• Investing In Africa: A Long-Term Growth Opportunity?
    Misty Slopes


    As the new year begins to take shape, most investors have their attention squarely focused on the United States as the oasis of growth in a desert of underperforming national economies. Nevertheless, when we take a closer look at the key American stock market index, the S&P 500 (NYSEARCA: SPY), it would appear that many market observers consider it to be overvalued. Some suggest that its blended P/E ratio of 17 is on the upper end of its historical normal valuation...

  • 5 Companies To Consider For 2015
    NYC Skyline BW
    With 2015 in its infancy, and savvy investors looking to rebalance their portfolios for the coming year, I thought I would share 5 picks that I believe will outperform this year. To be clear, these names are not 'trades' in the purest sense and are more for the patient investor seeking significant growth in cash flows over the long-term leading to shareholder value creation. Overall, these names provide exposure to broad global economic sectors and have strong underlying fundamentals leading...
  • Five Market Predictions For 2015
    In the sixth-century BC, poet and philosopher Lao Tzu observed the following: “Those who have knowledge don’t predict. Those who predict don’t have knowledge.”
    At Logos LP we agree with Mr. Tzu and don’t presume to be seers, yet despite his wise words, we will be providing our top 5 “predictions” for the global markets in 2015. Why? because the notion that the financial future is not in any way predictable is just too unpleasant a thought for the...
  • Invest In Startups Wisely And Avoid Losing Money On “The Next Big Thing”
    Recently I was out to dinner with a group of friends and one of them said to me: “Hey man I’ve invested in this incredible startup. You should really check it out and consider getting in.” This is a line that I have been hearing with increasing frequency over the last year and it is usually followed by some variation of “I’m so excited” or “they are doing something totally awesome”.  As an investor in a tech startup I must...
  • Church & Dwight: Do Current Price Levels Make The Company Expensive?
    Church & Dwight (NYSE:CHD) is a mid-cap consumer goods company with leading North American brands. The company started out in 1846 producing sodium bicarbonate and today holds a virtual monopoly on baking soda. Currently, the company has a diverse portfolio of brands which includes Trojan condoms (holds 69% of the condom market), Orajel, Nair, OxiClean, First Response, and VitaFusion. The company also has a specialty division where it supplies industrial cleansing and other derivative products involving sodium bicarbonate.
    Given the consistent and...
  • Accenture And Why Big Is The Next Big Thing
    With the rise of the "new" tech world (Facebook, Twitter, Apple) and the slow resurgence of "old" tech (Microsoft, HP, Oracle) there is one company that has been able to grow organically at high single digits while creating incredible returns on equity for investors over the last 10 years. This company has generally flown under the radar but has a very impressive moat and client base which makes its services almost indispensable in the world of large corporate and government...
  • 10 Non-Finance Books That Can Make You a Better Investor and Maybe Even a Better Person
    Over the course of our investing lifetimes we will be bombarded with huge volumes of material, the majority of which won't be useful or even retained. In fact, despite all the sophisticated material that is available on security analysis, business, economics and finance etc. knowing it is no guarantee of success. Instead, when it comes to being a good investor we believe that the first and most important thing you have to know is yourself. These books may help you do...
  • Dr. Pepper Snapple Group: A Hallmark of Strategic Segmentation
    Here’s a question: How does a company in a flat industry compete against 3 giants more than 10 times its size, while at the same time outperform the competition?
    The answer to this question requires a more detail than what I can fit in this article but the company that I am talking about is none other than the Dr. Pepper Snapple Group (DPS). In the last 4 years, this $13bn company has seen its stock price rise...
  • Nine Questions To Help You Identify A High Quality Business


    Today there are so many different types of businesses out there that you may feel lost when it comes to finding a great one. I often get asked: “Where do I even start in finding a good business to invest in?” Finding the right type of business can certainly be a challenging activity, but luckily, there are certain fundamental characteristics that can help you narrow your search.  These fundamental characteristics belong to high quality businesses that posses “superior economics”...
  • Yours To Discover: How Discover Financial Services Is A Direct Play On The U.S. Recovery
    One of the most fascinating observations of the US economic recovery that has many economists and billionaire investors stumped is the anemic growth of the US housing market. Granted, part of this has to do with the massive supply glut generated pre-2008, but I think there are other forces at play.
    I believe housing is not as strongly related to interest rates as investors might think. Ultimately, housing is more closely related to what I like to call 'personal financial stability.'...
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