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This is a companion podcast to the popular weblog Stock Picks Bob's Advice. Bob is an amateur investor who has 42 years of investing experience and shares with his audience some of his current picks and his actual trading portfolio on his weblog of the same name. New to podcasting, Bob has been blogging about stocks for over 6 years on his website and is enthusiastic about sharing a simple approach to understanding the complex world of stocks.
 
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show series
 
On tonight's podcast I discuss a recent purchase of mine, Genuine Parts (GPC) and why I think it is a reasonable addition to my own portfolio. I review the latest earnings reports, some valuation, balance sheet and free cash flow numbers, and take a look at the chart. I also read a short poem by Robert Frost, a favorite poet of mine.…
 
Tonight's podcast resumes this series of podcasts after a rather long hiatus. I share a poem by e.e. cummings from a collection by Caroline Kennedy on her mother's favorite poems. I then discuss PetSmart (PETM), a stock that I do not currently have a position, yet a company that I have owned in the past and continue to admire for its financial resu…
 
Meridian Bioscience (VIVO) is a favorite blog subject of mine. I discuss VIVO and also read a poem by Robert Frost, "Directive". This stock is a favorite of mine producing disease test kits and has a record of steady revenue, earnings, and free cash flow growth. They pay a solid and growing dividend and have a strong financial balance sheet.…
 
I read a poem by Marge Piercy, "To be of use", and then discuss a column today (10/5/09) from the NYDaily News.com by Peter Siris: "Dangerous info: Stock picks". While agreeing that the internet is full of schemes and talking-up stocks, I point out that my blog is about information, investment philosophy, and that I share my own holdings with you t…
 
Tonight's podcast is about an old favorite of mine ResMed (RMD), the company that sells CPAP machines/masks for sleep apnea, and I read another poem, "Departmental", by Robert Frost, a favorite poet of mine. ResMed recently reported earnings which beat expectations, they have a 5-Yr Restated record on Morningstar which is impressive, reasonable val…
 
On tonight's podcast, I share a poem with you by Robert Frost as we all seek to hang on to stars and ideals in these stressful times. I then talk about Sysco (SYY) which closed today at $22.82 (down $(1.12) on the day)(6/15/09). I touch on the latest earnings report, the Morningstar.com '5 Yr Restated' Financials, Yahoo "Key Statistics" and a 'poin…
 
For the second podcast this Memorial Day 2009 Weekend, I share with you the Bio of Stephen Crane and read one of his poems, "Do Not Weep, Maiden, For War Is Kind", and a short essay, "The Colonel", by Carolyn Forche. PetSmart (PETM) recently dropped sharply on what appeared to me to be good news. Owning this stock already in my trading portfolio, i…
 
In tonight's podcast, I read three poems by Robert Frost, a favorite of mine: "The Exposed Nest", "Out, Out--", and "The Road Not Taken", and I discuss how investment strategy that allows you to shift into and out of cash and into and out of equities in response to market influences is key to successful management of investments. I credit Robert Li…
 
In tonight's podcast, I read a poem, "Filling Station" by Elizabeth Bishop, discuss WMS Industries (WMS), a stock that I hold in my trading portfolio, and talk about how a bear market has affected my own portfolio management strategy. How I now allow initial purchases in my 5 position minimum to incur a 16% loss before selling, and how I replace th…
 
Tonight's podcast, after a long hiatus of podcasting, finds me discussing a few changes in my investment approach to deal with the terrible bear market and negative trading environment, reading a poem by T.S. Eliot, sharing a letter from Bill who writes to tell me to get back podcasting, and discussing one of my recent purchases Haemonetics (HAE), …
 
In this evening's podcast, I read a poem, "Adventures of Isabel" by Ogden Nash, review my Trading Portfolio as of 6/28/08, and discuss portfolio management and responding to market influences as revealed in one's own portfolio holdings. In addition, I discuss my approach of responding to market conditions by automatically shifting into and out of e…
 
On tonight's podcast I discuss Satyam (SAY). Prior to doing this, I read a poem by Raymond Carver, and share with you a letter from Don, a listener, with suggestions. Satyam is reviewed with emphasis on the latest quarter, the Morningstar.com report, some valuation numbers, and a point & figure chart from StockCharts.com.…
 
In tonight's podcast (a second one at that), I read a poem "AfterApple-Picking" by Robert Frost,and then go ahead and discuss my investment strategy that involves a little bit of picking of the fruit from my stocks :). This podcast summarizes how I decide when to buy a stock, when to sell a stock, and how to respond to market influences by observin…
 
On Tonight's Podcast I read a poem from Dylan Thomas, "Do Not Go Gentle into That Good Night" and review FTI Consulting (FCN). I touch on the difficulties facing the current market and the need to maintain an investment strategy to deal with changing fortunes. I review the latest quarterly report, the Morningstar.com "5-Yr Restated" financials and …
 
In tonight's podcast I share with you a poem "Things I Didn't Know I Loved" by Nazim Hikmet a Turkish poet. Then I review an old favorite of mine Hologic (HOLX) which continues to produce superb financial results, and discuss briefly how portfolio management is helping me deal with the volatility of the stock market and the possible bear market/rec…
 
Merry Christmas! On tonight's podcast, I discuss Movado Group and read a poem by Emma Lazarus that is on the pedestal of the Statue of Liberty "The New Colossus" by Emma Lazarus. I don't own any shares of MOV, but like the recent quarter that beat expectations, the raised guidance, the steady Morningstar.com "5-Yr Restated" financials, the increasi…
 
On tonight's podcast, I discuss Graham (GHM) a stock that I recently purchased shares for my own trading account. I first read "Mending Wall" by Robrt Frost, then explain my criteria for identifying stocks starting with top percentage gainers, strong latest quarter, and longer-term results. I review these findings, discuss some valuation numbers an…
 
In tonight's podcast, continuing my recent tradition, I read a poem, this one by Raymnd Carver called "At Least", and then take a closer look at Garmin (GMN) which recently called off an acquisition and secured data from Navteq for an additional four years. I review the latest quarterly report, the Morningstar.com financials, and a 'point & figure'…
 
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