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Any investor that has followed the techniques of Kenneth Fisher, writer at Forbes magazine for over 25 years and investing guru, has discovered that Fisher’s methodology is ever being refined. Aside from his P/S ratio introduced in his book, “Super Stocks,” Fisher also introduced investors to a "price to research ratio." You will still discover Fisher occasionally talking about the P/S ratio, but the price to research ratio appears to have disappeared from the radar screen. 
Kenneth Fisher just reported his fourth quarter portfolio. He has been always bullish with international market. He purchases a number of emerging market ETFs and bond ETFs. As of 12/31/2011, Fisher Asset Management, LLC owns 468 stocks with a total value of $33.5 billion. These are the details of the buys and sells that have the impact to portfolio of more than .1%. This is the third quarter portfolio of Fisher Asset Management, LLC. As of 09/30/2011, Fisher Asset Management, LLC owns 457 stocks with a total value of $30.1 billion. These are the details of the buys and sells.
Kenneth Fisher’s top portfolio picks are mainly large, multinational tech, medical and oil conglomerates that he has held over the long term. The philosophy of his $43 billion firm, Fisher Investments, is that the supply and demand of securities alone determines their pricing, and the only way to get an edge over other investors is to find information not widely known about the companies or to interpret it differently from the general consensus. Ken Fisher just reported his first quarter portfolio. As of 03/31/2011, Fisher Asset Management, LLC owns 488 stocks with a total value of $38 billion. These are the details of the buys and sells.Fast-food chains often shine during a late bull market. John Schnatter of PAPA JOHN'S INTERNATIONAL (PZZA, 31) is my pick for this industry. His restaurant chain has 600 stores and 3,000 franchisees spanning America and internationally. In 1983 he sold his 1971 Camaro Z28 for $2,800 to finance a pizza kitchen in his father's tavern. He bought the car back in 2009 for $250,000 and offered Camaro owners a free pizza. Likable, handsome, a charmer, he is also a regular fellow, reminding me of a mix between Chuck Schwab and late-1970s Chuck E. Cheese hero Nolan Bushnell. The stock is at 70% of annual revenue and 12 times my estimate of 2011 earnings.You can read the rest of the recommendations in Forbes.com here.
Now, I think we’ve returned to a world in which we see a growing dispersion of returns among and within categories. And the correlations fall. Picking becomes much more important than it has been – the picking of categories and also the picking of sub-categories and individual stocks.Continue Reading »
This is the latest column from Ken Fisher. He thinks that 2011 will be a year for stock pickers. that is, most of us on GuruFocus. I could not help imaging what will Ken Fisher and John Hussman say to each other if they ever meet. The former is always optimistic towards the stock market and the later has a tendency to be skeptical towards things. With Election over and holiday seasons around the corner, money manager Kenneth Fisher is rather jolly these days.We haven't had a negative stock market return in either the 6 or 12 months following a midterm election since World War II. Continue Reading »
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