About The Wish List

The Wall Street Wish List is an investment newsletter focused on finding undervalued companies the trade primarily on the North American equity markets. The flagship Wish List report is published annually at the end of December and subsequent reports occur quarterly.


Investment Philosophy

We have historically selected companies using a strict menu of value-orientated investment criteria, with our main focus being a company’s balance sheet. However, as traditional value investment opportunities have been squeezed out of the marketplace our approach has evolved to include dividend focused investments, turnaround companies, and special situation stocks. In short, our investment philosophy is to exploit undervaluation wherever it may exist in the equity markets.  We are long-term investors, but we are also not against locking in profits when share price appreciation outdistances a company’s fundamentals.

Companies

On an annualized basis the total return of the Wish List since inception is currently 18.5%, while on an average annualized basis the return has been 13.46% over the last 9-years. The producers of the Wish List, Brady Willett and Todd Alway, own shares in all active Wish List companies.