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TAM Stock Screener – Stocks Appearing in Greenblatt, Hussman, Fisher Portfolios

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  • Part of the weekly research here at The Acquirer’s Multiple features some of the top picks from our Stock Screeners and some top investors who are holding these same picks in their portfolios.
  • The company sells direct to consumer through its retail stores, websites, and telephone call centers.
  • Jim Simons – 4,924,864 total shares

Some links

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  • Madison Square Garden (MSG) looks like a very interesting Spin-off situation OTC Adventure blog has a few stock ideas around the world A great report on a crazy 4 day “Crypto Cruise” John Huber thinks Facebook is undervalued Part 2 of a dental industry series from the GlobalStockpicking blog Ben Thompson on aggregators and jobs to be done A cool list of 52 things learned in 2018

Is there a signal in the noise? Yield Curves, Economic Growth and Stock Prices!

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  • On December 4, 2018, the yields on treasuries of different maturities were as follows:
  • Yield Curves and Economic Growth: The Data
  • Raw data on US treasury rates, GDP growth and Stock Returns

Emerson Electric Co. (EMR) Dividend Stock Analysis

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Linked here is a detailed quantitative analysis of Emerson Electric Co. (EMR). Below are some highlights from the above linked analysis:

Company Description: Emerson Electric Co. designs and supplies product technology, and delivers engineering services and solutions to a wide range of industrial, commercial and consumer markets around the world...

This Week’s Best Investing Reads 12/7/2018

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  • Here’s a list of this week’s best investing reads:
  • This week’s best investing research:
  • This week’s best investing podcasts:

Alexander Roepers: “Is It Time For Value Now?”

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    The 40th Lesson

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    • I read somewhere that we spend the first half of our lives adding things, and the second half subtracting most of them.
    • People think focus means saying yes to the thing you’ve got to focus on.
    • It means saying no to the hundred other good ideas that there are.

    Canadian preferred share indexes hammered

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    • The Canadian 5-year government bond rate has compressed significantly:
    • Holders in these “safe” funds will have had around 13-14% of their capital value evaporate over the past two months of trading.
    • They then instead think of investing in “safe” preferred shares, or an index, thinking that the 5-6% yield they realize is adequate compensation for the risk in lieu of holding cash.

    Pinelawn: Forgotten but not Gone

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    • Which in a way brings us to Pinelawn (PLWN), a mostly forgotten stretch of land on Long Island that's been paying owners for a century.
    • Once a cemetery, always a cemetery.
    • The way the cemetery was organized eventual residents pre-purchased shares for their plots and in return were promised that they'd receive 50% of the plot sale proceeds as dividends until the cemetery was full.

    Pinelawn: Forgotten but not Gone

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    Daniel Kahneman: The Trouble With Confidence

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    • People think they will succeed.
    • So clearly overconfidence is rife and overconfidence and loss aversion seem to be acting in opposite directions.
    • I think for society it is probably very good that we have a lot of optimistic entrepreneurs who think they will succeed, although most of them fail.

    Seth Klarman Protege – David Abrams: Q32018 Top 10 Holdings

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    • These documents allow investors to track their favorite superinvestors, their fund’s current holdings, plus their new buys and sold out positions.
    • This week we’ll take a look at Seth Klarman’s protege, David Abrams (9-30-2018):

    Exploring Bank Stock Fundamentals – Part 1 – ROA

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    • In this article, I’m going to examine in impact of return on assets (ROA) on bank stock returns.
    • As I

    Teladoc Health: A CFO’s “Other Life” Worked Out Nicely (The Ex-Girlfriend & Her Boss? Not So Much)

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    • Moreover, during their relationship, Griffin received a series of promotions over colleagues with either more industry experience or better credentials that stunned her former colleagues.
    • Griffin didn’t reply to repeated attempts to seek comment through phone, text and email.)
    • There was one other aspect to their relationship that struck Griffin’s ex-colleagues as unusual, with very good cause: Griffin told them she and Hirschhorn liked to trade Teladoc Health’s stock together.

    Checking In With a Few Ideas

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    • But the search for value goes on, and I’d like to share a few interesting companies I’ve happened upon.
    • It could attempt to purchase existing concessions, though they would face serious competition from much larger infrastructure investors like pension funds and insurers.
    • Brickworks is a brick manufacturer, but it’s also a lot more.

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