Archive for November, 2006

You may have noticed the lack of our weekly features and we wish to explain the departure from our solid record of timely posting. Both Ben and I are currently going through the last week of our autumn quarter and finals are within days. We have both been busy working away on our course material. So as you all can understand... »

The markets struggled this week, on weaker than expected unemployment data that capped off an otherwise disappointing week. Worry that the economy may be slowing greater than previously expected and the uncertainty of current equity prices forced the broad market to loose steam. This weeks snapshot:DJIA- Down 104.22 or -0.86%S&P500- Down 13.04 or -0.95%NASDAQ- Down 19.83 or -0.84%On Friday the... »

This weeks issue will be discussing the issue of proper timing of placing cash into the market and the amount to do so. More specifically we are going to break down the theory of dollar cost averaging and how this benefits the value investor in receiving the highest return for the lowest amount of risk when placing cash into the... »

This portfolio will follow our modernized Benjamin Graham value investing approach, starting with $100,000 and $10 commissions.  Taxes are ignored.  For ease of calculation, cash will not be given any interest.This week I decided not to make any transactions.The performance of Brookfield Homes (BHS), Dollar General (DG), First Data Corp (FDC), and Tuesday Morning Corp. (TUES) was encouraging, while a couple companies in the portfolio went down slightly.  Overall... »

This week’s overvalued company of the week is Papa Johns International Inc. (PZZA). We will analyze this company using Warren Buffett’s approach for the Business and Management Review, and use Benjamin Graham’s methods for equity valuation. Business and Management Review1) Is the business simple and understandable?Papa Johns is in the business of operating and franchising of carry out and delivery... »