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Match (MTCH) analysis – Up 400% since December 2015

Since our time talking about Match (MTCH) it has went from $13.91 a share to $56 USD a share.  That is over 4x (400%) since December 23, 2015.

It is now a $15 Billion USD business and therefore the big gains are gone.  If you listened to us back in 2015, selling half your position or 3/4ths may be a good option.  Takes out a chunk of profits and keeps you in if you are trying to go for another double.

This material has been prepared by Thevalueswan.com .This document is for information and illustrative purposes only and does not purport to show actual results. It is not, and should not be regarded as investment advice or as a recommendation regarding any particular security or course of action. Opinions expressed herein are current opinions as of the date appearing in this material only and are subject to change without notice. Reasonable people may disagree about the opinions expressed herein. In the event any of the assumptions used herein do not prove to be true, results are likely to vary substantially. All investments entail risks. There is no guarantee that investment strategies will achieve the desired results under all market conditions and each investor should evaluate its ability to invest for a long term especially during periods of a market downturn. No representation is being made that any account, product, or strategy will or is likely to achieve profits, losses, or results similar to those discussed, if any. No part of this document may be reproduced in any manner, in whole or in part, without the prior written permission of Thevalueswan.com , other than to your employees. This information is provided with the understanding that with respect to the material provided herein, that you will make your own independent decision with respect to any course of action in connection herewith and as to whether such course of action is appropriate or proper based on your own judgment, and that you are capable of understanding and assessing the merits of a course of action. Thevalueswan.com does not purport to and does not, in any fashion, provide broker/dealer, consulting or any related services. You may not rely on the statements contained herein. Thevalueswan.com shall not have any liability for any damages of any kind whatsoever relating to this material. You should consult your advisors with respect to these areas. By accepting this material, you acknowledge, understand and accept the foregoing.

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Can you make 500% on Evolus (EOLS) the value Botox!

On Friday of last week Evolus drug Jeuveau gained approval from the FDA (Food and Drug Administration) of the United States of America.

This drug will for sure be the cheaper rival of Allergan’s Botox.

What does Jeuveau do? It removes wrinkle lines on the forehead and frown wrinkles. This is significant as Baby Boomers (people who are in or going to be retiring) try to retain a youthful look. No one wants to age.

I believe Allergan is in the process of suing Evolus to keep the drug off the market. However, they may not win as it has been approved and there is no patent on Botox, it is just trademarked the name I believe.

If this drug catches on due to being the cheaper alternative, we are talking about at least a $5 billion USD company which would be 800% gain from here. Right now Botox contributes over $3.2 billion USD in revenue to Allergan in 2017. Allergan is a $45 billion USD business and just in 2015 Allergan had a $100 billion USD valuation.

Right now the company is going for $26 USD a share.  They have to change their business from drug exploration and development to a pharmaceutical company that has a sales force and distribution.

I have never invested in a pharmaceutical company and we will see how this develops over the next few years.

We will see where this goes but it definitely is positive for Evolus. Lets see where this goes.

You can find more articles about investing and the stock market over here http://www.thevalueswan.com

This material has been prepared by Thevalueswan.com . This document is for information and illustrative purposes only and does not purport to show actual results. It is not, and should not be regarded as investment advice or as a recommendation regarding any particular security or course of action. Opinions expressed herein are current opinions as of the date appearing in this material only and are subject to change without notice. Reasonable people may disagree about the opinions expressed herein. In the event any of the assumptions used herein do not prove to be true, results are likely to vary substantially. All investments entail risks. There is no guarantee that investment strategies will achieve the desired results under all market conditions and each investor should evaluate its ability to invest for a long term especially during periods of a market downturn. No representation is being made that any account, product, or strategy will or is likely to achieve profits, losses, or results similar to those discussed, if any. No part of this document may be reproduced in any manner, in whole or in part, without the prior written permission of Thevalueswan.com , other than to your employees. This information is provided with the understanding that with respect to the material provided herein, that you will make your own independent decision with respect to any course of action in connection herewith and as to whether such course of action is appropriate or proper based on your own judgment, and that you are capable of understanding and assessing the merits of a course of action. Thevalueswan.com does not purport to and does not, in any fashion, provide broker/dealer, consulting or any related services. You may not rely on the statements contained herein. Thevalueswan.com shall not have any liability for any damages of any kind whatsoever relating to this material. You should consult your advisors with respect to these areas. By accepting this material, you acknowledge, understand and accept the foregoing.

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Some good long term ETFs

There are several low cost (in terms of yearly fees) exchange traded funds (ETFs, which are like low cost mutual funds).  That may be good over the long term and/or a recession.  Remember averaging in or waiting for low time prices is best.

1) Invesco QQQ Trust (QQQ)
https://finance.yahoo.com/quote/QQQ?p=QQQ

It is the top 100 technology (NASDAQ) stocks.  This is the most risky one of them all but I believe in 40 years all companies will be technology companies.  So the best companies that are now technology based will just become a bigger portion of the integrated global or US economy.

2) Vanguard Dividend Appreciation ETF (VIG)
https://finance.yahoo.com/quote/VIG?p=VIG

It invests in companies where the price of the share goes up because the dividends go up.

3) Vanguard US Dividend Appreciation ETF (VGG.TO)
https://finance.yahoo.com/quote/VGG.TO?p=VGG.TO

This is also very neat as the payouts constantly increase.4) ProShares S&P 500 Dividend Aristocrats (NOBL)
https://finance.yahoo.com/quote/NOBL?p=NOBL
It takes companies that have increased their dividend for at least 25 years in a row.  So every year the companies in the ETF (index) increase their dividend each year and have been doing it for at least 25 years straight.

This material has been prepared by Thevalueswan.com . This document is for information and illustrative purposes only and does not purport to show actual results. It is not, and should not be regarded as investment advice or as a recommendation regarding any particular security or course of action. Opinions expressed herein are current opinions as of the date appearing in this material only and are subject to change without notice. Reasonable people may disagree about the opinions expressed herein. In the event any of the assumptions used herein do not prove to be true, results are likely to vary substantially. All investments entail risks. There is no guarantee that investment strategies will achieve the desired results under all market conditions and each investor should evaluate its ability to invest for a long term especially during periods of a market downturn. No representation is being made that any account, product, or strategy will or is likely to achieve profits, losses, or results similar to those discussed, if any. No part of this document may be reproduced in any manner, in whole or in part, without the prior written permission of Thevalueswan.com , other than to your employees. This information is provided with the understanding that with respect to the material provided herein, that you will make your own independent decision with respect to any course of action in connection herewith and as to whether such course of action is appropriate or proper based on your own judgment, and that you are capable of understanding and assessing the merits of a course of action. Thevalueswan.com does not purport to and does not, in any fashion, provide broker/dealer, consulting or any related services. You may not rely on the statements contained herein. Thevalueswan.com shall not have any liability for any damages of any kind whatsoever relating to this material. You should consult your advisors with respect to these areas. By accepting this material, you acknowledge, understand and accept the foregoing.

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We are entering a more turbulent time in the stock market

The stock market is on sale right now but it can get cheaper in terms of P/Es (Price to earnings).  If your averaging into positions each month that is always best.  It is possible to predict a crisis but it takes a lot of up to date as well as historical knowledge.

This material has been prepared by Thevalueswan.com . This document is for information and illustrative purposes only and does not purport to show actual results. It is not, and should not be regarded as investment advice or as a recommendation regarding any particular security or course of action. Opinions expressed herein are current opinions as of the date appearing in this material only and are subject to change without notice. Reasonable people may disagree about the opinions expressed herein. In the event any of the assumptions used herein do not prove to be true, results are likely to vary substantially. All investments entail risks. There is no guarantee that investment strategies will achieve the desired results under all market conditions and each investor should evaluate its ability to invest for a long term especially during periods of a market downturn. No representation is being made that any account, product, or strategy will or is likely to achieve profits, losses, or results similar to those discussed, if any. No part of this document may be reproduced in any manner, in whole or in part, without the prior written permission of Thevalueswan.com , other than to your employees. This information is provided with the understanding that with respect to the material provided herein, that you will make your own independent decision with respect to any course of action in connection herewith and as to whether such course of action is appropriate or proper based on your own judgment, and that you are capable of understanding and assessing the merits of a course of action. Thevalueswan.com does not purport to and does not, in any fashion, provide broker/dealer, consulting or any related services. You may not rely on the statements contained herein. Thevalueswan.com shall not have any liability for any damages of any kind whatsoever relating to this material. You should consult your advisors with respect to these areas. By accepting this material, you acknowledge, understand and accept the foregoing.

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My Mutual Fund Commentary Only Returned 3% and 4% Yearly

It is true the commentary 2 years ago on  http://thevalueswan.com/some-low-risk-mutual-funds-that-deliver-9-10-yearly-backtested-10-to-15-years/ has only returned 3% and 4% yearly which is not the best but it is a secure gain backed by bonds and income producing stocks.

I am deeply sorry for not giving the best commentary.  The moral of the story, even backtesting 10 or 15 years is bullshit.

This material has been prepared by Thevalueswan.com . This document is for information and illustrative purposes only and does not purport to show actual results. It is not, and should not be regarded as investment advice or as a recommendation regarding any particular security or course of action. Opinions expressed herein are current opinions as of the date appearing in this material only and are subject to change without notice. Reasonable people may disagree about the opinions expressed herein. In the event any of the assumptions used herein do not prove to be true, results are likely to vary substantially. All investments entail risks. There is no guarantee that investment strategies will achieve the desired results under all market conditions and each investor should evaluate its ability to invest for a long term especially during periods of a market downturn. No representation is being made that any account, product, or strategy will or is likely to achieve profits, losses, or results similar to those discussed, if any. No part of this document may be reproduced in any manner, in whole or in part, without the prior written permission of Thevalueswan.com , other than to your employees. This information is provided with the understanding that with respect to the material provided herein, that you will make your own independent decision with respect to any course of action in connection herewith and as to whether such course of action is appropriate or proper based on your own judgment, and that you are capable of understanding and assessing the merits of a course of action. Thevalueswan.com does not purport to and does not, in any fashion, provide broker/dealer, consulting or any related services. You may not rely on the statements contained herein. Thevalueswan.com shall not have any liability for any damages of any kind whatsoever relating to this material. You should consult your advisors with respect to these areas. By accepting this material, you acknowledge, understand and accept the foregoing.

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Prumo Logistica being bought out at R$10.50 on the market for R$8.15 right now

Hello everyone,

The people who want to buy the company are trying their hardest to buy it.

We hereby call the holders of free float shares of PRUMO LOGÍSTICA S.A. (“Company”) to convene at the Special Free Float Shareholders Meeting (“Special Meeting”), to be held on February 24, 2017, at 10 a.m., at the Company’s headquarters, located at Rua do Russel, n° 804, 5th floor, Glória, City of Rio de Janeiro, State of Rio de Janeiro, to discuss and resolve on the following matters of the Agenda:

(i) a new valuation to determine the Company’s shares’ value for the purpose of the public offer for the acquisition of the outstanding shares issued
by the Company for the withdrawal from the Novo Mercado Special Corporate
(ii) to engage a valuation firm,
the (ii) means they want to get a higher price

http://prumo.riweb.com.br/Download.aspx?Arquivo=yDxPW6tOHz1FVoU6ArSfgg==

The (ii) means they want to get a higher price

 Its a illiquid market though, watch how you get shares.  Its in USD so convert R$8.15 into usd through google USD$2.59 and put a limit USD$2.59 see if you will get shares.

This is where you buy it from PRMLY https://www.google.com/finance?q=OTCMKTS%3APRMLY&ei=0neRWLntDYaa2AbhtY_gAQ

I hope you guys make money like how my family will.

This material has been prepared by Thevalueswan.com . This document is for information and illustrative purposes only and does not purport to show actual results. It is not, and should not be regarded as investment advice or as a recommendation regarding any particular security or course of action. Opinions expressed herein are current opinions as of the date appearing in this material only and are subject to change without notice. Reasonable people may disagree about the opinions expressed herein. In the event any of the assumptions used herein do not prove to be true, results are likely to vary substantially. All investments entail risks. There is no guarantee that investment strategies will achieve the desired results under all market conditions and each investor should evaluate its ability to invest for a long term especially during periods of a market downturn. No representation is being made that any account, product, or strategy will or is likely to achieve profits, losses, or results similar to those discussed, if any. No part of this document may be reproduced in any manner, in whole or in part, without the prior written permission of Thevalueswan.com , other than to your employees. This information is provided with the understanding that with respect to the material provided herein, that you will make your own independent decision with respect to any course of action in connection herewith and as to whether such course of action is appropriate or proper based on your own judgment, and that you are capable of understanding and assessing the merits of a course of action. Thevalueswan.com does not purport to and does not, in any fashion, provide broker/dealer, consulting or any related services. You may not rely on the statements contained herein. Thevalueswan.com shall not have any liability for any damages of any kind whatsoever relating to this material. You should consult your advisors with respect to these areas. By accepting this material, you acknowledge, understand and accept the foregoing.

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2016 Year in Review – 17.5% yearly return achieved over 2 years

Sorry for not posting all of 2016, I wanted to let the stocks get some time to ferment/brew.  Now we can see what type of results I have been getting over 2016 and since inception.  I have actually done pretty well, here are the results.

Match Group (MTCH) this stock was recommended on December 23, 2015 at $13.91 USD now it is at $18.03 USD for a gain of 29.6%.

BYD Company (HGK: 1211) this stock was recommended on February 1, 2015 at $28 HKD (Hong Kong Dollars), now it is at $42.60 HKD which translates into a gain of 52.1% roughly for a 2 year period.

 Seritage Growth Properties (SRG) this stock was recommended on December 11, 2015 at $41 USD and is now at $42.13 USD.  This stock has a 2.37% dividend which turns into a 5% gain including dividend.

First Mining Finance (CVE:FF) this stock was recommended July 6, 2015 at $0.51 CDN (Canadian Dollars).  It is now going for $0.85 CDN for a gain in a year and a half of 66.7%

Vale SA (VALE) was recommended on May 2, 2015 for $8 USD and is now at $8 USD for a gain of 0%.  This stock went through a very bumpy ride though.  It was down as much as 75% and is now even.

Market Vectors Russia (RSX) this stock was recommended on April 3 2015 at $18.84 USD and is now at $21.52 USD.  There was a 3.47% dividend in 2015 and a very low 0.02% dividend in 2016 which brings the return since recommendation at 17.7%.

Restaurant Brands International (TSE:QSR) was recommended on February 17, 2015 at $42.15 and is now at $65.48.  It also has a 1.38% dividend.  This brings the almost 2 year investment rate of return to 57%+.

Fairfax India Holdings (TSE:FIH.U) was recommended on February 14, 2015 at $10.44 USD and is now $11.55 USD.  This brings the almost 2 year rate of return to 10.6%.

A.P. Moller – Maersk (OTC: AMKBY) was recommended on January 3, 2015 at $10.14 USD.  This stock is now at $8.63 USD.  Furthermore A.P. Moller Maersk over the 2 years has had a combined two $1.67 USD dividends.  This puts the 2 year rate of return at 1.5%.

In conclusion my 9 stock recommendations have done pretty well at 17.5% annual rate of return 35% in total in 2 years.  I believe the United States, Canadian and World stock markets will perform reasonably well in 2017, we will see how it goes really.  I am not getting out of these recommendations yet.  They do have some room for further growth.

This material has been prepared by Thevalueswan.com . This document is for information and illustrative purposes only and does not purport to show actual results. It is not, and should not be regarded as investment advice or as a recommendation regarding any particular security or course of action. Opinions expressed herein are current opinions as of the date appearing in this material only and are subject to change without notice. Reasonable people may disagree about the opinions expressed herein. In the event any of the assumptions used herein do not prove to be true, results are likely to vary substantially. All investments entail risks. There is no guarantee that investment strategies will achieve the desired results under all market conditions and each investor should evaluate its ability to invest for a long term especially during periods of a market downturn. No representation is being made that any account, product, or strategy will or is likely to achieve profits, losses, or results similar to those discussed, if any. No part of this document may be reproduced in any manner, in whole or in part, without the prior written permission of Thevalueswan.com , other than to your employees. This information is provided with the understanding that with respect to the material provided herein, that you will make your own independent decision with respect to any course of action in connection herewith and as to whether such course of action is appropriate or proper based on your own judgment, and that you are capable of understanding and assessing the merits of a course of action. Thevalueswan.com does not purport to and does not, in any fashion, provide broker/dealer, consulting or any related services. You may not rely on the statements contained herein. Thevalueswan.com shall not have any liability for any damages of any kind whatsoever relating to this material. You should consult your advisors with respect to these areas. By accepting this material, you acknowledge, understand and accept the foregoing.

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InterActiveCorp spins off Tinder in MTCH (Match Group) – A bright future

InterActiveCorp has spun off Match Group (MTCH), which you can find here https://www.google.com/finance?q=NASDAQ%3AMTCH&ei=KC96VtmbCcf-jAHw-LxI.

Presently Match Group has 4.7 million paid subscribers and over 40 million monthly active uniques.  This will only grow and the popular Tinder App will be the driving force in Match Groups upward ascent.

Why do I believe in Tinder?  Because it is a social phenomenon.  They have even made a swipping robot for Tinder which you can read about here http://gawker.com/guy-builds-right-swiping-robot-finger-to-get-more-match-1631228828 .  A large portion of 20 year olds use Tinder and its gaining ground across the world.

Right now Match Group https://www.google.com/finance?q=NASDAQ%3AMTCH&ei=KC96VtmbCcf-jAHw-LxI is at $13.91 US a share on the NASDAQ.  Its being valued at $3.3 billion with about $150 million in earnings.  For 3 reasons to invest in Match, a good article go here http://www.fool.com/investing/general/2015/12/07/3-reasons-to-buy-match-group-inc.aspx

This material has been prepared by Thevalueswan.com . This document is for information and illustrative purposes only and does not purport to show actual results. It is not, and should not be regarded as investment advice or as a recommendation regarding any particular security or course of action. Opinions expressed herein are current opinions as of the date appearing in this material only and are subject to change without notice. Reasonable people may disagree about the opinions expressed herein. In the event any of the assumptions used herein do not prove to be true, results are likely to vary substantially. All investments entail risks. There is no guarantee that investment strategies will achieve the desired results under all market conditions and each investor should evaluate its ability to invest for a long term especially during periods of a market downturn. No representation is being made that any account, product, or strategy will or is likely to achieve profits, losses, or results similar to those discussed, if any. No part of this document may be reproduced in any manner, in whole or in part, without the prior written permission of Thevalueswan.com , other than to your employees. This information is provided with the understanding that with respect to the material provided herein, that you will make your own independent decision with respect to any course of action in connection herewith and as to whether such course of action is appropriate or proper based on your own judgment, and that you are capable of understanding and assessing the merits of a course of action. Thevalueswan.com does not purport to and does not, in any fashion, provide broker/dealer, consulting or any related services. You may not rely on the statements contained herein. Thevalueswan.com shall not have any liability for any damages of any kind whatsoever relating to this material. You should consult your advisors with respect to these areas. By accepting this material, you acknowledge, understand and accept the foregoing.

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Will Silver and Gold ever come back? And how do markets work?

Silver is low, granted.  But it could get a lot lower if the stock market crumbles or there is a US recession.  Also gold priced in Canadian dollars is still at about $1400, granted the Canadian dollar is at 1.39 to 1 US dollar so you have lost purchasing power in other currencies.

The lesson to learn about Silver and Gold is that when there is a bull market that market doesnt usually go through a bull stage till a good while later.  Granted it was 2011 when we peaked in Silver and Gold and its been 4 years but it could be another 1, 2 or 4 years.

The NASDAQ bubble took 14 years after 2000 to get to its high (It got to its high in 2014).

This material has been prepared by Thevalueswan.com . This document is for information and illustrative purposes only and does not purport to show actual results. It is not, and should not be regarded as investment advice or as a recommendation regarding any particular security or course of action. Opinions expressed herein are current opinions as of the date appearing in this material only and are subject to change without notice. Reasonable people may disagree about the opinions expressed herein. In the event any of the assumptions used herein do not prove to be true, results are likely to vary substantially. All investments entail risks. There is no guarantee that investment strategies will achieve the desired results under all market conditions and each investor should evaluate its ability to invest for a long term especially during periods of a market downturn. No representation is being made that any account, product, or strategy will or is likely to achieve profits, losses, or results similar to those discussed, if any. No part of this document may be reproduced in any manner, in whole or in part, without the prior written permission of Thevalueswan.com , other than to your employees. This information is provided with the understanding that with respect to the material provided herein, that you will make your own independent decision with respect to any course of action in connection herewith and as to whether such course of action is appropriate or proper based on your own judgment, and that you are capable of understanding and assessing the merits of a course of action. Thevalueswan.com does not purport to and does not, in any fashion, provide broker/dealer, consulting or any related services. You may not rely on the statements contained herein. Thevalueswan.com shall not have any liability for any damages of any kind whatsoever relating to this material. You should consult your advisors with respect to these areas. By accepting this material, you acknowledge, understand and accept the foregoing.

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BYD Company went up 50% from when we recommended it

BYD Company, which is 10% owned by Berkshire Hathaways Warren Buffett, went from $28 Hong Kong Dollars to $41.95 Hong Kong Dollars since we recommended it.  You can verify here can see here http://thevalueswan.com/byd-company-is-the-chinese-tesla/ .

China is emphasizing consumption thereby making its country less lopsided from fixed investment.

BYD Company went as high as $62 HKD after we recommended which would be a return of 120% in less than a year.

This material has been prepared by Thevalueswan.com . This document is for information and illustrative purposes only and does not purport to show actual results. It is not, and should not be regarded as investment advice or as a recommendation regarding any particular security or course of action. Opinions expressed herein are current opinions as of the date appearing in this material only and are subject to change without notice. Reasonable people may disagree about the opinions expressed herein. In the event any of the assumptions used herein do not prove to be true, results are likely to vary substantially. All investments entail risks. There is no guarantee that investment strategies will achieve the desired results under all market conditions and each investor should evaluate its ability to invest for a long term especially during periods of a market downturn. No representation is being made that any account, product, or strategy will or is likely to achieve profits, losses, or results similar to those discussed, if any. No part of this document may be reproduced in any manner, in whole or in part, without the prior written permission of Thevalueswan.com , other than to your employees. This information is provided with the understanding that with respect to the material provided herein, that you will make your own independent decision with respect to any course of action in connection herewith and as to whether such course of action is appropriate or proper based on your own judgment, and that you are capable of understanding and assessing the merits of a course of action. Thevalueswan.com does not purport to and does not, in any fashion, provide broker/dealer, consulting or any related services. You may not rely on the statements contained herein. Thevalueswan.com shall not have any liability for any damages of any kind whatsoever relating to this material. You should consult your advisors with respect to these areas. By accepting this material, you acknowledge, understand and accept the foregoing.

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