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JordanKimmel's Blogs
Nov
18
Posted: 16 month(s) and 8 days(s) ago   |   6 Comment(s)   |   Rating: 3 0
Posted by: JordanKimmel

Registration link : https://www1.gotomeeting.com/ register/244351993

 

Title : Putting Fundamentals ahead of Emotions...

 

Description While the market is always influenced by emotions, fundamentals should drive investment strategy.  Valuations matter over the long-term – but do not forget short term moves are always based on supply and demand.  Investors need to understand this current period of “de-leveraging and forced liquidation”.  Once this phenomenon is over, the market will again begin to focus on individual companies and opportunities.

 

Date/Time : Fri, Nov 21, 2008 2:00 PM - 3:00 PM EST

 

 

Here's a great example of what we're talking about... 

The unbiased, quantitative Magnet model has identified World Fuel Services Corp( INT) as one of our top prospects.  The company is engaged in the marketing and sale of marine, aviation and land fuel products has accelerating earnings and trades at a significant discount to its growth rate.  While the rest of the market has been selling off, INT has shot out to a new 52wk high on expanding volume.  While the stock has become slightly extended, any pullback into the $30 range will represent an excellent opportunity to add shares.  Because of it’s exceptional P/Sales, we have already begun accumulating this well positioned, highly ranked Magnet stock.


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Member Comments 
Nov 18, 2008 15:35:19
Suggie Says:

Jordan,

I have followed your picks for the last couple of months- I'm impressed that despite taking some hits that comes with the bear market, many of your company recommendations are still trading near 52 week highs.  What (3) criteria do you use that might be helpful to a long-term investor?

Nov 18, 2008 16:14:46
Hak Says:

Jordan,

 Would it be best as an investor to stay on the sideline for now until this credit turmoil is over? Or would you recommend using the volatility to trade it short term?  

Nov 19, 2008 9:42:21
JordanKimmel Says:

Suggie,

The are many more than just three important things to look at, but I'll rattle off a few.

Accelerating cash flow
Accelerating earnings
Fundamentally sound

If you combine these three things, odds are you'll have a stock that is holding up pretty well.  The stocks we've been recommending have been continually raising estimates and increasing their earnings Y/Y and Q/Q.  They have solid balance sheets and generally offer a unique or hard to replicate product/service, or are the leader in the field.

 

Hak,

Be very selective in what you do now - there are a few healthy companies out there that can make great investments.  If you have cash available, start to put it  work.  Don't go sraight out and put all your money into 1 position right away.  Dollar cost average in over the next few months and you should be off to a great start.

 

 

Nov 19, 2008 11:14:09
Suggie Says:

Thanks Jordan.  I really like your approach to investing in these epic volatile times.
Especially like targeting companies that are leaders in their sectors.  How often do you host webinars?

Nov 19, 2008 11:26:02
JordanKimmel Says:

Thank you Jim. 

I'll host a webinar 3-4 x a month, depending on the market conditions and what's happening.  The next one we are doing is on Friday at 2pm EST - Registration link : https://www1.gotomeeting.com/ register/244351993

 I recommend you all join us and watch.  Seats are limited, so sign up fast.

 For those with more direct questions - I encourage you to call into our office direct at 973-895-4444 .

 

Nov 19, 2008 14:46:55
Hak Says:

Thanks Jordan,

Also, the DOW has been hitting the support line of 8000 numerous times. If it should break below that 8000 mark, where do you potentially see the DOW hitting next support?

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