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The aim of Conscious Investor
is to help investors find their own quality companies selling
at profitable prices. Sometimes it can speed up this process
by seeing what others have done – and, more importantly,
to know why they have done it. For this reason Conscious
Investor has a Watch List and a Model
Portfolio. We also provide regular reports.
Watch
List The Watch list consists of companies that we
would consider investing in but are still a little too expensive.
Subscribers are given summary
analyses of each of the stocks in the Watch List.
Model
Portfolios The Model Portfolios are two portfolios
of stocks prepared by Professor John Price that were started
in March 2003, one for the USA and one for Australia.
Reports
We regularly mail a detailed reports
on USA and Australian companies. To make it easier to compare
companies, these reports always follow the same format in
four parts: Introduction, Understanding the Company, Conscious
Investor Quick Analysis and Determining the Price. They
contain many screen shots from Conscious Investor.
Frequently the reports contain interviews
with senior management or recent statements by them. Also
there is an analysis of the economic moat of the company
in terms of its type, strength and durability.
Subscribers, particularly the newer
ones, like to follow through the steps in the reports by
getting the same images and numbers on their computer monitors
by using Conscious Investor. This is a both a learning tool
and a confirmation that they understand the analysis methods.
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