Categorizing Your Portfolio

August 20, 2008 | Read Now

I have 1 stalwart, 3 fast growers, 3 turnarounds and 1 cyclical.
For those that have read One Up On Wall Street by Peter Lynch, you’ll know that I’m referring to the 6 categories that he assigns to the companies in his portfolio. As I was reading this section, I had never thought about classifying my positions in terms of growth and return potential. I always looked at the different industries that made up my portfolio and it was refreshing for me to see it another way.

Different Types of Investment Risk

August 7, 2008 | Read Now

I assume no one wants to take on additional risk. The word is so often used to describe the market and companies that even a kid (when I was 15) believed that the market was “risky”.But what is risk and how do we reduce it?

Where to Find Stock Ideas

August 2, 2008 | Read Now

Good ideas are hard to come by. There are dry spells as well as an occasional monsoon of ideas. But how does one maintain a steady influx of ideas and knowledge?

GeoEye (GEOY) Analysis

July 30, 2008 | Read Now

I’ve been looking into a company by the name of GeoEye after reading up on the very detailed and well written analysis by Chris Fernandez of Peak Stocks. If you are interested in small caps and don’t believe stock price volatility is a correlated indicator of business performance, then you can read more of his work by going here.

Before you read on, keep in mind that I am in the initial phases of poking around and nothing should be taken as granted. However, I plan to complete my research by August 22. Continue on to find out why.

Making Decisions Without All The Facts

July 23, 2008 | Read Now

Recently, as I continue to analyze my investing habits, I’ve noticed a couple of things I was and was not doing. One aspect that I had always adhered to was to “always invest in businesses that you understand”. Some where along my investing journey, I slowly started to morph the philosophy to a new meaning; “don’t invest in anything unless you know everything”.

Here is why I am wrong.

AeroGrow: Can’t Finish The Race

July 18, 2008 | Read Now

Fiscal year 2008 came to a close for AeroGrow on March 31, 2008. The conference call was held on June 26 and I think it is a good time to provide an update.

Previously I had written about AeroGrow and pointed out good and bad points, but mostly good. With the stock price lower by approximately 35% from my time of purchase.In this post, I won’t gloss over the increase in revenue or store presence and other obvious matters. This post, I’ll be going over the problems.

All Intelligent Investing IS Value Investing

July 12, 2008 | Read Now

Charlie Munger stated it quite clearly. Intelligent investing = value investing.
By value investing, the general population tends to think of it as bottom feeding and being cheap, but such a statement only holds true in a town called Speculatown.

Free Competitor Comparison Investment Spreadsheet

July 10, 2008 | Read Now

Need information about competitors? Tired of Google, Yahoo or other websites showing incorrect competitor data or just not enough information? Problem solved.

Buy Prices, Ratios , Market Timing and Technicals

July 1, 2008 | Read Now

Joe asked me a very good question and as I was answering it, it started getting long so I felt it should be discussed in a post rather than buried in the comments. (Joe, I apologise if you didn’t want your question to become a topic.) Here I answer the question and more.

10 Year History Chart Investment Tool

June 29, 2008 | Read Now

I was browsing through the SMF Yahoo Groups and I came across a nice looking spreadsheet that graphs up to 10 years of information. When I look for or create spreadsheets my focus is on ease of use and pleasing aesthetics. If at first glance the spreadsheet is overwhelming, no one will want to use it, including myself. With that in mind, I bring you this new spreadsheet.

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