Sunday, November 2, 2008

Discriminatory Business Support and Stock Management in the Public Interest


Most stock market players would like to forget October 2008. The month has certainly ended on a sad note for me. I deeply regret the news I found at the following link:


Though energy from arable land is a matter of some debate, Brazil is dynamic proof of the benefits of bio-fuels.

The NYSE: VSE symbol is not as prominent as some of the most infamous ones from Wall Street, but VeraSun Energy is a truly spectacular company. The national and world benefits of energy security from the land cannot be over-stated. The Bush Presidency will be remembered in bipartisan manner for bending over backwards to bail-out prominent banks. It is a sad commentary of our times that a company such as VeraSun Energy has had to fend for itself when in distress.

There is no merit in idle speculation. Each of us can support stocks that represent worthwhile activities. We can also use our democratic rights to support corporations that represent our economic interests. Please help to bail-out VeraSun Energy. This company is one of a rare breed that helps us move away from exclusive and crippling dependencies on crude oil.

I have no financial interests in VeraSun Energy.

Saturday, November 1, 2008

Dubai Dynasty Lessons for the Business Management and Stock Exchange Worlds


Dubai is part of the Middle East, but stands apart from the rest of the region. The Dubai Dynasty has been in power for over 150 years. However, all accounts of the city-state and its surroundings are astounding in their celebrations of modernity.

The Dubai Financial Center is one of the most dynamic stock exchanges in the world. It is far from being the oldest, but the business culture of the Dubai Dynasty is an indelible part of history. How does the Dubai Dynasty manage such a becoming blend of the old and the new? I found an answer from oceans away. Here is a link to the secret of the business success of the Dubai Dynasty:


The Dubai Dynasty is resolute in its practice of Islam. However, its approach to business is entirely secular. Islamic banking is very much in evidence throughout the sandy lands governed by the Dubai Dynasty. Yet there is no facet of cutting-edge business management technology that is not diligently followed in the governance of the Dubai Dynasty.

You can choose between a history of the Dubai Dynasty and the hallowed portals of the Harvard Business School. Your conclusions about the role of culture in managing business and picking stocks will be the same whichever route you take.

The Interactive Marketing Route to Business Recovery and Stock Price Management


Wall Street Main Street trade-offs are popular pivots of present public pre-occupations. That is why not everyone will celebrate the new trend in lofty financial circles reported below:
 

There are rays of sunshine between the dark clouds  of discriminatory Washington largess for erring banks. Certainly flocks of folk threatened with foreclosures will welcome opportunities to remedy their finances. There is no word about rewards for citizens who have met loan deadlines, but there is evidence that the era of rapacious consumer banking is halted if not stopped for all time.

A business crisis makes most people inward-looking. It is natural to attend to the wolf at your door before trying to protect others. However, professionally-run enterprises will put pressing customer needs first. That is why I commend administrative pressures and executive actions to strengthen loan counseling procedures by discredited financial institutions. It makes sound business sense to look after the welfare of your customers. It is a durable if subtle axis on which to pick stocks for investment during the coming week.  I predict improved times for the banks referred to in the link provided in this post. You can also make picks from other sectors and industries on the basis of Interactive Marketing improvements by corporations in distress.

Friday, October 31, 2008

Pick a Top Stock Wardrobe


The Apparel/Accessories Industry can be a safe harbor during a recession. Children, sports people, and changing seasons drive elements of demand that are not discretionary. This is not to say that the entire industry enjoys uniform demand trends. It is a matter of picking stocks with clear differentiation. Take American Apparel Incorporated (AMEX: APP) for example. The company brand grows from strength to strength. It represents excellent value for young people who want to look fashionable on limited budgets. Branding goes beyond the physical attributes of clothing: the company takes fairly clear and strong positions on matters of social importance. Distribution is another key strength for this stock. The brand is available through conventional outlets and online as well. The company is focused on the home market of North America, but services demands from other continents with aplomb.

October 2008 is set to close with the stock price at less than a third of the 52-week high. The Price to Earnings Ratio is below 20. I have no financial interests in the matter, and recommend this stock for the coming week without qualification.

Thursday, October 30, 2008

How to Manage Your Stock Portfolio in Uncertain Business Times


Customer engagement is a panacea for the economic issues of today. This is a key difference between business management and academic economics. A healthy Quick Ratio makes nonsense of every credit crunch. Recession is history provided that you are adroit in giving customers what they want.

Consider Kraft Food Incorporated. The Forward Price to Earnings Ratio is well below 20. The Yield is 4.07. The Beta is just 0.5. The Payout Ratio has topped 65% over the past four quarters. Sales have grown by more than a fifth during the Most Recent Quarter. How can such stellar business performance be possible in a deadly mix of inflation and recession?

Take a look at the following link for an answer:


Here is a case for a whole new approach to the stock market. This is what the Private Equity guys have done for decades. Appraise the value of a stock on the basis of what it delivers for customers. Buttress the numbers and ratios with specifics of Interactive Marketing transactions. You will win no matter what the Fed says and does.

Wednesday, October 29, 2008

Separate Grain Stock from Chaff with a Business Management Filter


Stock exchanges around the world smile today. Rallies are sharp. Doubts persist about whether stock price gains will endure. It is time to use business management concepts to make top stock picks.

Time is a primary factor in stock investment today. We simply do not know enough to make safe trading decisions as yet. Risks of short-term losses are as likely as any projected gains. However, the 12-month outlook is fairly certain. Basic Materials, and some industries of other sectors are set to rise as new governments take positions in Washington and in India as well. Brazil, China, Australia, and Russia are other major financial centers with stable and predictable futures.

All stocks are not equal. Business management separates corporations with excellent prospects for success from others that are over-leveraged. Unfortunately, retail investors in a stock market are not privy to business plans and their sensitivity analyses. However, we can review track records of past business performance and management statements as well. Independent retail audits of brand shares are also invaluable inputs to stock investment success.

Buy selected stocks before November 2008. You can look forward to handsome gains within the next 12 months. Post below or write to me to know more.

Monday, October 27, 2008

Clean Energy Lights Through The Stock Market Haze


The Sun leads a nearly endless array of clean energy sources. The business implications are as impressive as the environmental ones. Technology is a powerful driver, because not everyone can make thin solar panels. It calls for business management skills as well, for there are many alternatives to harvest the world market potential for new energy forms.

Hydrogen fuel cells and clean coal are other abundant new sources of energy. Neither has entered the stock market arena as yet, but they could do so soon. Wind energy stocks are available, but geo-thermal and tidal energy forms await entrepreneurs. Brazil leads the world in producing fuels from crops, but competition for arable land will separate stock market winners from others in this domain.

Politics has much to do with the clean energy business. The U.S. divides OPEC in to two opposed camps. Fluctuations in crude oil prices affect investments in the nascent clean energy business. It is a heady brew that confuses the stock market investment opportunity. However, no portfolio should be without clean energy stock investments. Right picks can drive through the market uncertainties decisively and profitably.

Do you have clean energy stocks in your portfolio? I would love to swap ideas and leads. Post below or write to drsbanerji@gmail.com