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I write on companies that may have recently experienced a significant price change and/or any company that may attract my attention.

What companies/countries?

As long as the company is publicly listed and is listed in the U.S. and Asia (the Philippines, Hong Kong, Japan, Taiwan, etc.).

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Articles by Mark Yu

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Mark Y.

Should Investors Gamble With Procter&Gamble?

Recent tax probe in Italy gives one more reason to be cautious with P&G

On Wednesday, Bloomberg published an article titled “P&G Is Under Investigation in Italian Tax Probe.” In it, the world’s largest consumer-products maker is being investigated for routing revenue through Swiss and other units to avoid paying taxes in the country. Joining the likes of Apple (NASDAQ:AAPL), Google (NASDAQ:GOOG) and Amazon (NASDAQ:AMZN), P&G(NYSE:PG) would, if guilty, probably need to pay a little bit more than what Google had paid. According to the article, Google was allegedly underpaying taxes totaling $277 million from 2009 and 2013, representing some 20% of Italy’s sales.

To continue reading, click here http://www.gurufocus.com/news/427877/should-investors-gamble-with-pg

HCP: Some Troubling Findings?

Seeking value in a health care real estate investment trust

Conservative investors must probably be buckling up for a soon, already started, bumpy ride in the market.

The BREXIT event had nothing to help in terms of stabilizing the cash market. The event did not fail to wreak havoc across global market indices on Friday. Further, the event pushed most market movers (hedge funds and money managers) to place their bets on precious metals. Reuters indicated that this is the most net long positions in both gold and silver since records became available (2006). On the same day, the volatility index (VIX) rose 50%, highest since 2011, indicating presence of market turbulence (uncertainty).

This speculation of possible recession in the United Kingdom, magnified market turmoil, renewed political tension, among others, should not dictate that an investor “sell first and ask questions later.” In a Bloomberg interview, Howard Marks (Trades, Portfolio), Oaktree Capital co-chairman, does not believe that the event is not a financial catastrophe.

Continue reading here http://www.gurufocus.com/news/424485/hcp-some-troubling-findings

Celgene: Is It a Buy?

Celgene (NASDAQ:CELG), among other biotech companies, has fallen from its record high. The company has returned negative 15% for the past year, and negative 26% from its high of $134 a share back in July 2015 compared to its Tuesday morning price of $96.89 a share. The iShares NASDAQ Biotechnology Index ETF, on the other hand, has performed worst at negative 32% for the past year. Along with leveraged commodity ETFs, the biotech sector has experienced Mr. Market’s dark side. The Standard & Poor’s 500 returned -2% in the same timeframe.

read more here http://www.gurufocus.com/news/422774/celgene-is-it-a-buy

“If you can’t beat the market, be the market.” Seth Klarman (Trades, Portfolio)

T-Mobile: A Company and a CEO to Watch For

“We are the Un-carrier™. Unsatisfied with the status quo. Unafraid to innovate.” T-Mobile 2015 annual report.

Since being listed on the New York Stock Exchange in March 2013 and being transferred to the NASDAQ exchange in mid-October 2015, T-Mobile U.S. (NASDAQ:TMUS) has returned an annual average return of 31%. This happened while AT&T (NYSE:T), Verizon (NYSE:VZ) and Sprint(NYSE:S) delivered 7%, 3.6% and -21% in the same time frame. On the other hand, the Standard & Poor’s 500 returned 10.6%.

To continue reading click here. Article first published on May 11, 2016.


More than a million Brazilians protest against ‘horror’ government (3/13/2016)

More than a million Brazilians have joined anti-government rallies across the country, ramping up the pressure on embattled president Dilma Rousseff.

Already struggling with an impeachment challenge, the worst recession in a century and the biggest corruption scandal in Brazil’s history, the Workers party leader was given another reason to doubt she will complete her four-year term

“It’s not just the rich. Everyone is suffering,” said house cleaner Claudia Brasilina, who had travelled almost an hour to get to the protest from her home in the poor suburb of São Cristovão. “Dilma is ruining the country. She has to go.”

Like many of the demonstrators, she put her hopes not in the opposition but in the judiciary, particularly judge Sergio Moro, who has presided over the Lava Jato investigation into the kickbacks and bribes associated with Petrobras, the state-run oil company.

That case has spread to involve dozens of other companies and senior politicians from almost all of the major parties. A popular chant on Sunday was “Viva o Sérgio Moro! Viva a Lava Jato!”

“She’s a horror,” said Paulo Rodriguez, a 53-year-old businessman who came with his wife and daughter. “The Workers party is a horror. They’re a criminal organisation that is robbing state resources. They are destroying our country.”

“If Dilma goes, the currency will get stronger and confidence will return and people will start spending again,” he said.
Release of tapped phone calls between Lula and Rousseff sparks mass protests in Brazil (3/17/2016)

Petrobras ADR (ticker PBR; Gurufocus)
Net Margin (%) -7.6
Operating Margin % 0.7
ROE % (ttm) -8.2

Forward P/E 3.31
P/B 0.48

Revenue: $103.7 Billion
Profits: -$9.2 Billion

Other Source


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