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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.

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

Serious Money: Fortune's 25 leaders, final 4

Posted Dec 4th 2009 5:00PM by Sheldon Liber (RSS feed)
Filed under: International Markets, Other Issues, Management, Competitive Strategy, General Electric (GE), International Business Machines (IBM), American Express (AXP), FedEx Corp (FDX), Deere and Co (DE), Serious Money, Stock Screen

We started this review with 25 stocks of companies noted for their quality of management and how successful they have been at nurturing new leaders as presented in Fortune magazine. After running them through a serious screening process using universally agreed upon key metrics, the list has been reduced to six candidates for potential investment.

I will reiterate that there is no imperative to invest in any of them even if they might be among the best opportunities from a select list. While I think all of the original companies listed and stocks screened are well regarded that does not mean now is the right time to invest.

Regardless of the outcome of this process, and since price and timing are critical, it would be smart to create a stock watch-list with the inclusion of all six of these companies.

Continue reading Serious Money: Fortune's 25 leaders, final 4