Review of Enterprising High ROIC Portfolio
This portfolio is made up of the 15 enterprising stocks that are trading at the highest Return On Investment Capital (ROIC). 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 […]
Review of Enterprising Low PE Portfolio
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 […]
Review of Enterprising Value Portfolio
This portfolio is made up of the 15 enterprising stocks that are trading at the greatest discount to their intrinsic value. 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 […]
Review of Defensive High ROIC Portfolio
This portfolio is made up of the 15 defensive stocks that are trading at the highest Return On Investment Capital (ROIC). 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 […]
Review of Defensive Low PE Portfolio
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 […]
Value Investing Weekly – Issue 7
This week’s issue is going to be shorter than usual, as I have found a great site where you can do some serious reading about value investing that re-enforces everything Ben and I have spoke of. Through Google, you may read (in its entirety if you wish) Bruce Greenwald’s book “Value Investing: From Graham to […]
Review of Previous Undervalued Company
4 Weeks Ago- Johnson & Johnson (JNJ) Johnson & Johnson has had a very flat month. When we initially looked at it, it was trading at $64.58 – today it closed at $64.82 for a big gain of 0.3%. The stock started the month down but has since recovered. With any company this size, there […]
Review of Jon’s Portfolio
This portfolio started with $100,000 with $10 commission’s per trade. The structure follows Benjamin Graham’s approach of value investing. Taxes are ignored, and cash does not earn interest for ease of calculation. This week I accepted a bad call on oil prices and sold my position in Harvest Energy Trust (HET) for a net realized […]
Review of Ben’s Portfolio
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. There is no need to rush into any positions. The performance of Brookfield Homes Corp (BHS), Marine […]
The Market This Week
Well what a week for the markets! We tested the all time high of the Dow on both Thursday and Friday, but failed to pass the threshold. The driving home fear on Friday, though, was fresh data that reinstated fears of inflation. Recap of Weekly Performance:DJIA- Up 170.97 or 1.49%S&P 500- Up 21.07 or 1.60%NASDAQ- […]