Archive for January, 2008
Open for business
The plunge in global markets in the first two weeks of the new year has been painful, but it will ultimately create a bevy of buying opportunities. But sifting through the wreckage yourself can be a daunting task. The good news is that some of the best global value investors around are opening their doors [...]
15Jan2008 | JHC | 0 comments | ContinuedGlobal valuation ratios
There’s no shortage of places to find valuation ratios (P/E, price-to-book, price-to-sales, etc.) on the web. But good luck finding a reputable data provider that compares them across countries, in a consistent manner, and for FREE. The S&P/Citigroup family of global indices is an exception, and a very handy resource.
7Jan2008 | JHC | 0 comments | ContinuedStalled engine
Global diversification can work wonders for a company’s performance. But it can’t work miracles. General Motors is Exhibit A. Bloomberg reports that GM expects to garner 75% of its revenue from outside the U.S. by 2010 versus 58% today. Compared with its U.S. operations, its business is booming overseas.
“GM has very aggressive growth plans [...]
New Year’s Resolution
Look for a few changes here at Borderless Investor in the year ahead. The previous post should give some sense of what’s to come. I am hoping to make the site a bit less bloggish and more of a collection of helpful links to articles, data sources, and other sites of interest to fellow Borderless [...]
3Jan2008 | JHC | 0 comments | ContinuedData Spotlight: GDP Growth
The IMF’s Data Mapper function is a really cool way to play around with global economic stats. This data map shows GDP growth rates by country. It seems pretty clear from this that even if the US and European economies slow down a bit, there are plenty of other regions out there that can pick [...]
3Jan2008 | JHC | 0 comments | Continued
