Sunday 26 June 2011

Ron Hosen - Value Investor II

"The company is at 61 and it deserves to be at 61 but it does not deserve to be bought there"

I spotted this new Video by Ron Hosen on Friday. Ron Hosen is a private Value Investor with an impressive track record - if I remember correctly he achieved something like a 20% return annually. Over the past couple of years he has generously shared his selections on YouTube. I first came across Ron something like a year ago and very much look forward to his videos.

In Ron's most recent video he also tackles the rather sad issue of his declining quality of life. Ron is in his 70s in, at times poor health, and has very limited fiancees - the investing is something that he does on behalf of his Niece rather than for himself.

The first of Ron's three videos is here - the other two can be found on YouTube.

Watching the Video I noted down the stocks, their price today and Rons suggested entry price - that is the price at which Ron would himself buy the stocks.

Company Ticker Price Entry Price
Peabody Energy CorpBTU:NYQ$57.4$45
Eog Resources IncEOG:NYQ$98.2$95
Occidental Petroleum CorpOXY:NYQ$98.6$85-90
Seadrill LtdSDRL:NYQ$33.4 $30
Canadian Oil Sands LtdCOSWF:PKC$26.6
Total SATOT:NYQ$53.8$50
Statoil ASASTO:NY$23 $20-22
Flowserve CorpFLS:NYQ$104 $85
CACI International IncCACI:NYQ$63.7 $52
Innospec IncIOSP:NSQ$30 $28
Rockwood Holdings IncROC:NYQ$51.8 $42
Teva Pharmaceutical Industries LtdTEVA:NSQ$47.1 $44
Alliance Resource Partners LPARLP:NSQ$74.6 $65
Aecom Technology CorpACM:NYQ$26.4$24
Macquarie Infrastructure CoMIC:NYQ$26.2 $25
Innophos Holdings IncIPHS:NSQ$48 $40
KRONOS Worldwide IncKRO:NYQ$28 $24
Covanta Holding CorpCVA:NYQ$16 $15
Ultra Petroleum Corp UPL:NYQ$43 $40
Suncor Energy IncSU:NYQ$37.4 $35
Nexen IncNXY:TOR$19 $20

I very much hope that Ron sticks around for a long time.

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