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Chasing Value: Ten stocks for 2010 -- Part 9 + Apple

Posted Dec 10th 2009 3:40PM by Sheldon Liber (RSS feed)
Filed under: Management, Competitive Strategy, Apple Inc (AAPL), General Electric (GE), Berkshire Hathaway (BRK.A), Diageo plc (DEO), Abbott Laboratories (ABT), Deere and Co (DE), Anadarko Petroleum (APC), Wells Fargo (WFC), Chasing Value™, Anglo American (AAUKY), Stocks to Buy, E*TRADE (ETFC), American Eagle Outfitters (AEO), EZCORP (EZPW), Brown Forman (BF.A), Brasil Telecom (BTM)

Is it time to take a bite out of Apple, Inc (AAPL) or leave it on the vine? After reviewing the current list by examining the stock yields and price-to-cash flow (P/CF) we will take a look at Apple for 2010.

Yesterday I dropped two stocks, but the list is still too long. In the coming weeks there will be more cuts and if I find anything of more value perhaps there will be something new.

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Chasing Value: Ten stocks for 2010 Part 8: Making some cuts

Posted Dec 9th 2009 1:30PM by Sheldon Liber (RSS feed)
Filed under: Management, Competitive Strategy, General Electric (GE), Berkshire Hathaway (BRK.A), Market Matters, Diageo plc (DEO), Abbott Laboratories (ABT), Options, Deere and Co (DE), Anadarko Petroleum (APC), Chasing Value™, Anglo American (AAUKY), Stocks to Buy, American Eagle Outfitters (AEO), EZCORP (EZPW), Brown Forman (BF.A)

Today it's time to do some trimming of the fourteen stocks and four options on the contenders list. This review will prioritize the companies by price-to-book (P/B), price-to-sales (P/S) and return-on-equity (ROE). This does not preclude more possible stocks being added and the final list will not be done until the end of the month.

We will also compare recent stock prices to three-year highs to give us a relative idea where the stock floated in rosier times.

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Chasing Value: Ten stocks for 2010 -- Part 6

Posted Dec 7th 2009 12:40PM by Sheldon Liber (RSS feed)
Filed under: International Markets, Management, Exxon Mobil (XOM), Johnson and Johnson (JNJ), Chasing Value™, Stock Screen, Oil, Stocks to Buy, Brown Forman (BF.A)

In Part 6, we're going back for seconds: our second alcohol company, energy company and medical company. The reasons should be apparent, but in case they aren't: I think all three are essential -- maybe alcohol more than the other two. Ironically alcohol can be substituted for the other two, and often has been.

All three companies are well-established and U.S. based, lead their respective industries, have top flight management in the judgment of their peers and the investment community, pay dividends and have a long history of high return-on-equity.

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