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Value Discipline Investor valuediscipline.blogspot.com/

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This is a Tracking Account | Tracked since 12/10/2006 [?] SocialPicks is not affiliated with Value Discipline Investor

Picks Performance:

Outperforms

18%

of community

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All-time Return -36.71% (in over 2 years)	Risk (SD) Aggressive 0.00%	Sharpe Ratio -30.27
Followers 4	Winning Picks 1 of 5	Total Views 4544

Overview

Stocks

Blogs

Stats

Community

Current Stock List:

Symbol	SP Sentiment	Return	Since
AGL		-60.72%	07/11/07
LUK		-36.76%	06/20/07
ECL		+6.07%	06/19/07
AIT		-25.29%	06/12/07
EYE		-83.66%	06/11/07
CETV	N/A	-66.84%	01/26/07

All-time Sectors of Interest

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Opinion & Analysis

Ecolab Followup-Transforming from Soap to Services.. about ECL 07/14/07
About a month ago, I wrote a post on Ecolab (ECL) describing it as a model of consistency. As I quoted Dmitry Siulverstein who covers specialty chemical research at Longbow Research: I think the bigge...

Angelica and Pirate Capital about AGL 07/11/07
In a recent post about Value Creation or Destruction , we had highlighted Angelica ( AGL ) as a company that in my opinion, was failing to create shareholder value and was consequently, subject to...

Leucadia: Ian Cumming on Commodities, Globalization.. about LUK 06/20/07
In yesterday's Guru Focus ( gurufocus.com ) there was a wonderful post that quoted from Leucadia's Ian Cumming, the chairman of Leucadia National ICorp ( LUK) Gurufocus provides a great deal of in...

Ecolab- Consistency Comes at a Price about ECL 06/19/07
Ecolab ( ECL ) is a model of consistency. The company develops and markets products and services for a wide array of markets including hospitality, foodservice, healthcare and general industry .This ...

Applied Industrial Technologies (AIT) about AIT 06/12/07
This weekend's Wall Street Transcript (subscription required) features an interview with David Pugh, the CEO of Applied Industrial Technologies , (AIT) This company has a long history dat...

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Blog Posts

The Developing Compensation Philosophy of the Treasury Department 06/11/09 — Here is a link to Gene Sperling's opening statement: http://www.treas.gov/press/releases/tg166.htm#_ftnref3There are some very interesting quotes that help to frame Treasury's philosophy re systematic risk and executive compensation in this statement.Compensation structures that permitted key executi...

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GM Executive Compensation-Government is Not Going Away 06/11/09 — <font>Corporate governance is a topic that many of us tend to ignore, leaving it to the institutions or corporate raiders that </font><font>are looking to influence the strategic direction, the capital allocation, the corporate structures or the compensation structures of business.</font>...

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A Report from Today's Citigroup Meeting re Governance 04/21/09 — Corporate governance has always been an important part of value investing. Obviously, most of us hate waste when precious company resources are squandered to build executive dreams rather than shareholder capital. Misallocation of capital and failure to optimize returns on capital have led me at time...

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NCR versus Diebold 04/20/09 — Courtesy of Seeking Alpha, I have been privileged to have been introduced to an exciting new research product called Gridstone Research. Gridstone is a new research platform that combines financial data, operational data, and unstructured textual information about a company into a structured useful f...

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UTX DBD Techonomics and the ATM 04/20/09 — Â â€œBy prevailing over all obstacles and distractions, one may unfailingly arrive at his chosen goal or destination.â€- Christopher ColumbusNeedless to say, it has been an incredibly tumultuous environment. The economic outlook, despite a few specks of light in a dark sky remains quite bl...

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People Following Value Discipline Investor ...

john bougearel

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5 %

Ash Gilpin

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alwayslearn

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Avg exp holding time:
800.62 days

Website:
valuediscipline.blogspot.com/

About Me:

I have been a portfolio manager of institutional portfolios for over 25 years. I am currently working ... more

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IN THE PRESS

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