In the last 6 months, I’ve gone through the process of acquiring a car twice. In July my fiance and I purchase a new Volkswagen Jetta, and just this past Monday we leased a Subaru Impreza. Having gone through both the process of leasing and buying a car, I feel comfortable commenting on both, and taking a look at reasons for choosing one over the other. I also have a few suggestions as to what one should do before even starting the process.
On Tuesday Chris posted about “Digital Media Convergence”, and picked Microsoft as one of the main benefactors/facilitators of just such a shift. A reader responded to the post with some excellent comments, and a due amount of concern, as to why one should be wary of investing in Microsoft.
I would first like to say, that this is just such an environment which we hope to foster here at InvestorGeeks. It’s one of the reasons we started the Forums. So in that spirit here is why I think that Microsoft is ripe for investment.
Below is an excerpt from a conversation that Chris and I had last night. It concerns emerging markets, and some thoughts on how best to enter them. I’ve just posted the conversation as is, not even bothering to modify for typos and mispellings. In a few weeks, I’ll post more thoroughly on this topic, as it interests me, and deserves my full measure of attention. Also, this is just an aside, and not a substitute/cop-out for my weekly article, that will follow sometime tomorrow.
So here I go. Sorry the post is up so late in the day, going forward we’ll try and avoid that. This all started with a post to a small group of friends that started a stock picking challenge of sorts. I’ll be encapsulating a lot of what was said over multiple posts, in this single post. Future posts should show a bit more coherence and eventually settle into some sort of style.
Below I’ll list the stocks I’d picked, and the price that I would have paid for them, when I first picked them approximately 3 weeks ago. I’ll do my best to group these into short term, and long term plays. Long term meaning, simply, that it may take you longer to see a return. Then I’ll close with a few random thoughts, and some comments on what to look for in my next post.
Long Term(5+ Years):
Bank of America – BAC – 42.00
Sirius – SIRI – 6.80
Yahoo – YHOO – 32.96
News Corp. – NWS – 15.59
Disney – DIS – 23.43
