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Wednesday, September 21, 2011

Next Punch Card Portfolio Issue Sunday, September 25

My plan for my newsletter portfolio is a relatively concentrated portfolio of undervalued equities.

Mr. Market however seems to have some other ideas.  The way this week is shaping up there will be at least one new recommendation in the next newsletter, along with coverage of a meeting with analysts by one of my existing positions.

I'm sure there are even lower prices in the future, but there is no doubt value to be had today in quite a few publicly traded securities.

And if I recommend it, I'll be risking my own money on it as well.

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