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Real-Money Stock Picks / Alyce Lomax

URL:  http://boards.fool.com/i-think-it-is-at-60-net-roic-in-2-years-alyce-30516518.aspx

Subject:  Re: Alyce - the best performing portfolio at Foo Date:  1/30/2013  8:56 PM
Author:  kahunacfa Number:  1294 of 1976

I think it is. At 60% net ROIC in 2 years, Alyce is crushing every TMF portfolio or index out there. What is really amazing is how Alyce's portfolio has the lowest risk around in terms of companies selected and also with 40% of portfolio in cash! I think this is astounding.

This has confirmed my long standing belief that chasing down the risk automatically takes care of rewards. Note - I consider treasury bonds to be rather risky as they protect only paper not wealth. So stocks come in naturally. By insisting on SRI, Alyce has automatically reduced the risk in her portfolio. I think she will do rather well with being appointed as a portfolio manager of any mutual fund or TMF portfolio service. I hope this is being noted.
- anuragupta | Date: 1/30/2013 10:12:53 AM | Number: 1293


Yes, absolutely outstanding portfolio returns -- better than mine. Mine only 58.4% compounded 2009 - 2012 <3-years> but off the 2009 Market lows.

One of my very best all-time individual public company investments Apple Computer(AAPL) then just Apple(AAPL) -- $5.125 <split adjusted> through present.

I first met Steve Jobs, Steve Wozniak at the 1980 Morgan Stanley/Ben Rosen Electronics Conference held at the Lake Geneva Playboy Club <Yes, tacky I know; that was where it was held. Apple was then not a public company, I believe. I first bought Apple shortly after Apple Computer bought Steve Job's next start-up company - NEXT. Apple was $10 1/4 per share -- later split two shares for one share, reducing cost to $5.125 per share. Did not buy Apple until Decembre 1997.

Then Bill Gates at Microsoft had Microsoft invest in Apple to give the then rapidly deteriorating company a cash cushion, just in case. Jobs then introduced the iMac, all-in-one desktop in the primary colors. There had been other all-in-one PCs before -- the Trash 80, for example from Tandy as well as the Televidio CP/M operating System computers and the DEC Rainbow running UNIX or CP/M.

Kahuna, CFA
Investment Professional
1974 - Present
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