Comments on: My Investment Diary http://www.wiftsinvestment.com/stock-spendthrifts-diary/ An Investment Club Mon, 31 Jan 2011 02:36:44 +0000 http://wordpress.org/?v=2.9.2 hourly 1 By: rupneu1 http://www.wiftsinvestment.com/stock-spendthrifts-diary/comment-page-1/#comment-7 rupneu1 Tue, 11 Nov 2008 03:25:07 +0000 http://www.wiftsinvestment.com/?p=110#comment-7 Bob, Yeah I looked at X also and it looks pretty good. Only reason it didn't make the cut was that it's current ratio is not at least 2. The screen was based on the 7 points mentioned on the previous blog, although I didn't screen all. You are right, after recession small caps generally perform better, but I was thinking about waiting to buy small cap until the market goes further down. Bob, Yeah I looked at X also and it looks pretty good. Only reason it didn’t make the cut was that it’s current ratio is not at least 2. The screen was based on the 7 points mentioned on the previous blog, although I didn’t screen all. You are right, after recession small caps generally perform better, but I was thinking about waiting to buy small cap until the market goes further down.

]]> By: Bob http://www.wiftsinvestment.com/stock-spendthrifts-diary/comment-page-1/#comment-6 Bob Tue, 11 Nov 2008 03:12:57 +0000 http://www.wiftsinvestment.com/?p=110#comment-6 Nue is excellent, and i also like X, I am surprised that in your screen of potential 6000 stocks, only nue meets graham's criteria. What are the criteria? About Nue, it's also the top holding of CGMFX managed by superstar ken Heebner for this year, but i guess he has trimmed it a lot. CGMFX is the best performing mutual that i can find so far for the past ten years. It outforms S&P by 2.8X and at the high last yr, it was 4.8X (not so good this yr as he is loaded with commodity stocks). If you can find another one that is better, let me know. With that said, ken heebner must have his reasons for owning nue, and he has done the homework for us. http://quicktake.morningstar.com/FundNet/Holdings.aspx?Country=USA&Symbol=CGMFX BHI and Nue are both great, but it's likely to go down a little more with the market, but for the long run, they are great. SPY is always good for any investor, but take a look at IWM (russel 2000). Typically, after recession, small caps perform better. Nue is excellent, and i also like X, I am surprised that in your screen of potential 6000 stocks, only nue meets graham’s criteria. What are the criteria?

About Nue, it’s also the top holding of CGMFX managed by superstar ken Heebner for this year, but i guess he has trimmed it a lot. CGMFX is the best performing mutual that i can find so far for the past ten years. It outforms S&P by 2.8X and at the high last yr, it was 4.8X (not so good this yr as he is loaded with commodity stocks). If you can find another one that is better, let me know. With that said, ken heebner must have his reasons for owning nue, and he has done the homework for us.

http://quicktake.morningstar.com/FundNet/Holdings.aspx?Country=USA&Symbol=CGMFX

BHI and Nue are both great, but it’s likely to go down a little more with the market, but for the long run, they are great. SPY is always good for any investor, but take a look at IWM (russel 2000). Typically, after recession, small caps perform better.

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