On Aug. 24, GuruFocus launched a forum where users can share value investing ideas through four channels: Warren Buffett (Trades, Portfolio), Investing Ideas, Books and General Discussion. We are pleased to announce theForum celebrated its one-month anniversary this week.
The top Forum posts from September highlighted several perspectives on investing, including the retail sector and intrinsic value of companies. For example, users discussed the volatile retail sector, especiallyAmazon.com Inc.s (AMZN, Financial) merger with Whole Foods Market Inc. (WFM, Financial). We also had some posts about shorting Sears Holdings Corp. (SHLD, Financial), a financially-distressed company that Fairholme manager Bruce Berkowitz (Trades, Portfolio) still owns over 28 million shares of as of Sept. 29.
We also asked what stocks users would buy if the valuations were reasonable. Top stocks included Church & Dwight Co. Inc. (CHD, Financial), Nike Inc. (NKE, Financial), Markel Corp. (MKL, Financial), Amazon and Daily Journal Corp. (DJCO, Financial). Among these five companies, I would choose Nike even though the majority said they would stick with Amazon. Nike reported strong sales growth in international markets during the quarter ending Aug. 31, as discussed in a previous article. The company maintained a profitability rank of 8 and a GuruFocus business predictability rank of 4.5 stars.
We will announce the winners soon
We encourage our users to keep posting to theForumso it will grow.
Disclosure: The author has no positions in the stocks mentioned.