by alexg on March 31, 2009
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The market had a nice rally these past couple of weeks to end the quarter on a positive note. As stated in earlier posts, I was not as active as I thought I would be as I witnessed first hand how bad things deteriorated. I made it a goal in 2008 to become more transparent and upload my portfolio onto Covestor.com but most likely that will come in the upcoming quarters. For those not familiar with Covestor.com, its almost like an independent websites that lets you upload your broker statements. Almost like an “unofficial” was to verify your trades. So considering I am putting that aside for now, I will talk about what I bought, what I didn’t buy, and what I expect for the rest of the year. [click to continue…]
by alexg on March 29, 2009
Each week I track which stocks are moving in and out of the top 30 Magic Formula Stocks for companies with a minimum market cap of 50 and 2000 million. Here are the moves for the week ended 3-29-09: [click to continue…]
by alexg on March 25, 2009
Part of being an investor, and for that matter a human being, is how “you” the investor evolves overtime. After reading Jae’s Contrarian Investment Rules, it took me to the days when I started investing. It was those specific rules that convinced led me to become a low P/E guy. I’m pretty sure other investors have gone through a same or similar process in which I am going to describe….. [click to continue…]
by alexg on March 23, 2009
Each week I track which stocks are moving in and out of the top 30 Magic Formula Stocks for companies with a minimum market cap of 50 and 2000 million. Here are the moves for the week ended 3-22-09: [click to continue…]
by alexg on March 14, 2009
Yes!!!! You read the title right. Last week, while doing my screening I read changes were coming, didn’t think it would be so quick. Anyway, it seems like Joel Greenblatt is putting more effort into the whole project. The site looks great, simple to navigate and is offering more services. [click to continue…]
by alexg on March 14, 2009
It’s fun reading in value investing books about how stocks were trading at significant discounts to intrinsic value, but until one actually experiences it, we have no true sense of how the world looked at the time. The best way to explain it is to imagine a boy in North Carolina wanting to be a race car driver. While he might dream of racing against Jimmy Johnson, “Junior” and the rest of the NASCAR crews, its not until he turns 18 and actually starts driving around at a speed of 200 MPH, that he will actually get that adrenaline rush. [click to continue…]
by alexg on March 8, 2009
v Each week I track which stocks are moving in and out of the top 25 Magic Formula Stocks for companies with a minimum market cap of 50 and 2000 million. Here are the moves for the week ended 3-07-09: [click to continue…]
by alexg on March 7, 2009
A number of my magic formula stocks have been on fire. Through tweaking over the years, I have been able to pick winners at an alarming success rate. I will go into details at the end of the month but one of the main reasons is buying what I already know. Thank you Peter Lynch. [click to continue…]
by alexg on March 1, 2009
Each week I track which stocks are moving in and out of the top 25 Magic Formula Stocks for companies with a minimum market cap of 50 and 2000 million. Here are the moves for the week ended 2-28-09: [click to continue…]
by alexg on February 28, 2009
Took some quotes from the 2008 annual shareholder letter as I read. I know I said to take your time reading the letter but I usually read things twice. The first is a speed read, the second being with a nice cup of coffee and a notebook. Here are the speed reading notes. [click to continue…]
