Tag Archives: NOV
Activities: Recent Stock Buys and Sells
Posted on 03. Dec, 2011 by TheFreeInvestor.
In past three months, as the market bounced around violently in lock step with the news from Europe, I bought / added to few of my positions and liquidated some of the residual holding where my investment thesis didn’t play out for years. The only new name in my portfolio is Mako Surgical (MAKO). The […]
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“Sprinkle Cupcake”: My Portfolio Strategy
Posted on 16. Oct, 2011 by TheFreeInvestor.
I have been thinking about a good way to describe my portfolio strategy. When you ask ten investors about their portfolio strategy, you will get ten different answers about value, growth, income, core, and core plus etc etc. Most of these terms mean different things to different people and way too obscure for a regular […]
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Time to Panic or Buying Opportunity ?
Posted on 07. Aug, 2011 by TheFreeInvestor.
Phew… last week was a wild wild week in the market. It started with the debt ceiling drama and ended the week with worst drop since March 2009. The drama didn’t end there… late Friday S&P downgraded US debt for the first time in 70 years. You can read the details on almost every financial […]
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Five Ways to Find High Quality Businesses
Posted on 17. Oct, 2010 by TheFreeInvestor.
Before I start talking about specific companies or industries of interest, I want to write about my investment approach and the characteristics that I look for in my investments. Hopefully some of the characteristics will resonate with your investment criteria. First in that list is the quality of the business. I am not looking for […]
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