Monthly Archives: November 2018

EP36 (Part 2) Philip Fisher’s 15 Points On What Stocks To Buy



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We continue to talk about the remaining 7 points (out of 15 points) that Philip Fisher checks when buying a company.  The content of this episode was from his book (Common Stocks and Uncommon Profits: https://amzn.to/2QRM7mR)

  • Does the company have depth to its management?
  • How good are the company’s cost analysis and accounting controls?
  • Are the other aspects of the business, somewhat peculiar to the industry involved, which will give the investor important clues as to how outstanding the company may be in relation to its competition?
  • Does the company have a short-range or long-range outlook in regard to profits?
  • In the foreseeable future will the growth of the company require sufficient equity financing so that the larger number of shares then outstanding will largely cancel the existing stockholders’ benefit from this anticipated growth?
  • Does the management talk freely to investors about its affairs when things are going well but “clam up” when troubles and disappointments occur?
  • Does the company have a management of unquestionable integrity?

EP35 (Part 1) Philip Fisher’s 15 Points On What Stocks To Buy



Support this podcast through your donation: https://paypal.me/valueinvesting

Subscribe to the podcast: http://valueinvesting.blubrry.net/subscribe-to-podcast/

This episode covers the first 8 points (out of 15 points) that Philip Fisher checks when buying a company.  The content of this episode was from his book (Common Stocks and Uncommon Profits: https://amzn.to/2QRM7mR)

  1. Does the company have products or services with sufficient market potential to make possible a sizable increase in sales for at least several years?
  2. Does the management have a determination to continue to develop products or processes that will still further increase total sales potentials when the growth potentials of currently attractive product lines have largely been exploited?
  3. How effective are the company’s research and development efforts in relation to its size?
  4. Does the company have an above-average sales organization?
  5. Does the company have a worthwhile profit margin?
  6. What is the company doing to maintain or improve profit margins?
  7. Does the company have outstanding labor and personnel relations?
  8. Does the company have outstanding executive relations?

EP34 Master Limited Partnership Investments by Peter Lynch



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This episode covers how Peter Lynch utilized Master Limited Partnership (MLP) investment opportunities in the stock market.  The content of this episode was from his book (Beating the Street: https://amzn.to/2yklmzj)

List of current MLPs: https://www.mlpassociation.org/mlp-101/list-of-current-mlps/


EP33 Cyclical Stock Analysis by Peter Lynch



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Beating the Street by Peter Lynch: https://amzn.to/2yklmzj

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This episode covers how Peter Lynch analyzes cyclical stocks through the examples of Phelps Dodge and General Motors.

Reference link for total vehicle sales: https://fred.stlouisfed.org/graph/?g=lRSi