Home/
Opinions/
BenGraham/
Opinion page

BenGraham's opinions
Post a new opinion

Opinions by BenGraham

Top 3%

BenGraham

Risk Group:(4.1/10) Moderate
Member since:Jul 08
Today:4.44% 1m:-22.34%
3m:-38.50% YTD:-38.83%
Trades/Month:6.29

Nov 15 at 3:24 ET (By BenGraham)

Pfizer and Sanofi-Aventis

I have always stayed away from pharma, because it's outside my circle of competence. However, the recent financial upheaval has created opportunities in several of the major drug companies, notably Pfizer (PFE). Pfizer in particular has been discounted be...

1 Comments Symbols: PFE

Jul 22 at 9:06 ET (By BenGraham)

If, like me, you enjoy a drink once in a while, you've probably sampled at least one of Diageo's product lines. The company owns a portfolio of premium brands including Guinness, Johnny Walker, Captain Morgan, Smirnoff, and Jose' Cuervo. They also own som...

1 Comments Symbols: DEO

Jul 20 at 10:59 ET (By BenGraham)

Portfolio Recovery Associates: the post-it note thesis

Portfolio Recovery Associates (PRAA) is essentially in the business of buying discharged receivables, bad debt, for much less than its face value, then attempting to collect on that debt. Right now, in the teeth of the housing bubble collapse and the rece...

4 Comments Symbols: PRAA

Jul 19 at 2:14 ET (By BenGraham)

GRMN: risk and reward, in qualitative terms

Garmin (GRMN) has plummeted from over $120 a share in October to the low $40's, and currently trades at 12 times last year's earnings, while nearly 18% of the float is sold short. Either something is very wrong with this respected tech innovator, or the s...

10 Comments Symbols: TRMB, RAVN, GPS, NOK, GRMN

Jul 19 at 10:15 ET (By BenGraham)

When to sit in cash

The hard thing about a bear market isn't watching my portfolio take successive haircuts. It's regretting that I don't have more capital to deploy. The time to sit in cash isn't when the financial system is melting down--it's during the even more frighteni...

2 Comments Symbols: LYG, STD, AIB

- MarketGuru Blog network-