Expected Returns Issues
The challenge is simple. Select five stocks, starting on our national holiday, Groundhog Day -- and take care of the portfolio going forward..
We screen for the best companies. We screen for the best returns without getting too ambitious. Rinse. Repeat.
Small companies can deliver large impact on our investing journey.
Trust, but verify. We've made subtle shifts over the years in characteristics like EPS Stability and Financial Strength ... we make another subtle change this month.
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.
As the first half of 2010 comes to a close and the gains of January-March were obliterated by the worst quarter since who-knows-when, many subscribers have emailed to ask what we think the future holds for investing in the stock market.
On July 31, we kicked off another demonstration of long-term investing methods with our new monthly series dubbed the MANIFEST Round Table.
This month, we continue our closer look at what we do, why and how we do it ... and why our championship approach to investing works..
We continue our discussion with our take on portfolio management including prudent diversification and the willingness to embrace selling opportunities.
This month, we continue our closer look at what we do, why and how we do it, and why our approach to investing works.
As strategic long-term investors, we embrace a time-honored philosophy and reach for the medals of excellence realized when our results are "better than average".
Whether you're an individual or group combatant, we can't think of a Community of long-term investors that we'd rather band together with.