NOTES FROM THE FIELD: The March 2018 IVWR Newsletter and Cassandra Stock Selection Model Candidate List Updated

We have posted the March 2018 edition of the IVWR Investment Newsletter and updated the Cassandra Stock Selection Model Candidate List.

Click the IVWR Newsletter link to see the new edition of the investment newsletter.

Click the Cassandra Stock Selection Model Candidate List link to see the new stock candidate list.

The Cassandra Stock Selection Model Candidate List spreadsheet and notes can be accessed by the links above. A good way to think about this spreadsheet is that it is a list of pre-screened and ranked stocks that are in raw data form and that can be “mined” by the user of the research.

Also, please see the Cassandra Stock Selection Model Focus List, the Stock Market Valuations, and the Convertible Securities List by clicking on the links.

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NOTES FROM THE FIELD: The February 2018 IVWR Newsletter and Cassandra Stock Selection Model Candidate List Updated

We have posted the February 2018 edition of the IVWR Investment Newsletter and updated the Cassandra Stock Selection Model Candidate List.

Click the IVWR Newsletter link to see the new edition of the investment newsletter.

Click the Cassandra Stock Selection Model Candidate List link to see the new stock candidate list.

The Cassandra Stock Selection Model Candidate List spreadsheet and notes can be accessed by the links above. A good way to think about this spreadsheet is that it is a list of pre-screened and ranked stocks that are in raw data form and that can be “mined” by the user of the research.

Also, please see the Cassandra Stock Selection Model Focus List, the Stock Market Valuations, and the Convertible Securities List by clicking on the links.

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NOTES FROM THE FIELD: The January 2018 IVWR Newsletter and Cassandra Stock Selection Model Candidate List Updated

We have posted the January 2018 edition of the IVWR Investment Newsletter and updated the Cassandra Stock Selection Model Candidate List.

Click the IVWR Newsletter link to see the new edition of the investment newsletter.

Click the Cassandra Stock Selection Model Candidate List link to see the new stock candidate list.

The Cassandra Stock Selection Model Candidate List spreadsheet and notes can be accessed by the links above. A good way to think about this spreadsheet is that it is a list of pre-screened and ranked stocks that are in raw data form and that can be “mined” by the user of the research.

Also, please see the Cassandra Stock Selection Model Focus List, the Stock Market Valuations, and the Convertible Securities List by clicking on the links.

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NOTES FROM THE FIELD: The November/December 2017 IVWR Newsletter and Cassandra Stock Selection Model Candidate List Updated

We have posted the November/December 2017 edition of the IVWR Investment Newsletter and updated the Cassandra Stock Selection Model Candidate List.

Click the IVWR Newsletter link to see the new edition of the investment newsletter.

Click the Cassandra Stock Selection Model Candidate List link to see the new stock candidate list.

The Cassandra Stock Selection Model Candidate List spreadsheet and notes can be accessed by the links above. A good way to think about this spreadsheet is that it is a list of pre-screened and ranked stocks that are in raw data form and that can be “mined” by the user of the research.

Also, please see the Cassandra Stock Selection Model Focus List, the Stock Market Valuations, and the Convertible Securities List by clicking on the links.

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Dr. Wendee Attends TNDDA Investment Banking Conference on Amelia Island, Florida

Dr. Wendee attended The National Due Diligence Alliance (TNDDA) investment banking conference, which was held November 10-12, 2017 on Amelia Island, FL. This is a conference held several times throughout the year for investment bankers and registered investment advisers to learn about new opportunities in the Alternative Investment asset classes. Please see our Alternative Investment asset class section of Book #4 for potential investment opportunities.

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NOTES FROM THE FIELD: October IVWR Newsletter and Cassandra Stock Selection Model Candidate List Updated

We have posted the October edition of the IVWR Investment Newsletter and updated the Cassandra Stock Selection Model Candidate List.

Click the IVWR Newsletter link to see the new edition of the investment newsletter.

Click the Cassandra Stock Selection Model Candidate List link to see the new stock candidate list.

The Cassandra Stock Selection Model Candidate List spreadsheet and notes can be accessed by the links above. A good way to think about this spreadsheet is that it is a list of pre-screened and ranked stocks that are in raw data form and that can be “mined” by the user of the research.

Also, please see the Cassandra Stock Selection Model Focus List, the Stock Market Valuations, and the Convertible Securities List by clicking on the links.

Posted in Economic & Business Chart Room, Economic Outlook, Entrepreneurship, Focus List, Investment Recommendations, Investments, Notes From The Field, Special Situations, Uncategorized, VDI/REEP | Tagged , , , , , , , , , , , , , , , , , , , , | Leave a comment

NOTES FROM THE FIELD: The Six Essential Concepts of Investing

As an academic and practitioner in the field of enterprise value analysis and creation, I have studied extensively the methods used and philosophies that successful investors have to select their investments. In a field of endeavor such as this, I find it useful – critical actually – to synthesize the methods and philosophies of successful investors into a few broad concepts. I have been an investor since I was thirteen years old and have been a professional investment banker, securities analyst, and investment portfolio manager for thirty-six years – so I have been at this endeavor of discovering the successful investment strategies for quite some time. I have boiled all of this down into what I call The Six Essential Concepts of Investing. To continue reading, please log in to your account or complete the Free Sign-up in the upper right-hand corner of this page. Then click on The Six Essential Concepts of Investing to read this article in the October print edition of the Intrinsic Value Wealth Report.

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NOTES FROM THE FIELD: September IVWR Newsletter and Cassandra Stock Selection Model Candidate List Updated

We have posted the September edition of the IVWR Investment Newsletter and updated the Cassandra Stock Selection Model Candidate List.

Click the IVWR Newsletter link to see the new edition of the investment newsletter.

Click the Cassandra Stock Selection Model Candidate List link to see the new stock candidate list.

The Cassandra Stock Selection Model Candidate List spreadsheet and notes can be accessed by the links above. A good way to think about this spreadsheet is that it is a list of pre-screened and ranked stocks that are in raw data form and that can be “mined” by the user of the research.

Also, please see the Cassandra Stock Selection Model Focus List, the Stock Market Valuations, and the Convertible Securities List by clicking on the links.

Posted in Economic & Business Chart Room, Economic Outlook, Entrepreneurship, Focus List, Investment Recommendations, Investments, Notes From The Field, Special Situations, Uncategorized, VDI/REEP | Tagged , , , , , , , , , , , , , , , , , , , , | Leave a comment

NOTES FROM THE FIELD: New Print Edition of IVWR

We are pleased to provide you with the first print edition of the Intrinsic Value Wealth Report. Click on IVWR Newsletter to access the report.

The Intrinsic Value Wealth Report has been published since February 2012 as an online newsletter. However, it was not the first publication with a focus on identifying great companies; with excellent growth prospects; and that could be acquired at reasonable or even value prices. The predecessor publication to the Intrinsic Value Wealth Report, which also had this important investment focus, was an investment newsletter I published for an investment banking firm in the early 2000s. This newsletter was called Review and Outlook. The first edition of the Review and Outlook was published in May 2001.

Take a look at the Inside This Issue section on the left side of this page. We have included many of the things that we find useful as investors; and believe that you will find useful as well. Click on IVWR Newsletter to access the report.

We hope you enjoy this new print format. Send us an email and let us know what you think about this new format and how we can make improvements.

Click on IVWR Newsletter to access the report.

All the best,

Dr. Paul M. Wendee

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NOTES FROM THE FIELD: Cassandra Stock Selection Model Candidate List Updated

We have updated the Cassandra Stock Selection Model Candidate List.

Click the Cassandra Stock Selection Model Candidate List link to see the new stock candidate list.

The Cassandra Stock Selection Model Candidate List spreadsheet and notes can be accessed by the links above. A good way to think about this spreadsheet is that it is a list of pre-screened and ranked stocks that are in raw data form and that can be “mined” by the user of the research.

Also, please see the Cassandra Stock Selection Model Focus List. Click the Focus Listlink to see the current stock positions in the entire current Focus List.

Posted in Focus List, Investment Recommendations, Investments, Notes From The Field, Special Situations, Uncategorized, VDI/REEP | Tagged , , , , , , , , , , , , , , , , , , | Leave a comment