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.

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.

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.

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.

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?