http://moatinvestor.com Value Investing in Companies with Competitive Moats Mon, 16 Jul 2007 17:46:25 +0000 http://backend.userland.com/rss092 en So I just ran a report of the Moat Investor stock watch list today, and it is up 17.8% since January 3, 2007. That is roughly 35% annualized. I’m pretty happy about that to say the least. At that rate it would only take $27 per month to reach $1m ... http://moatinvestor.com/2007/07/16/35-return-on-stock-portfolio-the-moat-investor-watch-list/ Are you intersted in investing in gold because you're afraid of impending inflation? Goldline international is offering a free information pack on gold investing. They have promised no ads, no spam, and they are a reputable company that has been in business since 1965. Visitors to the link below can ... http://moatinvestor.com/2007/07/13/investing-in-gold/ Interested in global value investing? You can get a transcript of Tom Russo's keynote at the 2006 Value Investor Conference. Perhaps not very timely, but worth reading. What does Russo want in a global value investment? Russo looks for companies with strong cashflow characteristics, where large amounts of “free” cash flow are generated. ... http://moatinvestor.com/2007/07/11/global-value-investing/ Sometimes an opportunity is just too good to be true. Such may be the case with the eagerly anticipated Tyco (TYC) Spinoffs. Tyco is a ginormous conglomerate with it's hands in everything from fire extinguishers and security to health care to electronics to sprinkler and valve fittings. Tyco is splitting into three businesses in ... http://moatinvestor.com/2007/07/11/tyco-spinoffs/ Apple looks good to me, but despite several requests from readers, I haven't finished my analysis yet. That will be forthcoming. In the meantime, consider these nuggets: Apple grew 450% since 2003. In that same period Microsoft grew 40% and Google grew 350%. Apple has five huge product launches on deck including ... http://moatinvestor.com/2007/03/15/is-apple-the-next-tech-giant/ A recent question on everyone's mind today is what do I do when the market plunges? 1. Don't panic. Moat Investors take the long view of value. That's why you waited for a margin of safety. 2. Spend extra time with your watch list. You can subscribe to our feedburner feed and ... http://moatinvestor.com/2007/03/14/what-to-do-when-the-market-plunges/ Controlled Greed is offering you a $200 off coupon for the 2007 Value Investing Congress West. It's worth going over to check out the post. Before you go, don't forget to get our free, yet prized watch list by subscribing to our RSS feed. There are some good speakers on the ... http://moatinvestor.com/2007/03/10/30/ Moat Investor is publishing our prized Watch List for free. You read that right. Free. Save yourself hundreds of hours of research by taking a candid peek at the companies we are currently watching. Just subscribe to our RSS feed by clicking one of the Feedburner links in the right ... http://moatinvestor.com/2007/03/09/value-stock-watch-list-for-free/ I find it very motivating to have specific goals in mind when planning my investments. Lets face it, being a Moat Investor is not easy, although the rewards can be great. As you know, the key to great Moat Investing is to pick a very limited number of companies that ... http://moatinvestor.com/2007/03/05/five-steps-to-setting-investment-goals/ Allow me to reiterate the value of the technical trading tools. As I posted in my last article this morning regarding Panera, the price dipped below the 10-day moving average, the MACD went negative and the slow stochastic (14/5) went negative, giving us a clear "get out now" signal. I ... http://moatinvestor.com/2007/02/27/stock-market-plunges-and-im-selfishly-happy-about-it/