Geneseo2000 - All Comments

Re:Q&A for Geneseo2000's Geneseo2000's Portfolio portfolio

jonesz — Tue, 05 Aug 2008 12:28:29 GMT

How do you typically find the stocks you invested in here? Do you have a general strategy you use?

Re:Re:Q&A for Geneseo2000's Geneseo2000's Portfolio portfolio

Geneseo2000 — Tue, 05 Aug 2008 19:36:34 GMT

I look for companies that have displayed continued strong financial results, i.e. high ROE, high margins, low debt. They should generate large amounts of free cash flow relative to their business, and have a history (or recent history) of rewarding shareholders for this profitablity through dividends and/or share buybacks. I find that if you own financially strong companies with shareholder friendly management then you will be successful. Morningstar management grades are based on many factors that may not necessarily reflect the management's willingness to give cash/stock back to its shareholders. The statement of cash flow's is key!

Re:Re:Q&A for Geneseo2000's Geneseo2000's Portfolio portfolio

Geneseo2000 — Wed, 06 Aug 2008 14:21:00 GMT

Re:Re:Re:Q&A for Geneseo2000's Geneseo2000's Portfolio portfolio

ascentstory — Tue, 19 Aug 2008 23:50:13 GMT

Hey Geneseo --

Thanks for your reply here, it's really helpful as a new investor. I've just started to figure out where more of the numbers are in Morningstar. On the cash flow chart (I'm assuming this is what you're talking about, under "Key Ratios," what number is important, and what kind of percentage would you say excites you? How many years do they need to have a strong cash flow?

Also, I've figured out the basic dividend info, but is there somewhere in morningstar that tracks share buybacks as a figure?

How much do you value growth rates?

Thanks a lot for your time!