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Author: Zubair Mohajir

A Tale Of Two Economies

It was the best of times, it was the worst of times. This aptly describes what is going on in the economy although we only really hear about the latter part. All day, every day, we get reports about how weak the economy is, but...

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Apple’s Resilience Speaks Volumes

As soon as Steve Jobs announced his resignation Wednesday after the close, impulsive traders sold down Apple (AAPL) shares by over 6% to about $350. My gut feeling at the time was that the move was overdone because the stock had...

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Falling In Love? Better Not Be With A Stock

Love is a great thing in life, but it does not belong anywhere near your investments. It is only human nature to latch on emotionally to a stock, especially one that has been making money for you, but this can be disastrous to...

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Is The Market Cheap?

I try and make it a point to know the valuations of the market at all times. But does a lower than average valuation mean something is cheap? This is a question that many analysts are paid a lot of money to figure out....

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Government No Longer A Reliable Customer

In the past, the government was a steady and reliable customer for many company’s products, even when the broader economy went into the tank, as the government can simply spend money they don’t have unlike other...

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Market Not As Cheap As It Seems

I always want to know what the S&P 500 is trading at in terms of its forward P/E because it gives a good snapshot in terms of valuation compared to it’s history. If the market is expensive, it will surely influence my...

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Europe Is Still In Huge Trouble

This week’s news out of Germany was a terrible reminder of just how bad a shape Europe is in. The strongest country on the continent said that its GDP slowed to just 0.1% growth, which was down from 1.3% in the previous...

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Bright Spot In A Dismal Tape?

I have been shying away from talking about individual stocks lately because everything is so macro driven these days and stock picking has been almost irrelevant. However, that does not mean you should completely forget about...

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