Value Investing News

With Apple selling at a cash-adjusted valuation nearly identical to its long-time rival Microsoft, the market thinks this growth story is about to hit a wall. But it is not, and here are 5 reasons why.

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Weekly roundup of stocks moving in and out of Joel Greenblatt's Magic Formula® Investing screens.

Virtually every financial writer will pen an article selecting his or her top stock picks for the upcoming year. I enjoy reading them and the logic behind the picks. As a long-term buy and hold investor, generally most aren't useful for me; nevertheless, I find them entertaining and sometimes there is a gem to be found. Here are some picks for 2012...

As in the above example, where a few readers want to identify both Sirius and Bank of America together as being “cheap," I have come to realize there are various categories of that definition. One of the traits that fuse and unify all investors together in the market (or in the grocery store) is the need to find a bargain or a cheap stock to buy.

I recently read and enjoyed Joel Greenblatt’s “The Big Secret for the Small Investor.” Although I have a more fundamental approach to selecting stocks, I have read Greeblatt’s previous books and I am a fan of the Magicdiligence approach to screening high earnings yield, high ROIC stocks with solid underlying businesses.

Value Investors often avoid the technology sector due to the rapid pace of technological change, and the accompanying disruptive nature of new technologies that can erode a company’s competitive advantage. On the subject of technology stocks, Buffett commented at the 1998 Berkshire Hathaway (BRK.A) Annual Shareholders Meeting:

Greg McCall's The Monopoly Method defines a structured approach to investing profitably in companies that exhibit "monopolistic tendencies". The book has plenty of good information, but this method is one for serious investors with the time and inclination to thoroughly research their investments.

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Microsoft, the world's largest software company, develops PC software, including the Windows operating system and the Office application suite. Linked here is a detailed analysis and commentary.

The latest 10-K filing by APPLE INC

Hewlett-Packard is selling at one of its cheapest valuations in history, despite growing sales, margins, and profits. Is the market's pessimism justified, or is this a good time to grab shares of this global tech giant?

A look at 3 undervalued Magic Formula technology stocks that slip through the cracks of MagicDiligence's 3 followed screens. Now looks like a good entry point on these attractive companies.

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Yesterday saw the release of Joel Greenblatt's 3rd book, titled The Big Secret for the Small Investor. This article looks at some interviews leading up to the release and what the "big secret" actually is.

Microsoft is the world’s largest software company, develops PC software, including the Windows operating system and the Office application suite. Linked here is a detailed analysis and commentary.

...we wonder how many of the investments these folks are buying will become 10 baggers, just as we wonder if the yellow brick road really lead to Oz.

It is a great time of year! The Christmas music, decorations, family gatherings, holiday plays and stock picks. Stock picks? Yes, ’tis the season for stock predictions! Virtually every financial writer will pen an article selecting his or her top picks for the upcoming year. I enjoy reading them and the logic behind the picks.