Category Archives for "Commentary"

Reviewing Our Sell Decisions

We sell positions based on a few main reasons. We expect low or no dividend growth going forward. The dividend is cut or has the potential to be cut. The company is drastically overvalued. We see a better opportunity to invest in. I think it’s worthwhile to review positions that we’ve sold because of the […]

Continue reading

The 27 (Really 28) Stocks That Fit Buffett’s High-Quality Buy Criteria

From Barron’s and according to Credit Suisse these are the 27 companies (although the list is 28) that fit Warren Buffett’s high-quality investment criteria right now. Hanesbrands (HBI ) Hasbro (HAS) Carter’s (CRI) Ross Stores (ROST) Dollar General (DG) Wal-Mart Stores (WMT) CVS Health (CVS) Walgreens Boots Alliance (WBA) Aon (AON) UnitedHealth Group (UNH) Aetna […]

Continue reading

What Warren Buffett Wouldn’t Do

When looking for guidance from our role models we often ask “what would they do”? Maybe we should invert the question and ask, “what wouldn’t they do”? Bloomberg does and asks what wouldn’t Warren Buffett do? INVESTING Don’t be too fixated on daily moves in the stock market: “Games are won by players who focus […]

Continue reading