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Value Investing Research Since 2006

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Friday, March 23, 2018

Archives for November 2006

Notice to Our Readers

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

The Market This Week

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

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. The performance of Brookfield Homes (BHS), Dollar General (DG), First Data Corp (FDC), and Tuesday Morning Corp. (TUES) was encouraging, while a

Overvalued Company of the Week – Papa Johns International

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 Review 1) Is the business simple and understandable? Papa Johns is in the business of operating

Undervalued Company of the Week – FINL

The company of the week this week is Finish Line Inc. (FINL), a mall-based specialty retailer offering men’s, women’s, and children’s brand name footwear.  As we did last week, we will be looking reviewing the company using Warren Buffett’s approach for the Business & Management Review.  We will also use Benjamin Graham’s overall philosophies to