Oh…The Weather In Chicago, by Brian Nelson, CFA
A lot of members have emailed me over the past several months. I very much appreciate the conversation and the sincerity of our member base. I think Valuentum members are genuinely the nicest out there. They understand what we’re trying to do and really appreciate the efforts of the team. It is both an honor and a pleasure to work with every one of you! Please don’t ever forget that. You’re class is one of a kind.
A few of our new members asked a little about me personally, but for those that don’t know me, I live in the Chicagoland area with my beautiful wife and baby boy…
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INSIDE THIS ISSUE
1 Oh…The Weather In Chicago
2 eBay’s Same-Store Sales Are Accelerating (ticker: EBAY)
3 Coal Industry Update (tickers: ACI, CLD, CNX, JRCC, KOL, UNP, WLT)
5 Focus on a Rules-Based Process Not on Short-term Outcomes
7 The Book That Has Everyone Talking
8 Our Best Ideas Portfolio (see article for tickers)
9 Our Notes from Buffalo Wild Wings’ 2014 Analyst Day (ticker: BWLD)
10 Surveying First-Quarter Bank Performance (tickers: C, JPM, WFC)
13 Ford’s Fantastic Sales Numbers and Opportunity in China (ticker: F)
15 Baidu Dollars Likely Shifting to Alibaba Near Term; Raising Our Fair Value of Yahoo (tickers: BIDU, YHOO)
17 Encouraging News Regarding Worldwide PC Shipments (ticker: INTC)
18 The Watch List
20 Featured Reports: CLR, DTV, PPG
23 Our Stock-Selection Methodology
30 How We Use the Valuentum Buying Index in the Best Ideas Newsletter Portfolio