tag:blogger.com,1999:blog-48499057198205953732011-11-28T00:20:00.482+01:00Stock market,yahoo finance, finance, personal finance, warren buffett, warren buffet, true value, investing, beginner investing, investing for dummiers, money, money talks,make money on lineRobertohttp://www.blogger.com/profile/01924306545280626121noreply@blogger.comBlogger401100tag:blogger.com,1999:blog-4849905719820595373.post-1343791116667958562009-12-11T14:13:00.000+01:002009-12-11T14:16:10.044+01:00

Evolution. Change. Sometimes it is more than needed.The idea of Value Finance started as a game, but with the time the development of the original idea become complicated to represent through a simple Blog.That is why I have decided to change, to transform the blog into a more articulate website where we could easily follow the performances of different portfolios.Abundantia Investment

Robertohttp://www.blogger.com/profile/01924306545280626121noreply@blogger.com3tag:blogger.com,1999:blog-4849905719820595373.post-64342389222079804312009-09-16T11:13:00.008+02:002009-09-16T12:22:16.756+02:00

Exchange-Traded Funds, shortly ETFs, represent a great way to take profit of the Stock Market when you do not want to invest hours and hours of your time reading annual reports, every Financial Time and WSJ latest news in order to make the 'right choice' for your portfolio. There are some ways to build on an automatic steered portfolio when you are not a financial expert:-you can trust your

Robertohttp://www.blogger.com/profile/01924306545280626121noreply@blogger.com2tag:blogger.com,1999:blog-4849905719820595373.post-80694892493283581552009-08-06T18:04:00.004+02:002009-08-06T18:33:43.818+02:00

222 millions. Is that what you will earn following this blog's suggestions?I wish that, but of course no. It is not. Or at least I cannot promise it, no one can promise these things and please, if you heard someone promising sure huge gains on finance: run away!!222 millions is the Google answer when you search 'Blog Finance' and you google it. That is a lot of:Finance is one of the most

Robertohttp://www.blogger.com/profile/01924306545280626121noreply@blogger.com0tag:blogger.com,1999:blog-4849905719820595373.post-45650719565350078392009-07-31T14:47:00.004+02:002009-07-31T15:13:18.312+02:00

Some months ago I published on Reuters.com three portfolios, recently I added a fourth one. It is time to give a look about their performances:MyIdealPortfolio, representing a balanced portfolio which can be suitable for a long term inverstor who does not want to take high risks but still they want to invest in stocks, ETFs and Bonds (funds of bonds). This portfolio has obtained a unrealized gain

Robertohttp://www.blogger.com/profile/01924306545280626121noreply@blogger.com2tag:blogger.com,1999:blog-4849905719820595373.post-45650999716400471982009-07-22T13:45:00.000+02:002009-07-22T13:48:10.506+02:00

Debt help industry is doing brisk business and it has been able to help many debtors get out of debt. This is true not only for the for-profit making debt help firms but also for the debt consolidation non profit section of the debt help industry. Although the main aim of these companies is to help debtors get out of debt but there is one difference between the debt consolidation non profit

Robertohttp://www.blogger.com/profile/01924306545280626121noreply@blogger.com3tag:blogger.com,1999:blog-4849905719820595373.post-85342911728388399512009-07-16T13:23:00.004+02:002009-07-16T13:37:14.837+02:00

Here we are,Goldman Sachs yesterday and JP Morgan today are making plenty of money and the newspapers are already talking about new record in terms of bonuses... As Is -> To be -> As before:-) Financial crisis are unfortunately useful to the sistem to consolidate, to purge the inefficiencies and, furthermore, are necessary to make the market makers richer and richer.Since you cannot create, but

Robertohttp://www.blogger.com/profile/01924306545280626121noreply@blogger.com2tag:blogger.com,1999:blog-4849905719820595373.post-78795200505926009822009-04-29T14:13:00.005+02:002009-04-29T14:49:06.413+02:00

Let's see what I have built. With your comments it would be great to improve our portfolio techniques!We have seen in previous post, the importance of having a reserve of cash or bonds in your investment portfolio in order to better balance the risk of a stock market downturn and to have a lot of cash to put in the market and profite of the downturns.I have decided to go on Reuters.com and open

Robertohttp://www.blogger.com/profile/01924306545280626121noreply@blogger.com2tag:blogger.com,1999:blog-4849905719820595373.post-78681917941485262102009-04-29T12:02:00.003+02:002009-04-29T14:12:07.351+02:00

Making mistakes is part of life, it could be useful to make mistakes. Especially if they teach you how do better in future!What was my main mistake last year?Well I followed literally the "buy and hold forever" of Buffett's speeches, and I stayed in the market with my position, just changing a little bit some of the most aggressive to some less aggressive in order to fall down with a Beta not too

Robertohttp://www.blogger.com/profile/01924306545280626121noreply@blogger.com1tag:blogger.com,1999:blog-4849905719820595373.post-48886298494308320742009-01-31T13:38:00.003+01:002009-01-31T14:30:58.764+01:00

We have talked a lot about the companies' evaluation, but reading the old posts I have realized that a clear description of the stock evaluation process has never been given.Instead of describing this process with my own words I want to share with you a very well described internet page where you can find some excellent explanations and useful tools (it is in my bookmarks list :-) )Click here to

Robertohttp://www.blogger.com/profile/01924306545280626121noreply@blogger.com0tag:blogger.com,1999:blog-4849905719820595373.post-14604016881914301862009-01-23T14:09:00.002+01:002009-01-23T14:23:01.919+01:00

After a long break, not a lot to say about a panic crisis selling period that still last and that probably will last for some more months.We remember that historically there is a sort of strong correlation between economic crisis and market reactions and that normally, in the past, equity markets have started to clib and re gain part of the losses about six month before the "official" END of each

Robertohttp://www.blogger.com/profile/01924306545280626121noreply@blogger.com0tag:blogger.com,1999:blog-4849905719820595373.post-71543522144575948802008-11-06T21:48:00.005+01:002008-11-07T17:07:40.832+01:00

Obama has won. First two days and Wall Street falls very deep. But as said in last post, I strongly believe that Obama will be a good answer to this crisis, by a psicological point of view and also, I hope, with the new rules that he will give to Wall Street.Personally, I would like to see Warren as next Treasury Secretary as someone has said in past months. I don't think he will be, but it would

Robertohttp://www.blogger.com/profile/01924306545280626121noreply@blogger.com4tag:blogger.com,1999:blog-4849905719820595373.post-65610456825499183882008-11-04T14:27:00.006+01:002008-11-04T14:54:44.891+01:00

Today is the day. America votes. Finally We'll know the doom of the World.Well yes it's just the election days in US, but if you were looking at TV of all around the World you'd have seen the level of interest and passion that this show....oups election has created all around the Globe. The Presidential campaign has cost about 2 bil dollars, a lot of money, but nothing compared to credit crunch,

Robertohttp://www.blogger.com/profile/01924306545280626121noreply@blogger.com1tag:blogger.com,1999:blog-4849905719820595373.post-3974056192500844492008-10-21T13:24:00.004+02:002008-10-21T13:35:32.189+02:00

I do not like give catastrophic forecast, I prefer to give advices on good companies where you could buy value stocks for your long term profitable growth. But, in this case, I have to warn you on one of the company, or better, on a sector I have talked about on this blog: Credit Cards. I am not erasing the past words, I strongly believe that electronics payments in long term will grow more and

Robertohttp://www.blogger.com/profile/01924306545280626121noreply@blogger.com3tag:blogger.com,1999:blog-4849905719820595373.post-43345433574351587072008-10-13T15:28:00.005+02:002008-10-13T16:16:49.426+02:00

As we've seen in previous post, there is a big storm out there in financial markets.Now European's have injected their 'doping' into financial system and today everything is deeply Green.Of course, it is not injecting enourmous amount of money in financial istitution that you save the world economy. You simply say: "Ok guys, you've done an enourmous amount of mistakes playing with you derivatives

Robertohttp://www.blogger.com/profile/01924306545280626121noreply@blogger.com0tag:blogger.com,1999:blog-4849905719820595373.post-41638626369666314692008-10-09T16:49:00.003+02:002008-10-09T17:39:15.811+02:00

Everyone who is reading this blog is interested in Financial markets.Everyone interested in Financial markets well know what it has happened during last weeks. Stock Exchanges have been oversold and the result is a deep loss worldwide with billions of euros of capitalisation burnt up. Of course Value Portfolio accused big losses too.I think it is not over.But I also think that every storm like

Robertohttp://www.blogger.com/profile/01924306545280626121noreply@blogger.com0tag:blogger.com,1999:blog-4849905719820595373.post-85490463661562281942008-09-24T10:11:00.003+02:002008-09-24T10:19:05.746+02:00

If you have spent some time reading company balance sheets, you should well know that it is hard to find a company with a big, wonderful 0 (…yes, zero) in the Long term debts line. It is quite normal for companies to issue bonds or get some bank loan in order to finance their development and investments.This is not true at Apple Inc. In our previous post dedicated to Job’s masterpiece we have

Robertohttp://www.blogger.com/profile/01924306545280626121noreply@blogger.com1tag:blogger.com,1999:blog-4849905719820595373.post-476535017950116992008-09-19T11:09:00.004+02:002008-09-19T11:36:15.320+02:00

Wheneve you start an activity, playing tennis, chess, painting, is important to hav someone to look at as a Master, someone who you like and appreciate. When I started to approach myself to the Stock Exchange I've found this master in th person of Warren Buffett, the greatest investor ever.I've always liked his investment approach and techniqus, his deep look in the value of the Business more

Robertohttp://www.blogger.com/profile/01924306545280626121noreply@blogger.com0tag:blogger.com,1999:blog-4849905719820595373.post-50435889706840623512008-09-10T10:26:00.004+02:002008-10-09T17:43:07.346+02:00

Strange yet truth?!? If you make a simple calculation you’ll see that on a portfolio of 10 lines (each lines has the equal value of dollars or euros or whatever you prefer be gigamillionaire :D ) if everyone loose 5% that man s that your global value has lost 5%, on the other case if 9 stay flat and one looses 10% you’ll globally loose about 1%.So, it would be better to loose only 1%, or not?Let’

Robertohttp://www.blogger.com/profile/01924306545280626121noreply@blogger.com0tag:blogger.com,1999:blog-4849905719820595373.post-56859320058520970762008-09-02T12:06:00.004+02:002008-09-02T12:13:38.306+02:00

Which is, till now, the best Investment for Value Finance Portfolio? It has been Apple for last 8 months.Why have we had invested into this beloved (and hated by someone) company?There is a list of characteristics of Apple that makes it fitting our typical “check before investing list”.-First of all, Apple is a status symbol, is a magic brand with an huge value in terms of appeal, goodwill, brand

Robertohttp://www.blogger.com/profile/01924306545280626121noreply@blogger.com0tag:blogger.com,1999:blog-4849905719820595373.post-76853377246910745282008-08-02T10:13:00.005+02:002008-08-02T10:23:30.608+02:00

Dear readers, Thank you so much!Thanks for having read this blog so much during only two months of activities.Thanks for the encouraging emails you've sent to me about the articles!It is really a pleasure to share with you some ideas and interesting point of view about investment and its techniques.I just thing that it will be even more interesting if you'd post directly on the blog, after the

Robertohttp://www.blogger.com/profile/01924306545280626121noreply@blogger.com0tag:blogger.com,1999:blog-4849905719820595373.post-26348568669696320382008-08-01T21:13:00.004+02:002008-08-01T21:26:02.777+02:00

Internet: the big information mine.Almost everything could be find in Internet.Problem: have you all the time you need to everyday check the web sites you like? Usually No.Solution: RSS feeds.One you will subscribe the free RSS feed of one web site, as for example Value Finance RSS, you won't lose more time to get on the web page to check if there is a new article on. When the new article will be

Robertohttp://www.blogger.com/profile/01924306545280626121noreply@blogger.com0tag:blogger.com,1999:blog-4849905719820595373.post-27042401055312797162008-07-30T19:21:00.005+02:002008-07-30T19:32:50.403+02:00

Name: Stock MarketSickness: Maniac DepressiveI have already written about this silly crazy guy called Stock Market, but of course I have to kep you posted on his last performances and crazy behaviours to highlight the reality of its illness.During last weeks a lot of companies have given their three months results: something about 72% of them has OUTPERFORMED the estimations. Flows of money are

Robertohttp://www.blogger.com/profile/01924306545280626121noreply@blogger.com1tag:blogger.com,1999:blog-4849905719820595373.post-25662565560138419912008-07-29T19:55:00.005+02:002008-07-29T20:21:50.309+02:00

Q-Cells is the World Leader in solar cells productions. We have seen in one of last posts the strategic point that has made it a good investment for our portfolio. Now it is interesting to dig a little bit and discover what is interesting to see about financial statements.Analysing the CFO’s speech during last shareholders meeting we can easily appreciate the good financial condition of Q-Cells

Robertohttp://www.blogger.com/profile/01924306545280626121noreply@blogger.com0tag:blogger.com,1999:blog-4849905719820595373.post-69047458436607031872008-07-25T08:51:00.003+02:002008-07-25T09:04:13.634+02:00

Here we are with our first post dedicated to the Hall of Fame of the Master Investors walking around the Planet. The purpose of these post won’t be to build the image of the ideal, or the best, investing way in order to give you a guideline as: ‘follow it and you’ll become like him’, because it would be quite useless and, you permit, stupid!By the way all these persons have something interesting

Robertohttp://www.blogger.com/profile/01924306545280626121noreply@blogger.com1tag:blogger.com,1999:blog-4849905719820595373.post-30915874660510546022008-07-21T12:09:00.006+02:002008-07-21T22:50:59.935+02:00

As we have seen in one of the past post Solar Energy is the less exploited of renewable energy sources. That means huge possible profits over next years.Renewable energies seem to be the next big investment bubble (as telecom in late 90s), there are some companies trading with P/E ratio of over 300, especially in Wind energy and bio fuel production sectors.On the other hand, in solar energy you

Robertohttp://www.blogger.com/profile/01924306545280626121noreply@blogger.com0tag:blogger.com,1999:blog-4849905719820595373.post-54655120458395572362008-07-16T12:18:00.004+02:002008-07-17T12:30:28.124+02:00

When you chose to invest in a company because it fits all your investment criteria you should never forget to define an exit policy too. What is an exit policy?It is the selling signal that tells you that is time to sell your stocks.Why is it so important to well define the exit policy?Because avoiding emotions in Stock Exchange is a key thing to be successful. And if you do not decide when to

Robertohttp://www.blogger.com/profile/01924306545280626121noreply@blogger.com0tag:blogger.com,1999:blog-4849905719820595373.post-16879695088692937532008-07-14T16:37:00.003+02:002008-07-14T16:58:00.851+02:00

I publish a short post just to say that Solar Energy stocks are going down and down after some Government subventions reductions (Germany and Spain) and after the last month market crisis. So you have to jump on this sector as soon as possible if you were still out!Stock prices are very interesting, with an average P/E far below the average of other alternatives energies. Government subvention

Robertohttp://www.blogger.com/profile/01924306545280626121noreply@blogger.com0tag:blogger.com,1999:blog-4849905719820595373.post-46562800274779673372008-07-10T18:44:00.005+02:002008-07-10T19:12:57.437+02:00

We have seen the electronic transactions market appeal in previous post, with its fast growing up-trend. Let’s try now to see why Visa Inc is so interesting after its record IPO during last march.On April 28 Visa Inc has announced its operational performance highlights including: • Payments volume grew 19% over the prior year to $681 billion;• Total volume, inclusive of cash volume was $1.1

Robertohttp://www.blogger.com/profile/01924306545280626121noreply@blogger.com0tag:blogger.com,1999:blog-4849905719820595373.post-8748228446584887102008-07-08T22:15:00.005+02:002008-07-10T18:43:32.520+02:00

Notes and coins as we are used to know will last forever or they will be completely replaced by virtual, electronics money? In very long term I guess so. What it is extremely interesting to analyse and think about it is the increasing number of electronic transactions:-To pay at the stores-To pay for services-To pay on lineIt is a trend which will be hardly interrupted and that will keep going

Robertohttp://www.blogger.com/profile/01924306545280626121noreply@blogger.com0tag:blogger.com,1999:blog-4849905719820595373.post-83503207032115429832008-07-04T20:53:00.005+02:002008-07-17T12:30:57.243+02:00

At the closing bell ceremony all participants are always, always, clapping with a very big smile. Even if the Market fall down of 5% that day.Have you ever asked Why?Well it is quite simple. Most of people investing in the Stocks made these persons’ fortune. Brokers and portfolio managers usually are not paid by the performances they achieve. They earn money on the transaction fees. In other

Robertohttp://www.blogger.com/profile/01924306545280626121noreply@blogger.com0tag:blogger.com,1999:blog-4849905719820595373.post-15758302312693122982008-06-30T00:31:00.004+02:002008-06-30T01:06:46.549+02:00

Persons are strange, very strange.And the markets, defined by Buffet as maniac depressives, follow people's behaviour.When there are sales at the stores there are lines of persons in queue for hours in order to make 'big businesses'. Those same persons do not hesitate one minute before running far away by the Stock Exchange when it is on sale, instead of jumping in with all the strength of a

Robertohttp://www.blogger.com/profile/01924306545280626121noreply@blogger.com0tag:blogger.com,1999:blog-4849905719820595373.post-72131205039583298912008-06-26T12:35:00.004+02:002008-06-26T13:51:39.033+02:00

Which is one of the less exploited renewable energy source?The direct solar radiation. Photovoltaic effect is the capacity of some materials to transform photon coming by the Sun directly into electricity. Looking at the total amount of energy generated by renewable sources we see that photovoltaic is by far the less important of the contributors.On the other hand we have to think that 100 km2 of

Robertohttp://www.blogger.com/profile/01924306545280626121noreply@blogger.com0tag:blogger.com,1999:blog-4849905719820595373.post-60242612919661883522008-06-23T12:04:00.005+02:002008-06-24T22:59:46.756+02:00

Waiting for a totally clean and renewable energy source, capable to fulfil whole world energy demand, there is source which is pushing and demanding new spaces. Nuclear energy: this kind of CO2 free energy which is supplying about 17% of world production is becoming more and more important in our days and the forecasts show us a growing weight in next years.Italy and Great Britain have joined

Robertohttp://www.blogger.com/profile/01924306545280626121noreply@blogger.com0tag:blogger.com,1999:blog-4849905719820595373.post-43605005800444570582008-06-18T00:04:00.001+02:002008-06-24T22:58:31.680+02:00

After having analyzed LVMH solid financial statements, let’s have a look on its history and vision. Most of Group brands have a long historical tradition in fashion and luxury, with a great brand value all over the World. The power of LVMH lays both in its European heart and taste for nice and in its presence all across de World, these characteristics justify the good past performance in stock

Robertohttp://www.blogger.com/profile/01924306545280626121noreply@blogger.com0tag:blogger.com,1999:blog-4849905719820595373.post-56179358945180866052008-06-16T23:26:00.000+02:002008-06-16T23:35:56.213+02:00

Today, the quest for great global winners today leads us to a niche sector very interesting: luxury goods.This is an extremely competitive sector with special challenges and characteristics, where brand value, marketing channels and other intangibles assets like history and taste for fashion well mix them all with other real assets as retail force and new market development.Warren Buffet’s

Robertohttp://www.blogger.com/profile/01924306545280626121noreply@blogger.com0tag:blogger.com,1999:blog-4849905719820595373.post-60981106366565794902008-06-15T16:40:00.001+02:002008-06-24T22:56:23.872+02:00

The first company we are ready to talk about is E.ON AG. The German based energy supplier is one of the European leaders of Energy production and Gas distribution for industrial and retail market .A long success history during last years, with increasing revenues and stock values, mixed with an extremely good balance sheet and a forward-looking management makes this company the must-have for

Robertohttp://www.blogger.com/profile/01924306545280626121noreply@blogger.com0tag:blogger.com,1999:blog-4849905719820595373.post-82001330343586432872008-06-09T00:02:00.000+02:002008-06-09T00:06:29.651+02:00

Every day, if you switch on television or open newspapers, you can hear the same news: new oil price record. Old record breaks down!If you have to full you car or take a plan, with the extra charges for fuel you are looking at this running up as a tragedy.The point is that, as in everything, in every bad thing there is a big opportunity.In this case the oil crisis could be seen as an opportunity

Robertohttp://www.blogger.com/profile/01924306545280626121noreply@blogger.com0tag:blogger.com,1999:blog-4849905719820595373.post-54195953875199391432008-06-05T22:49:00.000+02:002008-06-05T23:48:14.836+02:00

When the idea of this blog has come to my mind the very first time, a couple of months ago, I have suddently thought that it would have been necessary to prove somehow the sentences and the ideas that I will express throught this web page.In order to show my investment philosopy results I have decided to put "on line" some of the details of my portfolio. I will always put on line the results and

Robertohttp://www.blogger.com/profile/01924306545280626121noreply@blogger.com0tag:blogger.com,1999:blog-4849905719820595373.post-63723408401818005022008-06-05T22:03:00.000+02:002008-06-05T22:25:55.889+02:00

Long term.This is one of the key point of the investing attitude that will characterize all this blog’s posts.When I will indicate the name of a company or a fund, it will always be with a long term vision because for me the picture of the past, that you can easily read on balance sheets, cash flows and income statements, it is just one of the point where to look in order to find the “winning

Robertohttp://www.blogger.com/profile/01924306545280626121noreply@blogger.com0tag:blogger.com,1999:blog-4849905719820595373.post-88081345095523225812008-06-05T21:45:00.000+02:002008-06-05T22:01:42.286+02:00

The aim of this blog is not to give you some tools to invest and making tons of money, the aim is to give you some guidelines, some ideas and some, I hope, good stock pick in order to allow you to think Value and set up the right tool fit for yourself.Everybody is different by each other, so which is the purpose to propose one tool for everybody.People has different objectives and different

Robertohttp://www.blogger.com/profile/01924306545280626121noreply@blogger.com0