investment newsletters. 2006 has been an amazing learning experience for me and I look forward to an equally productive 2007.

To entertain your first day of the new year, I leave you with the absolutely hilarious British-Iranian stand-up comic Omid Djalili.

Leave A Comment

Festival of Stocks #15

Bookmark and Share

December 18, 2006 | Others | Author Asif

SINLetter is proud to host the Festival of Stocks #15, a weekly blog carnival featuring recent posts by contributing investment blog authors.

If this is your first time on SINLetter, please feel free to explore this blog, read the investment newsletters in the archives section or check out the model portfolio, which automatically updates itself during market hours.

Here is the list of submissions for this festival.

1. H.S Ayoub of BioHealth Investor reminds us that a Weak U.S. Dollar is Good for Biotechs!. In light of the fact that the dollar is down 50% vs. the euro during the last five years and is at a 14 year low against the British pound, biotechs like Amgen (AMGN), Genetech (DNA) and Gilead Sciences (GILD) certainly appear attractive.

2. George of Fat Pitch Financials presents some detailed analysis about the actual value of Pfizer (PFE) in his post Pfizer Price Check. I found this post very interesting because after being bullish about Pfizer all of 2006, I am finally beginning to turn bearish on it. George’s post has made me reconsider my decision to sell Pfizer in early 2007.

3. Investor Trip asks Apple vs. Microsoft: Which Stock is Stronger?. And the winner is …. the stock with the stronger margins that is selling at a discount to its 5 year average P/E.

4. I discuss the possibility of profiting from special situations such as stock splits, spin-offs and special dividends.

5. Bill Trent of Stock Market Beat wonders whether it is a good Time to Fade Out of Adobe?.

6. StockReply attempts to cover all the angles on the out-of-control Liberty empire in the post The Liberty keiretsu.

7. Aussie Investor takes a close look at BTC – BioTech Capital Limited as a potential asset play as well as a diversified play on the Australian biotech sector.

8. John of ControlledGreed.com presents GM: More Popular Than A Year Ago.

9. Thomas Ott of Digital Breakfast – Creating Wealth Everyday presents Small Cap Value Pick – ChipMOS Technologies (IMOS). It looks like ChipMOS has done well since Thomas picked it for his portfolio.

10. While there is no certain way to predict the short-term direction of the market, some investors find market indicators like the The Volatility Index (VIX) and the Hulbert Stock Newsletter Sentiment Index (HSNSI) useful in trying to figure out which way the market may be headed. Frugal of My 1st Million At 33 looks at Commercials And The VIX Fear Index.

11. Mr Juggles presents The OJ Simpson Corollary posted at Long or Short Capital.

12. Brian Schumacher presents Reading the Overall Market Direction posted at Trade 4 Cash.

13. And finally to wrap us this Festival of Stocks, Jeffrey Strain of Personal Finance Advice has a suggestion for a good gift this holiday season.

The next festival will be hosted by Bill Trent at his website Stock Market Beat. Submit your entries here.


Festival of Stocks on SINLetter Next Week

Bookmark and Share

December 15, 2006 | Others | Author Asif

The Festival of Stocks #15 will be hosted on SINLetter next week. We have already started receiving submissions and if you are a blog author who writes about stocks, please send in your submission.

After expressing concerns last week about the Indian stock market hitting record highs, the Bombay Stock Exchange (BSE) lost almost 800 points or 5.66% in the next four trading sessions after the Reserve Bank of India (RBI) decided to raise the cash reserve ratio to curtail inflation and reign in excess liquidity. The RBI asked banks to increase the cash reserve ratio by 50 basis points to 5.5%, leading to a drop of 7.43% in the ADRs of India’s leading bank ICICI Bank (IBN) and a drop of 5.85% in HDFC Bank (HDB) over three trading sessions.

Both these banks and the BSE have recovered most of these losses and the market seems to have shrugged off this event just like it shrugged off the Mumbai train attacks in July. I have been following both these banks for quite some time now but decided to stay away as the model portfolio already has enough exposure to India through Tata Motors (TTM) and Sify (SIFY) and as a general rule of thumb it is not a good idea to invest in banks in a rising interest rate environment.