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The Wall Street Wish List is an investment newsletter focused on finding undervalued companies that 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.

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.

As of December 30, 2016 the average annual return of the Wish List since inception is 10.06% (or a 16-year CAGR of 8.67%).  This compares to an average annual return of less than 6% for the S&P 500 (or a 16-year CAGR of only 4.17%).  The producers of the Wish List own shares in all active Wish List companies.

All data and information within these pages is thought to be taken from reliable sources but there is no guarantee as such. All opinions expressed on this site are opinions and should not be regarded as investment advice.  Copyright © 2000-2017.  All Rights Reserved.