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Strategies & Market Trends : Buffettology
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To: Shane M who wrote (3750)3/11/2006 10:18:47 PM
From: Shane M  Read Replies (1) of 4691
 
All,

I purchased the following last week based on methods described in Buffettology book. Probably not Buffett stocks, but I found them worth investment. Didn't open big positions in any.

LSCP - Laserscope - medical lasers -including cosmetic uses. 38% ROE. sales growth has slowed in recent quarter from over 30% to 20% range. Due to low debt return on total capital is high at 36%. 18% margins.

JCOM - J2 Global - business communications like efax, conf call. ROE 29%. Sales growth slowing some in recent quarters, but has been growing at high rate 30+%. Return on total capital of 25%. Net Margins 37%. Here's an overview
j2global.com

Here's a good presentation from their website about their business.
library.corporate-ir.net

DRIV - Digital River - ecommerce outsourcer. ROE 21%. Return on total capital is lower at 10%, lower than I like, but I like the business. Long history of revenue growth and like others had a slower growth quarter in most recent quarter (dropped to around 20% sales/share growth). Expanding margins 24%. Price/FreeCashFlow is 13.4.

I sold the remainder of my COCO position and sold about 40% of my CECO position. Both of these were losers for me. Tired of fighting the tape on these.

Top 5 holdings are currently:
CTSH, GRMN, CRDN, DIIB, FMX.
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