I am pleased to announce the re-opening of paid subscriptions to my monthly investment newsletter for a 3 weeks period from Jul 1-21, 2015. Only a limited number of subscriptions will be offered to blog visitors, followers and subscribers – on a first-come first-served basis – to enable me to provide personalised attention and guidance to each subscriber.
If you are interested in subscribing, please send an email to: mobugobu@yahoo.com at the earliest for details.
The newsletter has completed 66 issues, with its share of hits and misses. The past few months were challenging and humbling. Challenging because several selected stocks failed to perform well in a market that has shunned small-cap and mid-cap stocks. Humbling because subscribers have kept faith in my stock picking abilities. Improvement in market sentiments should help some of the non-performers to get back on track.
Those who follow my blog posts already know what kind of stocks I like, and what type of stocks I avoid. The guiding principle is to choose well-managed, financially prudent companies that generate cash from operations, have low debt, give steady (rather than spectacular) returns and have some growth prospects.
Non-subscribers may be interested to know how recommended stocks have fared during the past 18 months. Without revealing the names of the stocks (it won’t be fair to my subscribers to do so), here is a brief results table with recommended prices and dates, subsequent high and low prices, closing prices and gains as on Jun 30, ‘15:
Stock | Date | Price | High | Low | Close | Gain (%) |
A | Jan 28 ‘14 | 67.00 | 122.00 | 60.50 | 74.90 | 11.8 |
B | Feb 26 ‘14 | 154.60 | 159.40 | 77.15 | 81.65 | - 47.2 |
C | Mar 28 ‘14 | 89.00 | 351.00 | 84.60 | 252.00 | 183.10 |
D | Apr 25 ‘14 | 277.20 | 579.40 | 266.00 | 558.25 | 101.40 |
E | May 27 ‘14 | 94.10 | 740.00 | 93.25 | 623.25 | 562.30 |
F | Jun 27 ‘14 | 62.60 | 88.00 | 59.00 | 69.00 | 10.2 |
G | Jul 28 ‘14 | 206.50 | 267.90 | 174.00 | 186.65 | - 9.6 |
H | Aug 28 ‘14 | 115.50 | 229.80 | 113.25 | 135.10 | 16.9 |
I | Sep 26 ‘14 | 46.00 | 52.80 | 31.00 | 44.85 | - 2.5 |
J | Oct 27 ‘14 | 250.10 | 322.85 | 248.00 | 275.45 | 10.1 |
K | Nov 27 ‘14 | 231.85 | 348.80 | 221.00 | 262.10 | 13.0 |
L | Dec 26 ‘14 | 66.60 | 77.00 | 52.50 | 64.35 | - 3.4 |
M | Jan 28 ‘15 | 285.00 | 285.00 | 222.00 | 234.30 | - 17.8 |
N | Feb 26 ‘15 | 82.25 | 94.65 | 74.35 | 93.15 | 13.2 |
O | Mar 27 ‘15 | 88.45 | 103.00 | 81.15 | 89.70 | 1.4 |
P | Apr 27 ‘15 | 223.70 | 240.10 | 162.10 | 165.60 | - 26.0 |
Q | May 28 ‘15 | 89.40 | 91.85 | 84.20 | 87.75 | - 1.8 |
R | Jun 26 ‘15 | 77.15 | 77.20 | 72.00 | 75.15 | - 2.6 |
All recommended stocks are small-cap or mid-cap, picked for long-term investment of 2 to 3 years. Some of them provided strong gains (in bold) – which is a testimony to their underlying strength. Note that three stocks are showing double-digit losses (in italics) but subscribers were recommended to sell much earlier when stop-losses got hit.
17 (out of 18) stocks touched higher levels after my recommendations. In a 2-3 years time frame, I expect most of the laggards to improve their performances.
None of these stocks were ‘cheap’ – fundamentally strong stocks rarely are - and some had already run up quite a lot when they were recommended. The down trend of the past 4 months have taken a toll on stock performance – but is providing entry opportunities.
Why wait if you wish to add fundamentally strong stocks with growth potential to your portfolio? Just subscribe to my Monthly Investment newsletter. Send me an email (atmobugobu@yahoo.com) soon – subscriptions will close on Jul 21, 2015.
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