FR: 7 Smaller Banks Worth Considering

Note: I was trying to do all these “Fool Revisited” posts sequentially based on when they were initially published but I somehow managed to miss this one. So while it was the ninth article I ever had published at The Motley Fool, it has become the 23rd article published in this series. This will probably happen again, but I didn’t want anyone to be confused by the weird start date after having so many other recent articles with an October 2011 publication.

Article: 7 Smaller Banks Worth Considering

My next “Fool Revisited” piece was the first of many articles that I would write about small or regional banks. Little did I know at the time that I would eventually make my “living” writing about small regional banks, but I thought I had found a niche and tried to exploit it. Whether or not it worked remains to be seen, but I was able to use my “expertise” about these banks to do pretty well for myself as a writer, generating a ton of articles when these little banks came up on earnings or were acquired in along the way. Continue reading

FR: The Force Is Strong With this Retailer

Article: The Force Is Strong With this Retailer

My first “Fool Revisited” piece for the week is about a retailer, and I don’t know the source of the clever title and lede of the article, though as indicated in the article’s disclosure, it may have been a recent viewing of the Star Wars saga. Combined with the looming departure of founder and CEO Craig Jelinek from Costco (Nasdaq: COST), I used the tale of Obi-Wan Kenobi to paint a way forward for the warehouse retailer after a change of leadership.

I probably thought I was being pretty clever with the whole thing. In reviewing the article, it seems to be solid analysis, and the performance of the stock in the time since publication seems to bear this out. In re-looking at this article, I wanted to take a look at the three metrics I used to evaluate Costco: gross margin, CAGR, and P/E ratio. I’ve been a fan of Costco as a company since my time at the fool – and have been an investor in the past – but whether it can maintain its competitive advantage remains to be seen. Continue reading