On Thirty Interesting Stocks
I know many of you are looking for concrete analysis on blogs like this. Unfortunately, I don’t have time to discuss every interesting stock in detail. Over the next few weeks, I do hope to include some more detailed discussions of specific stocks that interest me. Even then, however, I won’t be able to touch on every stock worth talking about. So, I decided to put up a list of stocks that interest me. This isn’t an exhaustive list by any stretch of the imagination. It is, however, a starting point. Please comment on both the list and the specific stocks on it; everyone benefits from such comments and the discussions they trigger.
The similarities between these stocks are attributable to their perceived investment value. So, you will see a lot of stocks with low price to earnings ratios and/or high historical returns on capital. This isn’t the result of any one screen. It is a composite list drawn from several different pages in a notebook I carry around with me. Today, I flipped through that notebook and took thirty of the most interesting ticker symbols scribbled in the margins and put them on this list. This explains why the list isn’t in alphabetical order; I just recorded them as I came upon them within the notebook.
Like I said, it’s not an exhaustive list, but I hope it has some value as a starting point. The only requirement to make the list is to be an interesting company selling at an interesting price. As you know, I never own this many stocks. I’m also always looking at far more than thirty stocks. So, take this list for what it’s worth:
Harley Davidson (HDI), Sherwin Williams (SHW), Columbia Sportswear (COLM), K – Swiss (KSWS), Chuck E. Cheese (CEC), Gannett (GCI), Tuesday Morning (TUES), Yankee Candle (YCC), American Eagle (AEOS), New York Times Company (NYT), Building Materials Holding Company (BMHC), Jakks Pacific (JAKK), AutoNation (AN), Gap (GAP), Timberland (TBL), Journal Communications (JRN), Journal Register Company (JRC), Craftmade (CRFT), Deere & Company (DE), Energizer Holdings (ENR), Stanley Works (SWK), Lexmark (LXK), Tempur – Pedic (TPX), General Mills (GIS), Black & Decker (BDK), Take – Two Interactive (TTWO), Home Depot (HD), Liz Claiborne (LIZ), Anheuser-Busch (BUD), and Sanderson Farms (SAFM).
Happy hunting.