McValue Portfolio #3: Emotion – The Investor’s Foe

Friends, I m depressed. The market continues to rise and I m all out of great ideas (good just doesn t do it for me). My cash position finds me longing for a market correction to bring the valuations on the stocks that I want to own back to attractive levels. I don t know when it will happen…

McValue Portfolio #2: The Greater Fool

I want to start off this second edition by thanking everyone for the feedback on my initial newsletter. The response was overwhelming to say the least and my distribution list is growing.

McValue Portfolio #1: Friends

Friends, In the past I have often shared with many of you the details and timing of my latest stock picks knowing that you are all “over 21” and can make your own investment decisions. Some have occasionally followed my lead with what I hope have been satisfactory results although my record has been far […]