Stock Analysis
Primus Guaranty: Prime Value
An analysis of the business and value of an extremely undervalued company called Primus Guaranty.
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- 0 points
The American Express (AXP) Stock Report
A free PDF file showing my valuation of American Express (AXP).
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- 1 point
Magic Formula Business Sector #4: Industrial Materials
Industrial materials comprises a wide variety of businesses, from copper miners to aircraft makers. Except for the commodity stocks, many businesses in this sector have one key characteristic that makes them attractive to the Magic Formula screen...
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Comparing Valuations: Yahoo vs Google
Turley presents an interesting analysis comparing the value of Google to Yahoo, and why Microsoft was smart in not upping their bid for Yahoo.
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Why I Bought (and Sold) Graham Corporation
Joe Ponzio details his reasoning for buying the small company stock of Graham Corporation, the unique attributes of small caps, and why he decided to sell when he did.
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- 5 points
Sotheby’s Added to the Fat Pitch Port
I put a BID on Sotheby's this morning. The price appeared fairly cheap to me. I think this wide moat art house duopoly provides a wide moat and currently a margin of safety.
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- 2 points
Garmin: Growth at a Reasonable Price?
Garmin is the dominant player in the fast growing GPS market. The company has delivered nearly 50% annual earnings growth since 2003, and is expected to grow at 17% per year going forward. With it's current 11 P/E, is Garmin a textbook example of growth at a reasonable price?
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- 4 points
Festival of Stocks
This week has some good posts on DOV, GOOG, IR, SWIM, AERO, AIG, and KO.
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Enterprise Informatics to Trade on a Post-Reverse Split Basis Under a New Ticker Symbol
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First Marblehead Update
First Marblehead posted their FY3Q earnings, and they were not pretty, as I expected. There are a few reasons to be optimistic at these prices, however, and I've outlined them below.
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Dr Pepper Snapple: Spin-off Bargain?
On Wednesday the 7th, Dr Pepper Snapple Group (DPS) officially began to trade. Its $25 price tag is lower than many expected after the soft-drink maker was spun-off of its parent company, Cadbury Schweppes.
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- 5 points
Magic Formula Business Sector #5: Hardware
The Hardware sector consists of a number of industries selling commodity products, and one industry with some good moat potential. That's not to say there are not opportunities here, and this article helps to locate them.
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Benjamin Graham Valuation Method
Benjamin Clark of ModernGraham.com takes a look at The Intelligent Investor and focuses on Benjamin Graham's valuation formula for stocks.
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National Western Life Insurance Company (NWLIA)
National Western Life Insurance Company (NWLIA) is a little known life insurance company that trades under book value. It just reported earnings on May 7.
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- 1 point
Valuation: 3M (MMM)
Analysis of 3M
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