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Entries Tagged as 'Value Investing'

APOL and ESI: My Two Favorite Education Stocks

January 1st, 2010 · No Comments · Cabot, Economy, Education, Investing, Stocks, Value Investing

The business of educating America has been expanding quickly during the past decade. Student enrollments at for-profit post-secondary schools have advanced rapidly during the past couple of years, as adults upgrade their education and skills to achieve higher paying jobs. Also, adults who have lost their jobs are enrolling in vocational training programs and college [...]

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All in the Family

December 26th, 2009 · No Comments · Cabot, China, Dividends, Education, Green, Growth Investing, IPO, Income Investments, Investing, Stock Market, Stocks, Value Investing

Merry Christmas from everyone at Cabot! I hope you’re having a wonderful holiday season full of family, food and fun.
You may have noticed us talking about a special issue of Dick Davis Digest to be published in January that will contain the top stock picks for 2010 from the best investment pickers in the business. [...]

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Antidote du Jour
Christmas Video #3 — Boxing Day and Toby Keith
Read more on Holiday Season at Wikinvest

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My Favorite Companies Past and Present

November 25th, 2009 · No Comments · Dividends, Earnings, Economy, Education, Healthcare, Income Investments, Investing, Stocks, Value Investing

Many companies became extinct during the 1930s, but the companies that survived helped to build the U.S. into the greatest industrial nation to date. I’m kind of a history buff, and I truly enjoy reading about the origins of companies and how they evolved. In addition to annual reports, Wikipedia usually provides an interesting history [...]

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Two Favorite Health Care Companies

November 2nd, 2009 · No Comments · Healthcare, Investing, Stocks, Value Investing

One of the important objectives of health care reform is to increase the efficiency of the current system from top to bottom. Cutting costs and waste could save billions and reduce everyone’s health care costs considerably. My screening process has led me to a unique company that could play a big role in cutting health [...]

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Health Care: My Analysis

October 30th, 2009 · No Comments · Education, Healthcare, Investing, Stocks, Value Investing

I am a numbers person–especially when it comes to stock analysis. Every month, I fill up a spreadsheet with 1,000 stocks and 244 columns of data and formulas. I then turn my computer loose, and it goes wild performing two million calculations.
Why so many calculations?
I want the computer to tell me which companies have produced [...]

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