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Valuation Matters

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May 31, 2007 – Comments (7)

At first, I thought of using "throwingdarts" as my username, which would have reflected my type of picks for the first couple months.

My selection strategy now is largely based on current intrinsic value, with a margin of safety built in for either an outperform or underperform call.

As far as when to end a pick - I only end whenever my calculation is no longer correct in comparison to the S&P 500 benchmark.

7 Comments – Post Your Own

#1) On May 31, 2007 at 8:43 PM, tranc3 (86.18) wrote:

So, how do you derive your intrinsic values?

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#2) On June 01, 2007 at 11:22 AM, 80brown (99.86) wrote:

There are several calculators out there that compute intrinsic value based on discounted cash flow.  Having tried a few, I finally came across one that I prefer - and it's a free online link.

If you're interested, email me for the URL.

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#3) On June 05, 2007 at 11:53 PM, tranc3 (86.18) wrote:

Send url to... ptolemy19@gmail.com

Also, try my excel valuation spreadsheet... http://caps.fool.com//Blogs/ViewPost.aspx?bpid=8633&t=01002950634820962141

Valuation is VERY important, keep it up.

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#4) On February 05, 2014 at 12:19 AM, Loganmorgan123 (< 20) wrote:

Bishop brown how do we get favorites in players to follow them please blog me back and let me know:)

 

 

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#5) On August 12, 2014 at 5:38 PM, wotamalla (< 20) wrote:

My Caps alerts say you closed your position in INTC. I see why,but if I may, I have a comment. The one thing I never see talked about regarding INTC is that they have a wholly owned subsidiary called Wind River. As far as I can tell, Wind River develops software that allows for M2M communication. Would not this be a good thing for the coming IoT?  Just curious.

Thanks 

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#6) On October 23, 2014 at 12:06 AM, 80brown (99.86) wrote:

Wotamalla,

 I am still bullish on INTC.  In my case, I had closed my position just to reflect my own holdings in my portfolio.  I was writing covered calls against my shares of Intel (very profitably, I might add).  One ran away from me, and my shares were called, so I closed my CAPs position at that same time.

 A.D. Brown (80brown)

Disclosure:  No longer holds shares of INTC. 

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#7) On October 23, 2014 at 12:07 AM, 80brown (99.86) wrote:

Logan,

 Sorry I missed your post earlier.  I added you as a favorite.  You just have someone pull up your CAPS profile, then click the button at the top of the page to add as a favorite.

-80brown 

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