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Magic Formula Investing Weekly Roundup 1/29/2012

By MagicDiligence on Sun, 2012-01-29 09:54
(via www.magicdiligence.com)

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

BMC Software Should Get Back to $50

By MagicDiligence on Thu, 2012-01-26 09:17
(via www.magicdiligence.com)

BMC Software is an enterprise business software company focusing on IT management products. Predictable and recurring revenues, wide operating margins, robust cash flow, high switching costs, and favorable growth prospects for the industry make this an attractive business and the stock is selling near a 5-year low valuation.

Magic Formula Investing Weekly Roundup 1/22/2012

By MagicDiligence on Sun, 2012-01-22 09:47
(via www.magicdiligence.com)

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

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Face Off: Enterprise Software Companies

By MagicDiligence on Tue, 2012-01-17 11:26
(via www.magicdiligence.com)

Enterprise software is a great business, with recurring revenues, high switching costs, and sky-high operating and free cash flow margins. With 4 major providers now being screened by Magic Formula® Investing, which one is the best to buy?

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Software Infra: 16 companies, 4 investment candidates

By Margin of Safet... on Mon, 2010-12-20 14:15
(via marginofsafetyinvesting.com)

Screening of software infrastructure companies to find candidates for potential investment

BMC Software 404 Error - valuation too high

By Margin of Safet... on Fri, 2010-12-17 10:22
(via marginofsafetyinvesting.com)

Review of BMC as a long investment opportunity, looking at metrics to evaluate business performance, intrinsic stock returns, Balance Sheet structure and valuation