Peridot Capitalist

Peridot Capital’s 2010 Select List will come out in January (our 2009 list is up 43% year to date versus 25% for the S&P 500) and I wanted to give my readers a way to get a copy for free (regular price is $24.95).
A new web site called Investimonials has been launched that collects reviews [...]

I recently did an interview with the investment site “Behind The Spread” which focused on learning about the backgrounds of various investment professionals.  They are interviewing the genius investors on KaChing and it was my turn in line. If you would like to learn a bit more about me and my investment philosophy, you can [...]

A while back you may recall I published some free equity research on a new web site called KaChing. I have been working with the site’s creators for a couple of years now and they recently launched a service that I am a participating in.
KaChing started as a Facebook application that allowed anyone to manage [...]

The following is a research update to Peridot Capital’s Select List model portfolio. Readers may sign up for a 30-day free trial to the Select List which has outperformed the S&P 500 by more than 8% year to date.
Taking Profits in Cheesecake Factory
April 22, 2009
After a 49 percent increase in the Select’s List consumer discretionary [...]

This is a common question many people are trying to figure out these days. Can they retire? If so, when? Will they have to work longer than they thought just a year or two ago? What kind of investment returns are required to retire when they want to? What are the best investment options to [...]

I just wanted to thank the folks over at 24/7 Wall St. for once again naming this blog one of the 25 best financial blogs on the web. In case you are curious about the others that were recommended, here is a link to their list, which links to each of the 25 blogs:
http://www.247wallst.com/2009/01/it-has-been-ove.html

Enjoy this [...]

After a near 40% decline in the broad market in 2008, there are tremendous bargains for investors willing to commit capital when the headlines are dismal. With the spread between treasury bond yields and equity dividend yields the widest since the 1950’s (the S&P 500 pays 3.1% versus the 10-year bond yield at 2.1%), dividends [...]

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This blog will be moving to a new server over the weekend, so if the site is down periodically in the next couple of days, that is why. I am not expecting major issues, but the rss feed conversion could pose the most risk to being a bumpy transition. If you have trouble getting content [...]

One of the most frequent requests I get from readers is a way for them to access continually updated views on the stocks I have blogged about in past postings. Obviously my clients can see what I am doing and can always initiate discussion with me to get my views, but readers of my blog [...]