Archive for 'Value Investing' Category

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5 steps to financial freedom

14 March 2007 by Christopher Suleske

Courtesy of Mark Skousen and InvestmentU, here is Sir John Templeton’s 5-Step Strategy for building wealth with risks, bargains, and tax deferral:
Here is Templeton’s five-step formula for financial independence, based on almost a century of experience.
Strategy # 1: Take Calculated Risks. John Templeton started off by taking significant risks in his business and investments. [...]

The Interesting 135

8 September 2006 by Christopher Suleske

A quick visit to the Wikipedia’s listing of the Fortune 500 led me to wonder what that list, sorted by gross operating profit would look like. I took the list, sucked it into Microsoft Excel, divided profits by revenues, multiplied it by 100 to get a percentage and sorted on the new column. [...]

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, [...]

Speculators v. Investors

14 July 2006 by Christopher Suleske

Says Robert Kiyosaki in a recent piece about value investing (in equities and real estate):

Investors who buy a property to sell, often known as flippers, invest primarily for capital gains. This is often taxed at higher rates if they spend their gains instead of reinvesting their money; to me, these people are speculators, not investors.

and…

True [...]

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 [...]

Market Timing v. Value Investing

28 June 2006 by Christopher Suleske

Something I’ve gotten my mind around in the past several years is the idea of an investor having different goals and thus different pots and the strategies for those pots. Harry Browne called it creating a “permanent portfolio” (security) and a “variable portfolio” (speculation). So, an investor can be both a value investor [...]

Scaling up and down

21 June 2006 by Christopher Suleske

Here I was the other day thinking myself so smart at buying a double helping of EMC and Microsoft each after their prices went against me soonafter. It makes sense, right(?), that if you like a stock at a particular price and that price drops even lower soonafter, that buying more at the lower price [...]

Sleeping at night

17 June 2006 by Christopher Suleske

Richard Gibbons at the Motley Fool has a couple of great points re: sleeping better through scary economic circumstances. He suggest avoiding these mistakes:
1. Not knowing what you own
The biggest mistake you can make in the stock market is not understanding what you’re buying. The stock market has some similarities to a casino — [...]

Value investing

17 June 2006 by Christopher Suleske

Richard Gibbons at TMF would seem to understand value investing. Here’s his take:
Upside with less risk
This is where value investing comes in. Value investing involves buying stocks that are trading at less than their fair value. This provides two benefits. First, it provides a margin of safety. If a stock is selling for half [...]

Buy and hold?

15 June 2006 by Christopher Suleske

I read this over at the Motley Fool yesterday, in a piece regarding the recent downturn in the broader market:
Anyone who is employed, healthy, and not planning to retire in the next five years should be a net saver (or paying down debt) and not hoping for higher stock prices in the short run. You’re [...]

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