Archive for December, 2006

This portfolio is made up of the 15 defensive stocks that are trading at the lowest PE Ratio.  The first week of each month we will review the list, and make any trades necessary to get the portfolio to match the list.  Every week we will examine the portfolio's performance against the S&P 500 and Dow Jones Industrial Average, and... »

This portfolio is made up of the 15 defensive stocks that are trading at the greatest discount to their intrinsic value.  During the first week of each month we will review the list, and make any trades necessary to get the portfolio to match the list.  Each week we will examine the portfolio's performance against the S&P 500 and Dow... »

Company Profile:  Lone Star Steakhouse & Saloon, Inc. (STAR) Lone Star Steakhouse & Saloon, Inc. owns and operates two mid-priced full service, casual dining restaurant concepts under the names, Lone Star Steakhouse & Saloon (Lone Star) and Texas Land & Cattle Steak House, in the United States. In addition, the Company operates restaurants in the upscale steakhouse... »

McGraw Hill CompaniesAs always our valuation follows Warren Buffett’s approach for the business review, and Benjamin Graham’s method for equity valuation. Please note our methods are clearly described on our website. Business and Management Review1) Is the business simple and understandable?The McGraw-Hill Companies, Inc. is an information services provider serving the financial services, education and business information markets. Other markets... »

Profile:  Pogo Producing Company (PPP) Pogo Producing Company is engaged in oil and gas exploration, development, acquisition and production activities in North America, both onshore in Canada and the states of New Mexico, Texas, Louisiana, Wyoming and Indiana, and offshore in the Gulf of Mexico (primarily in federal waters offshore Louisiana and Texas). The Company also conducts... »