"Building and Monitoring a Watchlist of Great Stocks to Own at the Right Price"
Here's What's In The Archives
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February 2024
February 2024
February 2024
Update: Triumph Financial Q4-2023
Update: Heineken FY 2023
December 2023
December 2023
December 2023
Update: Creightons, PLC H1-2024
Update: Boston Beer Q3-2023
November 2023
December 2023
December 2023
Update: Berkshire Hathaway Q3
Update: HIFS Q3-2023
October 2023
September 2023
September 2023
Update: AB Inbev H1-2023
Update: Copart FYE July 31, 2023
September 2023
September 2023
September 2023
Update: HIFS Q2-2023
Update: Heineken H1-2023
August 2023
September 2023
June / July 2023
Deep Dive: Electric Utility Industry
Includes Excel Spreadsheet
BRKA, BRKB, D, OGE, NEE, XEL, PNW, IDA, HE, MDU, OTTR, AEP, LNT
June / July 2023
June / July 2023
June / July 2023
Russell Rebalancing - Deletions & Additions
(Includes sortable Excel spreadsheet)
RMBL, TR, VWE, APPH, LOCL, BRC, BHM, WE, CLMB, CRCT, HOFT, LAZY, NATH, DOLE, ATLO, NKSH, NRIM, BPRN, SNFCA, TSBK, INMD, CNHI, FERG, GNE
May 2023
June / July 2023
April 2023
Industry Update: Banking
AUBN, BKSC, BSVN, HIFS, PLBC, THVB, TFIN, WAYN
March 2023
February 2023
February 2023
Deep Dive: Vulcan Materials (VMC) & Martin Marietta Materials (MLM)
February 2023
February 2023
February 2023
Deep Dives:
Thomasville Bancshares (THVB)
The Bank of South Carolina (BKSC)
January 2023
February 2023
November / December 2022
Annual Update Issue
Updates on Watchlist Companies
November / December 2022
November / December 2022
November / December 2022
Deep Dive: Triumph Financial (TFIN)
September 2022
November / December 2022
September 2022
Deep Dive: Sherwin-Williams (SHW)
July 2022
August 2022
August 2022
Russell 3000 Rebalancing Opportunities
(Includes Excel spreadsheet)
April 2022
April 2022
April 2022
Deep Dive: Berkshire Hathaway (BRKA, BRKB)
February 2022
February 2022
February 2022
Quick Look: National Beverage (FIZZ)
Watchlist Updates: Boston Beer (SAM), Hingham Institution for Savings (HIFS)
January 2022
February 2022
February 2022
Deep Dive: Jack Henry & Associates (JKHY)
December 2021
February 2022
December 2021
Year-End Issue
Updates On Watchlist Companies
Greenwald Valuation Method
Zwack Unicum, PLC
October 2021
September 2021
September 2021
Deep Dive: Old Dominion Freight Line
ODFL
September 2021
September 2021
September 2021
Deep Dive: Boston Beer Co.
SAM
August 2021
August 2021
August 2021
Deep Dive: Waste Management Industry
WM, RSG, WCN
July 2021
August 2021
August 2021
Russell 3000 Rebalancing Opportunities
(Includes Excel spreadsheet)
ATLO, AUBN, FMAO, FSFG, GCBC, OPBK, PKBK, TSBK, GHM, HURC
June 2021
August 2021
June 2021
Deep Dive: Bank7 (BSVN)
Quick Look: Plumas Bancorp (PLBC)
May 2021
April 2021
June 2021
Quick Look: McCormick & Co. (MKC)
Quick Look: International Flavorings & Fragrances (IFF)
GENC
April 2021
April 2021
April 2021
Deep Dive: Credit Acceptance Corp. (CACC)
Quick Look: Monarch Cement Co. (MCEM)
March 2021
April 2021
April 2021
Deep Dive: Hingham Institution for Savings (HIFS)
Quick Look: AAON
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