Value Expectations

15 Stocks You May Want to Keep Out of Your Portfolio

We appreciate all comments and look forward to providing the results of our performance every quarter and all though we may not get every stock pick correct we do provide a solid buy/sell spread with a 70% batting average on buy recommendations. Here is a link to our last performance update on our buys

www.valueexpectations....

and here is our buy sell spread

www.valueexpectations.....

Earnings Quality: An Important Indicator

For those unfamiliar with “earnings quality” or other forms of forensic accounting which look at accruals, below are two interesting articles.

WSJ: Accrual Investing' Advocate Seeks to Clear Away Bluster:

online.wsj.com/article...

Smart Money: Forensic Investing:
www.smartmoney.com/inv.../