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SirJohnTempleton posts

Chasing Value: Journey to 201%: APC, ISRG, WFC and more

Posted Sep 18th 2009 5:20PM by Sheldon Liber (RSS feed)
Filed under: Rants and Raves, Market Matters, Anadarko Petroleum (APC), Wells Fargo (WFC), Chasing Value™, Stocks to Buy, Intuitive Surgical Inc (ISRG), Newcastle Investment (NCT), Williams Companies (WMB), Olin Corp. (OLN)

Yesterday my 2009 portfolio closed up 201% for the year. It has been an interesting journey, and while it is rather self congratulatory to discuss it, there are lessons to be learned.

Before I review some of the reasons I was able to do this I want to make it clear that I do not think this can be easily repeated; I look at the portfolio every day thinking this is too good to be true, and we all know what that usually means.

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Ford, Citi, MBIA, GBE and Sir John Templeton

Posted Aug 6th 2009 5:00PM by Sheldon Liber (RSS feed)
Filed under: Ford Motor (F), Market Matters, Getting Started, Citigroup Inc. (C), Bargain Stocks, Stocks to Buy, MBIA Inc (MBI)

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