Wednesday, August 3, 2016

Best earnings calendar - Bloomberg

Hi All - I was looking at various earning calendars this evening and happened to like Bloomberg's the best.  Good clean presentation and smart presentation of EPS Q2/2016 at the end of the row.  Don't have to fish around for the information and pleasing on the eye.  Nasdaq and Morningstar a bit busier and brackish.

Others: 1 out of 10 (1 lowest - 10 highest)

Yahoo - 7  kind of an excel spreadsheet setup.  Weeks link at the top. no EPS 2016 info.  Can add companie to yahoo calendar, nice

CBSMarketwatch - 4  strangely, only a look up box to put a search symbol in.  No easily searchab le eps info. Only companies overviews.

The Street - 4  Too complicated, poor design, sloppy layout.

will add more reviews as I find them.


Tuesday, August 2, 2016

War between US Gov't and Healthcare Insurers

Lots of drama playing out between the US gov't and healthcare insurance behemoths. This article looks at the US govt's blocking of Anthem and Cigna, two huge companies.

Will be tracking how this all plays out regarding Obama are and other impacts to the healthcare and pharma industry as a whole.


Also, Aetna announced today that it will not be expanding it's plans to expand Obamacare in new states.

Pharma patents expiring 2012 - 2016 Lipitor leads the way.

More good information.  There will be $127 billion less brand spending up to 2016 in worldwide markets throughout the Pharmaceutical industry.

CNBC's Top 50 Disrupters 2016

link to article

Looking at technology patents today.  Lots to learn.

Monday, August 1, 2016

Feel good vibe -Binary Capital

I like the message...but what's happening beyond the binary?  "Early stage investing eco-system!"

Emotions and Investing Don't Mix

I am a strong believer in due diligence and research.  When it comes time to buy, I do it with a wealth of knowledge behind me. I track for months, sometimes years.  Beyond the usual  P/E, EPS, Beta analysis, I take a good hard look at other players in a particular sector, the management of the company itself, underlying issues such as lingering litigation, and long term debt obligations. Also included are various macro factors, such as government stability, changing technologies and consumer behaviors which can influence volatility in the short/long term.  We will get into all this more down the road.

Time to reflect and take note of second quarter earnings being announced this week.  My goal is to diversify across many sectors over the next five years.  My portfolio is up 6% for the 2nd quarter.  That's 3% more than my annual goal of 7net11% gains for the year.

Slow and steady...


Tesla, Solar City to merge.

Lots of intrigue here. Will this merge make Solar City more viable in long run?

http://www.wsj.com/articles/tesla-and-solarcity-agree-to-2-6-billion-merger-deal-1470050724

Sunday, July 31, 2016

The Week Ahead: Economic Data Takes Center Stage

Wide Moat Investing

I will start to piece together this blog by chipping away at terms and definitions in order to gain greater understanding and clarity.  "Wide Moat" is a financial term I first saw on the front page of the Morning Star website.  Although I like the term in principle, I am against the whole invader and castle building metaphor idea.  My initial thought when seeing the term, is that a particular business has the foresight to build a structure which allows it to compete in a market over the long term. True, there are competitors and other agents which create threats to a business, yet the attitude in addressing these competitive threats can take on different approaches.

Let's take a look at the game of golf for instance.  It is a game/sport that relies on athleticism, balanced emotions, and an astute understanding of the rules and conduct in order to be one of the best in the game.  Without all of these facets working together, one can only achieve limited success as a competitive golfer.  Your fellow golfers are your competition, yet the competition is often viewed as a "resistant" collaborator and someone who can make your game better.

In short, wide moat suggests a distance between oneself and the competition. Putting up barriers to keep out the competitors. I am somewhat at odds with that idea.  We can talk more about it moving forward.  Here is a link to a wide moat conference by valueconferences that recently took place at the end of June 2016. You can sign up online to watch the whole conference for $449.00.

Yo! valueconferences, I see almost all white dudes and men in general speaking at this conference.  How about including more people of color and women!  Let's diversify that portfolio!  

Saturday, July 30, 2016

Hello All - Welcome to 7net11.com!

Hello All - Welcome to my new adventure and blog.  I am here to share my limited yet growing knowledge of how to be a long term investor.  I earned an MBA from Binghamton University in 1991, and have decided now after all these years, to take on this project to see what kind of positive results I can come up with.

My philosophy is conservative and straightforward. I believe the North American economy is in a strong long term position and companies that are manged well will be able to earn slow and steady earnings over the next five years and beyond.

I am currently exploring to trademark my investing philosophy so I can only share limited information with you until my trademark has been completed. However, in order to get started, I suggest downloading the FREE trading software, Robinhood, on your smartphone, so we can begin a dialogue for long term, sustainable investing.

Warren Buffet has been my guide up until now. I believe in his ideas and philosophies. I never before understood when Warren said that he does not desire a stock to move up or down when he acquires a position in a company. I now understand the driving ambition to place one's finances in a long term yield situation to ensure steady capital gains and consistent dividend income.

It's never too late to begin investing.  If you are in your 20's or 30's, you will have a tremendous opportunity over the next few years to put yourself in a solid financial situation for the future. Older investors can take pause by knowing that placing your money in undervalued companies with long term potential will provide returns 15 or 20 years from now that you probably never thought possible.

In an investing world that seems obsessed with short term gains and negative investing philosophies, I see the light in doing due diligence and thorough base line analysis to build a varied and deeply diversified portfolio.

Let's see where this can go together.  More to follow soon.