Rule One Investing Blog

Yesterday, I discussed if Apple’s stock was going to increase. Well, after looking at the charts I decided to purchase some stocks. I woke up and saw that the price was around the same as yesterday, good.
So I put in a limit order at $129.10 and left for work. Got to work [...]

Today KSwiss (KSWS) released the fourth quarter report. KSwiss reported fourth-quarter net income of $0.6 million, or $0.02 per share, compared with $10.7 million, or $0.30 per share, a year earlier. So, definitely a drastic decrease from last year. However, being the optimist that I am I really [...]

In my last article I talked about how KSwiss’s current stock price is currently below the margin of safety. Therefore, it’s important to delve deeper into this company immediately. As soon as you find a stock below the Margin of Safety I think it’s important to analyze the company to determine if it’s [...]

Since selling my Lowes stock I’ve been searching for another great company to buy. However, since I’ve completed my first two trades I thought a little reflection is necessary.
First off, don’t get me wrong I’d love to own Lowes (LOW) forever. However, the big guys are weary about this industry right now. [...]

I’ve been watching the technical indicators carefully since analyzing and buying Lowes (LOW) stock. It’s not that I’m super worried about my calculations as my sticker price is in the range of $32-42. The stock is no where near these values, however, the market is so volatile right now that it could drop quickly [...]

I’ve been looking at some of the stocks in my watch list. One of these is Cold Water Creek (CWTR).
Coldwater Creek is a specialty retailer of Women’s clothes and apparel. With two main segments retail and direct. Let’s take a look at the growth rates numbers. The ROIC is 7% last [...]

I was looking over my MOS numbers that I calculated and realized that I may have over-estimated my sticker price. Looking back at my post about Rule One Analysis of Lowes the numbers used to calculated the MOS were as follows

Equity = 14% (near typical growth rate)
EPS = $1.98
Future PE = 22 (historical)

This provides [...]