吴氏股票研究
股票研究,经济分析,共同基金管理,交易练习,投资理念,投资心理学
博文
(2006-03-13 14:20:37)
AMostProfitableInvestmentIdea
ByRichardGibbons
There'soneinvestmentstrategythat,ifyoumasterit,willprovetobeafabulousmoneymakingtoolregardlessofwhetheryou'reagrowthinvestororyouleanmoretowardvalue.It'sasimplerulethatanyonecanunderstand,butwhenappliedconsistentlyoverthecourseofalifetime,itcanleadtoincrediblewealth.
Thestrategyisthemostimportantconceptfromthefinestbookoninvestingeverwritte...[阅读全文]
(2006-03-13 14:20:01)
ADividendThreat-Down
ByTimBeyers(TMFMileHigh)
I'mnotmuchformostTVshows.ButTheColbertReportisanexception.StephenColbert'sauthoritativeparodyoftalkingheadsislikeacolddrinkonahotday.
OK,enoughwiththeapplause
WhyamItellingyouthis?BecauseI'msostock-obsessedthatIthinkaboutinvestingevenasIwatchColbertlampoonpunditsandpoliticos.Lastnight,dividendswereonmymind.
I'vewrittenbeforethatdividends...[阅读全文]
(2006-03-13 14:15:22)
ASourAftertasteinPackagedFoods?
Weaskourindustryspecialistiffoodfirmsarestillgreatinvestments.
byJoshPeters,CFA|03-03-06|06:00AM|E-mailArticle|PrintArticle|Permissions/Reprints
AnalystGreggWarrenisastockanalystcoveringpackagedfoodcompanies,fooddistributors,commodityprocessors,andtobaccofirms.BeforejoiningMorningstar,heworkedasanequityanalystforabuy-sidefirm,coveringconsumerstapl...[阅读全文]
(2006-03-13 14:12:25)
FiveEnergyStocksforYourRadarScreen
We'vechangedournatural-gasassumptions,andsomeofthesestockslookgood.
byJustinPerucki|03-06-06|06:00AM|E-mailArticle|PrintArticle|Permissions/Reprints
Despitetherecentfallinnatural-gaspricesoverthepasttwomonthsdueprimarilytoanabnormallywarmwinter,werecentlyraisedournatural-gaspriceassumptions.Incorporatingournewpriceassumptionsandmethodologychanges,wen...[阅读全文]
(2006-03-13 14:06:13)
FiveHealth-CareStockstoKeeponYourRadarScreen
Thinkinnovation,diversification,andmarketing.
byJulieStralow,CFA|03-08-06|06:00AM|E-mailArticle|PrintArticle|Permissions/Reprints
Health-carestockshaven'tgottenalotoflovelately.Thissectorsignificantlylaggedthemarketoverthepastthreeyears,returningonly8%compoundedannually(asmeasuredbytheHealthCareSelectSectorSPDRXLV)whiletheS&P500returned16%o...[阅读全文]
(2006-03-13 13:59:53)
Morningstar's2006ContrarianPortfolio10stocksforinvestorswhoaren'tafraidtogoagainstthecrowd.byJustinFuller|02-27-06|06:00AM|E-mailArticle|PrintArticle|Permissions/ReprintsContrarianinvestmentstrategiespositthatattractivereturnsareearnedbyinvestinginstocksthatareoutoffavorwithmostinvestors.Afewyearsago,wedecidedtotestthistheory,andstartedanalyzingMorningstar'sWebsitetraffictocomparethereturnsfromsto...[阅读全文]
(2006-03-13 13:20:01)
WhyWe'reSoBearishonLegacyAirlines
Isthereneveragoodtimetobuytheseperennialvalue-destroyers?
byChrisLozier|03-10-06|06:00AM|E-mailArticle|PrintArticle|Permissions/Reprints
Wewouldn'trecommendbuyingandholdingalegacyairlinestocknownoratanypointintheairlineindustrycycle.There--wesaidit.Ifeelbetteralready.
Kiddingaside,itshouldbenosecretbynowthatwedonotconsideranyairlinesotherthanthev...[阅读全文]
(2006-02-25 06:43:23)
3WaystoBetterGrowthStocks
ByRickAristotleMunarriz(TMFBreakerRick)WhenDavidGardnerdevelopedthenow-popularRuleBreakersinvestingstrategyinthe1990s,itwasn'tveryconventional.Placingagreatervalueonaninnovativecompany'sabilitytocreateadisruptivetechnologyovertried-and-truevaluationmetrics?Heresy!Itwasconsideredoutrageousthen,butitledDavidtounearthsomelucrativediamondsintheroughlikeStarbucks(Nasdaq:SB...[阅读全文]
ByRickAristotleMunarriz(TMFBreakerRick)WhenDavidGardnerdevelopedthenow-popularRuleBreakersinvestingstrategyinthe1990s,itwasn'tveryconventional.Placingagreatervalueonaninnovativecompany'sabilitytocreateadisruptivetechnologyovertried-and-truevaluationmetrics?Heresy!Itwasconsideredoutrageousthen,butitledDavidtounearthsomelucrativediamondsintheroughlikeStarbucks(Nasdaq:SB...[阅读全文]
(2006-02-25 06:34:07)
AnInvestingCrystalBall
ByShrutiBasavaraj(TMFBell)
Asinvestors,we'realllookingforawaytoidentifygreatinvestments.Butwecan'ttellthefuture.Nevertheless,thereareindicatorsthatcanhelpusidentifyopportunitiesbeforethebroadermarket.Oneoftheseisreturnoninvestedcapital(ROIC).Sparklingreturns
Ifyou'vebeenaroundFooldomforawhile,you'vedefinitelyheardofROIC.It'soneofthetoolshedgefundmanagerJoelGreenb...[阅读全文]
ByShrutiBasavaraj(TMFBell)
Asinvestors,we'realllookingforawaytoidentifygreatinvestments.Butwecan'ttellthefuture.Nevertheless,thereareindicatorsthatcanhelpusidentifyopportunitiesbeforethebroadermarket.Oneoftheseisreturnoninvestedcapital(ROIC).Sparklingreturns
Ifyou'vebeenaroundFooldomforawhile,you'vedefinitelyheardofROIC.It'soneofthetoolshedgefundmanagerJoelGreenb...[阅读全文]
(2006-02-25 06:28:56)
CompaniesThatUnderpromiseandOverdeliver
Disciplinedgrowthisbetterthanpushingtheenvelope.
byPatDorsey,CFA|02-24-06|06:00AM|E-mailArticle|PrintArticle|Permissions/Reprints
Ilovemanagerswhodon'tpushgrowthtothelimit.Why?Becausethegoalofacompanyisnotgrowingearningsattopspeed--it'sgeneratingthehighestpossiblereturnonitscapitalbase.Whilesuperfastearningsgrowthmightinc...[阅读全文]
Disciplinedgrowthisbetterthanpushingtheenvelope.
byPatDorsey,CFA|02-24-06|06:00AM|E-mailArticle|PrintArticle|Permissions/Reprints
Ilovemanagerswhodon'tpushgrowthtothelimit.Why?Becausethegoalofacompanyisnotgrowingearningsattopspeed--it'sgeneratingthehighestpossiblereturnonitscapitalbase.Whilesuperfastearningsgrowthmightinc...[阅读全文]
