Port Wren Capital, LLC    

                   Finding Value InvestmentsSM



[Home] [Services] [Research] [Performance] [Digest] [Newsletter] [What's New] [About Us] [Prior Reports] [Resources] [Buffett Report] [FAQ] [Contact Us] [Policies]

Investment Headlines: Beware Long-Term Investing


"Just sold one position and made 20% in less than a year." Roger D.

"Valuable information on US Steel. Thanks." Kartik S.


"Your research is solid and I read all of your reports. Yes I would recommend your subscription service." Bill M.

"Appreciate research on AA."  Investment Executive, Raymond James Financial Services Jerry R.

"The research performed by Port Wren Capital has allowed me to invest into the stock market comfortably and profitably. The difference between most services and Port Wren Capital is that they are only providing research and not handling my money in the market." Josh B.

"I agree, Top Pick for 2016 and beyond." Leo B.   

"The drastic drop in oil must be forcing some firms to liquidate other positions, good positions, like being long BHI. Down here at $47.80 is a true gift. I'll be buying more if it remains this low." Tony M.

"THE best article on GILD in a long time!!!" Charles V.

View EXCLUSIVE RESEARCH by Port Wren Capital

Proven performance since conception

Detail analysis on value investments

Independent, proprietary research on promising undervalued stocks


Try our practical investment research for two full weeks, TOTALLY FREE with limited features. 

View over 30 actual Buy Research Reports, glimpse at some actual Update and Sell Research Reports as well.

View our service first hand, and then decide for yourself if it is right for you.

Invest before you ever pay a dime

It's complimentary, just sign up to get access.


Book a Meeting

 Tell a Friend


First hand news on many aspects into the world of value investing in your E-Mail box each month.

With our value investing monthly circular newsletter, The Contrarian NewsletterSM

It's complimentary now for six months! Normally a $120.00 value for twelve months.


Have you really looked at some of those headlines in the financial papers? The other day while perusing a very well-known national business and financial weekly, we could not help but to notice some of the headlines on the articles. One in particular caught our attention. It was titled, “Stocks Rally 2% on Week, Helped by Banks.”

It was a catchy title. But, after thinking about it, what’s an upward swing of 2% in the stock market, especially in just a short period of only one week. That’s only five days. And if you think about it in terms of hours – the market is open from 9:30 to 4:00 each day. So, 6.5 hours times five days are 32.5 hours. What is that amount of time in relation to a year? Now let’s assume we have only two hundred and sixty trading days. Really it is less if you consider Holidays. If you take the 260 days times 6.5 hours, you’ll get 1,690 hours for an entire year.

Next, let’s take the 32.5 hours (for our one week) and divide it by the 1,690 hours (for the year). You’ll get a whopping 1.23% glimpse in time of the US stock market. That’s 1.23% out of 100%. And remember that is just for only 12 months. For long-term investors that follow Ben Graham’s philosophies, most value investors would find the entire concept to say the least a waste of a serious investor’s time. Therefore, for us, we did not even read the article. Admittedly, we are contrarian investors, so we’re sure thousands of people did in fact read the article and found it interesting. And most likely some individuals ran out and bought some stocks based on it. Please don’t get us wrong. We’re not trying to put down the article. Especially, since we didn’t even read it.

Our point is to remind the retail investor that investing requires a long-term focus if you want to make above average returns and you are better severed not following the masses. I recall a fitting quote by Sir John Templeton, (stock investor, businessman, author and philanthropist), “It is impossible to produce a superior performance unless you do something different from the majority.” Many of our readers ask how to separate the noise in the market from the really meaningful information. Hopefully this helps in part to address that question. In simple terms, we recommend you stop and think about the particular information at hand. To play it safe, initially assume it is noise until proven otherwise. And ask yourself if it is logical, or if it makes any real sense. Also, we suggest that you conduct research and see if you can find additional resources that support the information that you are questioning. Try to verify it using many different sources. In general, most information, like the article mentioned above is not what we call “actionable” information.

We have disclosed some specific investment opportunities using the above strategies to our subscribers in our PWC STOCK REPORTSSM subscription service. They have access to our security analysis pointing to undervalued companies with above-average returns over the long-term.  

At Port Wren Capital, LLC, we specialize in picking specific undervalued U.S. stocks using fundamental analysis developed by Benjamin Graham using a five step process. We have beaten the S&P500, DJIA and NASDAQ benchmarks since we started 5 years ago on our own investments. Discover the difference for yourself. To learn more contact us today.

Published: 10/2/16





Back to Digest









































































Investment Research ExpertsSM

Contact Information

E-Mail: Info@PortWrenCapital.com
Phone: 803-415-1935 

[Home] [Services] [Research] [Performance] [Digest] [Newsletter] [What's New] [About Us] [Prior Reports] [Resources] [Buffett Report] [FAQ] [Contact Us] [Policies]


Copyright © 2013-2019 Port Wren Capital, LLC. All rights reserved. Port Wren Capital LLC logo, PWC Stock Reports, Finding Value Investments, The Contrarian Newsletter, and Investment Research Experts are registered service marks of Port Wren Capital, LLC or its affiliates.