Richard Beddard has added Howdens Joinery to his Share Sleuth portfolio. I mention this because I’ve written a little about Howdens Joinery in the past. And some of you know Howdens is the stock I like best that I don’t yet own. This...
First, a huge warning about the tables I’ll be showing you in this memo. The P/E multiples shown here are useful as a theoretical tool for getting some idea of how important durability – being able to know a stock will still be turning an...
Read the Free Report on Village Supermarket Check Out Focused Compounding Following Amazon’s acquisition of Whole Foods and the big drop in supermarket stocks – especially Kroger (KR) – I’ve decided to do a series of re-posts of my...
Read the Free Report on Village Supermarket Check Out Focused Compounding Kroger (KR) is down 11% today. The stock’s P/E is now about 11. Kroger is guiding for same store sales of flat to up just 1% this year. This guidance – combined...
GuruFocus: Pick the Winners First – Worry About Price Second “There are 3 ways an investor can compromise: 1. He can compromise by paying a higher price than he’d like to 2. He can compromise by buying a lesser quality business than...
I get a lot of emails from people saying that my strategy has changed – I’ve become more of a growth investor and less of a value investor – over time. It’s true that the investments I’ve made in recent years have definitely...
Over the Last 17 Years: Have My Sell Decisions Really Added Anything? “The stocks I pick don’t benefit much from well-timed sales. There’s usually little harm in holding on to them much, much longer than I do. So, I’ve decided to hold the...
Focused Compounding includes a “Library” with 27 stock reports. I co-wrote those stock reports with Quan Hoang between 2013 and 2016. Although Quan and I no longer work together, he agreed to put his thoughts on that experience in writing...
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