Monthly Archives: December 2012

The Enterprising Investor

The determining trait of the enterprising investor is his willingness to devote time and care to the selection of securities that are both sound and more attractive than the average. Over many decades, an enterprising investor of this sort could … Continue reading

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McKesson Corporation: Good Company, Fair Investment

Valuation In my previous analysis, I determined McKesson Corporation (NYSE:MCK) to be a solid and well run company with some competitive advantage.  That is not enough to make an investment.  As a value investor, I have to see a discount … Continue reading

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McKesson Corporation: There is Money in being a Drug Dealer, I mean Drug Distributor

For the first time in their history, The Value Guys used momentum as part of their screen for their Good Fundamentals/Good Momentum Edition.  They started with the fundamental factors of sales growth greater than the industry, operating margin greater than the … Continue reading

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