Views on News from Equitymaster http://www.equitymaster.com Our "view" on the "news", analysis of company results and other educative articles Views on News from Equitymaster http://www.equitymaster.com/icons/eqtm_small1.gif http://www.equitymaster.com http://blogs.law.harvard.edu/tech/rss Time to buy fan stocks? http://www.equitymaster.com/detail.asp?date=9/23/2014&story=2
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Here is today's recommended reading list from Equitymaster...

Common mistakes equity investors make
As humans, we often make mistakes. Thing is, when it comes to investing, mistakes cost us money. And sometimes big money. The following article cites 5 mistakes that equity investors, including professional ones, tend to make most often. What's more, it also offers solutions to avoid each of the mistakes. (Morningstar)

Active v/s passive investment: A live debate
Investing legend John Bogle of Vanguard and Cliff Asness co-founder of AQR Capital Management debate (and also agree on some points) active management of funds. As per Mr. Bogle, the high costs tend to eat into substantial portion of market returns, while Mr. Asness believes that the active process has its own charm. Click on the link to watch the video. (Valuewalk)

What do stock buybacks really indicate?
The US stock markets are witnessing unprecedented stock buy-backs. Most companies like Apple, IBM etc have seen huge amount of buy backs in the last 12 months. So, what does one make out of such a trend? Read on to find out more about it. (Thecrux)

Time to buy fan stocks?
We came across an interesting article in Economic Times that points at a structural shift in the fan market. China is slowly losing its competitiveness in the fan market with rising labour costs and appreciating yen. Will this give a boost to Indian companies that manufacture fans? Read on... (Economictimes)

This article (Time to buy fan stocks?) is authored by Equitymaster.

Equitymaster is a leading 'independent' equity research initiative focused on providing well-researched and unbiased opinions on stocks listed on the Bombay Stock Exchange.]]>
Tue, 23 Sep 2014 00:00:00 GMT http://www.equitymaster.com/detail.asp?date=9/23/2014&story=2
The hard part of investing.. http://www.equitymaster.com/detail.asp?date=9/22/2014&story=5
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Here is today's recommended reading list from Equitymaster...

Why Warren Buffet dislikes this asset class?
"(It) gets dug out of the ground in Africa or someplace. Then we melt it down, dig another hole, bury it again and pay people to stand around guarding it. It has no utility. Anyone watching from Mars would be scratching their head." These lines were said by legendary investor, Warren Buffet in his speech to shareholders at Berkshire Hathaway, referring to Gold. The way he sees it, the value of gold is nothing more than our stubborn willingness to protect its value. But why is Mr Buffet finds this asset as unproductive? Read on to know about it.. (USA Today)

The hard part of investing..
An article on intelligent investor discusses about why our emotions can drive us towards wrong decision. As per this article, our psychology, hardwired into us over millennia, which can hold us back from taking decisions that are in our own best interests. It is very obvious as long as we see people taking actions similar to our own, we often feel safer, even if it means we're about to plunge to our deaths. And this is the bigger mistake we do. So what is the best way to deal with this? Read on to know more... (Intelligent Investor)

Why socially responsible investing strategy become more relevant now?
Few years back, the goal of socially responsible investing was to simply screen out or divest portfolios of objectionable companies. However, it has evolved since then. In this competitive and challenging environment one needs to be a step advanced. The social responsible investing now also includes looking into various other aspects. Read on to know more about it... (The Wall Street Journal)

Signs of great depression
This interesting interview on Money morning with Jim Rickards discusses about the signs of great depression. During this interview, various remarkable facts are highlighted and presented. Check this video to know more about them. (Money Map Press)

This article (The hard part of investing..) is authored by Equitymaster.

Equitymaster is a leading 'independent' equity research initiative focused on providing well-researched and unbiased opinions on stocks listed on the Bombay Stock Exchange.]]>
Mon, 22 Sep 2014 00:00:00 GMT http://www.equitymaster.com/detail.asp?date=9/22/2014&story=5
Is there a way to avoid failure? http://www.equitymaster.com/detail.asp?date=9/19/2014&story=5
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Here is today's recommended reading list from Equitymaster...

Did you know that there are only 3 ways investors make money in stocks?
The following statement might be an over simplification but there is no doubt about its accuracy. "There are only 3 ways to make money in the stock markets." This statement applies to investors more than traders. As this article explains, all important things are indeed simple to understand. (Beginnersinvest)

A detailed picture about commodities and currencies
Why is the US dollar gaining strength against the leading currencies of the world? The US fed has pumped in unprecedented amounts of money into the US economy. Yet the currency has held up quite well over the last few years. The answer lies in commodities; specifically in the energy sector. This insightful article points to the fate of US dollar. (Safehaven)

How is Buffett doing on his big bet?
In 2007, Warren Buffett made a famous bet. He claimed that the S&P 500 index will outperform a portfolio funds of hedge funds (knows as HFoFs) over a 10 year period. Protege Partners LLC, money managers, based in New York, took up the bet. Each side put up US$ 320,000. The start date was 01 Jan 2008. So how is Buffett doing? Read on to find out more... (Morningstar)

The three big threats to China
You may not invest in China. But given its sheer size and influence in global trade, what goes on in China certainly has an impact on your investments. Here is an interesting article that throws light on some key threats that the dragon economy faces. Read on... (livemint)

Is there a way to avoid failure?
Failure is common in everyone's life. However, what matters is what one takes away from such failures. Failing teach us a lot and helps us grow as an individual. Read on to find out why organizations generally fail and what steps should they take to avoid failures? (Capitalideasonline)

This article (Is there a way to avoid failure?) is authored by Equitymaster.

Equitymaster is a leading 'independent' equity research initiative focused on providing well-researched and unbiased opinions on stocks listed on the Bombay Stock Exchange.]]>
Fri, 19 Sep 2014 00:00:00 GMT http://www.equitymaster.com/detail.asp?date=9/19/2014&story=5
Is Gold a worthy investment? http://www.equitymaster.com/detail.asp?date=9/17/2014&story=3
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Here is today's recommended reading list from Equitymaster...

Can a rejuvenated India outpace China?
The Indian economy is set on the path of recovery since the election of the pro-reform Narendra Modi government. On the other hand, China has been battling a troubled banking system. On account of unbridled investments in real estate and infrastructure, the bad loans in the country's banks have risen sharply. The slump in the property market has led to a further slowdown in its economy. Do the economic woes of China give India an opportunity to outperform? This is what Credit Suisse thinks. Read on to know more.... (Livemint)

Is Gold a worthy investment?
Gold is considered as safe bet during times of upheaval and financial distress. This is because the value of gold is universally acceptable and is not dependant on any other asset class. However, the Oracle of Omaha, thinks otherwise and views gold as worthless. According to him investing in gold is akin to gambling as it does not result in any value accretion Read on to know more about Warren Buffet's views on the yellow metal. (Fool)

Where is crude headed?
Crude prices have corrected below $100 a barrel. But are these low prices sustainable in the future in the light of geopolitical tensions in Iraq and ongoing tussle between Russia and Ukraine. Read on to know in which direction the crude prices will move in future... (Seekingalpha)

Should shareholders value only earnings growth?
While earnings growth aids in wealth maximization, shareholders should not solely focus on it. This is what value investor Warren Buffet thinks. According to him if the returns generated from deploying surplus cash in the business is less than the cost of capital then it makes sense for the company to return it to shareholders in the form of dividend or share buyback. Read on to know more.... (Fool)

This article (Is Gold a worthy investment?) is authored by Equitymaster.

Equitymaster is a leading 'independent' equity research initiative focused on providing well-researched and unbiased opinions on stocks listed on the Bombay Stock Exchange.]]>
Wed, 17 Sep 2014 00:00:00 GMT http://www.equitymaster.com/detail.asp?date=9/17/2014&story=3
Shree Cem: Cement biz improves; power drops (Subscriber Feature) http://www.equitymaster.com/detail.asp?date=9/17/2014&story=2
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Shree Cement has announced its financial results for the quarter and year ended June 2014. While the company's sales increased by 14.6% YoY, net profits reported a decline of 2.6% YoY during the quarter.... [Read More]

Free Resources on Shree Cement: Latest Stock Quote | Company Fact Sheet | Compare Company | Related Views]]>
Wed, 17 Sep 2014 00:00:00 GMT http://www.equitymaster.com/detail.asp?date=9/17/2014&story=2
Interview with CEO of Apple Inc. http://www.equitymaster.com/detail.asp?date=9/16/2014&story=3
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Here is today's recommended reading list from Equitymaster...

Lessons from a lunch with the Oracle of Omaha
If you ever got an opportunity to meet the ‘Oracle of Omaha’ Warren Buffett over lunch, what would it be like? What would you ask him? Until you meet him, here an interesting video where Aquamarine Capital Management CEO Guy Spier discusses his book and lessons learnt from a lunch with the billionaire investor. (Bloomberg)

How to make BIG money in stock markets
Making money in stock markets seemingly appears easy. Yet many people fail to make decent money in markets. Read on to find out why. Also, the article highlights a few processes that shall help you to make big money in markets. (The Crux)

Interview with CEO of Apple Inc.
Here is a great in depth interview with Tim Cook, the CEO of Apple Inc. in which he discusses with talk show host Charlie Rose about life at Apple without Steve Jobs, his management style and the future vision of the company. Click on the link to view the same. (Ginormous Content Limited)

The relevance of "new news" in long term investing
Are you one of those investors who frequently checks stock quotes price charts to be part of the pursuit of trying to find "new" information? If the answer is yes, you might unknowingly be lowering your investment returns in the long term. As the article suggests, seeking validation of long term investment ideas in the random stock price movements makes little sense. Read on for the details.... (Seeking Alpha)

This article (Interview with CEO of Apple Inc.) is authored by Equitymaster.

Equitymaster is a leading 'independent' equity research initiative focused on providing well-researched and unbiased opinions on stocks listed on the Bombay Stock Exchange.]]>
Tue, 16 Sep 2014 00:00:00 GMT http://www.equitymaster.com/detail.asp?date=9/16/2014&story=3
Is your value buy becoming a value trap? http://www.equitymaster.com/detail.asp?date=9/10/2014&story=6
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Here is today's recommended reading list from Equitymaster...

Habits of a successful investor
A successful investor has a set of habits that aid him in achievement of his financial goals. What are these good habits and which bad habits he should give up to gain success in the investment world? Read on to know more..... (CBSnews)

Are you an investor or speculator?
While speculation has the lure of making quick gains, it has pitfalls that can wipe out the entire capital. Investing on the other hand may be a slow drawn-out affair but it guarantees capital protection and steady returns. Read on to know more about the differences between speculating and investing so as to take decisions wisely. (Fool)

Role of interest rates in economic engine
Interest rates, apart from setting the benchmark for borrowing and lending, play an important role in determining the growth of the economy. This insightful article explains real and nominal interest rates and why protracted period of artificially maintaining low interest rates is actually detrimental for the economy. Read on to know more.... (Safehaven)

Is your value buy becoming a value trap?
Value investing essentially means investing in companies that are trading at a discount but have sufficient potential to grow in future. As such companies are available cheap, they provide sufficient margin of safety. However the downside is that such companies may lose their competitive advantage due to structural changes and turn out to be value traps. This article explains how to spot value buys from becoming value traps. Read on to know more... (Oddballstocks)

This article (Is your value buy becoming a value trap?) is authored by Equitymaster.

Equitymaster is a leading 'independent' equity research initiative focused on providing well-researched and unbiased opinions on stocks listed on the Bombay Stock Exchange.]]>
Wed, 10 Sep 2014 00:00:00 GMT http://www.equitymaster.com/detail.asp?date=9/10/2014&story=6
Tata Global Beverages: A slow start to FY15 (Subscriber Feature) http://www.equitymaster.com/detail.asp?date=9/10/2014&story=4
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Tata Global Beverages Limited has announced its first quarter financial results of 2014-2015 (1QFY15).... [Read More]

Free Resources on Tata Global Bev.: Latest Stock Quote | Company Fact Sheet | Compare Company | Related Views]]>
Wed, 10 Sep 2014 00:00:00 GMT http://www.equitymaster.com/detail.asp?date=9/10/2014&story=4
MOIL Ltd: Poor volumes drag profits (Subscriber Feature) http://www.equitymaster.com/detail.asp?date=9/10/2014&story=2
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MOIL Limited has announced its results for the quarter ended June 2014. The company has reported a 16% YoY decline in net sales and 5.3% YoY fall in net profits for the quarter ended June 2014. Here is our analysis of the results.... [Read More]

Free Resources on MOIL Ltd: Latest Stock Quote | Company Fact Sheet | Compare Company | Related Views]]>
Wed, 10 Sep 2014 00:00:00 GMT http://www.equitymaster.com/detail.asp?date=9/10/2014&story=2
Should you wait for the market to correct? http://www.equitymaster.com/detail.asp?date=9/8/2014&story=6
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Here is today's recommended reading list from Equitymaster...

An insider view on Buffett's remarkable success
There are theories galore on what makes Warren Buffett so successful. But the most credible one we believe has to be from a person who's worked with him more closely than anybody else. Therefore, when Charlie Munger, Buffett's right hand man sat down and began to unravel the man that is Buffett, we were all ears. Read on to find out Munger's account of Buffett's enormous success. (Business Insider)

Should you wait for market to correct?
Most of investors tend to wait for market to correct before investing. But does waiting for such a correction always helps. Of course– No. An article on Forbes.com has discussed about the reasons for why waiting for the big correction is not the best strategy. Read on to know about the same... (Forbes)

Is the world heading towards recession?
Its been around five years now, since the global stock markets had tumbled. Majority of stock markets had lost more than half of its value during this time. However, the things changed and the markets have taken U turn now. An article on Montley fools.com throws light on few events which can once again nail this rally. So what are they? Read on... (The Motley Fool)

What are deferred taxes?
Among the various accounting terms, deferred taxes are something which is bit confusing. They are enough complicated, to confuse. The author of this article tries his best to explain this confusing concept in simple words. Read on to better understand this concept. Do make sure you go through the next article of this series to improve your understanding of this concept. (GuruFocus)

This article (Should you wait for the market to correct?) is authored by Equitymaster.

Equitymaster is a leading 'independent' equity research initiative focused on providing well-researched and unbiased opinions on stocks listed on the Bombay Stock Exchange.]]>
Mon, 8 Sep 2014 00:00:00 GMT http://www.equitymaster.com/detail.asp?date=9/8/2014&story=6