Read about Kenyon's analysis of AXP here.
He should have also mentioned that there is has been a large amount of insider buying going on since Sept '07
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2008
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January
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- Watch BAM carefully...
- Why are the best investors all so very, very old?
- WTS and OXM-- dropping them from my study list
- More on AMEX: Best of Breed in a Triopoly
- Cheap and Bright: PHG
- Morningstar's Best Value ETFs for 2008
- Livin' Large Index
- Comments about this week
- STAGFLATION!! RECESSION!! 1970's all over again
- Short and sweet letter from Ron Muhlenkamp
- An argument to start a position in American Express
- The prince of value investing
- Net Payout Yield Technique for Stock Picking
- The bull case for a Human Resources micro-cap: BBSI
- insider v.s. institutional ownership in a bear market
- Update on some stocks discussed previously
- USB--- a big bank endorsed by Buffett and Mornings...
- Update: Bargains galore as apparent danger looms
- Oxford and Watts
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January
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1 comment:
Hi Lorne,
I came across this web site, you might be interested in it.
www.evancarmichael.com
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