Graham's Folly


I am a value investor that likes to mix in some speculative plays. For speculative plays, I like to buy "name" stocks as opposed to obscure companies (hence my purchases in Ford and Citi). That also being said, I consider myself to be an "investor" as opposed to a "trader." From a fundamental stand point, I check for Market Cap, Current Ratio, P/E x PTB, Dividend history, rising eps year over year, and Graham's definition of conservatively financed. My portfolio reflects this investing strategy. I also think "The Street Rating" of my portfolio is just plain dumb.

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