http://www.grahaminvestor.com We will regularly post a company report here, of a stock from one of our screens. hourly 4 2005-04-04T19:50:00Z http://www.grahaminvestor.com/the-graham-investor-blog/featuredstocks/digital-river-added-to-portfolio Added 53 shares of DRIV at 37.25 on 08/10/2005 on a pullback to close gap and reversal back upwards, the stock having previously broken above $34 last month. No publisher keownb 2006-02-16T17:26:04Z News Item http://www.grahaminvestor.com/the-graham-investor-blog/featuredstocks/mcri-stopped-out-07222005 Unfortunately our MCRI trade was stopped out at $23.68 on Wednesday 27th when the 8% trailing stop was hit, for a gain of $72.40 or 7.34%. The annualized gain for this trade was 69%. Overall, the GI portfolio is up 34% in real terms, so we can't be too disappointed at this stage. No publisher keownb 2006-01-19T19:53:56Z News Item http://www.grahaminvestor.com/the-graham-investor-blog/featuredstocks/ceco-stopped-out-07192005 CECO was stopped out, after 8% trailing stop hit on 07/19 at $38.17 for a loss of $14.78 or -1.48%. Possibly on future trades we'll experiment with a wider stop, since these are meant to be longer-term trades. But the market may be telling us something. No publisher keownb 2006-01-19T19:53:56Z News Item http://www.grahaminvestor.com/the-graham-investor-blog/featuredstocks/petsmart-buyback-may-inspire-breakout PETsMART, which appeared on our Intrinsic Value Screen is well known for having an excellent management team and it shows in their decision-making. On June 27th PETM announced a share buyback worth $270M which will take place through to the end of fiscal year 2006. The company generates enough cash flow to justify this as well as investing in its business and paying a dividend (albeit a small one). No publisher keownb 2006-01-19T19:53:56Z Page http://www.grahaminvestor.com/the-graham-investor-blog/featuredstocks/career-education-breakout 06/27/2005: A strong upward surge today on volume of approx 3.5 million shares versus long and short-term average volume of 2.3 and 1.9 million shares/day resulted in CECO closing up $2.02 or 5.56%. Today's action was in sympathy to the SEC Investigation coming to an end in ITT Educational Services Inc (ITT). The entire Educational Services Sector got a lift from this news. No publisher keownb 2006-01-19T19:53:56Z News Item http://www.grahaminvestor.com/the-graham-investor-blog/featuredstocks/digital-river-of-cash 06/22/2005: It's been quite a while since we profiled a new stock; sometimes it's hard to find anything that looks appealing. However, here's a gem of a company that keeps growing revenues and earnings, has a great product range, and an increasing number of big-name clients. It may not have the revenue or diverse range of product offerings of GSI Commerce, one of its main competitors in the e-Commerce arena, but it does have vastly higher profit margins and appears to be somewhat more nimble. No publisher keownb 2006-01-19T19:53:56Z Page http://www.grahaminvestor.com/the-graham-investor-blog/featuredstocks/cal-dive-breaks-out 06/22/2005: Members who watch the profiled stocks will have noticed that Cal Dive (CDIS) finally broke upwards out of a Symmetrical Triangle early in June. When we profiled the stock, the triangle breakout point was around $49. In actual fact, the pattern developed further and made a new breakout point around $46. It pays to pay attention and watch the pattern develop since we have had a buy order executed at just over $49. With a little more attention to the pattern, we could have adjusted the order and got in at a much lower price at just over $46. No publisher keownb 2006-01-19T19:53:56Z News Item http://www.grahaminvestor.com/the-graham-investor-blog/featuredstocks/company_report_great_american_financial_resources_GFR Great American is buying back around 3.5% of its stock. GFR is a subsidiary of American Financial Group, Inc. First-quarter earnings, announced April 23, increased nearly 5 percent year-over-year on improved results across all business lines. No publisher keownb 2006-01-19T19:53:57Z News Item http://www.grahaminvestor.com/the-graham-investor-blog/featuredstocks/monarch-casino-breakout June 9, 2005: One of our recently-profiled Stocks, Monarch Casino & Resort (MCRI), today broke well above resistance at $21 on significant volume (444k vs 3 month average Volume of 262k). MCRI eventually finished the day up $1.57 or 7.65% at $22.08. Late in the trading session, we added it to our GI portfolio at $21.76. No publisher keownb 2006-01-19T19:53:57Z News Item http://www.grahaminvestor.com/the-graham-investor-blog/featuredstocks/company-report-webex-communications-webx An email from a member asking for an opinion on WEBX prompted The Graham Investor to investigate this purveyor of browser-based Online Meeting technology. The member in question wanted to know why it was showing up in the screens despite only having a Graham Number (NCAV) of around $3.69. It's important to understand the different types of stocks Graham was looking at. He would look at the NCAV for "bargain issues". More often than not, these have low Market Capitalizations, typically less than $100M, but sometimes higher. No publisher keownb 2006-01-19T19:53:57Z News Item