Reviewing the Potential Wide Moat Companies
Last week I cranked out a series of posts listing potential wide moat stocks I discovered using a screen based on Phil Town’s Big 5 Numbers. I figured this week I would start working my way through this list. My guess is that many of you are already starting to do the same.
For those of you who are followers of Rule #1 investing, I recommend using the great set of free spreadsheets available at the Rule One Investing Community. I particularly recommend the ADVFN based spreadsheet since it pulls in 10 years of data and has all the fundamental data you need to conduct Rule #1 analysis.
I was just about to start my research when I discovered that Justin Brand at ROIC had already done a huge amount of the work that I was about to do. He uncovered roughly twenty new stocks on my wide moat lists worth further investigation. They include:
- Apache Corporation (APA)
- Building Materials Holding Corp. (BMHC)
- CRA International, Inc. (CRAI)
- Coventry Health Care, Inc. (CVH)
- Coldwater Creek Inc. (CWTR)
- CYTC Corporation (CYTC)
- Diodes Incorporated (DIOD)
- Global Payments Inc. (GPN)
- Hovnanian Enterprises, Inc. (HOV)
- Hydril Company (HYDL)
- Lennar Corporation (LEN)
- M.D.C. Holdings, Inc. (MDC)
- NovaStar Financial Inc. (NFI)
- Patterson Companies, Inc. (PDCO)
- Qualcomm Inc. (QCOM)
- Encore Wire Corporation (WIRE)
- Seaboard Corporation (SEB)
I think I’m going to start my research using the twenty some stock Justin thought were truly wide moat companies. Maybe we’ll even find a fat pitch hiding in this list. Stay tuned throughout this week for posts regarding my research on these stocks.
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Gannon On InvestingFestival of Stocks #2…
Welcome to the second Festival of Stocks. The Festival of Stocks is a weekly blog carnival dedicated to highlighting the best recent posts on stock market related topics. I am proud to present this week’s best entries to the Festival of Stocks. The ar…
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Apache Corporation Moat Check - Fat Pitch Financials[…] Apache Corporation (APA) was the first stock that appeared in the list of potential wide moat stocks that I plan on reviewing. Today I spent some time looking at Apache Corp. […]
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TheValueBlogs » Apache Corporation Moat Check[…] Apache Corporation Moat Check Fat Pitch Financials submits: Apache Corporation (APA) was the first stock that appeared in the list of potential wide moat stocks that I plan on reviewing. Today I spent some time looking at Apache Corp. […]
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Building Materials Holding Corp Moat Check - Fat Pitch Financials[…] I’m finally back on track with my review of potential wide moat companies. I’ve been distracted with my work on Value Investing News but things are starting to settle down now. There is already quite a bit of activity on Value Investing News, so I encourage you to check it out. […]
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TheValueBlogs » Building Materials Holding Corp Moat Check[…] Building Materials Holding Corp Moat Check Fat Pitch Financials submits: I’m finally back on track with my review of potential wide moat companies. I’ve been distracted with my work on Value Investing News but things are starting to settle down now. There is already quite a bit of activity on Value Investing News, so I encourage you to check it out. […]
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CRA International Moat Check - Fat Pitch Financials[…] Continuing my review of potential wide moat companies from a screen I ran last month, today I’m going to look at CRA International Inc. (CRAI). CRA International use to go by the name of Charles River Associates until May of 2005. CRA International is an economic, financial, and business consulting firm. They are highly involved in supporting merger and acquisition activity, business strategy, and litigation support. […]
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Coventry Health Care Moat Check - Fat Pitch Financials[…] Continuing on my review of potential wide moat companies, today I’m going to take a look at Coventry Health Care Inc. (CVH). Coventry Health Care is a Bethesda, Maryland based managed healthcare company that has been in operation since 1986. The company’s services include: […]
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Coldwater Creek Inc Moat Check - Fat Pitch Financials[…] Back to my list of potential wide moat stocks, this week I’m going to start by looking at Coldwater Creek Inc. (CWTR). Coldwater Creek is a women’s fashion retailer. The company operates both retail stores and direct sales through their catalog and website. I am no expert on women’s fashion, so I decided to seek some expert advice. […]
