2 Comments

    • ON: Sat Oct 11th 20:34 PM
      Commented on:
      @VIC: Unprecedented Value
      While we have been doing selective buying also, I remain very wary that perhaps prices can still move lower near term. I do agree with the "value buyers" that long term, there are a lot of very inexpensive, yet high quality stocks. The real key is determining which of today's "quality" stocks will maintain that status. These are attributes we look for relative to industry peer groups - low debt, high cash flow, leading market share positions, innovative product flow, top notch and focused management.

      Michael Kayes, CFA
      President
      Willingdon Wealth Management
      willingdonwealth.com
      View article »
    • ON: Fri Apr 4th 15:27 PM
      Commented on:
      Is Best Buy a Value Trap?
      The key with regard to Best Buy, during this difficult retrenchment in consumer spending, is how are they doing relative to competition? BBY is gaining share, is investing significantly more than the competition, and this will drive future growth once consumer spending rebounds. The stock is a long-term buy!
      View article »
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