Posted in Investing on Mar 1st, 2009 No Comments »
Warren Buffet’s annual letter to Berkshire Hathaway shareholders should be mandatory reading for all investors. He not only provides an economic outlook, he explains how Berkshire Hathaway makes money for its shareholders. No other publicly traded company provides the same candor or clear explanation of its operations. (All of the Berkshire Hathaway shareholder letters from [...]
Posted in Investing, Possible New Buys on Jul 21st, 2008 No Comments »
Here is the Public Dashboard from Manifest Investing for the Moose Pond portfolio. Overall, the portfolio shows a projected average return of 15.6% and a quality rating of 72.2. The dashboard is forward looking. Manifest Investing uses data from Value Line, Yahoo Finance, and other sources to estimate revenue growth, profit margins, [...]
Posted in Investing on May 28th, 2007 No Comments »
With the advent of digital broadcasting via the Internet, you can find a growing number of investment-related programs. However, they vary widely in quality and content. Here are two excellent broadcasts available in MP3 format.
The Wise Investor Program hosted by Randy Beeman of the Wise Investor Group (affiliated with Ferris Baker Watts) airs [...]
Posted in Investing on May 7th, 2007 No Comments »
Our lowest PAR, highest P/E stock is FDS
One of the activities in portfolio management is to look for “outliers” in a portfolio. That is part of the continuous process of improving a portfolio. Comparing the projected average return, P/E ratio, projected sales growth, projected revenue growth, and quality metrics for each stock [...]
Posted in Investing on Apr 8th, 2007 1 Comment »
This is a response to a question by one of my young adult children. She was looking for a place to put some safe money (i.e., funds that she might need in the next 1-3 years) and wanted to obtain a better rate of interest than that offered by her bank.
Vanguard money market [...]
Posted in Investing on Sep 10th, 2006 No Comments »
Learning about investing is a continuous process. There are several radio programs that are available in digital (MP3) format. These “podcasts” can be downloaded and played at your convenience through a computer or with an MP3 player. Here are several excellent programs.
The Wise Investor Show has been broadcast in the Washington, [...]
Posted in Investing on Sep 10th, 2006 No Comments »
In terms of investment return, we been treading water for most of 2006. The value of a unit in the funds is almost where it was when we started the year. We have an excellent portfolio. Although it is weight more heavily with larger growth stocks.
In general terms, stocks that [...]
Posted in Investing on May 8th, 2006 No Comments »
The Wise Investor show (WMAL, Washington, DC) on 06 May 2006 with guest David Teitalbaum discussed mutual funds. Here are some of the more interesting funds. His website at www.moneybalance.com includes back editions of his free newsletters. The following links are for the mutual fund web sites and for the Morningstar analyst summary. [...]
Posted in Investing on Apr 23rd, 2006 No Comments »
Mutual funds can help provide asset class diversification. The following small and mid-cap funds and international funds look interesting. The embedded links are to the funds’ web sites and to the Morningstar summaries (which may require logon to M* to view).
Closed End Funds
Source Capital –> SOR is a value oriented fund that has outperformed the [...]
Posted in Investing on Mar 25th, 2006 No Comments »
Electronic copies of materials from the class today on stock selection guide judgment skills are available here. The materials include completed stock selection guides and judgment worksheets for INTC, HD, JNJ, MSFT, PFE, and WMT. Since all of these companies are part of the Dow 30, data sheets are available for free at the Value [...]