Name |
Company |
Ticker |
Time Period |
Industry |
Category |
Summary |
Total Return |
CAGR |
Source |
Star |
Peter Lynch |
Maine Sugar |
OTC:MSUG |
1967-1969 |
Sugar Beet Refinery Plant |
Whisper Stock |
Whisper Stock |
-100% |
-100% |
One Up on Wall Street |
|
Peter Lynch |
L'eggs/Hanes |
NYSE:HBI |
1969-1979 |
Clothing Manufacturer |
Product Innovation |
Biggest Product of 70s |
600% |
18% |
One Up on Wall Street |
|
Peter Lynch |
Service Corporation International |
NYSE:SCI |
1969-1987 |
Funeral |
Roll-Up |
Rollup mom and pops in a boring industry |
14400% |
30% |
One Up on Wall Street |
* |
Peter Lynch |
Kaiser Industries |
- |
1971-1977 |
Conglomerate |
Sum of Parts |
$10 for $40 breakup value, dropped to $4 |
130% |
13% |
One Up on Wall Street |
|
Peter Lynch |
Polaroid |
NSYE:PRD |
1973-1974 |
Camera |
Technological Edge |
Overpriced Blue Chip |
-89% |
-77% |
One Up on Wall Street |
|
Peter Lynch |
Warner Communication |
NYSE:WCI |
1977-1977 |
Media |
Strong Brand |
Mistake of selling b/c of technical reason, not fundamental |
46% |
46% |
One Up on Wall Street |
|
Peter Lynch |
Fannie Mae |
NYSE:FNM |
1977-1993 |
Mortgages & MBS |
Cyclical/Product Innovation/Low Cost Operator |
Cyclical play + low cost operator + growing a wonderful business |
1570% |
17% |
Beating the Street |
* |
Peter Lynch |
Toys R Us |
NASDAQ:TOYS |
1978-1985 |
Discount Toy Retailer |
Low Cost Operator |
Selling because short-term market action, underestimated fundamentals |
5700% |
65% |
One Up on Wall Street |
* |
Peter Lynch |
La Quinta Motor Inns |
NYSE:LQ |
1978-1987 |
Hotel |
Niche |
Underpriced growth stock because of insider selling, early in growth |
1100% |
27% |
One Up on Wall Street |
* |
Peter Lynch |
The Limited |
NYSE:LTD |
1979-1987 |
Clothing Retailer |
Cutting-Edge Fashion |
Ignoring what's in front of you |
10500% |
80% |
One Up on Wall Street |
|
Peter Lynch |
Chrysler |
NYSE:C |
1982-1987 |
Car |
Cyclical/Turn Around |
A low cost producer in a cyclical environment, turning it around |
1500% |
75% |
One Up on Wall Street |
* |
Peter Lynch |
Bildner and Sons |
- |
1986-1988 |
Premium Sandwiches |
Franchise |
Great business, poor execution |
-95% |
-60% |
One Up on Wall Street |
* |
Peter Lynch |
Pier 1 Imports/Sunbelt Nursery |
NYSE:PIR |
1991-1993 |
Furniture |
Franchise |
10x PE with growth |
300% |
12% |
Beating the Street |
|
Peter Lynch |
Saving & Loan Banks |
- |
1991-1996 |
S&L Banks |
Special Situation/Low Cost Operator |
Special situation and great operators |
44% |
20% |
Beating the Street |
* |
Peter Lynch |
General Host |
NYSE:GH |
1991-1993 |
Garden Nursery |
Relative Value |
Discount retailing doesn't work everywhere |
0% |
0% |
Beating the Street |
|
Peter Lynch |
Sun Distributors |
NYSE:SDP.B |
1991-1993 |
Autoparts and Glass |
Special Situation |
MLP + Strange capital structure, incentive to realize breakup value |
120% |
30% |
Beating the Street |
* |
Peter Lynch |
Body Shop |
LSE:BOSU |
1992-1993 |
Natural Skincare/Cosmetics |
Franchise |
A great industry, business, expensive price |
-57% |
-57% |
Beating the Street |
* |
Peter Lynch |
GM |
NYSE:GM |
1992-1993 |
Car |
Cyclical |
A cyclical play with a myopic management, but strong business |
87% |
37% |
Beating the Street |
|
Peter Lynch |
Supercuts |
NASDAQ:CUTS |
1992-1995 |
Discount Haircuts |
Franchise |
Cheap haircuts, but bad haircuts, poor execution |
0% |
0% |
Beating the Street |
|
Peter Lynch |
Blockbuster |
NYSE:BBI |
1992-1995 |
Discount Haircuts |
Franchise |
Cheap haircuts, but bad haircuts, poor execution |
0% |
0% |
Beating the Street |
|
Peter Lynch |
CMG |
NYSE:BBI |
1992-1995 |
Exercise Machines |
Franchise |
Cheap haircuts, but bad haircuts, poor execution |
0% |
0% |
Beating the Street |
|