In order to encourage more idea sharing GuruFocus hosts a
monthly value idea contest. We will reward qualified value idea
submissions $1000 if the idea double in 12 months. Qualified
authors will also receive $100 per submission. The submissions
will be evaluated monthly. These are July's submissions:
These are the scores that the submissions received in different
areas:
|
author
|
Contest Aug. 2012
|
Symbol
|
Business Quality
|
Financial Strength
|
Management
|
Analytical Depth
|
Undervalued?
|
Presentation
|
Comments
|
Total
|
| kfh227 |
Time to Buy Research In Motion? |
RIMM |
3 |
4 |
3 |
4 |
4 |
4 |
4 |
26 |
| Invest E Gator |
Supervalu Is a Super Investment Value |
SVU |
2 |
2 |
2 |
5 |
4 |
4 |
4 |
23 |
| Gaffey |
Aflac - Value Idea Contest |
AFL |
3 |
4 |
3 |
3 |
4 |
2 |
3 |
22 |
| Chandan Dubey |
Applied Materials offers stability within the
volatile tech sector |
AMAT |
3 |
4 |
4 |
4 |
4 |
4 |
4 |
27 |
| Jean-Fran�ois Nobert |
RIM Success Lies in Paradox |
RIMM |
3 |
4 |
3 |
5 |
4 |
4 |
4 |
27 |
Therefore, the performances of the top five qualified ideas
(those will score of 26 or up) will be tracked. The authors will
be paid $1000 if their ideas double. Each of them also received
$100 for the submissions.
These are the comments on these submissions.
Time to Buy Research In Motion?
A contrarian view on RIMM. The valuation is conservative. There
is a lot of uncertainty with the situation. At this price, it
seems to be a higher upside, low downside position.
Supervalu Is a Super Investment Value
A poor-run company which is probably not as bad as it is. But the
management is not trustworthy, the financial situation is bad,
although it might be getting better. Overall risk is high.
Aflac - Value Idea Contest
Please follow the required format for contest submissions.
Aspects such as financial strength, management, valuation needs
to be covered. Preferred in sections.
Applied Materials offers stability within the volatile tech
sector
An interesting idea in a tough business. The stock maybe
undervalued.
RIM Success Lies in Paradox
A detailed review of a one-time hot company. The stock is now
traded at liquidation value. The perception from the market is
all negative. The downside risk seems to be small.
The performances of the contest submissions are tracked here.
Performance Review
Among the ideas submitted in April and June, QUAD (see A Great
Company at a Wonderful Price in a Terrible Industry - QUAD)
gained 27%. Leucadia (
LUK
) (see Value Contest Submission - Leucadia) has lost almost 8%
since submitted in April.
FLIR
lost 4% and
ONE
lost 20%.
The contest is open for August. The deadline for each month's
submission is the end of the month. Please submit. If your
submission doubled within 12 months of submission, you will win
$1000.About GuruFocus: GuruFocus.com tracks the stocks picks and
portfolio holdings of the world's best investors. This value
investing site offers stock screeners and valuation tools. And
publishes daily articles tracking the latest moves of the world's
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.