Portfolios

Review of Defensive Value Portfolio

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 […]

Read More
Commentary Value Investing Weekly

Value Investing Weekly – Issue 4

There was an article in today’s Wall Street Journal regarding bondholders demanding payment due to the lack of timeliness of firm’s reporting their earnings and other financial reports. Primarily, it was hedge funds holding bonds who where effectively placing the firm in default and in some instances demanding reorganization under the Federal bankruptcy laws. This […]

Read More
Jon's Portfolio Portfolios

Review of Jon’s Portfolio

This week, I entered into no new transactions and let my cash sit on the sidelines. Here is the performance of the portfolio versus the major indices; all prices are used from closing of August 29, 2006. Ticker Total Cost Current Value  Gain/Loss AIG $6,626.05 $6,678.00 0.78% CHKE $4,495.47 $4,457.64 -0.84% RSH $5,996.45 $6,003.20 0.11% […]

Read More
Ben's Portfolio Portfolios

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. There were no transactions this week. The performance of Intel (INTC) was very good this week.  Marine Products Corp (MPX) and Dollar General (DG) were both […]

Read More
Commentary

Company of the Week – Johnson & Johnson (JNJ)

The company of the week this week is Johnson & Johnson (JNJ), a manufacturer of a range of products in the healthcare field.  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 guide […]

Read More
Commentary

Know What you are Paying For

When we buy an item we are not paying for just the item itself. We are paying the people who make the item, the people who transport it, the people who sell it, and countless other things from the space the store takes up to their phone bill. If we were only paying for the […]

Read More
Commentary Saturday Market Review

The Market this Week

This week the market edged lower on low volume trading, typical of this time of year. Overall, investor’s where waiting for more data to prove that inflation is under control, and the Federal Reserve has ended raising interest rates. There is an increase in opinion on the street that the Fed may actually cut interest […]

Read More
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).  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 […]

Read More
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.  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 […]

Read More
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.  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 […]

Read More
Back To Top