Value Investing News

This short article is a bimonthly news update of stocks for value investors that we follow in our “Margin of Safety Portfolio.” These are stocks identified to have a durable competitive advantage and, based upon our intrinsic valuation models and fundamental analysis, are trading at a discount to intrinsic value

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.

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

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

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.

Advertisement:

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

Large, "blue chip" tech stocks are at some of their cheapest valuations in history, but there looks to be plenty of growth left ahead. This article looks at 5 well-known firms that are particularly interesting investment opportunities right now.

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

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

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?

Magic Formula Investing is a process that can be applied to any list of stocks, not just the market at large. This article shows how you can use the MFI process to find the best opportunities in a variety of scenarios.

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 have all heard it… Stodgy, for old people, yawn, boring! These have all been used to describe dividend growth investing. As a dividend growth investor, I sometimes think our strategy is the most misunderstood. It seems everyone understands a traders mentality and a high-yield mentality.

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

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