Archive for the 'Big Moat' Category

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.

Is Whole Foods a Big Moat Company?

Whole Foods (WFMI) was one of the stocks that big-moat used often as an example in the Big Moat book. Here we are a few years later and the outlook for WFMI has changed a lot. We’ll start by looking at the 2 year chart.

WFMI - 2 Year Chart

Looking at the chart shows an obvious downward trend which means we’re not going to be going long anytime soon. But maybe this means the stock is getting close to the margin of safety price. Take a look at the Big Moat analysis for WFMI below, click the thumbnail to view the full size image.

WFMI - Big Moat Analysis

The numbers are OK, but not great. Equity growth was non-existent over the last year. But still, if this is one you’ve been following for a while and you understand the business, it might still be on your list for an investment. You’re just waiting for the price to have that margin of safety and for the trend to start back up.

The real question though, and this is the main reason for this post, is what about management? For years, the Whole Foods management was seen as the cream of the crop, but now it has become public that the CEO was posting negative comments in message boards about Wild Oats, a competitor, for years. This certainly isn’t something negative to the degree of cooking the books like Enron, but is it enough to make you question an investment in Whole Foods?

Two Stocks trading lower than the MOS price

The market has had some wild rides both up and down lately, luckily Big Moat investing takes into account 10 years of history to judge whether a company’s worthiness. If you’ve been having trouble finding Big Moat companies then there is some good news, two companies on the current Big Moat Numbers list are trading below the margin of safety price.

Get the current Big Moat Numbers list

Are you a Big Moat Turtle?

I recently read a book on stock trading that I feel is a perfect complement to Big Moat Investing because it addresses some very important factors when trading. The book is Way of the Turtle: The Secret Methods that Turned Ordinary People into Legendary Traders

The author, Curtis Faith, was part of a group called the Turtle Traders who were put together to see if anyone could be taught to be a successful trader. Curtis turned out to be the most successful Turtle even though every person was given the same education. This book describes the education everyone received, but more importantly, it tells why many were not successful. The main factor that caused people to not be successful was their inability to control their emotions and accept being wrong. This book addresses this concept in a way that I feel will be very beneficial to everyone looking for success with their Big Moat investing.

Way of the Turtle - Curtis Faith

Spreadsheet Update

A few updates were made to the Big Moat Analysis Spreadsheet. This version of the spreadsheet will check to see if a new update is available so that you will always be up to date.

New Big Moat Lists and New Analysis Spreadsheet Available

Good news everyone! I have just released an update to the original Big Moat lists. All of the analysis was completed on approximately 7,000 stocks in the month of May. Just like before, there are several options available for purchase depending on how much data you would like to receive. Click here to visit the purchase page.

If you have been looking for Big Moat candidates then purchasing the lists will minimize the amount of time you spend searching for a stock that meets the Big Moat rules. Now you can use the list to shorten your search and determine if a company has a margin of safety.

Existing customers are eligible to purchase the updated list for $49 for the $79 package (approx. a 40% discount) or $80 on the $129 package (also an approx. 40% discount). To get the discount, please use the contact form to send your request for an update with the Paypal Receipt ID and the email address used for your original purchase. I will then email instructions on how to complete the purchase for the update. Because I have to handle updates manually, please allow for at least 3 days for a response. (My response will come via gMail which is treated as spam by some providers, be sure to check your Spam folder if you haven’t received a response in over 3 days.)

I have also released an update for the Big Moat Analysis spreadsheet. I have corrected the previous issues that many of you were seeing and, once again, the spreadsheet it still available free of charge.

Free MOS Calculator to find Big Moat Stocks

I’ve had a lot of requests for a Big Moat MOS calculator over the last year and I finally put the finishing touches on the spreadsheet this week. The best thing, ITS FREE! Download it here.

If you purchase the list of Big Moat stocks, you can use the spreadsheet to get the current MOS and sticker price. This will allow you to spend more time following stocks that meet the Big Moat criteria instead of searching for stocks.

The spreadsheet was created using Excel 2003 and I haven’t done testing with earlier or later versions of Excel but I imagine that it will work fine. Please use the Contact Us form to let me know if you find that something isn’t working. I’ll do my best to answer questions but support for the spreadsheet will be limited.

An article to print and read often

This article, titled Rich Man, Poor Man, and written by Richard Russell has been available for quite some time but I came across it for the first time today. The article espouses the benefits of compound interest, in fact, its his Big Moat. But don’t worry, his Rule #2 is (and yes, it’s in all caps) DON’T LOSE MONEY. Of special interest are these few paragraphs:

The wealthy investor tends to be an expert on values. When bonds are cheap and bond yields are irresistibly high, he buys bonds. When stocks are on the bargain table and stock yields are attractive, he buys stocks. When real estate is a great value, he buys real estate. When great art or fine jewelry or gold is on the “give away” table, he buys art or diamonds or gold. In other words, the wealthy investor puts his money where the great values are.

And if no outstanding values are available, the wealthy investors waits. He can afford to wait. He has money coming in daily, weekly, monthly. The wealthy investor knows what he is looking for, and he doesn’t mind waiting months or even years for his next investment (they call that patience).

But what about the little guy? This fellow always feels pressured to “make money.” And in return he’s always pressuring the market to “do something” for him. But sadly, the market isn’t interested. When the little guy isn’t buying stocks offering 1% or 2% yields, he’s off to Las Vegas or Atlantic City trying to beat the house at roulette. Or he’s spending 20 bucks a week on lottery tickets, or he’s “investing” in some crackpot scheme that his neighbor told him about (in strictest confidence, of course).

And because the little guy is trying to force the market to do something for him, he’s a guaranteed loser. The little guy doesn’t understand values so he constantly overpays. He doesn’t comprehend the power of compounding, and he doesn’t understand money. He’s never heard the adage, “He who understands interest — earns it. He who doesn’t understand interest — pays it.” The little guy is the typical American, and he’s deeply in debt.

The lesson here is to not be the little guy.