Blogvesting

I have recently finished the construction of my portfolio, with an aim of holding 10 stocks in diversified sectors. I had sought to build a value-oriented portfolio with moderate concentration. Today, I decided to take a look at how the portfolio and its various sectors are doing.
As a whole, the portfolio is slightly up over [...]

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Generally, I tend to stay away from pharmaceuticals, because I find it difficult to accurately handicap the odds of drug trials. However, I have decided to make an exception in this case, because Viropharma (VPHM) has been so severely beaten down that it managed to show up in my very conservative stock screens, and on [...]

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A fellow Covestor member asked me what I thought about the Katy acquisition for CCIX. I decided to make use of the opportunity to do some more research and number crunching, and to crystallize my thoughts on CCIX.
CCIX is pursuing the classic strategy of consolidating a fragmented industry, hopefully achieving both operational synergies as well [...]

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