Browsing Category: "Investment Philosophy"

Outperforming Index Funds

Jun.14, 2005 in Investment Philosophy 2 Comments

Dreyfus Neenan at Morningstar challenges the conventional regarding the superiority of index funds. In his recent article regarding how stock picking can outperform index funds, he points to several weakness in index funds that can be overcome with selective stock picking focused on value. He does note that index funds have beat 75 percent of [...]

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Fat Pitch Investing According to Morningstar

Jun.02, 2005 in Investment Philosophy Leave a Comment

Ryan Batchelor over at Morningstar wrote an article yesterday titled, “Boost Your Investment Batting Average“. The article captured the essence of the “fat pitch” style of investing that I try to follow. I highly recommend you read it to get a better understanding of what fat pitch investing is all about. Batchelor boils the “fat [...]

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Beware of Perfect Earnings

Apr.10, 2005 in Investment Philosophy Leave a Comment

This weekend I ran across a very interesting article by Eric Miller at Bankstocks.com. The downfall of AIG reminded Miller of a past article that discusses “the beautiful line”. The beautiful line occurs when a company generates smooth, consistent earnings over long periods of time. It is extremely difficult to generate incredibly consistent earnings over [...]

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Fat Pitch Companies

Sep.08, 2004 in About, Investment Philosophy, Stock Research, Wide Moat Companies Leave a Comment

Are you ready for the next fat pitch that the stock market might throw your way? Preparedness is the key to taking advantage of great opportunities. In the past, I struggled to take advantage of unexpected downturns in the stock market. In the emotional chaos that often hits after a market plunge, I often was [...]

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