ModernGraham.com - A resource for Intelligent Investors

This portfolio is made up of the 15 enterprising 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 examine the portfolio's performance against the S&P 500 and Dow Jones Industrial Average, and reinvest any dividends.  The list of defensive stocks is made by following modernized Benjamin Graham strategies, and PE Ratio is calculated using an average of the previous 5 years' earnings per share (EPS).

We have decided to provide our list of Enterprising Low PE companies on a weekly basis.  The portfolio will continue to be rebalanced once a month, but the list will be updated every week.

Here is this week's list of Enterprising Low PE companies:

There were no transactions this week.

The portfolio outperformed both the DJIA and S&P 500 this week, and has significantly outperformed them both overall.

The snapshot:

Performance:

Neither of us holds a position in any of these stocks.  Please review our disclaimer and Our Methods.

Posted by Ben at 07:00 PM | Permalink | Comments (0) | TrackBacks (0)

This portfolio is made up of the 15 enterprising 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 examine the portfolio's performance against the S&P 500 and Dow Jones Industrial Average, and reinvest any dividends.  The list of defensive stocks is made by following modernized Benjamin Graham strategies, and PE Ratio is calculated using an average of the previous 5 years' earnings per share (EPS).

We have decided to provide our list of Enterprising Low PE companies on a weekly basis.  The portfolio will continue to be rebalanced once a month, but the list will be updated every week.

Here is this week's list of Enterprising Low PE companies:

There was one dividend transaction this week.  Building Materials (BMHC) issued a dividend of $0.10, which was reinvested at $27.56.

The portfolio underperformed both the DJIA and S&P 500 this week, but has significantly outperformed them both overall.

The snapshot:

Performance:

Neither of us holds a position in any of these stocks.  Please review our disclaimer and Our Methods.

Posted by Ben at 02:00 PM | Permalink | Comments (0) | TrackBacks (0)

This portfolio is made up of the 15 enterprising 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 examine the portfolio's performance against the S&P 500 and Dow Jones Industrial Average, and reinvest any dividends.  The list of defensive stocks is made by following modernized Benjamin Graham strategies, and PE Ratio is calculated using an average of the previous 5 years' earnings per share (EPS).

We have decided to provide our list of Enterprising Low PE companies on a weekly basis.  The portfolio will continue to be rebalanced once a month, but the list will be updated every week.

Here is this week's list of Enterprising Low PE companies:

There were no transactions this week.

The portfolio outperformed both the DJIA and S&P 500 this week, and has significantly outperformed them both overall.

The snapshot:

Performance:

Neither of us holds a position in any of these stocks.  Please review our disclaimer and Our Methods.

Posted by Ben at 01:30 PM | Permalink | Comments (0) | TrackBacks (0)

This portfolio is made up of the 15 enterprising 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 examine the portfolio's performance against the S&P 500 and Dow Jones Industrial Average, and reinvest any dividends.  The list of defensive stocks is made by following modernized Benjamin Graham strategies, and PE Ratio is calculated using an average of the previous 5 years' earnings per share (EPS).

We have decided to provide our list of Enterprising Low PE companies on a weekly basis.  The portfolio will continue to be rebalanced once a month, but the list will be updated every week.

Here is this week's list of Enterprising Low PE companies:

There were a number of transactions this week as we rebalanced the portfolio.  We sold Avis Budget Group (CAR - previously CD) for $7382.63 at a gain of about 13.5%, Cost Plus Inc (CPWM) for $7591.20 at a gain of about 12.75%, Huttig Building Products Inc (HBP) for $7779.50 at a gain of about 16%, John B. Sanfilippo & Sons (JBSS) for $7000.80 at a loss of about 13.5%, Startek Inc (SRT) for $7058.15 at a gain of about 9%, and Tuesday Morning Corp (TUES) for $7485.00 at a gain of about 15%.

We bought Building Materials Holding Corp (BMHC) for $7529.55, Commercial Metals Co (CMC) for $7465.00, Quanex Corp (NX) for $7484.95, Escalade Inc (ESCA) for $7484.95, Southern Copper Corp (PCU) for $7550.50, and Hooker Furniture Corp (HOFT) for $7526.80.

The portfolio matched the performance of both the DJIA and S&P 500 this week, and has significantly outperformed them both overall.

The snapshot:

Neither of us holds a position in any of these stocks.  Please review our disclaimer and Our Methods.

Posted by Ben at 04:20 PM | Permalink | Comments (2) | TrackBacks (0)

This portfolio is made up of the 15 enterprising 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 examine the portfolio's performance against the S&P 500 and Dow Jones Industrial Average, and reinvest any dividends.  The list of defensive stocks is made by following modernized Benjamin Graham strategies, and PE Ratio is calculated using an average of the previous 5 years' earnings per share (EPS).

We have decided to provide our list of Enterprising Low PE companies on a weekly basis.  The portfolio will continue to be rebalanced once a month, but the list will be updated every week.

Here is this week's list of Enterprising Low PE companies:

There were no transactions for this portfolio this week.  Next week we will rebalance the portfolio.

The portfolio outperformed both the DJIA and S&P 500 this week, and has significantly outperformed them both overall.

Neither of us holds a position in any of these stocks.  Please review our disclaimer and Our Methods.

Posted by Ben at 03:30 PM | Permalink | Comments (0) | TrackBacks (0)

This portfolio is made up of the 15 enterprising 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 examine the portfolio's performance against the S&P 500 and Dow Jones Industrial Average, and reinvest any dividends.  The list of defensive stocks is made by following modernized Benjamin Graham strategies, and PE Ratio is calculated using an average of the previous 5 years' earnings per share (EPS).

There were no transactions for this portfolio this week.

The portfolio outperformed both the DJIA and S&P 500 this week, and has significantly outperformed them both overall.

Performance:

Neither of us holds a position in any of these stocks.  Please review our disclaimer and Our Methods.

Posted by Ben at 07:30 PM | Permalink | Comments (0) | TrackBacks (0)

This portfolio is made up of the 15 enterprising 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 examine the portfolio's performance against the S&P 500 and Dow Jones Industrial Average, and reinvest any dividends.  The list of defensive stocks is made by following modernized Benjamin Graham strategies, and PE Ratio is calculated using an average of the previous 5 years' earnings per share (EPS).

There were no transactions for this portfolio this week. Last week we rebalanced the portfolio and made a couple transactions.

The portfolio outperformed both the DJIA and S&P 500 this week, and has significantly outperformed them both overall.

The current value is calculated using prices near close from Thursday.

Performance:

Neither of us holds a position in any of these stocks.  Please review our disclaimer and Our Methods.

Posted by Ben at 04:00 PM | Permalink | Comments (0) | TrackBacks (0)

This week we performed our monthly rebalancing. 

This portfolio is made up of the 15 enterprising 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 examine the portfolio's performance against the S&P 500 and Dow Jones Industrial Average, and reinvest any dividends.  The list of defensive stocks is made by following modernized Benjamin Graham strategies, and PE Ratio is calculated using an average of the previous 5 years' earnings per share (EPS).

This week we sold Building Materials Holding Corp (BMHC) at $25.30 for $7833, a 21.1% gain.  We also sold RadioShack Corp (RSH) at $17.81 for $7024.95, an 8.5% gain.

We purchased Cost Plus Inc (CPWM) at $10.84 for $6730.80 and Huttig Building Products Inc (HBP) at $4.96 for $6706.

Then we reviewed the portfolio for any positions that had fallen below 6% of the entire portfolio.  We discovered Beazer Homes USA Inc (BZH) had fallen to 5.7% of the portfolio, so we upped our position by buying 25 additional shares at $37.33.  We also discovered John B. Sanfilippo & Son Inc (JBSS) had fallen to 5.1%, so we purchased 160 shares at $9.89.

The portfolio underperformed both the DJIA and S&P 500 this week, but has virtually matched them both overall.

The current value is calculated using prices near close from Thursday.

Performance:

Neither of us holds a position in any of these stocks.  Please review our disclaimer and Our Methods.

Posted by Ben at 04:00 PM | Permalink | Comments (0) | TrackBacks (0)

This portfolio is made up of the 15 enterprising 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 examine the portfolio's performance against the S&P 500 and Dow Jones Industrial Average, and reinvest any dividends.  The list of defensive stocks is made by following modernized Benjamin Graham strategies, and PE Ratio is calculated using an average of the previous 5 years' earnings per share (EPS).

There were no transactions for this portfolio this week. Next week we will review the list for any changes and make any necessary transactions.

The portfolio outperformed both the DJIA and S&P 500 this week, and has significantly outperformed them both overall.

The current value is calculated using prices near close from Thursday.

Performance:

Neither of us holds a position in any of these stocks.  Please review our disclaimer and Our Methods.

Posted by Ben at 04:00 PM | Permalink | Comments (0) | TrackBacks (0)

This portfolio is made up of the 15 enterprising 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 examine the portfolio's performance against the S&P 500 and Dow Jones Industrial Average, and reinvest any dividends.  The list of defensive stocks is made by following modernized Benjamin Graham strategies, and PE Ratio is calculated using an average of the previous 5 years' earnings per share (EPS).

There were no transactions for this portfolio this week. 

The portfolio underperformed the averages this week, but has slightly outperformed them both overall.

The current value is calculated using prices near close from Thursday.

Performance:

Neither of us holds a position in any of these stocks.  Please review our disclaimer.

Posted by Ben at 02:00 PM | Permalink | Comments (0) | TrackBacks (0)

This portfolio is made up of the 15 enterprising stocks that are trading at the lowest PE Ratio.  Each month we will review the list, and make any trades necessary to get the portfolio to match the list.  The list of defensive stocks is made by following modernized Benjamin Graham strategies, and PE Ratio is calculated using an average of the previous 5 years' earnings per share (EPS).

There were no transactions for this portfolio this week.  Overall and during the past week the portfolio has significantly outperformed both the Dow and S&P 500 indexes. 

The current value is calculated using prices near close from Thursday.

Performance:

Neither of us holds a position in any of these stocks.  Please review our disclaimer.

Posted by Ben at 04:30 PM | Permalink | Comments (0) | TrackBacks (0)

This portfolio is made up of the 15 enterprising stocks that are trading at the lowest PE Ratio.  Each month we will review the list, and make any trades necessary to get the portfolio to match the list.  The list of defensive stocks is made by following modernized Benjamin Graham strategies, and PE Ratio is calculated using an average of the previous 5 years' earnings per share (EPS).

 Since this is the first month of the portfolio, we will start with $100,000 and $10 commissions.  All of the stocks listed were "purchased" using prices from Wednesday's close.  The current value is calculated using prices near close from Thursday.

Neither of us holds a position in any of these stocks.  Please review our disclaimer.

Posted by Ben at 04:31 PM | Permalink | Comments (0) | TrackBacks (0)