Date updated:08-01-2007
What I look for: Low PEG, 15%+ Return on Assets, Debt to Equity ratio less than 1. Past growth, and predicted long-term growth greater than 12% annually. 5 years consecutive improving earnings. Limited cyclical exposure.
Purchase price determined by considering conservative growth rate in relation to historic average and 25th percentile PE ratios for the stock. It is complicated, and highly quantitative, which eliminates emotion.
Now, there is VERY LITTLE out there that is a bargain. Most of my positions are old-timers, bought when the pickings were better.

-
AIB
Allied Irish Plc - $5.78
- +4.33%
- $5.69
One of strongest growing banks in Europe, still selling at a discount. Great growth potential into Poland.

-
BBY
Best Buy Co Inc - $40.24
- +0.47%
- $39.99
Differentiation with competitors through service. (Would you buy a big screen tv from Wal Mart??) Interested in international growth primarily, especially China. Domestic growth is a bonus.

-
SPLS
Staples - $22.23
- +0.23%
- $22.07
Very well-run company selling at a discount to historic PE. Not as tied to consumer spending as other retailers.

-
BRO
Brown & Brown Inc - $18.43
- +0.27%
- $18.22
Insurer selling at a significant historic discount, but still has great growth.

-
SCRX
Sciele Pharma - $0.00
- 0.00%
- $N/A
Sells drugs that other companies spend billions to produce. Extremely low sales cost. Flexible. Low PEG even if growth is 25% below expectations.

-
TPX
Tempur-pedic Intl - $20.80
- +4.16%
- $20.48
Baby Boomers have the money, have more aches and pains, and want to be comfortable. TPX makes Mercedes of bedding while everyone else makes, at best, Chryslers.

-
PG
Procter Gamble - $61.04
- +0.94%
- $60.17
Avg PE and growth calcuations reveal 15% compounded annual rate of return over next 5 years at purchase price. Unshakable consistency.

-
ORCL
Oracle Corporatio - $21.42
- +0.47%
- $21.19
Avg PE and growth calcuations reveal 15% compounded annual rate of return over next 5 years at purchase price.
- Top Professional Portfolios
- 1. Navellier & Associ...
- 2. Fidelity Contrafund - ...
- 3. Argus Management
- 4. WisdomTree Intl Consum...
- 5. Charlie Munger
- show all
- Top Do-It-Yourself Portfolios
- » John Shier
- » Joy
- » tsamanuli Portfolio 1
- » brueckenc Portfolio 1
- » Fundsonly Portfolio 1
- show all
- Most Viewed Portfolios
- » Warren Buffett
- » George Soros
- » T. Boone Pickens - BP Cap...
- » Carl Icahn
- » Renaissance Technologies
- show all
By Roberto Pedone Posted on Nov. 6, 2009 According to Jim Cramer, the bears are tellinginvestors six lies. On Wednesday’s “Mad Money” TV show, Cramer said if you ...
By Roberto Pedone Posted on Nov. 5, 2009 The traders on CNBC’s “Fast Money” told their viewers what they must know after Warren Buffett announced on Tuesday his l...
By Jonas Elmerraji Posted on Nov. 4, 2009 For investors who seek out short-squeeze opportunities, there’s no time as important as earnings season. Earnings are one of...
By Stockpickr Staff Posted on Nov. 4, 2009 Regardless of why a stock is in the news, it never hurts to hear what a professional investor has to say about it. The key is...
A. The only one I own : SLX,
too hard pick a winner out all of them
Here are some of the biggest stocks that made the 52-week high list on Nov. 2, 2009. more
These are some of the stocks mentioned on TheStreet.com TV on Sept. 2. Click the URL below each stock to watch the videos. more
Analyst Downgrades for Nov. 2, 2009. Read more here. more













Comments not available