Archive for 'Stock Watchlist' Category

Technology Value Plays

8 September 2006 by Christopher Suleske

Don’t you just love when you make a financial decision that goes against the popular grain and later along comes some authority which supports your decision? Such is how I felt today when, in the span of one e-mail in my inbox, I read about 2 of my current holdings. Well, one directly, [...]

Understanding the nature of the beast

5 July 2006 by Christopher Suleske

An article (at TMF) on contrarian investing in down stocks suggests the following 3 points for locating unfairly valued companies:
1. Find companies that have high or improving returns on capital.
2. Look for innovation in the company’s product lines or business model.
3. Determine that the company has a strong competitive advantage compared to other companies in [...]

Falling in love with EMC?

15 June 2006 by Christopher Suleske

I agree with the sentiments of the Investopedia Advisor (”EMC Stores Up Value“). Namely, that EMC is a bargain at today’s valuation. In fact, based on another recommendation and my own analysis, I recently twice picked up shares of the storage manufacturer, at 12.59 and 11.88.
I first became interested in EMC as an [...]