While Some Investors Swing For The Fences, VE Continues To Bring In Runs With Consistent Performance

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Since November 2008, the www.ValueExpectations.com (VE) blog has been providing readers lists of companies either by using proprietary variables or creating theme portfolios to give our thoughts on which companies we believe are best suited to outperform their chosen benchmarks and sector peers. By using The Applied Finance Group’s (AFG's) institutional quality research and valuation model, VE looks for strong Economic Margin companies, quality management teams, and companies that have low expectations priced into their stock, among other key variables. Companies that have these characteristics have proven to outperform over time. Professional investors often look to AFG’s Buy/Sell list as a starting point to find new holdings and avoid potential torpedo’s (see AFG buy/sell spreads since 1998).

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Here is a summary of the performance experienced by the company lists we have recommended since November 2008:

• VE has published 93 blogs with company recommendations included, tracked as equal weighted portfolios.

• VE has recommended 566 companies as companies likely to outperform their benchmark.

• 62 of those company lists outperformed their benchmark while 31 underperformed.

• The average outperformance of VE company lists vs. their benchmarks is a solid +10.6%.

Below is a look at 10 of our top performing company lists and how they performed relative to their benchmark as well as the percentage of companies that outperformed within each list (batting average).

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