Week in Review: 09 July 2012

July 11th, 2012
in contributors

Written by Mark Bern, CPA CFA

investing-compassThis week Timour and I published some more very popular articles.  We published two articles about using an artificial long position to create gains of 50 or more on the next silver run-up or up to 140 percent in an article about Cisco with very little downside risk.  We also published an article that explains Timour’s other strategy: “Our Long-Term Investing For Increased Yield Strategy,” which turned out to be an Editors’ Pick article on Seeking Alpha.

Follow up:

I have continued the series of articles discussing my Master List.  The Master List series is about the process I use to identify quality companies.  You are welcome to jump into the series at any place or any time as each articles is written to stand well and make sense on its own, but you also may find it helpful to read the first article in the series, “The Dividend Investors’ Guide to Successful Investing,” which includes a detailed outline of the process of filtering and eliminating companies to narrow the list down to a manageable level.  It includes a discussion of each of my ten rules that I apply to rate each company that makes it through the full screening process.

This week’s article in the series was “The Dividend Investors’ Guide: Part XII – Semiconductors and Equipment Industries.” These articles provide my current assessments of the Semiconductor Industry and the Semiconductor Equipment Industry, including the rating system that I use.  I also discuss the more notable exceptions from my list and explain why each company failed to make the list.

Finally, I had another article published on the Investing Daily website titled “A Smart Investment in Smart Phones.”  This article discussed the long-term virtues of owning Qualcomm (QCOM).  The company has a near-monopoly serving one of the fastest growing industries on the globe.  I hope you’ll find some food for thought, here.

Looking forward to the coming week I plan to continue my “Master List” series with detailed analysis and explanations of why each company survived my rigorous test.  Timour and I will be including more articles with specific recommendations that we hope you will find interesting and exceptionally low risk / high reward potential.  I hope you will join us and question our assessments.  I always enjoy sharing and learning more from others about the companies I own or want to own.  I truly believe that we all benefit from the process.  We try to answer every question that is posed in the comments section following each article.


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