Suncoast Equity Management

Why cash flow is king in our portfolio

We own businesses that generate excess cash, and this abundance of cash allows our companies to invest.

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Manager Commentary Donald Jowdy on 3 Apr 2012
Why we own W.W. Grainger and Abbott Labs

Right now, a disproportionate number of consumer-based companies fit our valuation criteria.

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Manager Commentary Donald Jowdy on 22 Feb 2012
3 ways to succeed in picking stocks

Our foremost belief is that over time stock price follows earnings growth.

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Manager Commentary Donald Jowdy on 17 Jan 2012
Here's where Google makes its gobs of money

It's almost entirely from ads, and 4 of the 5 most expensive keywords on AdWords are for financial services.

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Best of the Web Mick Weinstein on 6 Sep 2011
This moment requires courage and fundamentals - Suncoast Equity

Author: Donald Jowdy, Suncoast Equity Covestor model: Suncoast Equity Fears of another dip in the U.S. Economy, European banking stress, specifically Italy and Spain, and efforts by the Swiss and Japanese policy makers to reduce the value of their currencies contributed to a sharp decline in equities and commodities in August. These factors, along ... read more

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Manager Commentary Mick Weinstein on 26 Aug 2011
Guilty plea in leaked Apple secrets via 'expert networks' (AAPL)

Walter Shimoon has added to the tally of guilty pleas associated with so-called 'expert networks,' which the U.S. government claims is less 'expert' and more 'insider.' According to the New York Times, Walter Shimoon, a former employee at electronic manufacturer Flextronics, is the 12th person to plead guilty in the government’s investigation of expert network ... read more

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Positions Frank on 7 Jul 2011
Google searching Hulu for acquisition opportunity? (GOOG)

Google (NASDAQ: GOOG) is reportedly looking at streaming online television provider Hulu as a potential purchase: Hulu has begun meeting with potential buyers including Google, Microsoft Corp. and Yahoo Inc. to drum up interest in a sale, said these people, who requested anonymity because the discussions are confidential. The presentations to the potential suitors are a ... read more

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Positions Frank on 6 Jul 2011
Microsoft to enter China as Baidu partner; holding of these Covestor models (MSFT, GOOG)

In early 2010, Google (NASDAQ: GOOG) pulled out of mainland China. Fast forward to this week, and it has been reported by The New York Times that Microsoft (NASDAQ: MSFT) - the current #2 in online search with its Bing search engine - has reached an agreement with Baidu.com, China's largest incumbent search engine, to ... read more

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Positions Frank on 6 Jul 2011
How Apple uses its $50 billion cash hoard to crush rivals (AAPL)

Apple (NASDAQ: AAPL) is sitting on a massive cash hoard. When investors and techies speculate about what the company might do with its dough, answers tend toward acquisition targets. But the following, posted on Quora anonymously by someone who appears to know the business well, posits that Steve Jobs and his team are already putting ... read more

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Best of the Web Frank on 5 Jul 2011
What the huge Skype purchase will do for Microsoft (MSFT, EBAY)

On 5/10, Microsoft (NASDAQ: MSFT) announced it had reached an agreement to buy Skype from its current owners, including eBay (NASDAQ: EBAY), for $8.5 billion. According to The New York Times, the deal helps MSFT expand its role in telecom, which has declined in recent years but is experiencing a resurgence with Windows Phone 7: ... read more

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Positions Frank on 11 May 2011