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.


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 November 30, 2012, the average annual return of the Wish List since inception is 14.02% (or a 12-year CAGR of 11.35%). This compares to an average annual return of less than 4% for the S&P 500 (or a 12-year CAGR of only 1.3%).  The producers of the Wish List, Brady Willett and Todd Alway, own shares in all active Wish List companies.

 

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