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. This week I decided on the target allocation of assets for the portfolio.  I am going to aim for a 20/80 split between bonds and equities.  […]

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Commentary

Company of the Week – Stein Mart (SMRT)

The company of the week this week is Stein Mart (SMRT), a retailer offering fashion merchandise at a discount to larger department and specialty stores.  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 […]

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Saturday Market Review

The Market This Week

This week the markets produced impressive gains on economic data released as well a decrease in oil prices. On Friday, employment data showed the unemployment rate dipped in August to 4.7%, with 128,000 payroll jobs created. This continued the hopes that the economy would “softly land” and continue to expand (modestly) and have inflation tamed […]

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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).  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 […]

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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.  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 […]

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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.  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 […]

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Portfolios

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 […]

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Portfolios

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 […]

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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 […]

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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 […]

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