Geoff Gannon

(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 Factor […]

(Excerpt from today’s Focused Compounding article)

“My belief is that the market undervalues the ad agency business model. It doesn’t understand the P/E premium over the market that an ad agency would need to […]

(Read the full article)

“I lost a lot of money in Weight Watchers. Let’s look at why that was.

As I write this article, Weight Watchers (WTW) stock is at $44.30 a share.

I bought my shares at $37.68 a sha […]

Most stocks are now overpriced.

Historically, a normal price for a stock has been about a P/E of 15.

And historically, stocks have outperformed other assets.

Therefore, it makes sense to buy above average […]

Someone emailed me this question:

“For the past months I’ve dug into your posts on Gurufocus…in this article you write about Warren Buffett’s early years:

‘Warren Buffett was thinking about compoun […]

I planned to do a quick re-visit of my own experience investing in Weight Watchers (WTW). However, since announcing my plan to do that, I’ve gotten a lot of emails from people telling me about their own exp […]

I get a lot of emails from people asking how to become a better investor. They usually have very specific ideas about what would help them improve. For example, they think they need to get better at reading 10-Ks […]

In an earlier post, I mentioned I MIGHT be buying a new 20% position this week. Here is what you guys guessed that position would be:

Blog readers emailed me guessing I would buy one o […]

It’s very possible I will purchase a new 20% position this week (29% of my portfolio is in cash and 6% is in a stock I’d happily eliminate).

If I do buy the stock, I’ll announce it on the paid site (Focused […]

Frost (CFR): 42%

BWX Technologies (BWXT): 23%

Natoco: 6%

Cash: 29%

Here is a blogger doing what I recommended: examining one of your past sell decisions…

Blog Post: What I Learned Selling My Nintendo Stock

YouTube Video: Do I Regret Selling Those Stocks?

My Original […]

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 analysis of the U.S. supermarket industry. […]

Check out this video inspired by my “Have My Sell Decisions Really Added Anything” post:

Video

Original Post

You might try the exercise of examining your own past sell decisions.

If you do, feel fre […]

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 tha […]

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 […]

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% th […]

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 […]

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. […]

Study a series of related stocks.
Give each stock your absolute undivided attention – focus like you’ve never focused before (it’s fine if you can only do this for like 45 minutes at a time).
Put your […]

The other day, someone I talk stocks with on Skype asked how I normally go about starting my initial research into a stock. What documents do I gather?

Here’s what I said:

“Basically, I start by finding the […]