<?xml version="1.0" encoding="UTF-8"?>
<rss version="2.0"
	xmlns:content="http://purl.org/rss/1.0/modules/content/"
	xmlns:wfw="http://wellformedweb.org/CommentAPI/"
	xmlns:dc="http://purl.org/dc/elements/1.1/"
	xmlns:atom="http://www.w3.org/2005/Atom"
	xmlns:sy="http://purl.org/rss/1.0/modules/syndication/"
	xmlns:slash="http://purl.org/rss/1.0/modules/slash/"
	>

<channel>
	<title>Experiments in Finance &#187; Value investing</title>
	<atom:link href="http://www.experiglot.com/category/value-investing/feed/" rel="self" type="application/rss+xml" />
	<link>http://www.experiglot.com</link>
	<description>Because you shouldn&#039;t need an MBA to be savvy about finance and business</description>
	<lastBuildDate>Mon, 06 Feb 2012 17:24:06 +0000</lastBuildDate>
	<language>en</language>
	<sy:updatePeriod>hourly</sy:updatePeriod>
	<sy:updateFrequency>1</sy:updateFrequency>
	<generator>http://wordpress.org/?v=abc</generator>
		<item>
		<title>Fear the Experts</title>
		<link>http://www.experiglot.com/2011/12/26/fear-the-experts/</link>
		<comments>http://www.experiglot.com/2011/12/26/fear-the-experts/#comments</comments>
		<pubDate>Mon, 26 Dec 2011 15:43:27 +0000</pubDate>
		<dc:creator>Chris Thomas</dc:creator>
				<category><![CDATA[Personal finance]]></category>
		<category><![CDATA[Value investing]]></category>

		<guid isPermaLink="false">http://www.experiglot.com/?p=2465</guid>
		<description><![CDATA[In the 1980&#8242;s, a prominent U.S. magazine predicted the &#8220;Death of the Stock Market.&#8221;  It was written during a major downturn in the U.S. and global economies.  It was also written right before a major economic recovery that would last for years.  If you had heeded the warning of the &#8220;experts&#8221; and sold at that [...]]]></description>
		<wfw:commentRss>http://www.experiglot.com/2011/12/26/fear-the-experts/feed/</wfw:commentRss>
		<slash:comments>1</slash:comments>
		</item>
		<item>
		<title>A must-read: Bloomberg&#8217;s pitfalls and perils of investing in commodity ETFs</title>
		<link>http://www.experiglot.com/2010/09/27/a-must-read-bloombergs-pitfalls-and-perils-of-investing-in-commodity-etfs/</link>
		<comments>http://www.experiglot.com/2010/09/27/a-must-read-bloombergs-pitfalls-and-perils-of-investing-in-commodity-etfs/#comments</comments>
		<pubDate>Mon, 27 Sep 2010 23:54:51 +0000</pubDate>
		<dc:creator>Leslie</dc:creator>
				<category><![CDATA[ETFs]]></category>
		<category><![CDATA[Value investing]]></category>

		<guid isPermaLink="false">http://www.experiglot.com/?p=1721</guid>
		<description><![CDATA[While sitting in a doctor&#8217;s office the other day, I happened across an article in Bloomberg magazine entitled &#8220;America&#8217;s Worst Investment&#8221; (magazine cover shown here) that explained why commodity ETFs were such a terrible investment vehicle for individual investors. Since Bloomberg is pretty reputable, and since I had previously invested (and lost money) in RJI, [...]]]></description>
		<wfw:commentRss>http://www.experiglot.com/2010/09/27/a-must-read-bloombergs-pitfalls-and-perils-of-investing-in-commodity-etfs/feed/</wfw:commentRss>
		<slash:comments>5</slash:comments>
		</item>
		<item>
		<title>My second try at odd-lot tender offers: WebMD Health (WBMD)</title>
		<link>http://www.experiglot.com/2010/08/30/my-second-try-at-odd-lot-tender-offers-webmd-health-wbmd/</link>
		<comments>http://www.experiglot.com/2010/08/30/my-second-try-at-odd-lot-tender-offers-webmd-health-wbmd/#comments</comments>
		<pubDate>Mon, 30 Aug 2010 19:27:57 +0000</pubDate>
		<dc:creator>Leslie</dc:creator>
				<category><![CDATA[Value investing]]></category>

		<guid isPermaLink="false">http://www.experiglot.com/?p=1669</guid>
		<description><![CDATA[Following up on my previous post, I decided to give odd-lot tenders another try and bought 99 shares of WBMD at $50.70 last Thursday. WebMD Health currently has an odd-lot tender offer expiring September 8 to purchase properly tendered shares at $52. The company had previously made 3 other tender offers at $45.80, $46.80, and [...]]]></description>
		<wfw:commentRss>http://www.experiglot.com/2010/08/30/my-second-try-at-odd-lot-tender-offers-webmd-health-wbmd/feed/</wfw:commentRss>
		<slash:comments>4</slash:comments>
		</item>
		<item>
		<title>My first try at odd-lot tender offers &#8211; Fidelity National Services (FIS)</title>
		<link>http://www.experiglot.com/2010/08/16/my-first-try-at-odd-lot-tender-offers-fidelity-national-services-fis/</link>
		<comments>http://www.experiglot.com/2010/08/16/my-first-try-at-odd-lot-tender-offers-fidelity-national-services-fis/#comments</comments>
		<pubDate>Mon, 16 Aug 2010 22:11:49 +0000</pubDate>
		<dc:creator>Leslie</dc:creator>
				<category><![CDATA[Value investing]]></category>

		<guid isPermaLink="false">http://www.experiglot.com/?p=1662</guid>
		<description><![CDATA[Although I&#8217;ve previously written various examples of my investments in going-private transactions, one type of special situations investing that I had not tried until recently was odd-lot tender offers. In a tender offer, a company usually offers to purchase all or a portion of its outstanding shares at a specified price and time. Sometimes these [...]]]></description>
		<wfw:commentRss>http://www.experiglot.com/2010/08/16/my-first-try-at-odd-lot-tender-offers-fidelity-national-services-fis/feed/</wfw:commentRss>
		<slash:comments>1</slash:comments>
		</item>
		<item>
		<title>Investing strategy over the next year: BRICs and China (VWO, GXC, HAO, EPI)</title>
		<link>http://www.experiglot.com/2010/06/07/investing-strategy-over-the-next-year-brics-and-china-vwo-gxc-hao-epi/</link>
		<comments>http://www.experiglot.com/2010/06/07/investing-strategy-over-the-next-year-brics-and-china-vwo-gxc-hao-epi/#comments</comments>
		<pubDate>Mon, 07 Jun 2010 23:13:27 +0000</pubDate>
		<dc:creator>Leslie</dc:creator>
				<category><![CDATA[Personal finance]]></category>
		<category><![CDATA[Value investing]]></category>

		<guid isPermaLink="false">http://www.experiglot.com/?p=1616</guid>
		<description><![CDATA[A few weeks ago, I was fortunate enough to watch a video talk by Burton Malkiel, author of A Random Walk Down Wall Street and more recently, The Elements of Investing. In the talk, he reviewed his six fundamental strategies for successful investing and the data that supported these tenets: Do not try to time [...]]]></description>
		<wfw:commentRss>http://www.experiglot.com/2010/06/07/investing-strategy-over-the-next-year-brics-and-china-vwo-gxc-hao-epi/feed/</wfw:commentRss>
		<slash:comments>0</slash:comments>
		</item>
		<item>
		<title>Special situations investing: Boss Holdings (BSHI)</title>
		<link>http://www.experiglot.com/2010/05/10/special-situations-investing-boss-holdings-bshi/</link>
		<comments>http://www.experiglot.com/2010/05/10/special-situations-investing-boss-holdings-bshi/#comments</comments>
		<pubDate>Mon, 10 May 2010 21:45:14 +0000</pubDate>
		<dc:creator>Leslie</dc:creator>
				<category><![CDATA[Value investing]]></category>

		<guid isPermaLink="false">http://www.experiglot.com/?p=1595</guid>
		<description><![CDATA[I periodically write about special situations or workout investments, a type of value investing that I occasionally find worth partaking in. In the last year, I mostly focused on traditional net-net value investing since there have been relatively few opportunities for going-private transactions in the last year or so. One that I did find was [...]]]></description>
		<wfw:commentRss>http://www.experiglot.com/2010/05/10/special-situations-investing-boss-holdings-bshi/feed/</wfw:commentRss>
		<slash:comments>0</slash:comments>
		</item>
		<item>
		<title>QLTI &#8211; still holding strong for now</title>
		<link>http://www.experiglot.com/2010/02/01/qlti-still-holding-strong-for-now/</link>
		<comments>http://www.experiglot.com/2010/02/01/qlti-still-holding-strong-for-now/#comments</comments>
		<pubDate>Tue, 02 Feb 2010 04:24:52 +0000</pubDate>
		<dc:creator>Leslie</dc:creator>
				<category><![CDATA[Value investing]]></category>

		<guid isPermaLink="false">http://www.experiglot.com/?p=1407</guid>
		<description><![CDATA[Nearly six months ago, I updated how my position in QLTI was faring. At the time, I was contemplating selling at least part of my holdings because the stock had nearly reached its NCAV value at $4.01. I&#8217;m happy to say that I decided not to sell my holdings after concluding that I did not [...]]]></description>
		<wfw:commentRss>http://www.experiglot.com/2010/02/01/qlti-still-holding-strong-for-now/feed/</wfw:commentRss>
		<slash:comments>0</slash:comments>
		</item>
		<item>
		<title>This week&#8217;s festival of stocks</title>
		<link>http://www.experiglot.com/2009/08/24/this-weeks-festival-of-stocks/</link>
		<comments>http://www.experiglot.com/2009/08/24/this-weeks-festival-of-stocks/#comments</comments>
		<pubDate>Mon, 24 Aug 2009 22:26:07 +0000</pubDate>
		<dc:creator>Leslie</dc:creator>
				<category><![CDATA[Personal finance]]></category>
		<category><![CDATA[Value investing]]></category>

		<guid isPermaLink="false">http://www.experiglot.com/?p=1217</guid>
		<description><![CDATA[I submitted my recent post on my investment in QLTI to this week&#8217;s Festival of Stocks, partly in an attempt to get back into investing (and particularly value investing) resources in the blogosphere. I found a couple of interesting articles, one an analysis at Old School Value on Warren Buffett&#8217;s Stock picks (Berkshire recently released [...]]]></description>
		<wfw:commentRss>http://www.experiglot.com/2009/08/24/this-weeks-festival-of-stocks/feed/</wfw:commentRss>
		<slash:comments>2</slash:comments>
		</item>
		<item>
		<title>Update on QLTI &#8211; a Graham Value Play</title>
		<link>http://www.experiglot.com/2009/08/19/update-on-qlti/</link>
		<comments>http://www.experiglot.com/2009/08/19/update-on-qlti/#comments</comments>
		<pubDate>Thu, 20 Aug 2009 00:33:33 +0000</pubDate>
		<dc:creator>Leslie</dc:creator>
				<category><![CDATA[Value investing]]></category>

		<guid isPermaLink="false">http://www.experiglot.com/?p=1168</guid>
		<description><![CDATA[Back in April, I wrote about my investment in QLTI, which was the first stock I ever found that met all of Benjamin Graham&#8217;s criteria. I bought 1200 shares at $2.13 in an IRA account despite a runup of nearly 30% between the day I found the stock and the day I bought it, thanks [...]]]></description>
		<wfw:commentRss>http://www.experiglot.com/2009/08/19/update-on-qlti/feed/</wfw:commentRss>
		<slash:comments>2</slash:comments>
		</item>
		<item>
		<title>My first investment in my son&#8217;s Coverdell account &#8211; En Pointe Technologies (ENPT)</title>
		<link>http://www.experiglot.com/2009/08/11/my-first-investment-in-my-sons-coverdell-account-en-pointe-technologies-enpt/</link>
		<comments>http://www.experiglot.com/2009/08/11/my-first-investment-in-my-sons-coverdell-account-en-pointe-technologies-enpt/#comments</comments>
		<pubDate>Tue, 11 Aug 2009 21:56:42 +0000</pubDate>
		<dc:creator>Leslie</dc:creator>
				<category><![CDATA[Value investing]]></category>

		<guid isPermaLink="false">http://www.experiglot.com/?p=1185</guid>
		<description><![CDATA[I&#8217;ve decided to follow George&#8217;s footsteps over at Fat Pitch Financials and actively manage the investments in my son&#8217;s Coverdell account. Coverdell accounts are great because you can open one up and invest the money much more freely than in a 529 plan, they&#8217;re tax advantaged, and because their funds can be applied to secondary [...]]]></description>
		<wfw:commentRss>http://www.experiglot.com/2009/08/11/my-first-investment-in-my-sons-coverdell-account-en-pointe-technologies-enpt/feed/</wfw:commentRss>
		<slash:comments>2</slash:comments>
		</item>
		<item>
		<title>QLTI &#8211; a Graham value play experiment</title>
		<link>http://www.experiglot.com/2009/04/13/qlti-a-graham-value-play-experiment/</link>
		<comments>http://www.experiglot.com/2009/04/13/qlti-a-graham-value-play-experiment/#comments</comments>
		<pubDate>Tue, 14 Apr 2009 00:16:37 +0000</pubDate>
		<dc:creator>Leslie</dc:creator>
				<category><![CDATA[Value investing]]></category>

		<guid isPermaLink="false">http://www.experiglot.com/?p=908</guid>
		<description><![CDATA[I purchased some shares of QLTI today in what is basically my first attempt at putting Benjamin Graham&#8217;s value investing approach for &#8220;enterprising investors&#8221; at work. Given the drop in stock prices the last few months, various screens showing stocks trading at 2/3 net current asset value (or NCAV) have suddenly shown dramatic increases in [...]]]></description>
		<wfw:commentRss>http://www.experiglot.com/2009/04/13/qlti-a-graham-value-play-experiment/feed/</wfw:commentRss>
		<slash:comments>1</slash:comments>
		</item>
		<item>
		<title>An automated version of my Portfolio vs. S&amp;P 500 tracking spreadsheet</title>
		<link>http://www.experiglot.com/2008/02/18/an-automated-version-of-my-portfolio-vs-sp-500-tracking-spreadsheet/</link>
		<comments>http://www.experiglot.com/2008/02/18/an-automated-version-of-my-portfolio-vs-sp-500-tracking-spreadsheet/#comments</comments>
		<pubDate>Mon, 18 Feb 2008 13:30:24 +0000</pubDate>
		<dc:creator>Leslie</dc:creator>
				<category><![CDATA[Excel spreadsheets (.xls)]]></category>
		<category><![CDATA[Personal finance]]></category>
		<category><![CDATA[Value investing]]></category>

		<guid isPermaLink="false">http://www.experiglot.com/2008/02/18/an-automated-version-of-my-portfolio-vs-sp-500-tracking-spreadsheet/</guid>
		<description><![CDATA[Before my site went down last week, I received an email from Jae Jun at Old School Value (a fellow value investing blogger) who took it upon himself to make an automated version of my portfolio tracker spreadsheet that I created when this site first launched (the original version&#8217;s here). Using the SMF add-in from [...]]]></description>
		<wfw:commentRss>http://www.experiglot.com/2008/02/18/an-automated-version-of-my-portfolio-vs-sp-500-tracking-spreadsheet/feed/</wfw:commentRss>
		<slash:comments>3</slash:comments>
		</item>
		<item>
		<title>Exited my position in ICF (REIT ETF)</title>
		<link>http://www.experiglot.com/2006/11/22/exited-my-position-in-icf-reit-etf/</link>
		<comments>http://www.experiglot.com/2006/11/22/exited-my-position-in-icf-reit-etf/#comments</comments>
		<pubDate>Wed, 22 Nov 2006 19:31:43 +0000</pubDate>
		<dc:creator>Leslie</dc:creator>
				<category><![CDATA[ETFs]]></category>
		<category><![CDATA[Value investing]]></category>

		<guid isPermaLink="false">http://www.experiglot.com/2006/11/22/exited-my-position-in-icf-reit-etf/</guid>
		<description><![CDATA[Today, I sold off my position in ICF. I purchased my shares a more than a month ago at $96.35 and sold them at $102.40 for a gain after fees of 6.26%. Because I have some short-term capital-loss carryovers from way back when, I don&#8217;t expect to incur any capital gains taxes on this transaction. [...]]]></description>
		<wfw:commentRss>http://www.experiglot.com/2006/11/22/exited-my-position-in-icf-reit-etf/feed/</wfw:commentRss>
		<slash:comments>4</slash:comments>
		</item>
		<item>
		<title>All this industry consolidation&#8217;s great, but what&#8217;s next?</title>
		<link>http://www.experiglot.com/2006/11/21/all-this-industry-consolidations-great-but-whats-next/</link>
		<comments>http://www.experiglot.com/2006/11/21/all-this-industry-consolidations-great-but-whats-next/#comments</comments>
		<pubDate>Tue, 21 Nov 2006 17:42:29 +0000</pubDate>
		<dc:creator>Leslie</dc:creator>
				<category><![CDATA[ETFs]]></category>
		<category><![CDATA[Value investing]]></category>

		<guid isPermaLink="false">http://www.experiglot.com/2006/11/21/all-this-industry-consolidations-great-but-whats-next/</guid>
		<description><![CDATA[I woke up yesterday to discover that my recent purchase of ICF, a real estate ETF, had shot up by 4% due to Blackstone Group&#8217;s purchase of Equity Office Properties Trust (EOP) for $36B, including $15B in debt in the largest private-equity deal, ever. Since EOP is a major component of the 31 REITs that [...]]]></description>
		<wfw:commentRss>http://www.experiglot.com/2006/11/21/all-this-industry-consolidations-great-but-whats-next/feed/</wfw:commentRss>
		<slash:comments>0</slash:comments>
		</item>
		<item>
		<title>My recent mistakes at value investing</title>
		<link>http://www.experiglot.com/2006/11/09/my-recent-mistakes-at-value-investing/</link>
		<comments>http://www.experiglot.com/2006/11/09/my-recent-mistakes-at-value-investing/#comments</comments>
		<pubDate>Thu, 09 Nov 2006 17:26:56 +0000</pubDate>
		<dc:creator>Leslie</dc:creator>
				<category><![CDATA[Value investing]]></category>

		<guid isPermaLink="false">http://www.experiglot.com/2006/11/09/my-recent-mistakes-at-value-investing/</guid>
		<description><![CDATA[I&#8217;ve caught myself violating one of Benjamin Graham&#8217;s main tenets by ignoring his &#8220;margin of safety&#8221; principle. Here are the gory details on the two transactions: Ergo Science Corp (ERGO or ERGO.OB) Summary: This stock appeared in the Special Situations Investing site as a going-private transaction via a reverse/forward stock split. At the time, ERGO [...]]]></description>
		<wfw:commentRss>http://www.experiglot.com/2006/11/09/my-recent-mistakes-at-value-investing/feed/</wfw:commentRss>
		<slash:comments>8</slash:comments>
		</item>
	</channel>
</rss>

<!-- Performance optimized by W3 Total Cache. Learn more: http://www.w3-edge.com/wordpress-plugins/

Page Caching using disk: enhanced

Served from: www.experiglot.com @ 2012-02-07 04:39:21 -->
