Round Table (November 2015)

Round Table (November 2015)

What: Round Table Discussion of Favorite Stock Study Ideas

When: Monday, November 30 at 8:30 PM ET

Where: Online. Register via https://attendee.gotowebinar.com/register/5522647165700089346

Who: Kim Butcher, Ken Kavula, Hugh McManus and Mark Robertson

Why: Because we like to share ideas for successful investing. The selections made by Round Table participants have beaten the market over the last five years with a relative return of approximately +3.0%

Stocks Likely To Be Featured

  • Maximus (MMS)
  • Novo Nordisk (NVO)
  • PayPal (PYPL)
  • Proto Labs (PRLB)
  • TBD

The session (webcast) is FREE. Please invite your friends and family to attend.

If you’d like to be added to an email reminder list for this and all future (monthly) Round Tables, send a request to nkavula1@comcast.net

Here’s an Ivory Soap Screen snapshot (MANIFEST Rank > 99.44) for some Round Table candidates.

Ivory screen 20151127

I don’t know if Ken Kavula will be using the Mid-Michigan Market Beaters for some shopping ideas — but he should.

Here’s the tracking dashboard of their consensus selections for 2016.

Mid mich market beaters dash 20151130

Our Best One-Hit Wonders

It’s interesting that 29-of-50 One-Hit Wonders have positive relative returns. These companies represent single selections made over the course of the last 5 1/2 years. The choice could have been made by one of the Round Table knights, a guest damsel or guest knight. What is also true about these selections is they did not receive a “seconding” audience vote at the time of presentation.

Rt one hit wonders best 20151130

Our Worst One-Hit Wonders

All I can say for most of these (attributed to Robertson) is that “it’s early.” Only a couple of them are closed (sold) positions — so there’s plenty of work-in-progress here.

Rt one hit wonders worst 20151130a

 

Hot Links & Fractured Fairy Tales

Hot Links & Fractured Fairy Tales

I’m often asked about the utility of Twitter and similar “newsfeed” type services. I have to admit that I was extremely skeptical about 140 character blasts and an endless stream back when I first started exploring but I rapidly discovered that Twitter can be a path to discovering and sharing information.

Favorite “Follows” by @ManifestInvest

At Twitter you “follow” people that you’d like to hear from. For me, this includes a number of friends, and it also includes investing-related thought leaders and information providers. I also subscribe to (follow) sources like the various Fed research departments (Minneapolis & St. Louis rock) and companies that I follow. Some of my favorites:

  • @ritholtz — http://www.ritholtz.com/blog/
  • @eddyelfenbein — http://www.crossingwallstreet.com
  • @StovallSPCAPIQ — Sam Stovall (Standard & Poor’s)
  • @BobBrinker
  • @SelenaMaranjian — writer for www.fool.com (also Brothers Gardner via @TomGardnerFool & @DavidGFool)
  • @lecreative — Amy Buttell, colleague and Better Investing alum, writes on “all things financial.”
  • @TMFHousel — not just another Fool
  • @NateSilver538
  • @ReformedBroker — Joshua Brown

As an example, let’s take a look at a recent reading list shared by Josh. I generally find 2-3 things to scan whether it’s Eddy, Barry or Josh laying out the smorgasbord.

Here’s the link: http://thereformedbroker.com/2015/11/17/hot-links-fairy-tales/

What I’m reading this morning:

  • US dollar screams to a 7 year high (Bloomberg)
  • Stocks: Top 10 High-Conviction and New-Money Purchases (Morningstar)
  • Soros lightens up his bet against the S&P 500 (MoneyBeat)
    …and he joins Icahn in a bet on PayPal (Business Insider) — [… one for Kim Butcher and Round Table followers]
  • Alphabet, Amazon Lead A.I. Charge as Machines Take Over, Says UBS (Barron’s)
  • CEO of Alerian Index admits that MLPs are sensitive to oil prices. So much for the “toll collector” fairy tale (ETF.com)
  • Investment banks’ revenue set to decline again in 2015 (Reuters) — probably explains down draft in stock prices of asset managers
  • Home Depot continues to crush it. Another flawless quarter. (Business Insider)
  • Cliff Asness: Good investing is not about genius, it’s about fortitude (Business Insider)
  • Retailers hate those new credit card chips (New York Times)
  • Children born today will most likely live on average to their late 80’s (Upshot) — … one of our favorite themes