July is over already and I’ll be updating my July performance in the coming days. In the meantime for everyone in their RSS reader, if you haven’t done so already, come check out the new site design. It’s quicker, cleaner and more intuitive. Lately I really haven’t found many ideas that I felt were cheap so [...]
Continue reading...31. July 2009
Quick update to inform you that the Morningstar cash flow statement numbers have been corrected. If you didn’t make changes to the spreadsheet, great. If you did, simply undo the changes. Thanks to ATG for letting us know.
Continue reading...30. July 2009
A reader informed me that the Morningstar FCF number was incorrect and it seems like Morningstar made some changes to the numbers. FYI everything was good yesterday so no need to worry about over inflated FCF numbers. Where the formula for Free Cash Flow is FCF = Cash from operations – capex it seems like the current [...]
Continue reading...28. July 2009
I’ve generally never held more than 15 stocks in my portfolio at any one time. I first started investing with $3000 and with each trade costing $12.95, it didn’t make much sense to break it up into 10 positions each making up $300. Although my portfolio has grown as I kept adding cash along [...]
Continue reading...26. July 2009
These are this weeks best articles I came across in no particular order. Stock Analysis Related IBM’s Successful Transformation – Going the Softway HNR : A commodity/inflation play MSFT: Income Statement Analysis for the June 2009 Quarter AIMCO: A Contrarian Real Estate Play (AIV, EQR, VNO, SPG) IMS Health – Think Longer-term DreamWorks Animation SKG, Inc. (Nasdaq: DWA): Stock of [...]
Continue reading...23. July 2009
With the market up significantly since the March bottom, it’s been very hard to find any more deep value net net stocks but IGOI is a company that I currently own that is still a pure Graham Net Net and things look to be improving while many net net stocks have gone under or [...]
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31. July 2009
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