Commentary

Company of the Week – Microsoft (MSFT)

This week I thought I’d use a little bit different approach to the company of the week.  Specifically, I wanted to bring Warren Buffett’s approach and strategy into play a little more.  So, using Robert Hagstrom’s The Warren Buffett Way, I have a list of Business and Management Tenets to consider with the company.  Hagstrom […]

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Portfolios

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).  Each month we will review the list, and make any trades necessary to get the portfolio to match the list.  The list of enterprising stocks is made by following modernized Benjamin Graham strategies, and ROIC is […]

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Portfolios

Review of Enterprising Low PE Portfolio

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 […]

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Portfolios

Review of Enterprising Value Portfolio

This portfolio is made up of the 15 enterprising stocks that are trading at the lowest discount to their intrinsic value.  Each month we will review the list, and make any trades necessary to get the portfolio to match the list.  The list of enterprising stocks is made by following modernized Benjamin Graham strategies, and intrinsic value […]

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