LH

Medical Diagnostic Laboratories - Which is the Best Investment?

(via www.magicdiligence.com)

Medical diagnostic laboratories have solid fundamental growth drivers, and their stock prices are historically cheap due to what looks like short-term problems. Which of the "big 2" labs - Quest and LabCorp - looks like the most attractive Magic Formula investment?

Glenn Greenberg at Columbia: How a Great Investor Thinks (Part 2)

(via gregspeicher.com)

Continuation of notes from famed value investor Glenn Greenberg at Columbia. Greenberg talks about how to find winning companies that can deliver returns of 15%.

3 Interesting "In-Between" Magic Formula Stocks

(via www.magicdiligence.com)

A brief look at 3 potentially interesting Magic Formula stocks that fall on screens in-between the ones used by MagicDiligence.

Consistent Cash Creators One Year Later

(via www.fatpitchfinancials.com)

The Consistent Cash Creators stock screen looks at companies with consistent free cash flows and high normalized earnings yield. Not one position selected by the screen in 2009 produced a negative return and the overall average return was 62%.

Sequoia (Ruane, Cunniff & Goldfarb) files 13F for December 31st, 2009

(via www.rocketfinancial.com)

Sequoia's Q4 portfolio has been filed. New positions include: WSH, ATLS, STRA, ACGL, FSC, AZO, MRK, KMR, CMCSK, LMT, LH, ORCL, APA, MMM, SLB, RHI, TROW, LOW, ADP, VAR, and YBTVA.