Internet Initiative Japan (IIJI) (3774) is being overlooked by the market of late after a run last year to a multi-year high. Poised for a record fiscal year (which ends in a couple weeks), no doubt 2012 – 2013 will prove to be even more impressive. See my write-up, which appears as an exclusive premium [...]
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RSS feed for this sectionNo Stock Market as Undervalued and as Misunderstood as Japan
Japanese stocks have done very well in 2012 and of course the weakening yen has increasingly more to do with the rally; deservedly so for the people of Japan. Otherwise, and unless Japanese stocks continue to do well, they could become neglected once again. Not necessarily a bad thing for value investors, and regardless of [...]
Reuters publishes Nader’s entreaty to Cisco, blocks comment
Great to see Ralph Nader write something on the very important matter of dividends and stock buybacks, see, “It’s time for Cisco to cough up shareholder cash.” (Hyperlink visible in full article view) And great to see it published by a mainstream outlet like Reuters. Billions of dollars, if not tens of billions, at companies [...]
GE, Gibson Dunn vs. SEC & Me Take II
Serendipitously on Martin Luther King, Jr. Day, I was able to relay great news for shareowners of General Electric (GE) and all publicly-traded companies. The SEC ruled the prior week that GE cannot omit my critical proposal (hyperlink appears in full article view; see page 2 of PDF) requesting its board reexamine dividend policy. GE has [...]
Nintendo bottoming: worries over games proven overdone again
I have followed up on my original bullish take on Nintendo (NTDOY.PK) (JP: 7974) from June. In my latest, carried as an exclusive on Seeking Alpha, I explain why I remain bullish on Nintendo and among other things include mention of recent Japanese analyst actions. *Click “Read Full Story” below for hyperlink to Seeking Alpha.*
Long precious metals, hope others stay long Treasuries
Please see my exclusive article at Seeking Alpha, “Why I’m Long Precious Metals (And Hope Others Will Continue to Buy Treasuries).” I look at some of the perils of investing in Treasuries; the performance of select assets and money growth since 1971 when president Nixon closed the gold window; and discuss my investments in iShares [...]
Benjamin Graham’s rediscovered 1946 lectures
Having recently re-read and reviewed Security Analysis (4th ed. pub. 1962), I was pleased to come across Wiley’s web publication of the so-called “Rediscovered Benjamin Graham” lectures from 1946.* Full of nuggets of wisdom these lectures, the tenth and final was particularly gratifying. To each investor or intelligent speculator, his or her own takeaways from [...]
Japanese individual investors saying no thank you to JGBs
The Mainichi Shimbun (original in Japanese) reported early Thursday that Japanese Government Bonds’ (JGBs) popularity is rapidly falling among individual investors. Beginning in 2003, the Ministry of Finance (MoF) has sold two types of JGBs (a fixed-rate 5-year and a variable-rate 10-year) four times a year to individual investors. However, as interest rates have been [...]
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Knuckleheaded Nomura
The latest and largest equity dilution — approx. $5.6B; 30% s/o — by Nomura (JP: 8604) [[NMR]] has sent its shares down 16% to ¥573 in Tokyo ($6.35 at ¥90.3/$1) following an earlier rout in NY. I think the stock has further to fall, given that it was saved by its daily loss-limit (‘limit-down’) in [...]
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Japan lost, but not dead, in deflation
For Japan, the 1990s are commonly referred to as the “lost decade.” Those that know me are aware that I look beyond that and actually regard a quarter-century as the appropriate “lost” duration. However, if one really thinks about what has transpired and where we are today, it is rather impressive that Japan continues to [...]
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