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August, 2010: 1 11 25 31
Disclaimer - IMPORTANT - Read this first!
| Investor's Journal is a diary focused strictly on investments and personal finance issues, primarily from a contrarian and retiree point of view. Follow along with an average guy's failures and successes as he learns, by trial and error, the fine art of value investing. |
8/1/10-Since the last entry, there have been no new portfolio sales or stocks ready for sale among assets followed here. So, no redemptions are indicated at this time.
My top-five current low price to earnings stocks are: AIRT; SATS; TDW; TRMS; and WTSLA.
My favorite among them is Tidewater, Inc. (TDW) (recent price $40.98). It meets Benjamin Graham's bargain stock safety and value criteria.
Tidewater, Inc. will be added to our nest egg at its market price early tomorrow, 8/2/10.
8/11/10-Since the last entry, there have been no new portfolio sales or stocks ready for sale among assets followed here. So, no redemptions are indicated at this time.
My top-five current low price to book value stocks are: FLXS; HAST; SATS; SYA; and TRH.
My favorite among them is Hastings Entertainment, Inc. (HAST) (recent price $7.35). It meets Benjamin Graham's bargain stock safety and value criteria.
Hastings Entertainment, Inc. will be added to our nest egg at its market price early tomorrow, 8/12/10.
8/25/10-Since the last entry, there have been no new portfolio sales or stocks ready for sale among assets followed here. So, no redemptions are indicated at this time.
My top-five current low price to earnings stocks are: AIRT; CSKI; HWG; MRH; and TRMS.
My favorite among them is AIR T, Inc. (AIRT) (recent price $8.88). It meets Benjamin Graham's bargain stock safety and value criteria.
AIR T, Inc. will be added to our nest egg at its market price a little later today, 8/25/10.
8/31/10-Since the last entry, there have been no new portfolio sales or stocks ready for sale among assets followed here. So, no official redemptions are indicated at this time. However, just for readers' information, I did yesterday sell two typical Ben Graham type assets I had bought about two years ago for our own nest egg, separate from the then formal Classic Value portfolio, DAKT and IR. Net of commissions and not counting dividends, DAKT was up 55% and IR was down 10% as of the 8/30 sales; thus an average gain between the two of around 22% or 11% a year.
My top-five current low price to book value stocks are: AHCI; FLXS; NRG; SYA; and TRH.
My favorite among them is Allied Healthcare International, Inc. (AHCI) (recent price $2.01). It meets Benjamin Graham's bargain stock safety and value criteria.
Allied Healthcare International, Inc. will be added to our nest egg at its market price a little later this morning, 8/31/10.
I am personally, apart from strict bargain stock investing, also keen on INTC, LMT, and SNY at recent prices, and shall purchase shares of each this morning.
Disclaimer and Disclosure Statement
Neither I nor Investor's Journal will be responsible for losses by anyone who obtained ideas from this site.
This diary is intended for personal interest and general information only. You are advised to do your own research (as well as to consult highly compensated professionals) before spending money on anything.
I know of no reason anyone should take my financial musings seriously. At best I am a dedicated amateur providing a bit of investment-related insight and entertainment, at worst an amusing diversion.
My wife, Fran, and I may at times own shares of some of the assets mentioned here. But neither of us receive any benefit from reference to them, unless you count the mutual misery when we get it wrong, or the opportunity to gloat when we get it right.