Useful Links for week of January 13th 2014

It’s becoming more difficult to find investments that are worthy of buying at current prices, so in the meantime, it’s never a bad idea to keep reading useful information.  Below are a few hyperlinks that I have collected over the past week that I found interesting and/or useful that I thought would be useful to others. Stock Grader Stock Grader wanted to sort companies by the Quality of the company and their earnings.  The result was a simple sorting of companies using dividend adjusted book value and volatility to determine the quality of the company.  More simply, it’s just adding back dividends paid to book value, and determining the growth of book value over time along with the “lumpiness” of the earnings.  If the earnings growth was lumpy than a lower R-Squared value is returned, but if earnings growth was a steady than a higher R-Squared value resulted.  Based on these two calculations, a grade is assessed to each company and then ranked against the group.  For more information on the concept, see the About section of Stock Grader. This might be a good place to sort for some high quality companies and keep on a wait list until the stock…

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2013 Year End Review

2013 Year End Review

The year 2013 is now complete, and the stock market overall had a very good year and so did my investments.  I wanted to write-up a few of the mistakes that I made throughout the year and include a top 5 post list.  I’ve come to appreciate the publicizing of my mistakes because it requires that I review my decisions and to have a public record of the mistakes so that I do  not make the same mistakes again. Mistakes made during 2013 Do not attempt to invest in areas that are outside of your knowledge – I attempted to invest in a junior miner, but quickly realized that I wasn’t as comfortable with my analysis as I should have been.  I’m not sure if the investment was correct or not, but I do know that I wasn’t as comfortable holding the investment.  I sold out at a loss, but the lesson is that I shouldn’t have ventured into an industry that I didn’t have enough knowledge and conviction for investment purposes. Dilution is a killer – When investing in small and micro cap companies, shareholder dilution can kill your returns.  It is important to study the capital structure of…

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Feedly – Google Reader Replacement

By now anyone that is a Google Reader user has heard the news.  Google will sunset Google Reader on July 1, 2013.  I know that a lot of investors use RSS feeds to keep track of the vast amount of information that is released, and everyone up to now has used Google Reader as their RSS reader.  For me, I use it to keep track of blogs, company filings, news on portfolio companies, S-1 filings, 13D filings etc…  It’s a central source for me to review all of the released information in one location so that I can easily review the information.  I also use my iPad to review the information, and was using a product called Ziin.me that allowed me to read all of the my Google Reader RSS feeds in an easy to read format.  Well, with Google’s announcement yesterday, everyone is scrambling to find an alternate solution. That solution for me is Feedly (http://www.feedly.com).  Feedly is an RSS reader application with support for the web, iPhone, iPad, Android and Kindles.  It’s very easy to connect your Google account to Feedly, and have Feedly access your current Google Reader RSS feeds.   The above image is the home…

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