In the month since my last portoflio update, my portfolio is up 8%, most of this coming from Overstock's > 40% gain and K-Swiss' 11% gain. This article looks at each stock and if I should buy more.

I went over how I found each of the companies I currently own to show how easy it is to find potnetial companies to own.

In a sequel to my Netflix article I discussed whether or not it has a wide moat.

After its recent run-up is Netflix still a candidate for a value investor?

If Best Buy is facing difficult times, Circuit City will be shellacked

I review my portoflio and briefly look over some new ideas

WU fell 5% on news I believe will not have a long-term effect so I re-did my valuation and decided to buy more. I also looked at Netflix which I found to be a great comapny that may be more than 50% undervalued.

I currently have 4 'long-term' holds, one special situations and 30% cash. I discuss my holdings and five potential stocks I could buy soon.

Value Discipline hosts the fifth weekly edition of the Festival of Stocks. Posts include discussions of Blockbuster (BBI), iPass (IPAS), Estee Lauder (EL), and Factory Card and Party Outlet (FCPO) among others. The Festival also includes a review of Christopher Browne's new book, "The Little Book of Value Investing".