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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.

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

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