Expected Returns, September 2010
We don't have all the answers, but if you're like Cy, you've found some of them in our community of like-minded, long-term fundamental investors.
Pastimes, Passions & Big Tents by Cy Lynch Sep 01, 2010
We don't have all the answers, but if you're like Cy, you've found some of them in our community of like-minded, long-term fundamental investors.
Cisco Systems by Mark Robertson Sep 01, 2010
CSCO is a dominant force in the Internet widget space and the quality rating suggests strong growth, profitability, relative stability and a strong balance sheet over the last several years.
Hoard vs. Herds: WMW by Mark Robertson Sep 01, 2010
Accumulate Morningstar Wide Moat (WMW).
Sweet 16 by Mark Robertson Sep 01, 2010
Fair Values and Discount Pricing.
Tin Cup Model Portfolio by Mark Robertson Sep 01, 2010
Sell Goldman Sachs, Buy Cisco and Deckers.