WASHINGTON, D.C. – Each year, we scan the Platinum 400, our tally of America’s Best Big Companies, to find shares trading at historically low valuations. It’s proved a good way to find stock winners.
All posts for the month December, 2006
Posted by Gillies on December 21, 2006
WASHINGTON, D.C. – On Forbes.com this year, we’ve consistently offered readers ideas for Beltway-themed stock investing. The idea, of course, is that you can profit from businesses that are enjoying legislative, regulatory or procurement-related tailwinds.
So, how are we doing? At least in the short-term, not badly. In 2006, this author wrote 23 Beltway investing columns, which mentioned 107 stocks favorably. They’ve posted an average total return of 15%, using prices from the date of publication through Monday night’s market close, against a return of 10% for the S&P 500 index during equivalent time periods.
Posted by Gillies on December 13, 2006
On this page we repeat a venerable FORBES ritual known as Love Only One. The gist: Each year we invite 12 experts to give us the stock they deem best poised to outrun the market over a 12-month period. We also ask 5 bears to name a likely laggard. When the time’s up, those successful get return invitations; the rest make way for new contestants.
Posted by Gillies on December 11, 2006
WASHINGTON, D.C. – For a D.C.-area private equity shop, Valhalla Partners goes light on the public sector experience. Among these VCs, you won’t find any former cabinet officials or intelligence big wigs looking to trade on a fat Washington rolodex. Nor do they sound all that enthusiastic about investing in companies catering to the federal government or its big contractors.
“Government is capricious,” says Arthur Marks, a Valhalla co-founder and general partner.
Yet there’s no aversion at the Vienna, Va.-based outfit, which has $440 million under management, to making money off opportunities that the government creates, namely through red tape.
Posted by Gillies on December 5, 2006