bdsonnier
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Created by bdsonnier
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Date updated:05-03-2007

Value Investing

symbol name last price % change open
  • +
  • FISV
    Fiserv
  • $46.29
  • -2.14%
  • $46.38

20% discount to intrinsic of ~ $60. Electronic processing a "defensive" play in the tech space.

People owning FISV also tend to own: AMATCNUDEOHMCIWNMMMPG

TheStreet.com Rating: B What is this?

  • +
  • BAC
    Bk Of America Cp
  • $15.47
  • -3.01%
  • $15.34

10% discount to intrinsic of ~55. Hi returns on Eq, historically lo P/B. 4.5% dividend always helps too.

People owning BAC also tend to own: AAADPAVPBRK-BBUDCSCOCX

TheStreet.com Rating: C- What is this?

  • +
  • ACN
    Accenture Plc.
  • $40.51
  • -0.17%
  • $39.89

15% discount to intrinsic of ~40. Hi returns on Equity, Assets. Lo debt-equity ratio. Declining shares outstanding. Another "defensive" technology play.

People owning ACN also tend to own: RYLSUNMSFTFVZAALD

TheStreet.com Rating: B+ What is this?

  • +
  • JNJ
    Johnson And Johns
  • $62.89
  • -0.65%
  • $62.52

25% discount to intrinsic. Lo debt. hi returns on eq, assets, and invested capital. 2.5% yield while waiting for value to be realized.

People owning JNJ also tend to own: AAAIGIBMINTCJPMKOMSFT

TheStreet.com Rating: B What is this?

  • +
  • GLD
    Spdr Gold Shares
  • $115.06
  • -1.34%
  • $113.08

Easiest and cheapest way to get exposure to gold. Reason: Low correlation to equities.

People owning GLD also tend to own: ANVAYEAZOBBYBPZCOHCTRN

TheStreet.com Rating: No Rating What is this?

  • +
  • EFA
    Ishares Msci Eafe
  • $55.21
  • -2.88%
  • $54.52

International exposure.

People owning EFA also tend to own: AAPLBACBBYBGTCSCOCTSHDEO

TheStreet.com Rating: No Rating What is this?

  • +
  • UNH
    Unitedhealth Grou
  • $29.44
  • -0.34%
  • $28.99

At least 35% disc.- int.. Unwarranted sell-off due to options dating. Sales earnings, and debt numbers remain favorable.

People owning UNH also tend to own: ALDBMYCNEDSXGAINGOODHTE

TheStreet.com Rating: C+ What is this?

  • +
  • HIG
    Hartford Fin Svc
  • $23.72
  • -5.31%
  • $23.90

15% discount to intrinsic ~105. Trades at 1X growth rate. Reasonable debt levels, double digit sales and earnings growth.

People owning HIG also tend to own: AMGNAPABACCCOPCVXDOW

TheStreet.com Rating: D What is this?

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Start Price

Return Value

Start Date

FISV 51.35 -9.85% Mar 15th
BAC 50.10 -69.12% Mar 15th
ACN 35.00 +15.74% Mar 15th
JNJ 60.53 +3.90% Mar 15th
GLD 63.98 +79.84% Mar 15th
EFA 73.16 -24.54% Mar 15th
UNH 54.05 -45.53% Mar 15th
HIG 94.33 -74.85% Mar 15th
SHLD 174.26 -58.72% Mar 15th
CRDN 62.81 -73.22% May 3rd

Average return:

-19.72%

Success rate:

30%

Deleted Stocks:

MO 84.75 -17.78% Mar 15th
LOW 31.21 -1.89% Mar 15th

Tracking Started: 03-15-2007

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