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November, 2009: 3 13 30
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. |
11/3/09-Since the last entry, another Classic Value (CV) pick, FRD, purchased on 11/3/08, has been held over a year. It will be sold at the market price early tomorrow, 11/4/09. It will then be removed from the CV open positions portfolio, and its closed position info recorded, based on the 11/3/08 to 11/4/09 per share performance. Through the close of trading today, after subtracting a commission (while not counting any dividends), FRD had been up 11.62% in the past 12(+) months.
My top-five current low price to book value stocks are: CBR; KND; NSTC; PDS; and SFE.
My favorite among them is Kindred Healthcare, Inc. (KND) (recent price $14.93). It meets Benjamin Graham's bargain stock safety and value criteria.
Kindred Healthcare, Inc. will be added to our nest egg at its market price early tomorrow, 11/4/09.
11/13/09-Since the last entry, another Classic Value (CV) pick, SCHN, purchased on 11/11/08, has been held over a year. It will be sold at the market price early today, 11/13/09. It will then be removed from the CV open positions portfolio, and its closed position info recorded, based on the 11/11/08 to 11/13/09 per share performance. Through the close of trading today, after subtracting a commission (while not counting any dividends), SCHN had been up 66.15% in the past 12(+) months.
My top-five current low price to book value stocks are: AETI; CBR; FRD; KND; and NSTC.
My favorite among them is American Electric Technologies, Inc. (AETI) (recent price $2.38). It meets Benjamin Graham's bargain stock safety and value criteria.
American Electric Technologies, Inc. will be added to our nest egg at its market price early today, 11/13/09.
11/30/09-Since the last entry, another Classic Value (CV) pick, CMI, purchased on 11/26/08, has been held over a year. It will be sold at the market price early tomorrow, 12/1/09. It will then be removed from the CV open positions portfolio, and its closed position info recorded, based on the 11/26/08 to 12/1/09 per share performance. Through the close of trading today, after subtracting a commission (while not counting any dividends), CMI had been up 105.55% in the past 12(+) months.
My top-five current low price to book value stocks are: CRDN; ELMG; KND; NWPX; and TEAM.
My favorite among them is Northwest Pipe Company (NWPX) (recent price $25.27). It meets Benjamin Graham's bargain stock safety and value criteria.
Northwest Pipe Company will be added to our nest egg at its market price early tomorrow, 12/1/09.
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.