Posts by maydeem

Actively Following List of Companies to Keep an Eye

December 2nd, 2015 Posted by Stock to Watch No Comment yet

It is important for an investor to keep an eye to different companies he/she is monitoring and investing in. It may be in the form of a document or uses the web to stay updated. Just like any other investors, we at Totem, have our own list. We are revealing again our list of actively following stocks.

Before anything else, let me familiarize you with the table below.

Rank:

  • Green means to buy
  • No Color means to hold.

Symbol: Company symbol.

Name Complete name of the company.

Type:

  • Deciduous is stocks that we will hold for two to five years while
  • Monocarpic is stocks that we will hold for less than two years (most likely around one year).

List of Companies

Rank Symbol Name Type
1 KORS Michael Kors Holdings Deciduous
2 BIDU Baidu Inc (ADR) Deciduous
3 PCLN Priceline Group Inc Deciduous
4 AAPL Apple Inc.
5 LOPE Grand Canyon Education Deciduous
6 FB Facebook Inc Deciduous
7 FHCO Female Health Deciduous
8 FSLR First Solar, Inc.
9 CTSH Cognizant Tech Deciduous
10 HFC HollyFrontier Corp Deciduous
11 LULU Lululemon Athletica inc.
12 KING King Digital Entertainment Monocarpic
13 SB Safe Bulkers, Inc. Monocarpic
14 ESI ITT Educational Monocarpic
15 JOY Joy Global Inc. Monocarpic
16 COH Coach Inc Monocarpic

We are filtering dozens of public companies and add to our list those that we think undervalued and of a good balance sheet. However, monitoring all these can be overwhelming at times and we cannot put equal attention to each. That’s why we continuously filter this list and keep those that we think still substantial to us.

Written by: Maydee

Actively Following List of Stocks Revealed for the Third Time

March 25th, 2015 Posted by Stock to Watch No Comment yet

Stocks prices are volatile. You will never know what will happen to stocks the next day. If you are holding stocks from several companies, paying attention and focus to changes is a must. You don’t want to lose thousands of money, do you?

Today, we are going to reveal again our list of actively following stocks. Before that, please be guided to what the column title and the type of stocks mean.

Rank:

  • Orange means to reduce the portfolio holding
  • Green means to buy and
  • No Color means to hold.

Symbol: Company symbol.

Name Complete name of the company.

Type:

  • Evergreen is companies we will hold for more than five years.
  • Woody is similar to Evergreen but that we will not reduce our holdings even when the company stock is fully priced
  • Deciduous is stocks that we will hold for two to five years
  • Monocarpic is stocks that we will hold for less than two years (most likely around one year).

List of Stocks

Rank Symbol Name Type
1 BIDU Baidu Inc (ADR) Woody
2 AMZN Amazon.com, Inc. Woody
3 CHL China Mobile Ltd. (ADR) Evergreen
4 WMT Wal-Mart Stores, Inc. Evergreen
5 MRK Merck & Co., Inc. Evergreen
6 KING King Digital Entertainment Deciduous
7 KORS Michael Kors Holdings  Deciduous
8 PCLN Priceline Group Inc Deciduous
9 SB Safe Bulkers, Inc. Deciduous
10 OSTK Overstock.com, Inc. Deciduous
11 CTSH Cognizant Tech… Deciduous
12 LOPE Grand Canyon Education… Deciduous
13 FCX Freeport-McMoRan Inc Deciduous
14 LULU Lululemon Athletica Inc Deciduous
15 CYOU Changyou.Com Ltd (ADR) Deciduous
16 FHCO Female Health Co Deciduous
17 HFC HollyFrontier Corp Deciduous
18 HLF Herbalife Ltd. Monocarpic
19 INFY Infosys Ltd ADR Monocarpic
20 JOY Joy Global Inc. Monocarpic
21 BHP BHP Billiton Limited Monocarpic
22 COH Coach Inc Monocarpic
23 ESI ITT Educational Services Inc Monocarpic

Moreover, we researched dozens of public companies. And comparing, filtering and adding it down in our list. This is what we do to stocks that we think undervalued and of value. However, monitoring all these companies became overwhelming and we haven’t pay equal focus to each. As a result, we filtered our list then keep those companies we believed are still substantial to us.

Written by: Maydee

totem talk top 10 stocks

Totem Talk Top Ten Stocks

May 23rd, 2013 Posted by Investing in Stocks No Comment yet

Totem Talk Top Ten Stocks

Over the last 2 years, we focused on the company analysis, this is the main theme of what we do at Totem. We went over different companies then choose the company for our investment. We had to consider every aspect of the company. I’m glad to announce that today, we finally came up with our Top 10 list, we called it Totem Talk Top Ten Stocks. So what are we waiting for? Let’s get to it.

By the way, ideas from our three teams comprised this whole report. We have the Stories team who updates us with anything about the company’s management, nature of business, history, and background, and treatment with employees. Next in line is the Numbers team who’s after the financial status of the company. And lastly, the Pricing team. As the name implies, the team is responsible for the pricing of the company; if it is a candidate for a buy or not?

We consider every aspect of the company. Here are the processes we went through to come up with our Totem Talk Top Ten Stocks.

The Scale

The core purpose of this is to let us know if the company is doing well when we speak of the management, the financial health, and the market value as well. Each team has their criteria to consider and give a grade of A, B or C. If the company got triple-A from each team, then the company is a good one.

Overall Scale Stories Numbers Pricing
A A A A
A A B A
B A C B
B B B B
B A C A
B B A B
C A C C
C B B C
C C B C

The Notes

The description of the company according to our team. This is also the summary of the characteristic based on the area being discussed. This will give you the idea on the “why” the company was graded A, B or C, what went wrong and its current status.

Market Price Used

This is the stock price of the company used during the period of evaluation.

Buy, Sell or Hold

This is reflected in the area of Pricing. This entails if our team decided to Buy, Sell or Hold based on the result of the analysis.

Score

You might be wondering as to how we arrived at the score. Pointing back to all the above criteria, we came up with the points to represent each. We have also the voting as to “Yes” or “No” if the company can be included in our Top 10. Giving value, Yes is equivalent to 1  point and No is 0.5 point. For the scale, A ranges from 85 to 100, B is from 75 to 84, and C is 74 and below. Additionally, since we have this buy, sell and hold, we also have points for it. For this, Buy is 0.25, Sell is 0, and Hold is 0.125.

The Rank

This is the ranking of the company based on the score.

So out of all the 50 companies that we’ve discussed, and applying all the pointers above, allow me to present to you our Top 10 companies.

Top 10 Companies

Keep in mind that when buying a stock, you’re becoming a part owner of the company. Therefore, choosing the right company is ideal since you will hold the stocks for the long run.

On the side track, do you know that before we came up with this summary, each team faced many challenges? Yes and I can prove that myself. But what is great is we learned a lot in the process. Investing is risky and yet fun. For some fresh from the oven talk, I asked them as to what they can say about the whole process. Come on!

Views/opinions of those who performed the three types of analyses

Karla says, “My experience with the Totem Talk Top Ten Stock lists challenging yet wonderful. First of all, with stories, I managed to update and get to know more about the companies we have worked on in the past and the new ones. With this, I feel like I was trained again on how critical the scaling and grading each company was. Also, working and cooperating with other teams is great since I’m learning from them as well. Seeing the results from everyone’s hard work is truly remarkable.”

For Numbers team, Ms. Rio informed me that, “Although the process took longer [than expected], we are confident of what we had decided since each team shared its evaluation of the company based on its area. ”

And for the finale, “Totem Talk Top Ten Stocks is really brilliant!  Every information you need to know about the company for investment purposes you can find in one place. Like 3 in 1; Stories, Numbers, and Pricing. Great!, ” said Cris of our Pricing team.

This report seems to be easy when you look at it. And that is our goal; to share with you this list in the simplest form possible. But trying to dig down on the behind the scenes, you will find out just how big the effort was. So what more can I say? The experience is hard, needs a lot of patience but truly amazing.

Thank you for reading.

Note:

Research Reports can be found under the company tab.