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I am a Portfolio manager at Motiwala Capital. You can email me at adib@motiwalacapital.com. Read the about pageSubscribe to blog
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Author Archives: Adib Motiwala
ABC Funds’ Ten Commandments of Value Investing
Irwin Michael, CFA manages ABC funds in Canada. They have an excellent website with good material. Read their value investing style and more on their website (http://valueinvestigator.com/en/). Their ten commandments are as below. I heard him talk to the students … Continue reading
Posted in Canadian investors, Investing Rules
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In reply to “Ensco’s Dividends May Not Last Forever”
Yesterday, there was an article on the Motley Fool about Ensco’s (ESV) dividends. The article titled “Ensco’s Dividends May Not Last Forever started out by talking about the benefits of owning dividend paying stocks. This got me really interested as … Continue reading
Mentioned on Covestor Live
In an earlier post, I had mentioned that my real money portfolio is available on Covestor.com. A couple of days back, Covestor live which is the blog for Covestor.com mentioned about the model. Here is the paragraph about me and … Continue reading
Posted in Uncategorized
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Valero on the road to recovery
Via Bloomberg, “Valero Energy Corp., the largest U.S. oil refiner, beat analysts’ estimates and reported its second consecutive quarterly profit after rising prices for gasoline and other fuels outstripped the cost of crude. Net income for the quarter was $292 … Continue reading
My real money portfolio on Covestor.com
For those who have not heard about Covestor.com, it is an investment management platform where anyone can share their real money portfolios and track their performance. Anyone who wants to build a public track record, should consider them strongly. The … Continue reading
Posted in Portfolio Management
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Announcing the stock watch lists page
I have added a new page to the blog today. You may notice it on the top bar as the last link (as of Sept 28,2010). At this moment, the page contains the various stock watch lists I have created … Continue reading
Posted in Portfolio Management, screener, value investing
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Many red flags caused me to short Salesforce.com
I recently shorted Salesforce.com (CRM). The two part analysis can be found on GuruFocus.com Part 1 – Heavy insider selling for a stock with P/E over 200 Part 2 – Many red flags caused me to short CRM Disclosure: I … Continue reading
Search strategy
To be successful in investing, one should have a good search strategy. Often I used to wonder where should I look for companies for doing further research and then investing in them. Here are some of the places I look … Continue reading
Aeropostale: Stock Analysis – Part 2
Read Part 2 of my analysis for Aeropostale (ARO) Disclaimer: Long ARO at the time of writing.
Aeropostale (ARO) – Stock Analysis
Aeropostale, Inc (ARO): Buy Key Statistics Recent Price $ 21.89 Market Cap(million) $ 2,050.00 Enterprise Value (millions) $ 1,750.00 Shares outstanding (millions) 94.55 Average daily volume 3.7 million 52 week low $ 19.10 52 week high $ 32.24 Dividend Yield … Continue reading
