Carnival of Value Investing #10 – The Fix US Debt Situation Edition

Welcome to the July 30, 2011 edition of Carnival of Value Investing.

The financial markets will remain unsettled until the US debt ceiling issue is resolved one way or another. In case there is indeed a technical sovereign default, we may be looking at a period of time when the market will likely present terrific value opportunities on a platter. The resulting uncertainty will test the mettle of the most die hard value investors but those who stick to their convictions and discipline will be rewarded.

What follows is a selection of hand picked articles submitted to this edition of the Carnival. Hope you enjoy them as much as I did.


Maxim Kazawy presents How to Examine a Mutual Fund’s Fundamentals – Price to Earnings, Price to Book, Dividend Yield & Expense Ratio posted at Best Dividend Mutual Funds, saying, “Just like how analysts like to measure a company’s stock via the price to earnings ratio, price to book ratio, earnings per share growth, Beta, market capitalization & volume, dividend mutual funds can also be measured in the same manner.”

Sun presents How Stock Trading Works posted at The Sun’s Financial Diary.

FlBlogger presents DRIP Investing posted at Dividend Stocks, saying, “Dividend Reinvestment Plans, or DRIPs, are great value investing tools. Most large multinational dividend stocks offer individuals a way to buy shares directly through these plans and build large positions over time for very low fees.”

stefanz presents How does the discount model work? posted at skuzet, saying, “Which model does the most respected value investor of the world use? How does this discount model of Warren Buffett work? The model is also available for selected stocks on this website.”

Hemant Beniwal presents Indian ETF Guide posted at The Financial Literates, saying, “ETF as an investment concept has failed in India. The introductory stride has been lost. Even with 10 years of existence in Indian markets they have not able to make any space in investor’s portfolio.”

Tim Fraticelli presents How to Be ‘One Up On Wall Street’ posted at Faith and Finance, saying, “If you’re looking to start investing in the market, consider learning from one of the world’s greatest investors: Peter Lynch. His book ‘One Up on Wall Street’ is a fascinating read and encouraging for everyday investors. This article is a brief look into Lynch’s book.”

Evan presents My New Dividend Investment Portfolio posted at My Journey to Millions, saying “Since I can’t purchase as many individual stocks as often as I was my plan of action going forward is to mix some ETFs with less stock purchases that are more concentrated. Fidelity offers 30 Free ETFs which I can buy commission free. Of these a few are equity income based (i.e. not bonds or fixed Income Based)”

Ideas and Watch List

I generally prefer to feature only one article from any given blog in the Carnival, but Justin’s series on the Asset Allocation methods from the masters is a great read and it would be a travesty if you missed out on any one of these, so I have included all 3 here.

Justin Teo presents Asset Allocation methods from the masters Part 1: Peter Lynch posted at Investrepreneurship.

Justin Teo presents Asset allocation methods from the masters part II: Benjamin Graham posted at Investrepreneurship.

Justin Teo presents Asset allocation methods from the masters part III: Warren Buffett posted at Investrepreneurship.

Darwin presents Portfolio Update – I Tripled the S&P500 – Again! posted at Darwin’s Money, saying, “Who said tech stocks can’t be value investments? Here’s an update on this blogger’s portfolio returns which tripled the S&P500 over the prior 7 months.”

That concludes this edition.

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