How Much Is Too Much in One Stock Portfolio
Readers learn to measure risk by percentage of total portfolio rather than share count. Eight to fifteen stocks provide diversification, with exposure kept to realistic levels. The column cites Yahoo! returns since going public and notes J and J Alzheimer's drug Reminy has not yet won approval.
MENTIONED IN THIS ARTICLE
Mark Twain
Johnson & Johnson
PSR pitfalls and a coatings mogul riddle
The article explains the price-to-sales ratio PSR as a valuation guide while noting its limits comparing ROE margins and growth. It contrasts PSR with P E and discusses Walmart versus Microsoft margins. It ends with a riddle about a coatings company with 3,000 stores in 50 states and over 5 billion in annual revenue seeking reader guesses.
MENTIONED IN THIS ARTICLE
Fryyndar and
Ulf Pharmaceuticals
Ucker
GULPP
Dutch Boy
Krylon
Dupri- Color
Pratt & Lambert
Thompson's
Minwax
Duration
Climateguard
Martin-Senour
Ohio
U.S
My Dumbest Investment Lessons From A 1977 London Spin
Retired journalist recalls buying 100 Queen Elizabeth silver coins in 1977 London and gambling chips from Playboy casino. Inflation eroded coin value, while a single Playboy chip sold for 150 dollars. Collecting for pleasure is wiser than profit.
MENTIONED IN THIS ARTICLE
London
Queen Elizabeth
Playboy
Tony Licata
Foo
Walgreens Faces Premium Valuation Amid Growth Leaders
The piece notes Walgreens Boots Alliance with over 3000 stores as the largest U.S. drugstore by sales and second in stores to CVS. It highlights innovations such as freestanding outlets drive throughs 24 hour service and one hour photo shops driving 21.2 billion in sales and a P E ratio of 60 compared with CVS 36. It warns investors that high valuation may stall the stock and suggests reviewing its financial statements for risk and strength.
MENTIONED IN THIS ARTICLE
Walgreen
CVS
Walgreer
Enron energy titan reshaped power markets and online trading
Houston based Enron rose as a premier energy company with 1999 revenues near 40 billion and a 130 billion online trading footprint. The firm expanded into electricity natural gas and global energy facilities while altering how billions move and trade power and gas nationwide.
MENTIONED IN THIS ARTICLE
Fortune
Enron
Fool
Life after dot-coms slows hope for new ventures
Internet executives report a tougher climate as dot-coms struggle to launch and survive. Investors demand real profits and rising costs bite, with firms like Americana Publishing and Infelligence reworking models after Black Friday. Forrester predicts strong online sales growth by 2004, but many nets still bleed red ink and cut jobs.
MENTIONED IN THIS ARTICLE
Gardner
Forrester Research
Ple
Gartner Research
U.S
Georgia -Lech Research Corp
Also Mentioned on This Page
Yahoo
Harrison Liu
Wal-Mart
General Electric
la E
Frooyndar
Microsoft
Wal- Mart
Internet
George Lovato Jr
Americana
Adam Gardner
Infantelligence
Taos
N.M
Circuit City