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How about Going Through 200 Stocks with Me?

September 13th, 2011

4 Comments

Written by

Jae Jun

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Back in 2008 and 2009, I had a lot of fun going through 200 of the best small companies from the annual Forbes magazine listing.

Trying to go through 200 companies in a few weeks meant I was constantly reading and thinking, which helped me in my outperformance of the market.

With a lackluster portfolio performance this year, along with my day job becoming more hectic and demanding, it’s time to try and go back to basics and see whether I can build a better portfolio for next year while this volatility remains.

Making a List of Stocks and Writing Simple Notes

What I’ve been doing is just jotting down basic notes and valuation estimates in a simple watchlist style on my google docs.

Here is a PDF version of what I’m talking about and here is an excel 2007+ version.

My idea for now is to do something similar with the 2009 list of 200 best small companies.

2009 Best 200 Small Companies – Today

Of the 200 from 2009, 14 were bought out. A 7% rate of being bought out is fairly good and shows that this list has something going for it.

OK. Less talk and more action.

Here is the skeleton spreadsheet I created based on closing price of September 13, 2011.

There are 81 stocks below or at 2009 prices and 105 stocks above 2009 prices.

  • 3 stocks have tripled (TWIN, LDSH, ATRO)
  • 6 stocks have double (AIRM, TIBX, LQDT, CRR, LXU, IDCC)
  • and 27 stocks sit above 50% gains

Download the Excel for the Status

Download the excel 2007+ file and get cracking.

We can make this a collaborative group project. If you find anything particularly interesting, make a note of it and jot it down in the forum I created for this.

About Jae Jun

Jae Jun has written 529 value investing articles.

Jae is the founder of Old School Value and has a mission to empower every investor by providing tools, tutorials and educational material so that they can invest successfully on their own.

Recent posts by Jae Jun

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Value stocks in 30 seconds with the stock valuation spreadsheets

  • Jognils

    I had some thoughts and registered for the forum, but it won’t let me reply to the thread connected to this post. All of the other threads work fine. Any ideas?

  • http://www.oldschoolvalue.com Jae Jun

    @ Jognils,
    There is a cache bug with the forum where you have to press F5 or CTRL+F5 after or before you log in.

  • Zehua

    3 stocks have tripled (TWIN, LDSH, ATRO)
    6 stocks have double (AIRM, TIBX, LQDT, CRR, LXU, IDCC)
    and 27 stocks sit above 50% gains

    That’s not impressive at all. If you look at Russel 2000 index, it is doing better.

  • http://www.oldschoolvalue.com Jae Jun

    Russel 2000 is up 0.9% from the time I started the list in 2009. I didn’t less than 1% was impressive..