Value Investing News

5 current Magic Formula stocks that look like excellent long-term dividend plays.

Loews now trades at about 39% below estimated asset value of $34 a share. Barron's think the stock is undervalued and could jump back up into the 30s.

After the massive losses, stock valuations are looking good. Better opportunities may also lie in convertibles, bank loans, swaps, and merger arbitrage.

Should we follow Warren Buffett back into the stock market? Eric Fry thinks so. But the market is still volatile. More short-term losses are on the cards. Eric recommends six beaten-down companies that offer high yields and the potential for a strong recovery.

A roundup of last week's stock related blog posts.

The Fat Pitch Financials Special Situations Real Money Portfolio has a homerun month in August. The portfolio jumped from the negative territory for the year to being up 8.8%. The article includes details on returns from two separate split-offs and the completion of a tender offer. The compound annual growth rate since inception four years ago is now back up to 23.7%!

This article reports on Fat Pitch Financials Special Situations Real Money Portfolio performance numbers at the end of June. While tender offers might look fairly risk free, this past month provides an example of when a tender offer workout can go bad.