Date updated:10-09-2008
As of 6-30-08 filing.
Edgemoor Capital Management employs a value-oriented approach to equity selection that seeks to maximize returns while reducing the risk
We analyze the fundamentals of stocks and buy those that are trading below their intrinsic value, an approach that has outperformed the market over the long-term. More specifically, we seek to identify companies exhibiting some or all of the following criteria:
Low price-to-earnings ratio (P/E)
Low price-to-book value or tangible asset value
Excellent prospects for growth
Strong franchise/wide moat
Qualified, shareholder-oriented management
Consistent free cash flow
High returns on equity and invested capital

-
BRK-B
Berkshire Hathawa - $82.24
- -0.15%
- $82.63
% of portfolio: 5.1%

-
DVN
Devon Energy Corp - $70.53
- -2.10%
- $72.59
% of portfolio: 4.0%

-
WU
Western Union Com - $16.91
- +0.83%
- $16.86
% of portfolio: 3.5%

-
FAST
Fastenal Company - $45.27
- +0.11%
- $45.36
% of portfolio: 2.9%

-
NVS
Novartis Ag Commo - $54.70
- -0.07%
- $54.75
% of portfolio: 2.9%

-
JNJ
Johnson & Johnson - $64.18
- -0.06%
- $64.26
% of portfolio: 2.8%

-
DEO
Diageo Plc Common - $66.38
- +0.90%
- $66.38
% of portfolio: 2.7%

-
PG
Procter & Gamble - $63.32
- +0.24%
- $63.33
% of portfolio: 2.7%
- No Blogs Found
- Top Professional Portfolios
- 1. Fidelity Contrafund - ...
- 2. Calamos Advisors
- 3. Fidelity Select Pharma...
- 4. ProFunds Pharmaceutica...
- 5. BlackRock Health Scien...
- show all
- Top Do-It-Yourself Portfolios
- » jgroov Portfolio 1
- » ben johnson
- » my holdings
- » SC TRADE OF THE DAY
- » kudos
- show all
- Most Viewed Portfolios
- » Warren Buffett
- » George Soros
- » T. Boone Pickens - BP Cap...
- » Carl Icahn
- » Renaissance Technologies
- show all
By Jonas Elmerraji Posted on March 12, 2010 Dividend-paying companies took a mini-break from hiking their payouts to shareholders last week. Only 14 companies announced...
By Roberto Pedone Posted on March 12, 2010 According to Jim Cramer, the stock market is trading higher for some very good reasons! In a March 11 RealMoney.com blog pos...
By Jonas Elmerraji Posted on March 11, 2010 The S&P 500 refuses to back down from its rally after posting gains in eight of the last 10 trading days. That’s a colossa...
By Roberto Pedone Posted on March 11, 2010 According to CNBC’s “Fast Money” traders, M&A activity is what will likely be the big driver going forward for the stoc...
A. The only one I own : SLX,
too hard pick a winner out all of them
Here is a list of some of the companies that will report earnings on Monday, Mar. 15, 2010. For some of the companies below, we provide average EPS estimates from analysts... more
Here is the stock list of some of the largest % losers from Mar. 12, 2010. more
Below is the list of the top open-market insider sales filed at the SEC on Mar. 11, 2010. more













Comments not available