Staying Inside and Playing Video Games During October

The Best Kind of October Afternoon: Reading Annual Reports By the Fireplace and Playing Video Games for Hours

My Day In Pictures1 Comment

Early morning, a giant package arrived from FedEx containing the historical annual reports of a company I’ve been studying for the past couple of weeks.  I’ve built positions in most of the accounts under my purview, including my household portfolios.  Even though I have read the financials in PDF format, I want to go back through the hardcopy, line-by-line, and make sure there is nothing I am missing.

Pepper Turkey and Cranberry Panini with Smoked Gouda Cheese

I’ve Made the Perfect Fall Sandwich – Black Pepper Turkey Panini on Wheat Bread with Cranberry Chutney and Smoked Apple Gouda Cheese

Food and BeveragesLeave a comment

The October panini study continues and I hit upon a huge winner today!  It is like autumn distilled into a sandwich.  It involves the same eight wheat bread I used yesterday in the blue cheese and plain turkey version, only the meat is a black pepper-edged smoked turkey, with slices of apple-smoked gouda cheese, mayonaise, cranberry chutney, arugula, and a drizzle of olive oil.  It would be perfect if you have a cup of spiced cider or apple slices on the side.  

Starbucks IPO

A 20-Year Case Study of an Investment in the Starbucks IPO

Case Studies & Profiles, Stocks14 Comments

I’ve done case studies in the past of slower growing, highly profitable businesses such as Clorox, Nestlé, Coca-Cola, Procter & Gamble, and Colgate-Palmolive among them.  We’ve also discussed case studies of some initial public offerings, such as an investment in Tiffany & Company twenty-five years ago.  I thought it might be interesting to look at another…

Nestle Headquarters Stock Investors from Google Earth

A Case Study of Nestlé SA Shareholder Returns With and Without Dividends Reinvested

Case Studies & Profiles, Stocks18 Comments

If you bought $100,000 worth of Nestlé common stock on the first day of trading in 1991, you would, as of October 7th, 2012, own 14,306 shares.  At 60.40 CHF per share, this is a market value of 864,082.40 CHF.  Translated back into United States dollars, that is $929,718.  On top of the $929,718 in stock you own, you would have collected years of cash dividends.  How much? Let’s take a look at the whole picture.

Gold Coins and Gold Bullion Investments

Investing In Productive Assets Always Beats Gold and Gold Always Beats Fiat Currency In the Long-Run

Asset Allocation, Gold and Gold Investing19 Comments

It is a fairly regular occurrence for me to get messages from individuals who advocate a portfolio consisting entirely, or almost entirely, of gold, held for the long-term.  They usually follow the same pattern, are from the same demographic, and come through the contact form.  This morning, there was a comment left about gold and I decided…