Value Investing News

Value investor Whitney Tilson, T2 Partners, appeared on CNBC to discuss Netflix which he bought at a time when the stock plunged 35-40% on news that they will be making several changes to their subscription options. At the time, the pricing changes caused a lot of bad press for Netflix, but now that the storm has passed Netflix is one of the hottest stocks of 2012.

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.

Bi-Weekly list of the top value investing stocks, articles, and ideas, featuring NE, NFLX, Apex Minerals, CMI.V, and MIC.

Bi-Weekly list of the top value investing stocks, articles, and ideas, featuring NE, NFLX, Apex Minerals, CMI.V, and MIC.

...we wonder how many of the investments these folks are buying will become 10 baggers, just as we wonder if the yellow brick road really lead to Oz.

Bi-Weekly list of the top value investing stocks, articles, and ideas, featuring NFLX, PGX, and a research study on value vs. glamour stocks.

Bi-Weekly list of the top value investing stocks, articles, and ideas, featuring NFLX, MHGU.PK, DISCK/DISCA, SVU, and RLD

Seagate is the worldwide leader in hard disk sales. The company has been improving operations and looks in good position to benefit from the secular growth trends in computer storage needs. The stock is also quite cheap!

DragonWave is a maker of wireless backhaul solutions for cellular networks. The price is surprisingly cheap for a strong player in a long-term growth market, but customer concentration and competition are risks.

Netflix Inc. (NASDAQ: NFLX), the world's biggest online movie rental service provider, is scheduled to release its fourth quarter 2009 earnings after the closing bell on Wednesday, January 27, 2010. Analysts, on average, expect the company to report earnings of 45 cents per share on revenue of $445.62 million.