From 10 a.m. to 2 p.m. ET today, the team behind The
Motley Fool's real-money portfolio advisory service,
Million Dollar Portfolio, will be answering
yourinvesting questions. (Just leave a question for
the team in the comments section below.)
The philosophy
The
Million Dollar Portfolioservice has deployed the
Fool's own money in stocks from Motley Fool premium services.
The team uses a few frameworks for investing:
using OATS:
Ownership. The higher the level of insider
ownership, the better. Think of Jeff Bezos' 22% ownership
stake in
Amazon.com (Nasdaq: AMZN) -- worth about
$11 billion.
Allocation. In this case, allocation of capital
-- arguably management's No. 1 priority. Pay especially
close attention to ROIC and ROE.
Tenure. A simple but effective screen: Look for
people who've shown a passion for and developed a mastery
of their job.
Whole Foods ' (Nasdaq: WFMI) John Mackey
is a good example.
Stewardship. Are managers looking out for
customers, employees, and shareholders -- or just
themselves?
Costco 's (Nasdaq: COST) Jim Sinegal is a
terrific example of good stewardship.
Constructing a portfolio using a horse analogy:
Workhorses. Includes blue-chip dividend payers
such as
Johnson & Johnson (NYSE: JNJ).
Trotters. The tweeners -- companies that aren't
slow-growing workhorses but also aren't growing revenues
at a 50% clip. Think
Walgreen (NYSE: WAG).
Racehorses. Includes fast growers such as
Baidu.com (Nasdaq: BIDU).
The chat
Ask any questions you have about stocks,
valuations, portfolio allocation, the macro picture, emerging
markets, currencies, commodities, and the like. We have three
rules to guide the discussion:
Ron Gross , lead advisor:
TMFGreedandFear
David Meier , associate advisor:
TMFHumbleServant
Charly Travers , associate advisor:
TMFBreakerCharly
Tim Hanson , associate advisor,
international:
TMFMmbop
Rich Greifner , research analyst:
TMFTenacious
Post your questions by leaving a comment below. The team
will be responding in the comments section from 10 a.m. to 2
p.m., so check back often!
And for more information about
Million Dollar Portfolio
, enter your email address in this box:
This article was originally published as
What Do You Want to Know About Stocks? Here's Your Chance to
Ask.on
Fool.com
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