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
  • $47.58
  • -0.25%
  • $47.16

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
  • $15.05
  • -0.53%
  • $14.94

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: AAPLGOOGINTCMSFTRACKCFCASH

TheStreet.com Rating: C- What is this?

  • +
  • ACN
    Accenture Plc.
  • $39.25
  • +0.72%
  • $38.82

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
  • $60.30
  • +0.53%
  • $59.94

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
  • $107.43
  • +0.42%
  • $107.38

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

People owning GLD also tend to own: AAPLBABENBMYCOSTGOOGIAAC

TheStreet.com Rating: No Rating What is this?

  • +
  • EFA
    Ishares Msci Eafe
  • $55.01
  • +0.29%
  • $54.47

International exposure.

People owning EFA also tend to own: AAPLBACBBYBGTCSCOCTSHDEO

TheStreet.com Rating: No Rating What is this?

  • +
  • UNH
    Unitedhealth Grou
  • $28.67
  • +1.63%
  • $28.10

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
  • $24.09
  • -0.12%
  • $23.44

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: METGSTRVJPMCALLMEL

TheStreet.com Rating: D What is this?

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Start Price

Return Value

Start Date

FISV 51.35 -7.34% Mar 15th
BAC 50.10 -69.96% Mar 15th
ACN 35.00 +12.14% Mar 15th
JNJ 60.53 -0.38% Mar 15th
GLD 63.98 +67.91% Mar 15th
EFA 73.16 -24.81% Mar 15th
UNH 54.05 -46.96% Mar 15th
HIG 94.33 -74.46% Mar 15th
SHLD 174.26 -61.18% Mar 15th
CRDN 62.81 -73.46% May 3rd

Average return:

-21.57%

Success rate:

20%

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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