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The first quarter of 2010 is closed and the results are in. My picks surpassed the primary indices by a large margin. The original story, Chasing Value: 10 Stock Picks for 2010 , was the culmination of a process presented to our readers and finally narrowed down to the select group using final prices from Monday, December 28, 2009.
GrubbAndEllis posts
FeedChasing Value: 2010 Picks Triple Market Returns
Continue reading Chasing Value: 2010 Picks Triple Market Returns
Chasing Value: 2010 Dividends for Ten Stock Picks
During my tenure at BloggingStocks I have expressed my opinion often about the contribution that dividends make to your overall return. Most shrewd investors, and especially "my pal Warren," know this and understand why I re-emphasize the point when I make my annual selections.
By now I hope you have had a chance to peruse my picks for 2010. If not the links below will give you another opportunity.
Continue reading Chasing Value: 2010 Dividends for Ten Stock Picks
Chasing Value: 2010 -- #2 Grubb & Ellis
Where as my fist pick, Berkshire Hathaway (BRK.B) is a large cap diversified conglomerate, my second, Grubb & Ellis Co. (GBE), is a micro-cap stock of $90 million.GBE is a network of nearly 130 owned and affiliated offices, providing commercial real estate services to property owners, institutional investors, and tenants. Its 1,800 brokers and some 6,000 affiliated real estate professionals offer advisory and brokerage, property management, construction consultation, and other services.
The company has been devastated by the bursting of the residential real estate market bubble, lost equity value, illiquid capital markets and the still impending concern over the commercial real estate market facing rising vacancies as hundreds of billions of dollars in loans must be rolled over.
Chasing Value: 10 Stock Picks for 2010
To arrive at this years ten picks I scoured business journals and editorials, online and off. I also ran through a series of stock screens repeatedly over the last few months filtering for five primary value metrics identifying stocks worthy of further consideration.
The 5 data points were price-to-sales (P/S), price-to-book (P/B), price-to-cash flow (P/CF), dividend yield and return-on-equity (ROE). I did look at other things but these were the subject of my initial focus.
Chasing Value: Ten stocks for 2010 Part 8: Making some cuts
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.
Continue reading Chasing Value: Ten stocks for 2010 Part 8: Making some cuts
Chasing Value: Ten stocks for 2010 -- Part 3
In this installment of our search for the ten picks for 2010, I will risk my reputation (and money) as I head in a more speculative direction. In Part 1 of this series, I discussed breaking up my potential picks into three categories: "Contender", "On the Fence", and "Out of the Running", until the 10 stocks have been identified. The following lists the first ten stocks I discussed and the current standing after Part 2 of this series, plus four new stocks reviewed today.
Continue reading Chasing Value: Ten stocks for 2010 -- Part 3
Ford, Citi, MBIA, GBE and Sir John Templeton
You can learn a lot from your elders and when it comes to investing, you best listen very attentively. I often refer to 'my pal Warren' in my posts and I credit Mr. Buffett's investment advice and parables over the years for much of my gains in 2009.There is another mentor, though, one I have not referred to often but that I have gleaned some wisdom from in terms of value investing and courage, and that is 'my pal Sir John.' While Buffett has been very straight forward in his position that you should buy on fear and this was the year to do that, it was Templeton that preached buying far and wide and diversifying broadly into out-of-favor companies. As he did when he started out.
Continue reading Ford, Citi, MBIA, GBE and Sir John Templeton
Goldman Earnings Sink After Buffett Dividend
Johnson & Johnson's Income Falls 23%
Burberry Shares Leap on Sales Update
