Someone who reads the blog emailed me about Cheesecake Factory (CAKE): “Why are you not buying CAKE – it is around 66 cents on the dollar – at 40 dollars (a share)?” When I answered that to his satisfaction, he asked: “…So...
A reminder: 40% of my portfolio is in Frost. It’s the stock I like best. Someone wrote me to ask about Frost’s interest expense: “Hi Geoff, I have not read your report on Frost…but right now I am looking at the latest balance sheet and...
A blog reader emailed me this question: “Are you buying anything now?” No. I still haven’t bought a stock this year. I like Cheesecake Factory (CAKE) a lot. There’s a write-up in the Focused Compounding member idea exchange...
In an earlier post, I said that the only stocks in the U.S. showing up on Ben Graham type screens right now are retailers. Here are 5 of those retailers: (All numbers are taken from GuruFocus) What do I mean when I say a Ben Graham...
Some blog readers emailed me to say this week’s Barron’s did a piece on Frost (CFR). If you read that piece and are looking for more about the bank you can: Read my interview with Punch Card Research about Frost Read the...
Someone who’s been reading my blog for the past few years emailed me this question: “With (Omnicom), I particularly like the durability of the advertising agency industry, the nature of the customer relationship (long term in...
A Focused Compounding member who fears the stock market is expensive posted this comment: “Hi Geoff, S&P today is expensive based on TTM PE of 24 and CAPE of about 30. An investor whose holdings consist entirely of stocks outside...
(Excerpt from today’s Focused Compounding article) “…three stocks I like right now (are): 1. Omnicom (now $72 a share) 2. Howden Joinery (now 424 pence) 3. And Cheesecake Factory (now $40 a share) All...
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