Author Archive for Brian

Big Moat List Performance…..Looking Up!

It has been two weeks since I released the current Big Moat Stock List so I did some quick analysis to see how these stocks were performing. I was quite shocked when I was finished. Only one stock has gone down while two stocks are up over 10%! The average increase across all the stocks on the list is 4.4%…..in only two weeks!

The New April 2008 Big Moat Stock List has been Released

The April 2008 Big Moat Stock List has been uploaded and it is now available for you to purchase. In this version of the list I have included the usual files which are the stocks that have every one of the Big 5 Numbers over 10%, a second file that has all of the stocks where all of the Big 5 numbers except for Cash Flow over 10%, and the Risky Biz stock list that shows the stocks that only meet the criteria for 6 years instead of the full 10.


Existing Customers

If you have previously purchased one of the full priced Big Moat Stock Lists, you are eligible for the current customer discount of 40% off of the price of the new list.

Click the link below if you are an existing customer. You will need to login with the email address that you used when purchasing the original list. Once logged in, you will see the Buy Now button.

http://bigmoatstocks.com/bigmoatoffer/customers/customer-offer.php

New Customers

If you have not purchased one of the previous Big Moat Stock Lists now is your chance! Go to the link below and click the Buy Now button to purchase the brand new list. After your payment is received, you will be sent an email with download instructions a few minutes later.

http://bigmoatstocks.com/get-big-moat-stocks/

Past Lists
The archived lists are also available for purchase for $17.99. These lists give you a good chance to see the performance of the stocks on the list over time. These are perfect for more analysis and ideas for stocks that may be a good investment.

You can find the archived lists at the bottom of this page:
http://bigmoatstocks.com/get-big-moat-stocks/

New Pro Analysis Spreadsheet Available!

One of the most common questions I get asked here at Big Moat Numbers is about reading and interpreting the tools. Because of this, I have created a “Pro” version of the Big Moat Analysis Spreadsheet that will be a huge help in your investing analysis.

This spreadsheet will calculate the MACD, Slow Stochastics and Moving Average (both 10 and 30 day) for any stock you plug into the spreadsheet. Either a green or red arrow will show to give you the current state of each tool.

3 Tools - Pro Spreadsheet

I have also added a place for you to plug in your own Growth Rate and PE if your analysis doesn’t agree with what is pulled from the web.

Enter Your Own Rates

Click here to get more information about the new Pro Analysis Spreadsheet and to purchase and download your copy immediately.

**Please note: The Pro Analysis Spreadsheet requires Excel 2007 on a Windows Operating system. A sample spreadsheet is provided on the page linked above to test the compatibility of your computer. Please read all terms and conditions before purchase.

Did JP Morgan (JPM) make a good Big Moat Purchase?

After looking at Bear Stearns’ (BSC) numbers yesterday, we saw that they had a 10 year decline on all of the Big Moat numbers. The question now becomes, did JP Morgan made a good Big Moat purchase?

Just by examining the numbers you and I would immediately bypass Bear Stearns if we were following the Big Moat rules. None of the numbers were increasing and the fact that BSC had 10 full years of decline would make Big Moat investors run for the hills. The other assumption is that there are management issues if they couldn’t turn things around for 10 straight years.

But have a look at the chart. Up until the beginning of 2007, the history of BSC is straight up.

BSC Multi Year

It can get very tempting to jump on board when a stock never seems to falter. But the purpose of Big Moat is to help you avoid what happened after the start of 2007. Whether you want to blame the economy, the BSC management or scared investors, a company with bad numbers will almost always falter at some point. Big Moat is there to help you find solid companies and avoid the companies with the illusion of never ending success.

Did JP Morgan make a good Big Moat purchase? From a Big Moat perspective I don’t think so, but then, they were making the purchase for different reasons than you and I. They will probably end up with a great deal because of the assets they are acquiring go hand in hand with their existing business. Maybe the next Big Moat buying opportunity will be in JP Morgan.

Just for fun: Is Bear Stearns a Big Moat Company?

After the news of the Bear Stearns (BSC) meltdown I decided to run the Big Moat Analysis Spreadsheet on the stock. The results are not surprising given the recent news, but the ten year track record is surprising given that Bear Stearns is one of the big boys that big-moat is referring to when talking about institutional investors. These are the guys who have the ability to change the market with their transactions.

Here are the numbers in all their ugliness.

Bear Stearns (BSC) - Big Moat Analysis

January 2008 Big Moat Stock List Released

I have completed the January 2008 Big Moat Stock List and it is now available for you to purchase. In this version of the list I have included the usual files which are the stocks that have every one of the Big 5 Numbers over 10%, a second file that has all of the stocks where all of the Big 5 numbers except for Cash Flow over 10%, and the Risky Biz stock list that shows the stocks that only meet the criteria for 6 years instead of the full 10.

Added to this version I have included 2 year charts that have green arrows showing where you would have purchased the stock based on the Big Moat signals and red arrows that show where you would have sold the stock. This gives a great visual when examining past performance.


Existing Customers

If you have previously purchased one of the Big Moat Stock Lists, you are eligible for the current customer discount of 40% off of the price of the new list.

Click the link below if you are an existing customer. You will need to login with the email address that you used when purchasing the original list. Once logged in, you will see the Buy Now button.

http://bigmoatstocks.com/bigmoatoffer/customers/customer-offer.php

New Customers

If you have not purchased one of the previous Big Moat Stock Lists now is your chance! Go to the link below and click the Buy Now button to purchase the brand new list. After your payment is received, you will be sent an email with download instructions a few minutes later.

http://bigmoatstocks.com/get-big-moat-stocks/

One more thing for everyone

The archived Big Moat Stock Lists are now available for purchase as well for $17.99 each. If you are interested in reviewing previous lists for more candidates or to simply look at the performance of these stocks then this is a great value.

You can find the Buy Now buttons for these lists at the bottom of this page:

http://bigmoatstocks.com/get-big-moat-stocks/

Get the September 2006 Stock List for Free

In September 2006, the Big Moat Stock List was first released. Many people got the list and no longer had to spend hours looking for Big Moat eligible stocks. Over the last year, many investors made money because the list narrowed the field of stocks and they got to investing immediately instead of searching for hours/days/months.

In honor of our one year anniversary and the release of the September 2007 Big Moat Stock List, I am giving away the original September 2006 list completely free of charge. Now you can see an example of an exact list and there are still many stocks that appear on the lists today. There’s still so many good stocks, I might actually be shooting myself in the foot by giving this away.

To get the list, enter your name and email in the form below. You will then be sent a confirmation email where you will be required to click the confirmation link. This confirmation may take up to 15 minutes to arrive, but is usually there within a minute. Please note, if you don’t confirm, you won’t get a copy of the list. After you confirm, a second email will be automatically sent with the list attached.

And don’t worry, I hate spam as much as you do. Your email address will only be used to send the stock list you requested and future bigmoatstocks.com updates that may interest you.

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New Big Moat Stock List Released

The latest version of the Big Moat Stock List has been completed and is now available for sale! Click here to purchase the brand new list.

The list is helping a lot of people find great Big Moat Stocks, as you can see by reading the testimonials. Many people have earned several times the cost of the list by using the list to narrow down their stock picks. Don’t waste time searching for Big Moat eligible stocks because I’ve done all the work for you.

When you purchase the Big Moat Stock List, you will receive 3 PDF files that will give you the following:

  1. The list of stocks where all of the Big 5 Numbers are ALL over 10% for each of the last 10 years.
  2. The second file has a list of stocks where all of the Big 5 Numbers EXCEPT Cash Flow are over 10% for each of the last 10 years
  3. The third file is a list of Risky Biz companies. These companies have Big 5 Numbers over 10% for a minimum of the last 6 years. These companies are high flyers that don’t have a full 10 year history, like Garmin (GRMN) for example

Also included are Excel files that have the actual numeric values that were returned during the analysis of each company on the list. This can be used to create charts to view trends or to perform further analysis.

If you are a customer who have purchased a previous list, including the recent $49 promotion, click here to visit the page where you can purchase the list for the current customer discount of $80 for the $129 list. You will be prompted to enter the email address that you used when purchasing the previous Big Moat Stock List. After your email address is validated, you will be taken to the purchase page.

Get 2 Big Moat Stock Lists for the price of 1

If you have been interested in getting the Big Moat Numbers stock list now is your chance to get 2 lists for the price of 1. I’m in the process of putting together the updated list which should be released around September 25, give or take a few days.

With this offer, you can purchase the $129 list for only $49. When the new list is released, I will send an email to you with a link to purchase the brand new list for $80, which is the existing customers discount. Act quickly because once the new list is released, the old list will no longer be available and this offer will no longer exist.

I haven’t completely finished the analysis for the new list but what I have so far shows that the new list will be about 60% to 70% different from the current list. Several of the stocks are also very close to the MOS price, close enough that you still have a large margin of safety.

To get the information on how to get the discount, please enter your name and email in the form below and click the button. The information for receiving the discount will be sent to the email address provided after you click the link sent in the confirmation email. This will also add you to the Big Moat Numbers email list to get updates on the spreadsheet and other information that is available in the future.

Update 9/25/07: The new list has been released and this offer is no longer available. Click here to purchase the new list and download it immediately.

Big Moat Calculator & Spreadsheet Update

A new version of the Big Moat Calculator & Spreadsheet has been released. I’ve made a handy little addition to the sheet that will provide a link to the Yahoo! chart for the stock that is already configured with the Big Moat settings. After the analysis is run for the stock, just click the link and it will launch your default internet browser and automatically bring up the web page with the chart.