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Global long-term value investor. CFA level 3 candidate. His US portfolio is up 43.60% in 2013, beating S&P 500's total return of 32.4%.

Recent articles

4 Reasons to Buy Bed Bath & Beyond

Bed Bath & Beyond could fit well in a long-term investors' portfolios; its valuation is less than half of its peer, William-Sonoma.

Is Nike a Good Buy Now?

Nike seems a bit risky with its high valuation and upcoming currency exchange headwinds. It's much more expensive than smaller peers Finish Line and Foot Locker.

Is Liberty Global a Good Long-Term Buy?

Liberty Global could be a good long-term buy. It will advance much higher as it consolidates Virgin Media and Ziggo. Liberty Media, another John Malone company, is also a good pick as well.

4 Reasons Why Coca-Cola Could Reach Its 2020 Vision

Coca-Cola could realize its 2020 Vision, party by partnering/investing in Green Mountain Coffee Roasters.

5 System-Strategic Initiatives Will Drive Coca-Cola Forward

Coca-Cola has been executing five system-strategic initiatives so it can deliver more business growth and achieve its 2020 Vision. Although the market has given the company a higher valuation than PepsiCo and Dr. Pepper Snapple, it could still be a great long-term dividend play.

A Closer Look at Coca-Cola's and PepsiCo's Total Cash Returns

Coca-Cola and PepsiCo offer juicy cash-return yields to shareholders, but it's the new partnership with Green Mountain Coffee Roasters that could help make Coca-Cola a better investment.

Income Investors Would Love Coca-Cola Now

Coca-Cola provides a stable and juicy cash return yield to investors. PepsiCo and Dr Pepper Snapple are also committed to returning cash to shareholders via share buybacks and dividend yields.

Is WhiteWave a Good Buy After Its Strong Fourth-Quarter Results?

WhiteWave could deliver good returns to investors with its recent acquisition of Earthbound Farms. However, it is still more expensive for the growth it offers than Dean Foods and Post Holdings.

How the Deal Between Coca-Cola and Green Mountain Coffee Roasters Affects SodaStream

SodaStream could actually benefit from the Coca-Cola/Green Mountain deal. At the current price, investors could benefit greatly from SodaStream's high growth.

4 Strategic Initiatives Will Drive Cabela's Business Forward

Cabela's has the lowest valuation when growth is factored in. Urban Outfitters and Dick's Sporting Goods have higher PEG valuations with lower expected earnings growth.

Bob Evans Farms Could Enhance Shareholder Value With a Business Restructuring

Bob Evans Farms could enhance shareholder value by divesting its BEF Foods business, the proposal which was urged by activist investors. Other hedge funds also turned active, putting pressure to restructure on peers including Darden Restaurants and Cracker Barrel Old Country Store.

Is Colgate-Palmolive a Good Pick for the Long Run?

Colgate-Palmolive continues to add market share in the manual toothbrush and mouthwash segments. Like Unilever and Procter & Gamble, the company focuses on cost-saving initiatives to drive the bottom line.

The Big Upside Potential for This Insurance Stock

Comparing MetLife to competitors like AIG suggests a 30% upside. The stock also pays a decent 2.3% dividend yield to shareholders.

Wyndham Worldwide Seems to be Attractive at This Valuation

Wyndham Worldwide has the lowest valuation and highest dividends compared to its peers including Hilton and Marriott. In a long run, it could deliver good return to its shareholders.

Ralph Lauren's 3 Pillars of Growth Will Drive the Business Forward

Ralph Lauren should focus on these three pillars of growth to deliver more shareholder value.

Nordstrom Is a Decent Pick for Long-Term Income Investors

Nordstrom is really a good pick for long-term income investors, as it offers the highest return on equity and dividend yield compared to its peers Macy's and Dillard's.

These Key Growth Initiatives Will Drive Chipotle Mexican Grill

Chipotle Mexican Grill is suitable for growth investors, while McDonald's and Yum! Brands, with their decent dividend yields, could fit well in income investors' portfolio

Procter & Gamble Has the Potential for Higher Operating Efficiencies

Procter & Gamble will enhance shareholder value with its ongoing cost savings. Unilever and Colgate-Palmolive also use cost-saving initiatives to improve their overall profitability.

Is the Beam Acquisition Too Expensive?

Beam seems to be highly valued by Suntory. It has a much higher valuation compared to its peers, including Diageo and Brown-Forman--but is it too expensive?

The Indian Market Could Drive Huge Growth for Unilever, P&G, and Colgate-Palmolive

Unilever, Colgate-Palmolive and P&G consider India one of their main future growth sources.