Strong Portfolio

Strong Portfolioportfolio. An extended history of profitability led
The idea of building a strong portfolio should be themany investors and analysts to believe that this
central focus for any investor looking for successfulbusiness would always be a strong investment. The
long term investing results in the stock market. Whilepast, however, is of little value in projecting future
it is true that a trader can find an occasional gemcash flows. One way to evaluate whether a
with stock buying tips or a hunch, the majority ofcompany can sustain its cash flows is to look at its
good investments will be the result of doing the dirtyearnings estimates. A company that is struggling to
work. This work will help a successful investor tomake its numbers might not prove to be a successful
discover the strengths and weaknesses of ainvestment and its purchase might not help to make
company, as well as helping to understand thea strong portfolio.
business economics and market position of theHow costly is a business to operate?
company. Such research of a company would fall inFor a strong portfolio, it is wise to consider that
the category of fundamental analysis and is importantsome companies need a lot of money to make their
to making a good decision on the purchase of aprofits, while others can operate successfully on very
companys shares and to building the strong portfoliolittle revenue. A utility company needs billions of
that you need to succeed in the stock market.dollars each time it opens a new power plant, yet an
Internet company can operate on a small amount of
A trader cant really add a company to a strongad revenue while it develops its product. The less
portfolio unless he or she knows how the company ismoney it takes for a business to survive, the more
generating its cash. This is critical and needs to beappealing it will be for someone investing in the stock
specific and void of assumptions. Papa Johns Pizza ismarket and the more desirable it is to give investors
a perfect example of such a need for understandingthe advice to add it to their strong portfolio.
cash flow. Millions of people recognize the brand forIs the company managed in a shareholder-friendly
Papa Johns; its easy to assume that the companymanner?
makes their money from selling pizzas. While PapaThe management team and its attitude towards the
Johns does make pizzas, many of the actual storesshareholders are extremely important both in the
are franchises, separately owned and makingcompanys success and in creating a strong portfolio.
products according to the ingredients and recipes ofA company that looks at its own investment
the parent company. In other words, Papa Johnsphilosophy and investment options, such as
creates the pizza and other products that itsrepurchasing shares when the stock price has fallen
franchises make. After making this connection, it israther than invest in another company is more likely
easy to see how important the relationship betweento create wealth than a one only looking to build the
Papa Johns and its franchises is both to thecompany. Reading a companys actions before you
companys value in the stock market and to a strongbuy can help make a strong portfolio.
portfolio.Is the price attractive?
How much cash does the company make and howSimply put, price is the single most important technical
quickly?analysis tool. The most common metrics for stock
Because of the time value of money, a companytechnical analysis are found because of the share
that makes a million dollars today is worth more thanprice. A $20 per share company that earns $6 per
a company that makes two million over the nextshare has a yield of 30%, but a $100 per share stock
twenty years. Making such connections betweenthat returns the same $6 only turned a 6% yield,
cash flow and time is critical to implementinghardly anything that will excite investors or cause a
successful stock market strategies.company to be included in a strong portfolio.
Can the company continue to maintain its cashThe best investment advice happens to also help to
flows?make a strong portfolio; follow the money flow. If a
At one time the American steel industry wascompany is successful at making and sharing its
considered a blue chip stock in a strong portfolio andmoney, it will be a company that has strong
countless analysts advised adding it to a stockinvestment potential.