I started this blog on Christmas Eve 2005 with this post. So, the blog is now just over one year old heading into 2007.
In the weeks ahead, I’ll review some of the posts of the past year as well as the performance of the twenty or so stocks discussed on this blog during 2006.
Different people started reading this blog at different times; so, I’ll use the start of 2007 as an opportunity to collect and organize past posts in a way that makes sense to relatively new readers.
I guess I should start by presenting my personal favorites from 2006 (in no particular order):
Normalized P/E Ratios
Recently, I’ve written a lot of posts on normalized P/E ratios as part of a little study on valuations conceived as an attempt to offer some idea of what kind of long-term returns investors can expect from the stock market:
Company Specific Posts
I spent much of the year writing about individual stocks. These are simply posts in which I discuss a specific company at length. You’ll need to actually read the posts to see what I thought about the stock at that time. Also, remember that some of these stocks are now priced very differently. Please use the date of the post to determine what the price was when the post was written. Here is a collection of my company specific “analysis” type posts (again, in no particular order):
I now have a different view of some of these stocks. For the most part, this is the result of changes in the share price. Obviously, if the share price increased dramatically since I discussed a stock, that stock is less attractive than when I wrote the post. I’ll discuss a few of these situations in the next week or so.…Read more