Cabot Benjamin Graham Value Investor 284

Benjamin Graham is called The Father of Value Investing. His influence has inspired many successful investors, including Warren Buffett. As value investors, we have ample reasons to believe that investing in stocks today is not as easy as it was a few years ago. is...
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Cabot Benjamin Graham Value Investor 283

Benjamin Graham is called The Father of Value Investing. His influence has inspired many successful investors, including Warren Buffett. This month we have seen unusual volatility among our stocks. Gilead Sciences (+11%), Target (+9%), Lowe’s (+7%) and Gentex (+5%) were on the upside while Industries...
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Cabot Benjamin Graham Value Investor 282

Benjamin Graham is called The Father of Value Investing. His influence has inspired many successful investors, including Warren Buffett. As we begin 2018, let me start with a brief review of our portfolio and the market. We transitioned from the Value Model and Enterprise Model the...
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Cabot Benjamin Graham Value Investor 281

Benjamin Graham is called The Father of Value Investing. His influence has inspired many successful investors, including Warren Buffett. Value investing is a marathon, and it requires patience and perseverance. Usually, it is not the intent of a value investor to make a quick but...
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Cabot Benjamin Graham Value Investor 280

Benjamin Graham is called The Father of Value Investing. His influence has inspired many successful investors, including Warren Buffett. In the last issue, we started with the thesis that the upside potential from investing in stocks is getting increasingly constrained due to the elevated of...
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Cabot Benjamin Graham Value Investor 279

Benjamin Graham is called The Father of Value Investing. His influence has inspired many successful investors, including Warren Buffett. Finding Value at Current Market Valuation I’m pleased to present my first issue as the new chief analyst of Cabot Benjamin Graham Value Investor. After accepting role,...
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Cabot Benjamin Graham Value Investor 278

Benjamin Graham is called The Father of Value Investing. His influence has inspired many successful investors, including Warren Buffett. Harvey's Impact The suffering of hundreds of thousands of people in Texas and Louisiana impacted by Hurricane Harvey is felt across the country. We hope Harvey’s will...
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Cabot Benjamin Graham Value Investor 277

Benjamin Graham is called The Father of Value Investing. His influence has inspired many successful investors, including Warren Buffett. Patient Value Investors Will Be Rewarded So far, 2017 has been a bummer for value stocks. Cabot Value Model stocks have gained only 8.78% in 2017 to...
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Cabot Benjamin Graham Value Investor 276

Benjamin Graham is called The Father of Value Investing. His influence has inspired many successful investors, including Warren Buffett. My 30-Day Dow Forecast The stock market moved slightly higher during the past month, led by the materials, technology and industrial sectors. Real estate, consumer staples utility...
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Cabot Benjamin Graham Value Investor 275

Benjamin Graham is called The Father of Value Investing. His influence has inspired many successful investors, including Warren Buffett. Another Mini Portfolio The stock market moved higher in May, led by large-cap growth stocks, such as Apple (AAPL), Alphabet (GOOG), Amazon (AMZN) and Facebook (FB). stocks...
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Ben Graham Value 274

Benjamin Graham is called The Father of Value Investing. His influence has inspired many successful investors, including Warren Buffett. My Mini Portfolio The stock market’s sprint higher after mid-April has given way to a slow drift lower for all the indexes except the Nasdaq Composite. Nasdaq,...
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Falling Prices, Rising Earnings—BGV

Benjamin Graham is called The Father of Value Investing. His influence has inspired many successful investors, including Warren Buffett. Falling Prices, Rising Earnings April showers bring May flowers. This old saying applies not only to the weather, but to the stock market too. Over the several...
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