Author Archives: dwkmusings

About dwkmusings

Student in Georgetown University's McDonough School of Business MBA Program

Checking on Past Rec’s.

A little over a year ago (June 2011), I blogged about “Dead Money” stocks.  I felt the time for a revival was coming.  Some of the stocks I recommended were WMT, ABT, GE, TEVA,  MRK, HPQ, INTC, CSCO, PFE, and … Continue reading

Posted in Uncategorized | Leave a comment

People are starting to catch on regarding “Dead” stocks.

A few weeks ago I spoke about “dead money” stocks that have been trading flat over the past decade.  The reason they have traded flat for so long is that their valuations in 2000 were ridiculously high.  Whenever you invest … Continue reading

Posted in Uncategorized | Leave a comment

Andrew Lyon on total amount of corporate deferred taxes: “We have not looked at that data.”

Well, I have.  And it’s not pretty. [You would think a former treasury secretary and current PwC employee would have actually considered this “data” to be a little important.  Evidently not.] Corporations paid roughly $190B in federal taxes in 2010 … Continue reading

Posted in Investing/Finance | 1 Comment

Deferred Taxes – a Sneaky Form of Cheap Financing

One of my latest engagements has been to dig a little deeper with deferred tax liabilities.  The initial spark for this study was my noticing that Intel’s deferred tax liabilities jumped by $850M during their most recent quarter, on earnings … Continue reading

Posted in Investing/Finance | Leave a comment

Notes from “How Quickly they Forget” – Howard Marks

Howard Marks from Oaktree Capital occasionally puts out a letter to his investors.  Marks, and his fund, are very value oriented.  Here are several notes from his latest letter: Rather than balancing greed against fear, euphoria against depression, and risk … Continue reading

Posted in Investing/Finance | Leave a comment

Bearish sentiment is on the rise

It’s always popular to initiate the bearish bandwagon after the market has taken a 5-10% dip from recent highs (which it currently has), but I’m finding many of the arguments to be incredibly compelling – and from a handful of … Continue reading

Posted in Uncategorized | Leave a comment

The government refuses to pop the education bubble.

After the DOE ruling that basically allows for-profit schools to continue business as usual, expect the higher education bubble to grow even larger. http://www.scribd.com/doc/55487450/100526-Steve-eisman-Subprime-Goes-College http://globaleconomicanalysis.blogspot.com/2011/06/inane-department-of-education-ruling.html

Posted in Uncategorized | Leave a comment