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Picks Performance:
Outperforms
49%
of community
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All-time Return
-5.43%
(in 1 year)
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Risk (SD)
Moderate
0.00%
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Sharpe Ratio
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Followers
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Winning Picks
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Alan Brochstein's Blog Posts
SCVL
Shoe Carnival Has More Kick In It
08/25/08
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I wrote about my initial purchase in Shoe Carnival (SCVL) (16.40, $207mm market cap) nine months ago, warning that it could drop into year-end, which it did. Since then, though, the stock has rallied sharply (+18%), easily besting the market (by about 35%): ...
RAVN
TRMB
Raven Industries Should Fly Again
08/22/08
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I recently added Raven Industries (RAVN) (41.29, $745mm market cap) to the Conservative Growth/Balanced Model Portfolio and then to a charitable foundation that I manage. Most likely, you aren't at all familiar with this South Dakota-based company. Neither was I until it came across a screen ...
BJRI
Feasting on BJ's Restaurants Stock
08/22/08
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As I recently shared, I have done a 180o turn on restaurants. When I wrote earlier this month, I mentioned BJ's Restaurants (BJRI) (12.16, $320mm) as one that I wanted to explore a bit more closely. Well, I paid the price for researching it, as it jumped 20% over the following week. I ...
MIDD
Middleby Is Frying the Shorts
08/08/08
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It was almost a year ago that I first wrote about Middleby (MIDD), when I described the company as "one of the most exciting companies that no one has ever heard of." As of the close Thursday, the stock has declined about 20% from 62+ to about 50. Over the same time-frame, the Russell 2000 fel...
XLG
Supersize It: XLG - An Easy Megacap Investment
08/02/08
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For the past 6 years, I have been dining monthly at the same time and place with some fellow investment professionals. My friends got a real kick out of my thoughts earlier this week, finding it strange how excited I sounded by companies that even my parents know well. Yes, I find Large-Caps to b...
CVX
CSCO
Completing the Conservative Growth Portfolio
07/31/08
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This is the last in a series of articles regarding my recently introduced “Conservative Growth/Balanced Model Portfolioâ€.  Last week, I shared the background and overall asset allocation. You can refer back to the article or visit my website to learn more. As I stated in t...
BBBY
ITW
Building Conservative Growth Portfolio, Continued
07/29/08
—
Last week, I shared the background and overall asset allocation for my recently introduced “Conservative Growth/Balanced Model Portfolioâ€. You can refer back to the article or visit my website to learn more. As I stated in the previous article, the equity component of the portfoli...
BBBY
ITW
Building a Conservative Growth Portfolio, Continued
07/29/08
—
Last week, I shared the background and overall asset allocation for my recently introduced “Conservative Growth/Balanced Model Portfolioâ€. You can refer back to the article or visit my website to learn more. As I stated in the previous article, the equity component of the portfoli...
CVX
SPY
Chevron: Good Choice for Conservative Growth Investor
07/23/08
—
Earlier this week, I shared the background and overall asset allocation for my recently introduced “Conservative Growth/Balanced Model Portfolioâ€. You can refer back to the article or visit my website to learn more. As I stated in the previous article, the equity component of the ...
APH
5 Reasons Amphenol Will Have Trouble Exceeding Expectations
07/07/08
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In early January, I wrote a negative article on Amphenol (APH) (44.96, $7.9 billion market cap, S&P 500 member). In a case of a Bear Market making every short look genius, the stock promptly sold off, almost hitting my year-end target of 35 just a few days later. At the lows in March, as you can ...
XLF
HBI
Thursday Was a Huge Day for This Market
06/06/08
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I expressed concern recently when Investors Business Daily declared that the market was in correction. I respectfully disagreed. I suggested to one of my clients that it must have been interesting to be sitting at that table and coming to that conclusion, as it was highly debatable. In the end, the...
DIA
SPY
Consumer Confidence Plunges - A Buy Signal
05/28/08
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Falling consumer confidence tends to lead to a falling stock market, but once it is "low", it tends to signal a buy opportunity. Take a look at the 30 year history of the Consumer Confidence Index. You will see that yesterday's print of 57.2 is the lowest level since the early 90s and represents a ...
FRE
FNM
Fannie May Just Be Worth the Risk
04/21/08
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Fannie Mae (FNM) (28.55, $27.8
billion) is a tough company to understand in my opinion. Having
been a professional mortgage trader and portfolio manager in a different
life, I have followed the company and its sister (or is it brother?)
Freddie Mac (FRE) for 22 years.<!--more--> I have viewe...
FRE
FNM
Fannie Mae May Appreciate Strongly From Here
04/21/08
—
Fannie Mae (FNM) (28.55, $27.8
billion) is a tough company to understand in my opinion. Having
been a professional mortgage trader and portfolio manager in a different
life, I have followed the company and its sister (or is it brother?)
Freddie Mac (FRE) for 22 years.<!--more--> I have viewe...
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