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Greg Speicher
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Gregory Speicher is an Ohio-based investor. His career has primarily been in technology start-ups and small growth companies, including an Inc. 500 Company which he cofounded. He received his bachelor's degree in philosophy Magna Cum Laude from the University of St. Thomas in Rome, Italy, and... More
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  • My Watch List – August 26, 2010 0 comments
    Aug 26, 2010 1:57 PM | about stocks: C, WFC, AXP, HRB, BRO, FII, MA, V, ACN, MSFT, ORCL, AMZN, EBAY, AJG, TROW, TSS, CTSH, FISV, JKHY, INFY, INTU, PAYX, SAP, SEIC
     Today, I am inaugurating a new feature on the blog that I hope you will find useful. Each week, I plan to go through the most recent issue of Value Line and update the watch list. The list is not limited to cheap stocks, but will track a large number of stocks of high-quality businesses and special situations in hopes that, at some point, Mr. Market will make them available at mouth watering prices.

    Generally stocks will fall into one of the following categories. The categories may be added to or evolve over time.

    1. Good Business – a track record of high return on equity – generally > 18-20% – over the past decade
    2. Special Situation – restructuring, spin-off, bankruptcy, divestitures, etc.
    3. Book Value Aristocrat – exceptional book value growth over the past decade
    4. Strong Moat – evident durable competitive advantage
    5. Guru Purchase – recent purchase by a notable investor

    Here is My Watch List for August 26, 2010

    Please note that if the idea type for a given investment does not include a given category, for example “Strong Moat”, it does not mean that, in my judgment, the business does not possess that attribute, but rather that it was simply categorized under a different category, for example “Good Business”.

    If a stock is included in The Value Line Investment I have included the issue of Value Line where you find it so you can research the stock. Many prominent investors such as Buffett, Munger and Li Lu recommend using Value Line. I use it on a weekly, if not daily, basis.

    Also, where available, I have included a link to each stock’s ownership as listed on gurufocus.com, which tracks the publicly disclosed investments of numerous prominent investors.

    Finally, you will see a column entitled “Other”. If I come across an interesting link for a given stock, I will try to post it there.

    Please tell me what you think about this tool. I also welcome your suggestions on how to make it more useful.

    The author of this blog is NOT an investment, trading, legal, or tax advisor, and none of the information available through this blog is intended to provide tax, legal, investment or trading advice. Nothing provided through these posts constitutes a solicitation of the purchase or sale of securities/futures. The data and information presented in this blog entry is believed to be accurate but should not be relied upon by the user for any purpose. Any and all liability for the content or any omissions, including any inaccuracies, errors or misstatements in such data is expressly disclaimed.
     


    Disclosure: Long GOOG

    Disclosure: Long GOOG
    Stocks: C, WFC, AXP, HRB, BRO, FII, MA, V, ACN, MSFT, ORCL, AMZN, EBAY, AJG, TROW, TSS, CTSH, FISV, JKHY, INFY, INTU, PAYX, SAP, SEIC
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