Jerry’s Blog–Because Wit Happens

…Sigh…

I’m not sure anyone “follows” these picks any more, now that I have fallen out of the Marketocracy Top Ten–but even though this last year was a wretched one for me I still outperformed the market, as measured by the S&P500, by 6 percentage-points:  as of my writing this, the market has lost 40% of its value in the previous 12 months, but I have only (!) lost 33% or so.  I’ve put a link to my long-term performance over in the right sidebar under “Links”.

If you do click on the link to “My Investment Performance” (right under the Twitter box), you can see I’ve done consistently well–but results were more mediocre during 2008.

I’m beating the market handily so far this year, so I thought I’d get back on the horse and share my recent purchases with you.

I’ve just bought some Cal-Maine Foods, Inc. (CALM), which is an egg distributor, and some Companhia de Saneamento Basico do Estado de Sao Paulo (SBS), which provides sewage treatment for Sao Paola, Brazil.

Why?  Well, for one thing I like the fact that each company produces a similar-smelling product.

They both showed up on my “Magic” Screen and have nice low price-earnings ratios.  Each stock took a tumble half a year ago.  I think they are due for comebacks.

In a nutshell, if I can just invest in a “CALM” manner I’ll soon be “flush” with money.  (I promise never to say anything like that again).

Good Luck and Happy Investing!