Value Investing News

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.

This short article is an update of stocks 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 substantial discount to intrinsic value.

Current trends and events
■New strategic partnerships at Microsoft;
■HP’s webOS will go open source;

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31 best large cap stocks to buy for 2012 selected for valuation and earnings growth

Value investors often struggle with ascribing value to future earnings power of a company, unless the company has a moat that protects its profitability. But how do you know a moat exists and will exist in the future. A simple SWOT analysis can help with estimating a future moat.

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 the world continues to shrink through technology advancements, and all of the products that consumers demand become commoditized, a company’s brand can be a valuable competitive advantage. It’s no coincidence then that the four top brands in the world, as measured by their brand value, are also among the largest in terms of capitalization and revenue.

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

Hewlett-Packard (HPQ) delivered better than expected full-year results and responded to some key questions on its future which should relieve some of the investors’ worries. However, Q4 FY11 results were not at their best, reflecting probably the most critical period in the company’s history against a backdrop of continued economic uncertainty.

Joseph Piotroski's 9-point scoring system has proven a successful way to find value stocks that beat the market. Can we combine his method with the "good company at cheap price" precepts of Magic Formula Investing (MFI) to find potential winners? In this article, we take a look at MFI stocks with 8 or 9 Piotroski scores.

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

IBM global capabilities include information technology services, software, computer hardware equipment, fundamental research, and related financing. Linked here is a detailed analysis and commentary.

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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.

Weekly roundup of stocks moving in and out of Joel Greenblatt's Magic Formula Investing screens, and interesting news and links from the week on Magic Formula stocks.

Google's blockbuster deal to buy Motorola Mobility could have a direct effect on several Magic Formula stocks.