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Historical Results and Commentary

 

The following are links to each quarter that contain my thoughts at the time regarding the portfolio, individual stocks, the market in general, as well as any number of commentaries on life and the universe that somehow might have the potential of affecting my investing decisions[1].  Also, if you want to see the evolution of the entire portfolio in a few bulky charts, click here.

 

August 2007:  Hello from Wall Street

May 2007: Technical Olympic (TOA) analysis and commentary

Feb 2007: Aspen Insurance (AHL) analysis and commentary

Nov 2006: Is rebalancing a sensible policy?

Aug 2006: GDP growth in the USA and the S&P 500 in historical perspective

May 2006: Historical Cost of Equity Back Test

Feb 2006:  Intel (INTC) analysis and commentary

Nov 2005: Yahoo (YHOO) analysis and commentary

Aug 2005: Conservative stock acquisition principles and commentary

May 2005:  The US economy on steroids

Feb 2005:  The Chinese Opportunity 

Nov 2005:  P/Es and P/BVs: what makes sense for which market conditions? (Updated June 2007)

Aug 2004:  Why actual stock prices are above intrinsic values

May 2004:  The housing bubble and its implications

Feb 2004:  Asset bubbles

Nov 2003:  A look at historical PEs and interest rates (Updated May, 2007)

Aug 2003:  The magic question:  Probable appreciation at random time intervals

May 2003: No commentary (this file was lost during a server crash in April 2007.  If you have a backup file, please email it to me at jvbandy@gmail.com)

Feb 2003:  No commentary (this file was lost during a server crash in April 2007.  If you have a backup file, please email it to me at jvbandy@gmail.com)

Nov 2002:  Ford (F) analysis and commentary

Aug 2002:  The market bottom is here!  Also – moving into the Balkans

May 2002:  Hola desde Sevilla (no commentary)

Feb 2002: Hola desde Costa Rica (no commentary)     

Nov 2001:  September 11th reaction and Boeing acquisition

Aug 2001:  Stock selling principles

May 2001:  Tech timing plays

Feb 2001:  20 factors that will shape the next few decades

Nov 2000:  The contradiction of growth

Aug 2000:  The only tenable position of an amateur investor  

May 2000:  Dangerous extrapolations

Feb 2000:  Why the current tech bubble is doomed

 

 

 

 

Home Page

Introduction

Historical Results and Commentary

Portfolio Analysis



[1] Looking back at what I wrote in the quarterly commentaries offers me a humbling humor about my own foibles and limitations.  Nowhere is this more pronounced than in logic (or lack thereof) surrounding my acquisition and stubborn retention of JDSU from May 2001 through Feb 2005.  Holding JDS Uniphase had both a nasty opportunity cost and a sobering effect on the portfolio (and my personal holdings), but this has at least been partially compensated by the mild chuckles I afford myself when contemplating my own foolishness.