Finding new investment ideas?

After reading the knowledge base, I am curious to hear more about how everyone here finds new investment ideas. Any views/opinions different from Saul’s position in the knowledge base?

Related, I am also curious to hear sentiments about the MF newsletters. Is the value more in the stock ideas or in the discussion of the stocks they suggest? I see many mentions of the Rule Breaker and Stock advisor newsletters but no mention of Hidden Gems which seems as if it should also be useful. Any reason it is not?

More generally, how useful are other newsletters without the discussion boards to talk about the stocks?

David

Related, I am also curious to hear sentiments about the MF newsletters. Is the value more in the stock ideas or in the discussion of the stocks they suggest? I see many mentions of the Rule Breaker and Stock advisor newsletters but no mention of Hidden Gems which seems as if it should also be useful. Any reason it is not?

It’s true that I get many more ideas from Rule Breakers. A few from Stock Advisors, probably because they tend to be more staid, and few from Hidden Gems (not sure why). I did pick up SWKS first from MF Pro, but it later got recommended by RB.

For example, of stocks I’m in or have looked at recently (I’m not invested in all of these), AMBA ANET, CELG CYBR INFN NXPI SKX SWKS SNCR OLED are all in MF RB, so I’d suggest that that be your first pick if you are interested in this kind of stock.

AMZN and CASY are my only SA picks.

PRAA and INFN are followed by HG.

INBK, SEDG, LGIH, PN aren’t followed by any of them

I feel the real value of MF paid services are that recommendations are already vetted. And (a big “AND”) the discussion boards are crucial. Other services often recommend a stock without much discussion, or just very superficial, and then you never hear anything more about it. MF is a much better service.

JMO

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My investing home is Motley Fool Pro, a portfolio service that is the foundation of where I’m invested. I visit Saul’s board to gain additional ideas and perspectives, and I might pick up his stocks from time to time. Right now I hold one and I’m watching a few others. I have also bought and sold BOFI and AMBA.

As a new CMF I have all access, it’s all new to me and I haven’t explored every inch of the services. Before that I subscribed to Stock Advisor and Pro (which includes Options, which I also use in moderation.)

For newsletters it depends on what you are looking for. I really need the discipline of belonging to a portfolio services. Other people may have more precise needs or holes they want to fill in their ports.

Karen
Ticker Guide: AMTD • See my holdings here: http://my.fool.com/profile/CMF_KBecks/info.aspx

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As a new CMF I have all access

What is CMF?

It means community Fool. I’m a ticker guide and so I help out with posting company news and fostering discussion on a specific company on the paid sites.

Karen
Ticker Guide: AMTD • See my holdings here: http://my.fool.com/profile/CMF_KBecks/info.aspx

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I feel the real value of MF paid services are that recommendations are already vetted. And (a big “AND”) the discussion boards are crucial.

Just to emphasize what Saul said about the discussion boards: Although the recs are vetted, sometimes they are overhyped, 3D Printing stocks, and some others come to mind.

The saner voices in the discussion boards provide a perspective on if a company will actually make money. Saul has himself called out of MF recs that were not viable in the immediate term when the recs were made.

http://discussion.fool.com/wprt-31429088.aspx?sort=whole#3142908…
http://discussion.fool.com/1069/my-thoughts-on-true-31764610.asp…
(RB link)

Kris

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