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 not to make any transactions.  There is no need to rush into any positions.  The performance of Brookfield Homes Corp (BHS), Marine […]

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Commentary

Response to Comments/Questions

We received a couple of questions from readers regarding our post on Mercury General Corp (MCY).  We have responded in our forum.  Feel free to read our response, register, and join in on the discussion. The blogging community is a good way for some of us to get our thoughts out there, but it is […]

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Commentary

Undervalued Company of the Week – MCY

Mercury General Corporation (MCY)  The company of the week this week is Mercury General Corporation (MCY), the insurance company engaged primarily in auto insurance in California.  The company also sells a variety of products outside of California.  As we did last week, we will be looking reviewing the company using Warren Buffett’s approach for the […]

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Commentary Saturday Market Review

The Market This Week

The markets this week experienced a rally early in the week, followed by a sell off later. This was the cause of the growing concern of whether a “soft landing” could merely be a great slowdown than anticipated. Recap of weekly performance:DJIA- Down 52.67 or -0.46%S&P 500- Down 5.09 or -0.39%NASDAQ- Down 16.66 or -0.75% […]

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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 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 […]

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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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