Best Ideas Portfolio

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Fundamental data is updated weekly, as of the prior weekend. Please download the Full Report and Dividend Report for any changes.
Jan 13, 2016
You Loved This One: A Little Inspiration
“Whether you think you can, or you think you can't -- you're right.” ― Henry Ford
Jan 17, 2015
Yes, We Had Removed PCP Before the Fall
Precision Castparts, one of our favorite companies on the watch list, has an enviable position in aerospace. Its energy exposure, however, is impeding profit expansion.
Sep 30, 2014
Pay Attention!
eBay splits up and more.
Jul 28, 2014
Quick Tip: Keep Things in Perspective
When a stock doubles or triples, a 10%-20% sell-off from the peak can almost be expected. Be sure to keep things in perspective by looking at the long-term charts of your holdings.
Oct 24, 2013
“Green Letter Day” for Industrial Best Ideas Portfolio Holdings; Record Results for Ford and Precision Castparts
Let’s take a look at the results of two holdings in our Best Ideas portfolio that have helped generate tremendous alpha in the past couple years.
Oct 23, 2013
Surveying 3Q Performance from the Large Defense Contractors
Let’s take a look at recent trends in the defense arena.
Jun 28, 2013
Precision Castparts Scoops Up Permaswage; Commercial Aircraft Orders Keep Rolling In
Best Ideas Newsletter portfolio holding Precision Castparts bolsters its offering by adding Permaswage to its product suite. Commercial aircraft orders continue to advance at a rapid pace.
Jan 26, 2013
Making Another Call on Precision Castparts; Raising Our Fair Value Estimate Materially
Precision Castparts announced solid fiscal third-quarter results and offered its estimate for synergies related to the Titanium Metals deal. We expect management to deliver in a big way.

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