Investing Thoughts and Ideas

What to expect here --> Investing ideas and articles, thoughts about the markets, updates on companies that like and anything i found absurd in the market!!

Friday, 6 March 2015

QBE: Still cheap after 20% ytd rise

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QBE shares are up 20% YTD after strong second half performance and firm 2015 guidance. As I wrote earlier in July and October 2014 ; QBE...

Saturday, 18 October 2014

Stock Market Capitulation - Why and How to Profit from it ?

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Last 2 weeks has been quite tough on investors with stock market capitulating; whipping out this year gains, in fact S&P 500 was brief...

Saturday, 11 October 2014

QBE: Underwriting discipline will ride the ship

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***Didn't get time to write this blog earlier but here are my thoughts on QBE after 1H14 earning release QBE came out with 1H14 ...

Monday, 28 July 2014

QBE - Is it still a buy?

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QBE has again issued a profit warning prior to announcing its mid year result in August. This time its Latin America business in Argentina ...

Tuesday, 17 June 2014

Is GE a buy?

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I believe GE is undervalued and misunderstood by market as it transition it's earning base from GE Capital to Industrial segment. This ...

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