Posted in Possible New Buys, Uncategorized on Nov 1st, 2008 No Comments »
Using data from our portfolio dashboard on Manifest Infesting, here are some proposed changes to the portfolio.
First, sort the portfolio by projected average return (PAR) to show which stocks have the highest and lowest PAR. You do this by clicking on the PAR column heading or look at this PDF file. (Place your mouse [...]
Posted in Possible New Buys, RIG on Jul 27th, 2008 No Comments »
If the current high price of crude oil reflects a fundamental change in the world-wide demand for oil, as many suggest (see Sunday Washington Post article), then prospects may be bright for oil services stocks. We have one oil services stock in our portfolio, Helmerich & Payne (HP). The stock is at $52.90 per share, [...]
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 Possible New Buys on Jul 19th, 2008 No Comments »
Berkshire Hathaway is usually categorized by analysts as a property & casualty insurance company. It is actually an incredibly interesting, diverse, and successful holding company made up of 10 insurance companies and 66 non-insurance businesses. These diverse and well managed businesses include See’s Candies, NetJets, Flight Safety Safety International, Borsheim’s Jewery, Fruit of the [...]
Posted in Portfolio Reports, Possible New Buys on Aug 26th, 2007 No Comments »
As of this past Friday, we survived the market turmoil. The internal rate of return for Moose Pond Investors was 2.4% for the year to date. This slightly lagged the S&P 500, which was up 4.3% for the same period. See performance report.
Several stocks accounted for the mediocre performance.
Getty Images GYI (-38%) had a disappointing [...]
Posted in Possible New Buys, SNHY on Jul 30th, 2007 No Comments »
One of the excellent companies that caught in the market downdraft last week is Sun Hydraulics (SNHY). It is a small industrial company in Sarasota, Florida, that designs and manufacturers screw-in hydraulic cartridge valves and manifolds, which control force, speed and motion as integral components in fluid power systems.
SNHY has a global network [...]
Posted in Possible New Buys on May 28th, 2007 No Comments »
Between our cash position (4.5%) and funds temporarily invested in Vanguard’s Total Market Index ETF (9.3%), we have sufficient funds to take new positions in up to four companies. Here are several suggestions.
Adding to Existing Positions. It is always a difficult question whether to add to existing positions or buy new companies. [...]
Posted in Possible New Buys on Apr 7th, 2006 No Comments »
Here are several companies we are studying this month in the D.C. Model Investment Club. Any of these might be good replacements for the stocks that we are considering selling.
Wells Fargo & Company (WFC). Key screening parameters: PAR 13.2%, quality 75.6, current PE 14.4, and projected revenue growth 11%. Stock selection guide.
East West [...]
Posted in Possible New Buys on Jan 22nd, 2006 1 Comment »
The stock market drop this past week has provided a buying opportunity. Moose Pond has some cash to invest
Proposed Purchases for January
We recently considered several companies: Stryker [SYK], Microsoft [MSFT], and Kohl’s [KSS], and decided to purchase Stryker.
In addition, three defensive stocks look attractive: Coca-Cola [KO], Gannett [GCI], and Illinois [...]
Posted in MSFT, Possible New Buys on Dec 18th, 2005 No Comments »
SSG and PERT A (17 Dec 2005) | Google “stocks: msft” | Company Website
Microsoft Corporation (MSFT) engages in the development, manufacture, license, and support of software products for various computing devices worldwide. Its Client segment offers operating systems for servers, personal computers (PCs), and intelligent devices. The company’s Server and Tools segment provides server [...]