Rule One Investing Blog

Today COO Tim Cook announced Apple’s (AAPL) Intention of selling 10 million IPhone’s this year (that’s a whole bunch of Iphones!).
As we know I’m a huge fan of Apple and the company in general as I discussed after the big Apple stock drop. I think they have everything that qualifies as a “bang on” [...]

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 woke up this morning to read this article here at Market Intelligence. This article states that Lowes stock is under pressure because of being downgraded from a “Buy” to a “hold.”
But what does this really tell us about the company?
Has the company released a earnings report? Are they laying off a ton [...]

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 [...]

Did you get caught with the plummet in Apple Computer Inc. (AAPL) stock yesterday? January 23rd, 2008. The stock opened over $20 down from the previous day. During times it was at a 17% decrease from the high from the day before! The stock rallied [...]

As I’ve discussed in my previous two posts I’ve purchased 25 shares of Lowes (LOW). The first post I discussed the reason I bought LOWES. The second post I discussed the moat and management. Today’s post I’m going to discuss my entry point using the three tools that Rule [...]