Growth Stock Strategist

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stksn
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stksn
October 4, 2013 3:28 pm

This is a long-term small cap value investing letter. Jim Fink provides one momentum and one value pick each month with buy-below price, as well as market commentaries and educational articles. As with his options service, the educational value is tremendous. He busts investment myths based on solid back-tested statistics. This include how to time severe market collapse, portfolio correlation check, balance-sheet reading, key lessons from Peter Lynch/Buffet and so on. His analysis is also free from voodoo-magic chart analysis, and his picks are mostly based on strong fundamentals and intrinsic value. If not, he always provides facts and statistical evidences. It was interesting to read his counterstatement against an irrational analyst downgrade (the analysts in question had a very bad track record etc).

Performance-wise, so far value picks are highly accurate and performing very well (up 26.48% at the time of writing, with two 50% gainers out of 13, the only stock with a “negative” return is minuscule at -1%). On the other hand, momentum picks are a mixed bag with up 7.55%, three negatives out of 13. However, he provides a clear roadmap which suggests an average holding period of two to three years, and how many stocks he will hold in the future.

The customer support is amazing. He promptly answers your question on the subscriber forums, sometimes even on holidays.

Overall, I recommend this letter if you are interested in an “old-school” but rock-solid value investing. I give a 3-stars on consistency only because it is still too early to judge about it. The only downside is, unlike his options service, this letter doesn’t include seasonality analysis – which I personally would like to see – but I understand why.

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