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TMFHumbleServant (97.89)

May 2007

Recs

2

Articles supporting CMG and CMG.B

May 24, 2007 – Comments (2)

Chipotle's rocks! I love their food and I wish we had one where I live in South Carolina. It's an incredible business with lots of potential and I put my rec in at a pretty decent price.  [more]

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Articles supporting GYI

May 24, 2007 – Comments (0)

I'll admit that I do not know all the ins and outs of Getty Images. But I do know a business that earns rising returns and has a falling share price. That leads me to believe expectations got out of whack going up and are possibly out of whack on the way down.  [more]

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Article supporting CHS

May 24, 2007 – Comments (0)

I really think Chico's is an undervalued company that earns incredible returns on invested capital for a retailer. As you'll see, I've missed putting real money into this stock a few times, mainly because I didn't have any to spare in the portfolio. With some cash lying around, I am waiting for another good chance around $20. We'll see if the market will give me a third shot at it or not.  [more]

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Articles supporting CAB

May 24, 2007 – Comments (0)

I learned about Cabela's in 2004. I shared my thoughts with Philip Durell at Inside Value and he put it on his watch list. Disclosure: I purchased shares in 2005 at just over $20 per share. I wish I could share all my thoughts that I put on the Hidden Gems boards, but you can access them with a free trial if you like.  [more]

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Articles supporting BBW

May 24, 2007 – Comments (0)

I've liked Build-a-Bear's business model for quite some time and finally got a decent price to make a good outperform rec on it. Below is my description of its model and some follow-up articles.  [more]

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Articles supporting CMLS

May 24, 2007 – Comments (0)

Clearly, this one hasn't worked out very well. But I think my thesis was decent and I recommended it at a pretty low price. We'll see if CMLS can continue to generate some value and if the market will respond in kind.  [more]

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Articles supporting NKE

May 24, 2007 – Comments (0)

I've owned shares of Nike since 1997. It's a great company and one that generates incredibly high and consistent returns on invested capital. Here are the articles that go over why Nike is a great company.  [more]

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Articles supporting EBAY

May 24, 2007 – Comments (0)

I can't seem to access my original article: eBay: A Stock I'd Love to Own from August 2005. But have no fear, here is a copy of the article.  [more]

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The beginning of a new idea

May 24, 2007 – Comments (0)

Ok, here's my plan. For my picks, I will put my investment thesis in my blog here, most likely in the form of an article that I wrote for the site. That way, I can have a record of the input that I used to make a selection, outperform or underperform, in CAPS.  [more]

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