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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

Chasing Value: Ten stocks for 2010 -- Part 7

Posted Dec 8th 2009 1:00PM by Sheldon Liber (RSS feed)
Filed under: International Markets, Management, Competitive Strategy, General Electric (GE), Brazil, Deere and Co (DE), Bargain Stocks, Chasing Value™

Only three weeks to go before the list of contenders are finalized into my ten picks for 2010. There were 14 before I added three more today and moved one of the stocks on the fence up, leaving another three still on the fence.

I continue to read everything I can get my hands on and recommend doing the same to anyone else seeking to do some stock picking. A lot of the recommendations I come across project possible appreciation of 10% to 15%, and that would be great, but I am seeking at least the potential to double that.

Continue reading Chasing Value: Ten stocks for 2010 -- Part 7

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