Jeff's Value Picks

Dec 2016 update

posted Dec 23, 2016, 11:53 AM by sms investing

We are selling 4 of our holdings:
Sell Toyota Motors (TM)
Sell United Airlines (UAL)
Sell Blackrock Capital Investment (BKCC)
Sell Phillips 66 (PSX)

Added Phillips 66

posted Jan 31, 2016, 4:57 PM by sms investing   [ updated Jan 31, 2016, 4:57 PM ]

We added Phillips 66 (PSX)

Added LTC and SHW

posted Jan 26, 2016, 3:00 PM by sms investing

Added LTC which is a Senior Care REIT, and SHW which is Sherwin-Williams (a paint supplier).


posted Dec 27, 2015, 12:16 PM by sms investing

This month brought to our attention a significant reduction in the intrinsic value of FOSL. Reduced EPS guidance significantly impacted the outlook of the company. I  am therefore removing it from our list of recommended value picks.

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