The Benjamin Graham Mutual Fund

May 22, 2009

The title is a little tongue-in-cheek, but what if you could put together your own Mutual Fund populated with Ben Graham “Bargain Issues”. If Graham himself managed a mutual fund, this might be exactly what he would do. With the recent market plunge at the beginning of 2009, several followers of The Graham Investor emailed [...]

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The Da Vinci Code of Wall Street. Or Not?

August 14, 2008

The latest marketing hype to hit my mailbox comes from a newsletter called 1-2-3 Trader and purports to have cracked “Wall Street’s Da Vinci Code”. The blurb reads somewhat breathlessly like the Dan Brown Novel – the protagonist here being a fellow named Stanton, a former Wall Street Insider (funny how they’re always former Wall [...]

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Why Wall Street Values Earnings

August 14, 2008

Wall Street Analysts seem to be focused on Earnings, Earnings Estimates, and Earnings Reports – sometimes obsessively so. It’s often hard for investors to understand why; surely there are other factors such as sales growth, cash flow, return on equity, etc? There are indeed but, to understand why EPS gets such a huge focus, we [...]

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How to Build an Extreme Retirement Plan

April 3, 2007

A recent, lengthy email that hit our inbox promised that an “Extreme Value” retirement plan which uses a “unique and little-known investment strategy” would double or triple our money with low risk. Intrigued, yet suspecting this was another bit of marketing hype, we read the entire email thoroughly word for word over and over again [...]

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Webex Bought by Cisco

March 15, 2007

We added Webex Communications (WEBX, Quote, News) to the now-discontinued GI portfolio on 05/12/2005 at $22.87. Some background to the actual purchase can be found here. Today, Webex was bought out by Cisco Systems (CSCO) for $3.2billion. The news sent Webex’s stock soaring 22.03% to close at $56.38. With a healthy 144% gain, WEBX will [...]

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Book Value Per Share – More Useful Than Earnings Per Share?

March 1, 2007

Ben Graham and latterly Warren Buffett swear by book value per share  (sometimes referred to as net asset value or asset value) as a useful if not the most useful measure of a company as a potential investment. Many investors misunderstand Graham and Buffett by considering only static book value, much in the same way [...]

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How to Start Your Own Pinchot Retirement Plan

February 1, 2007

NOTE: To avoid having to reply to everyone individually, I have created a FAQ regarding the Pinchot Plan. Our recent article entitled “What the Heck is a Pinchot Plan?” probably left out a lot of potential detail. For one thing, we missed mentioning the Sixth “Pinchot Retirement Investment”, simply because it is a Canadian business [...]

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BHP Billiton – China Uranium Play?

January 29, 2007

BHP Billiton has been showing on the Intrinsic Value Screen for quite a few months now. The world’s largest mining conglomerate was formed by the 2001 merger of Australia’s Broken Hill Proprietary Company (incorporated in 1885) and the Dutch/British Billiton Mining Company (which dates as far back as the 1860s). The main mining operations of [...]

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IBM: Bellwether Stock That Flags Business Spending or Castrated Sheep?

January 29, 2007

At around $97/share, International Business Machines is hardly good value. Take a look at this chart The time to have bought IBM was at recent lows between $75 and $80. On the other hand, IBM is frequently described as a “bellwether stock”. What are bellwether stocks anyway? The definition of “bellwether” is: 1.    bellwether – [...]

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What the Heck Is a Pinchot Plan?

January 20, 2007

NOTE: To avoid having to reply to everyone individually, I have created a FAQ regarding the Pinchot Plan. I‘ve been receiving various emails plugging a “retirement plan” called the Pinchot Plan. If you sign up you could collect thousands of dollars in checks every year, or so the article says. Sound intriguing? Read on. Who [...]

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