After yesterdays detour and the help from your comments in the comments section, I will now get back to posting links. A big thanks to all readers who helped out yesterday clarifying the situation, I really appreciate it.
The Red Corner Blog. For those of you who might not know, Red has been very helpful to me in the past on Whopper Investments blog, and more recently on this site as well. I recently found that he has his own blog where he analyzes and values companies. His work is exceptional and I highly recommend that everyone visit his site, especially if you need help with the more technical aspect of evaluating companies, which is an area where I currently struggle. He also answers a lot of questions from readers as well so make sure to read the comments on his writings as well.
Student of Value has come up with another great analysis piece, this time on National Western Life, as always highly recommended.
Download A Free Copy of My Acclaimed Value Investing Education Book How To Value Invest By Clicking Here.
Stretching Yourself To Learn New Things is another great write up from Farnam Street.
Notes From Value Investor Mohnish Pabrai is from Perfect Research that contains Mr. Pabrai’s thoughts on a wide range of topics in investing.
I wanted to let everyone know who might be clicking on the CSinvesting links I have, that I got an email from John the other day after noticing that his site is down currently. He said that he is currently in the process of moving his blog to a self hosted site, while also recovering from surgery. Get well John, no need to rush back after major surgery.
I am still struggling to find another company to research and hope to find one soon. I suspect that I am not alone in finding it hard to find companies to research since the market has been going up quite a bit?
For companies to research…I have a habit of using finviz’s screener to look at small/mid-caps with growing sales, low P/B ratio and >50% debt.
Thank I’ll have to try that one out.
I have been using recently the following screens as a base for looking for companies: Magic Formula, finviz.com screen of the combination of the following: P/B under 2, recent insider buying, under $2 billion market cap, operating margin over 10%, with a positive ROE, or just random companies that I read about in my daily reading.
I whittle that down a lot further by looking at financials, ratios, insider ownership, etc, and usually only end up with either 1 or 2 companies to start reading annual reports about.
How has your search been going?