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Equity curve for Trading System no2.

382% Model portfolio performance for 2005!


 
Get thee to the VIC!
at 2006-03-22 12:07:02

VIC stands for Value Investor's Club. As I've mentioned before, upon registration, guests can access VIC member posts on a 45 day delayed basis. If you're searching for some unique stock ideas, I highly recommend signing up (it's free, just do it). Ideas are very well researched and professionally presented. As a matter of fact, yesterday I initiated a position in a co. I initially read about on VIC. The company is Overhill Farms (OFI). A more detailed write-up on OFI will follow, but for now, here are some other VIC ideas that might make some sense:

Discovery Holdings (DISCA) is a recent spin-off from Liberty Media. It's main asset is a 50% stake in Discovery Communications (TLC, Discovery Channel, Travel Channel, Animal Planet). These are some of the most popular stations that are not yet part of a media conglomerate (e.g. Time Warner). Besides VIC, the armchair analyst has a nice write-up on DISCA.

Femsa is another co. that I'm interested in (FMX). The co. has 3 units (a massive and very profitable Coca Cola bottling unit, a brewery unit and also a convenience store unit). Here's a corporate presentation to get you started.


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Last 10 Posts
   
  - Are Producer Prices really declining? Mon., Mar. 20, 2006, 4:35 PM

  - USD weakness explained, Mon., Mar. 20, 2006, 4:54 PM

  - Interpreting Bernanke-speak, Tuesday, March 21, 2006, 7:08 AM

  - PPI devil is always in the details, Tuesday, March 21, 2006, 8:36 AM

  - Mid-East central banks said to be selling USD, Tues., Mar. 21, 2006, 11:54 AM

  - Fisher says U.S. stocks undervalued 39-pct, Tues., Mar. 21, 2006, 12:10 PM

  - SLV: ETF coming soon to your portfolio, Tues., Mar. 21, 2006, 2:51 PM

  - Query about Forestry stocks, Tues., Mar. 21, 2006, 4:09 PM

  - Tough day at the office for Ken Fisher, Tues., Mar. 21, 2006, 5:04 PM

  - What’s the Fed’s "NewBank" all about?, Wed., Mar. 22, 2006, 5:14 AM

   


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