Valuewalk.com
0
All posts from Valuewalk.com
Valuewalk.com in Valuewalk.com,

A Reader Seeks Guidance

A Reader Asks for Guidance (edited for brevity)

I'm writing this e-mail to ask for advice, as I value your opinion.

I'm 22 and graduated in Psychology. I moved to New York back in March as everyone said this was the place to be to get a job in finance. Since then I've been networking a lot, learning, and pretty much bugging every fund manager I've managed to get a hold on.

Attached you can find my current security analysis template; in Word and Excel (tables). I'd appreciate any feedback on anything to add.

I'm writing to you as I'm almost down to the penny (excluding my investing capital which is untouchable) and I need actionable advice. I've been crashing at a girl's place in Brooklyn for the last 2 months and down to $400.

For write-up purposes, looking at equities, I still believe ESV and CLD are among the best plays.

ESV is currently the only driller making a profit and management has proven wise. It's a good play for both safety and capital gains. The same could be said about CLD.

Looking at bonds, I haven't analyzed them quite as much as equity opportunities since I can't invest there yet. However, from a glance at the BTU bonds trading at around 34 cents and maturing on Nov. 15 18, they seem as potentially worth a closer look. BTU's dominant size, presence and assets makes it unlikely to...


More