Investment Process

 

  

Investment Process

Wildcat Fund

"Go-anywhere" strategy that is flexible and opportunistic

  • Capital appreciation fund with "growth" and "value"
  • Investment horizon of 9-12 months
  • Investing in industry leaders - best companies
  • Disciplined approach - cut laggards, use of pyramiding
  • May invest in small and mid cap stocks
  • May also invest up to 20% internationally
  • Benchmark: S&P 500

Valuation

The process of determining the value of an asset or company. There are many techniques for valuation, and it is often partially objective and partially subjective. www.investorwords.com

Investor's Business Daily

Investor's Business Daily (IBD) is a national business and financial daily newspaper that serves over 800,000 investors worldwide through a variety of proprietary products and services, relevant news from the investor's perspective, as well as innovative research, investment education, efficient stock ratings and screens unavailable anywhere else. IBD differs from traditional market journalism and provides an unconventional, but more research-based approach to interpreting the economy, and identifying emerging stock market trends. Its editorial stands alone since all reporting is driven by its stock-databased research findings and its ability to spot trends faster.  IBD's editorial foundation deals with facts, not opinion.

  • Online access to daily newspaper
  • IBD Stock Checkup service
  • Archived news articles and investing lessons
  • Research based on history, not personal opinions or biases
  • Login & password available upon request - email rjk3 [at] unh [dot] edu (rjk3 [at] unh [dot] edu)

Company characteristics using Investor's Business Daily and the CANSLIM investment approach

  • Current & quarterly EPS growth of 25%
  • Sales growth of 25%
  • ROE growth of 17%
  • New product or service - earnings growth fuel
  • Supply and demand - increasing volume and support
  • Leader or laggard - industry leaders with strong relative strength
  • Institutional sponsorship - increasing accumulation
  • General market - 3 out of 4 stocks follow the market's overall trend

CAN SLIM is IBD's checklist for the seven common characteristics all great performing stocks have before they make their biggest gains. You can significantly reduce your risk and increase returns by using the CAN SLIM Investment Research Tool as a fact-based performance checklist to evaluate a stock before you buy.

Investment Approach