Core Fore Investing

Portfolio Return YTD
Portfolio 1 9.1%
Portfolio 2 (4.5%)
Portfolio 3 (7.8%)
Wilshire 5000 (4.9%)
As of August 31, 2010

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An Educational Article About REITS

Wednesday, August 11th, 2010

Investopedia ran an educational article August 11 that I wrote about real estate investment trusts. It ended up at Globe Investor and several other finance sites in North America.
5 Types Of REITs And How To Invest In Them - Article in Globe Investor
Serious Reservations About Open Table Valuation
Keeley Asset’s Interesting Trio
Big Opportunity In […]

More August Reading Material

Friday, August 6th, 2010

Here’s eight more. I hope you enjoy them.
Solar Capital’s Stellar Yield

Viasat’s Hiring Out Of This World

CapitalSource Continues To Evolve

Domtar Still Looks Cheap

Multimedia Games Struggles To Survive

Tasty Breakfast Stocks

Retail Acquisitions Make The World Go Round

5 Reasons To Ignore Analysts

Have a great remainder of the summer.
Will

Reading Material For The Remainder Of August

Friday, August 6th, 2010

Hi Folks,
Like most people, I’ve been quite lazy during this hot and hazy summer and as a result I’ve fallen behind entering my Investopedia posts on the site. Here’s 17 for reading at the cottage. I hope you like them. Feel free to write anytime with questions or comments.
All the best. Will
Here’s the list:
Helen of […]

Core Fore Investing - June Results

Tuesday, July 6th, 2010

Another putrid month in the markets. Here’s a brief rundown of the highlights and lowlights:
Portfolio 1 lost 7.9% during the month, 220 basis points worse than the Wilshire 5000. With half a year done, it’s outperformed the index by 14.5%. That’s more than acceptable. The best performing stock YTD in the portfolio is Famous Dave’s, […]

Pebblebrook Hotel Trust IPO: Building Something Solid

Wednesday, June 30th, 2010

I read June 22 that Pebblebrook Hotel Trust (NYSE:PEB) bought the 416-room Sir Francis Drake hotel in San Francisco for $90 million. It turns out Pebblebrook is the creation of Jon Bortz, the founder and former CEO of LaSalle Hotel Properties(NYSE:LHO). He’s raised new funds and is actively buying hotels in the “upper upscale” segment of the lodging industry. Unlike […]

The Real Dividend Aristocrats

Wednesday, June 30th, 2010

Are you familiar with the shareholder bucket? This is where all the extra cash goes that a company generates that isn’t necessary for everyday operations. It’s used for corporate purposes such as paying down debt or acquiring competitors or returning funds to shareholders in the form of dividends and share repurchases. Whatever the end use, […]

Lululemon’s Sin Of Omission

Wednesday, June 30th, 2010

I’m not a particularly religious person but I am familiar with sins of commission and omission. An example of the former is lying while the latter is neglecting to do what is right. Lululemon’s (Nasdaq:LULU) sin of omission is neglecting to give investors a separate breakdown of sales in both its Canadian and American stores. It […]

Investing In The Adspend Portfolio

Monday, June 28th, 2010

I happened to be looking through the June issue of Entrepreneur Magazine when I read that between 2005 and 2010, 214 home-related magazines were launched in America. This is a staggering figure when you consider the number of magazines disappearing from the publishing landscape in recent years. It got me thinking about advertising spending and those who do […]

5 Reasons To Love Aaron’s

Thursday, June 24th, 2010

In early 2009, Aaron’s (NYSE:AAN), the world’s largest lease-to-own furniture and electronics store, announced it was expanding across Canada to meet the needs of middle-income earners there. Not only was this a great move for consumers, but investors should take note, as well. Here are five reasons to love Aaron’s.
Click here for the rest of the article.

The Most Beautiful Stock In The World

Thursday, June 24th, 2010

Last October I contemplated a long/short investment in Sally Beauty Holdings (NYSE:SBH) and Ulta Salon Cosmetics (Nasdaq: ULTA). The question I had was which stock was which. Ultimately, I determined that Sally was the long and Ulta wasn’t a short, butMedifast (NYSE: MED) might be. It’s eight months later, so I thought I’d readdress the idea to see if anything has changed and what, if any, […]

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