Personal Track Record
This is not an investment model
- It is a record of a member’s personal broker account as reported to Covestor
- It cannot be mirrored
May 13, 2011
Christopher Groth - View Profile
Personal Track Record
| Inception date | December 02, 2007 |
| Long/Short | Long only |
| Cap bias | Micro cap |
| Holding Period | Buy and hold |
Performance and Risk
Performance Summary (as at end of February 09, 2012)
| Inception December 02, 2007 | Member | S&P 500 |
|---|---|---|
| Month to date (%) | 4.92 | 4.41 |
| 3 month (%) | 5.60 | 4.76 |
| 1 year (%) | -2.59 | 2.09 |
| Annualized since inception (%) | -1.13 | 0.68 |
| Since inception (%) | -4.63 | n/a |
| Sharpe (annualized) | -0.04 | 0.01 |
| % of positive months | 54.00 | 60.81 |
Past performance is not indicative of future performance
Commentary - Latest Posts
-
Getting Better in a Tough Economy, June 08, 2009
- ROI of 19.5%
-Free Cash Flow of 11 Billion, Up from 5 Billion a year ago, due to reduced store expansion. I think this 11B is sustainable, and should increase faster than sales i would guess.
-Same Store sales of 3.5% in US (63% of total sales)
-Planned Expansion/New Stores in US is about 3% increase for 2010 (120 stores on 3300 existing). Expansion internationally is around 20% increase in number of stores.
-In US, converting discount stores over to supercenters, a strategy that i think will......
-
Investing in Sales Force should Pay off in long run May 19, 2009
DDMX is attractive because it is:
- capital light. Biggest Assets (as shown by it's low depreciation expense) is it's technology platform, supplies, computers, and buildings. Drivers are Owner Operators so have to provide, fuel, and maintain their own equipment.
- semi-variable expense structure. Because of their owner operator model and simple business, they can scale up and scale down relatively quickly. Contracts exist with 4500 Owner-Ops, which can be used more or less with the changes in......
-
As close to a ham sandwich as you can get May 12, 2009
- As Warren Buffett progressed in his career, he started to look for stocks which he thought of as "ham sandwich's" as they could basically run themselves because they are so simple, while still offer compelling returns. I think this stock fits that bill pretty well.
- Favored Company in a favored Industry. Environmentally and economically, rail is the future of freight transportation. Rail uses 3-4 times less fuel per ton-mile as trucking. And although it still doesn't offer all of the service......
-
Strong Company, Bought Cheap May 11, 2009
Upside
- Strong Credit Rating and reputation for being a financially sound insurance company makes it especially attractive to customers at this time
- Generates strong steady cash flow. Dividend rate is 3.5% and increasing around 10%/year. Buying back shares also at around 3%, for total return to shareholders of 6-7%/year.
- Steady Income Growth. From 2003-2007, book value per share increased 14%/annum. Although it may not get back to this point immediately, a solid 7% return is pretty dependable......
- Job Title Business Analyst
- Industry Transportation / Trucking / Railroad
- Expertise 1-5 years
- Education B.S. Engineering, Operations Research
- Year of Birth 1984
- Country United States
- State New Hampshire
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- Past performance is no guarantee of future results.
- Performance of a Personal Track Record is calculated by Covestor on a daily time-weighted basis of equity positions in the account provided by the member. It is exclusive of any commissions, fees, dividends, earnings distributions, and cash in the portfolio.
- Month to Date returns and Since Inception returns are revised daily. All other returns (month, 3 month, year to date, et al) are calculated as of the most recent month end date.
- All graph data is as of the end of day for the referenced period, unless otherwise specified.
- Benchmark returns have been calculated by Covestor using a time-weighted calculation of daily index valuations and do not include cash, dividends and earnings distributions, or transaction costs. More
- All Personal Track Record information including personal data, profiles, strategies, commentary, and historical results outside of Covestor has been provided by the Member. Covestor makes no representation or warranty of its accuracy, completeness or relevance and it does not represent the opinions of Covestor.