Using Mean Reversion and Momentum for Possible Advantage

(via alephblog.com)

One of the challenges of fundamental investing is trying to find decent ideas that are off the radar. There are a number of ways to try to do that by looking at: smaller foreign companies companies that have made some significant losses. companies where the relative performance is so awful that...

Performance - Week Ending 08/29/2014

(via waxink.blogspot.com)

Lemons remind us to examine things more closely before we swallow what is being offered.

What We're Reading ~ Hedge Fund Links 8/29/14

(via www.marketfolly.com)

Hedge funds hunt for clues in Treasury tax inversion limit [Bloomberg]

The best short seller you've never heard of [HFIntelligence]

Why you should avoid the hottest hedge fund hands [CNBC]

Investor satisfaction with hedge funds falls [FINalternatives]

Big funds continue to bring in the big...

Down 25% Each, Is It Time to Buy Ruger and Smith & Wesson?

(via www.magicdiligence.com)

With both of the Magic Formula® gun stocks down 25% or more this year, is it time to consider pulling the trigger on a buy?

Xaar - Aaaargh!

(via www.iii.co.uk)

The staged collapse in Xaar’s share price seems to have thrown up a glaring value opportunity. The company’s volatile business model makes it difficult to love though.
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Two Portfolios. Pick One.

(via alephblog.com)

I’m going to show you two portfolios — I’m not initially going to tell you much about either one, but then you can consider which one you might like better.  Here’s portfolio A: And here is portfolio B: There is one obvious difference in the two portfolios: portfolio B has...

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Sunnyside bank, severely undervalued on the cusp of a turnaround

(via www.oddballstocks.com)

I have a portion of my portfolio set aside specifically for cheap bank stocks.  In the terms of some value investors my dedicated cheap bank portfolio might be considered a 'basket'.  That is I buy tiny stakes in many banks if they meet certain criteria.  I purchase larger positions...

The Enterprising Investor - The Intelligent Investor Book Review (Chapters 6, 7, & 15)

(via )

The Enterprising Investor has the time and experience (or proper guidance) in investing to expand the possible universe of opportunities beyond conservative investments.

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Dividend Growth Stocks: Cincinnati Financial Corp. (CINF) Dividend Stock Analysis

(via www.dividend-growth-stocks.com)

Cincinnati Financial Corp. is an insurance holding company that primarily markets property and casualty coverage. It also conducts life insurance and asset management operations. Linked here is a detailed analysis and commentary...

Share Sleuth Digest: News you can use

(via www.iii.co.uk)

It’s an article of faith among long-term value investors that news is noise best ignored. But even for those with the longest time horizons, there’s news you can use.
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The Art of Extracting Large Commissions From Investors

(via alephblog.com)

The dirty truth is that some investments in this life are sold, and not bought.  The prime reason for this is that many people are not willing to learn enough to save and invest on their own.  Instead, they rely on others to corral them and say, “You ought to be saving and investing.  Hey,...

What We're Reading ~ Analytical Links 8/27/14

(via www.marketfolly.com)

Profile of Alibaba's Joseph Tsai [Bloomberg]

Carol Loomis' latest on BlackRock: the $4.3 trillion force [Fortune]

Profile of 108 year old investor Irving Kahn [Telegraph]

Lessons learned in 30 years of investing [What Works on Wall Street]

Share sleuth's investment checklist [Interactive...

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Investment checklist: Goodwin

(via www.iii.co.uk)

Goodwin’s full-year results, reported in July, revealed another year of strong and profitable growth. It’s almost the perfect long-term investment.
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5 Rules to Buy Quality Dividend Stocks over Deep Value Butts

(via www.oldschoolvalue.com)

(This is a guest post  and may not reflect the views of Old School Value) Value investing is simply buying an asset (generally a stock) for less than its fair value. Traditional value investing focuses on buying mediocre businesses for less than their book value or net current asset value. This...

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Return to Behemoth Stocks

(via alephblog.com)

Photo Credit: Benh LIEU SONG Somewhat less than three years ago, I wrote two articles on Behemoth stocks [one, two], which I define as stocks with over $100 Billion of market cap.  Today I want to revisit those stocks, and those that have joined them.  The last time I wrote, there were 39 of them...

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