Sunday, May 20, 2007

TMWTFS Top Posts:

Top 10 Posts:

Never Compete on Price:
One of my Value Rules that revolves around the fundamental belief that a company should never discount prices to be competitive, gain market share or increase sales.

The Foster Effect:
A description of the dangers that new investors face after reading new books written by Derek Foster.

Wrap Accounts & Mutual Funds:
A discussion on the pros/cons of investing in managed accounts or wrap mutual funds

The Art of Discipline:
Discusses my views on the discipline needed for investing and how to better identify risk, remain patient and evaluate behaviour.

Rule of 72:
The importance for investors realizing the power of compound interest on returns

The Situational Analysis:
My fundamental process of evaluating an investment from a qualitative perspective

Attracting a $1 Customer:
A focus on how a business turns customers into clients and how to maximize their worth

If it don’t make dollars, it won’t make ¢ents:
One of the founding teachings and some history on my long-time mentor

The Bond Guide - Investment Guide to Corporate Bonds:
A detailed guide for evaluating corporate bonds as an investment with authoritative sources and a discussion of risk

The 5% Rule:
A Value Rule that focuses on a managers ability to accurately forecast revenues, expenses and profits within a specific range and the importance of consistency.


Series:

Taking Stock in IGM (I, II, III & IV):
An insight & beginners guide to my stock analysis process examining both qualitative and quantitative information, organization and determining a valuation for securities.

Cashflow is King
(I & II):

Discussion of the importance to companies and individuals on cashflow with a focus in the latter on the benefits of dividends

Confessions of a Value Investor (I & II):
A series of posts where I confess my mistakes when investing and what I've learnt from those experiences.

The Importance of Brands (I, II & III):
A series that highlights the level of importance brands play in a business' success and what I look for when I invest using this Value Rule.

Building an Investment Portfolio (I, II, III, IV):
A fundamental process that I believe each new investor should complete before investing or before finding a financial advisor

Do What You Do Best (I & II):
A Value Rule that focuses on why a company should develop and maintain a core focus

Diamond in the Rough (I & II):
Highlights how a company achieves, maintains and protects a sustainable competitive advantage including what a SCA is and how investors identify when a company has one.

My Short-term Plan (I, II, III, IV, V, VI, VII, VIII, IX & X):
A 10 part series on the core concepts I became focused on during the Market Crash of 2008


Interviews:

A list of interviews conducted on Value & Dividend Investing and Business Fundamentals.

Dividend Investor Interview
I:

Dividend Investor Interview II:

Mutual Fund Investor Interview:

Entrepreneur Journeys:


Yearly Top Posts:

2008


Stock Analyses:

A list of detailed stock analyses on a number of stocks from different investing, fundamental and value perspectives.

Russel Metals
IGM Financial (4 Part Series)
Whirlpool
Bank of Nova Scotia
Tibco Software
Thomson-Reuters (II)
Exelon
Credicorp
Costco
Loblaw
Johnson & Johnson
Manulife Financial
Coca-Cola
Pfizer


Guest Posts:

Authored by a set of three individual mentors who have taught me investment insights in various ways

The Impact of Intellectual Capital on Investment Returns:
Authored by Scomac

Letter to Investors:
Authored by Charles

Only Cry When It's Over:
Authored by Prof B

Frugal Recipe: Protein Packed Chili
Authored by Nurseb911 via Million Dollar Journey

Are You A De-Value Investor?
Authored by Nurseb911 via Canadian Capitalist