I finished my last post with a question: ‘So, shall we continue with this TGISVP experiment in 2013..?!‘
Despite the relative comment silence, an emphatic ‘Yes!‘ appears to be in order. The success of the series was evidenced by the strong surge in Q1-2012 page views, and the significant level of out-performance enjoyed by each of the TGISVP Alpha & Beta Portfolios last year. I’d first recommend a quick review of my first TGISVP post last year as a primer, but we need to cover some important points here:
- I’m planning to (briefly) review & set a price target for all Irish companies.
- An Irish company is any company which conducts a major portion of its business in Ireland, is (genuinely) headquartered in Ireland, and/or whose management/directors/shareholders/history are predominantly Irish.
- Sure, it would be marvelous if I covered all companies simultaneously. But life (& investing) are never so convenient… I reckon there’s about 70 companies to cover, so I’ll give myself an end-March completion deadline.
- This is TGISVP-Yr II, so perhaps this will all move along much quicker this year – who knows?! To add some spice, I plan to cover companies in random order this time ’round.
- For each stock, I’ll include their website link & most active ticker for reference. I’ll also link my 2012 TGISVP post (and/or a more recent post). May be worth a look – the more I wrote last year, perhaps the less I’ll write this year. Hmm…
- I’ll actually include my price target & upside potential in each post this year (not just in the accompanying Excel file – but plse consult it for more detailed figures & calcs.). I was amazed to see readers argue with me last year, when they clearly hadn’t even bothered to check my actual price target!?
- Most importantly, please read the Disclaimer again! This is purely a research exercise, designed to construct & track the performance of a no. of notional Alpha & Beta Portfolios. All valuations are rough & ready – I’d perform far more detailed research if I was actually planning to buy a share. You should too!
- I’ll highlight any companies I own. You should note: I may not own, or even dream of buying, some of the highest upside potential stocks. There are always other equally important…
