Archive for March, 2011

“Buy and Hold” = “Invest and Track”

“Buy and Hold” = “Invest and Track”

Posted on 27. Mar, 2011 by .

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You might have heard of “Buy and Hold” approach to investing. In a nutshell, the approach advocates that once we analyze and invest in a stock, we should just hold and own the business for a long time and due to the compounding of returns over time and absence of panic driven trades, you will […]

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Investment Thesis: FedEx (FDX)

Investment Thesis: FedEx (FDX)

Posted on 20. Mar, 2011 by .

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Last week, I wrote a “Quick Look” post about FedEx. This week, FedEx published Q3 results. In a nutshell, management is optimistic about the outlook. The company continues to recover well from the recession. Global reach and power of the FedEx’s network is unmatched. Fred Smith, founder of the company, mentioned on the conference call […]

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Quick Look: FedEx (FDX)

Quick Look: FedEx (FDX)

Posted on 13. Mar, 2011 by .

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Few weeks ago, I added to my existing FedEx (FDX) long position. Though I will not call the current price of the stock a bargain, I think, over long run, the stock return will beat the market return. So, I am comfortable with adding more stocks of this dominant player to my position at current […]

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Role of Macro Factors in Investing Decision

Role of Macro Factors in Investing Decision

Posted on 05. Mar, 2011 by .

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Readers of my blog might already know that I am a longterm investor and view my investments as “ownership” of a firm rather than a short term “trade” view (mostly). For most individual investors, I believe, an ownership approach has the best chance to create long term wealth. In that context, the question is how […]

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Added a portfolio page to the blog

Added a portfolio page to the blog

Posted on 03. Mar, 2011 by .

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I added a “Portfolio” page on the top that lists the stocks that I own. I will keep it updated periodically. As I don’t trade too often, updates will not be too frequent. The stock price is updated (with 20 minute delay) from Google Finance. I am planning to add a “Stocks of Interest” page […]

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