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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.

Please email us and include use the Contact Us page and include your name and email address as usual.
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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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Seritage Growth Properties – Warren Buffett and TheValueSwan.com Approved

Warren Buffett has recently built up a stake of 8% of Seritage Growth Properties (Ticker: SRG).  This is the Sears REIT (Real Estate Investment Trust) that was spun off of Sears Holdings (Ticker: SHLD).  Now I bet your asking yourself, “Why did Warren Buffett buy this REIT?”  The answer is simple.  Seritage has the bulk of Sears’ properties under its belt and it has the ability to kick Sears out of the real estate and re-lease it out for $18 dollars a square foot, while Sears Holdings only pays $5 dollars a square foot.  This makes Seritage an easy play to make.  Right now Seritage Growth Properties shares are at $41 dollars each.  If Seritage is able to re-lease out the substantially holdings of Mall stores it has then the shares are worth substantially more.

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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First Mining Finance (CVE:FF) is going to the moon

This company is headed by a guy named Mr. Neumeyer.  Now why does this matter?  Well Keith Neumeyer built First Quantum Minerals ( https://www.google.com/finance?q=TSE%3AFM&ei=cQebVcnVL4mRmAGbka1o ) .   He took this company from a 40 cent stock to $15 dollars in about 5 to 7 years.   It is presently valued at $9.5 billion.  Then he created First Majestic Silver (https://www.google.com/finance?q=TSE%3AFR&sq=First%20Majestic%20Silver&sp=2&ei=2QebVbmBMcPDmAGfwJ-AAg) which went from $1 dollar to $20 dollars in the silver bull market, its presently at $6 dollars with a $750 market cap.  As a note First Majestic Silver is a major shareholder on First Mining Finance.  Mr. Neumeyer is First Majestic Silvers President and CEO.

Now what does this company do?  This 51 cent company owns mineral deposits throughout mexico.  It has around 20 claims and wants to have about 50 mineral deposit claims when its fully funded.  When a much larger company wants to make a mine, they may go to First Mining Finance for a property.  Whereby First Mining Finance gets a royalty or lump sum payment for the deposit.

This is probably a really good trading stock as it has a lot of volatility and is backed by big people in the business.  It wont be doing much for a while but it will be fluctuating significantly.

My 2 cents

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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Litecoin $230 million market cap – going higher – the bull market has begun

Litecoin ( http://coinmarketcap.com/currencies/litecoin/ ) has made a significant run lately from $60 million to $230 million and in our opinion is on its way to even bigger returns.

Granted me writing this article can usually spell the end of times for a run up, we may even correct some such as 40% but any drop is a buying opportunity.

Litecoin is Bitcoins younger and smaller in market cap brother but its volume is huge.  Even though Litecoin is 1/15th the size of Bitcoins market cap, Litecoin has trading volume of $25 million to Bitcoins $50 million.

Litecoins main utitlity and feature is that it has much faster transaction times than Bitcoin, not as fast as Bitshares but still reasonable at 2 minutes.

To sum things up, its our opinion that Litecoin will head to $1 billion market cap and a crypto currency 1.0 bull market has begun.

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 owner of tinder – undervalued big time

InterActiveCorp ticker symbol IACI is not valuing Tinder’s 300% growth to 50 million users or its new paid feature which I’ve read is a success.

InterActiveCorp known as IAC owns match.com, Okcupid.com, about.com, investopedia.com as well as other brands.

The company is trading for $75 dollars a share and is valued at $6 billion.  Right now the potential huge revenue stream of tinder is not being included in the valuation calculation otherwise it is my opinion IAC would be worth $15 billion dollars.

In a year from now tinder will probably have 100 million users and be valued as much as IAC is valued right now.

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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Vale (VALE) The Brazilian Huge Iron Ore Producer is at 80% off

Vale https://www.google.com/finance?q=NYSE%3AVALE&ei=CzlFVemqHoSXiQKt74DIAw was trading 10 years ago at $60 USD  dollars, now its trading at $8 USD .  It lost $1.6 billion last quarter (Adjusted earnings per share of 61 cents) but it is essentially a government company.  Iron ore is trading at $56 USD dollars per dry metric ton as of March 2015 while it was trading at $100 USD per dry metric ton in March of 2014.  This is a significant downtrend but in 2005 it was trading at $33 so its only up 66% in the last 10 years.

Furthermore Vale is going to increase production from 350 million tons to 450 million tons in the next several years.  Right now last quarter it produced Q1 2015 it produced 74.5 million metric tons of Iron ore, its most ever.

This is an expanding company that was worth $200 billion 10 years ago and is now worth $37 billion in 2015, even though they have significantly increased production.

Furthermore Vale has a has a 4.81% dividend that may be cut but is still pretty spiffy.

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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How to develop your best Investment Ideas – 2 minutes long

 

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