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Scorecard #6 – Apples and Oranges

… The hardest part about value investing is having the discipline to be extremely patient. Attractive opportunities to buy shares of excellent companies on the cheap don’t come along very often. Market panics are a good source but far too infrequent. More often they come in the form of companies that are encountering a temporary problem and the market overreacts.

Jan, 10, 2013

Joy Global

… But I recently made an exception to my commodity-sector aversion when I purchased shares in Joy Global Inc. Joy is a Milwaukee-based company that makes high-productivity mining equipment.

Oct, 14, 2012

Home Capital

… Many people fear the Canadian housing market is doomed to crash – and those fears are reflected in the stock price of Home Capital Group Inc., Canada’s largest non-traditional mortgage lender.

Aug, 08, 2012