General Thoughts

Top and Bottom Industries

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I use Value Line on a daily basis. It’s a great resource for viewing the long term history of a stock’s balance sheet and income statement data. Many stocks have 15 years of financial data, which is easy to look at on one page. I flip through the pages daily to look for investment ideas. Each week, Value Line also prints a list of screens that are very useful to review. On page 24 of each weekly issue, they rank […]

General Thoughts

Value Line Weekend and Searching for Ideas

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I spent a lot of time going through Value Line yesterday looking for ideas. I like Value Line for the weekly screens they provide, and I also like paging through the stocks one by one. Anyone can pull up a screen of the cheapest stocks by P/E, P/B, etc…, but there is something more enjoyable about flipping through actual pages of paper (I do the same with 10-K’s and annual reports: much more enjoyable to read a hard copy than […]

Get Better by Reading

Thoughts on Investment Process & Shareholder Letters to Read

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In the last week or so, I’ve written a couple posts on my investment process. One post discussed where I look for ideas and the tools I use, and the other briefly discussed my investment routine. Feel free to read those posts for more of my thoughts on my process, but here is a quick summary of the places I look on a daily/weekly/monthly basis for investment ideas: Value Line Wall Street Journal Investment Blogs Screeners New Low List Value […]

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4 Simple Steps in My Investment Routine

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I wrote a post yesterday about some of the tools I use on a daily basis in my investment routine. To summarize, here are the tools I use while looking for stock ideas: Value Line (Great info all on one page-great place to hunt for ideas) Morningstar, Magic Formula, Google Spreadsheets (for screening and watchlists) Spinoffs (I keep a watchlist of spinoffs and research them individually) 13-F’s (I go through a few filings from value managers I follow) Blogs (Great […]

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How I look for Investment Ideas

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Yesterday I was talking with someone about the merits of using the 13-F as an investment tool, and it prompted me to briefly review my process that I use for searching for stocks to invest in. For those that don’t know, the 13-F is a form that the SEC requires investment managers of a certain size to file each quarter. A lot of people watch the 13-F’s, and I think there are research studies that show that if you follow […]

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Simplicity and Efficiency in 2013

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Wanted to write a quick post on some thoughts regarding simplifying my investment routine and becoming more efficient… I took a few weeks off from posting over Christmas and New Years to finalize some goals and business plans for the upcoming year. I’m going to continue writing down ideas on this blog going forward. I’ve always felt writing can improve clarity and understanding, and that is a key objective for this blog: to improve investment results. My hope is to […]

General Thoughts

42% per year by buying “5-star wide moat” stocks?

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I use two main tools on a daily basis while doing my stock analysis and research: Value Line and Morningstar. Both provide a great long term history of company financial data all in one place, making it very easy to determine if a particular stock is worth investigating further. I use Value Line as more of a magazine to flip through stock tables on a daily basis looking for ideas. I use Morningstar as a way to quickly plug in ticker […]