Value Investing News

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

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.

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

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Enterprise software is a great business, with recurring revenues, high switching costs, and sky-high operating and free cash flow margins. With 4 major providers now being screened by Magic Formula® Investing, which one is the best to buy?

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Microsoft, 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.

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?

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.

Geoff Gannon interviews George of Fat Pitch Financials and Value Investing News. In this 61 minute interview George talks about special situations investing, wide moat investing, social media, and other investing and technology topics.

The Forbes Top 150 Companies list ranked by Magic Formula Statistics. Which large global companies are both cheap and highly efficient with capital?

The latest list of companies that are consistent cash creators sorted by normalized earnings yield.

Magic Software is a provider of "platform-as-a-service" cloud computing application development tools and business software integration applications. It is a market with big growth potential, but also big boys as competitors. Can Magic survive and thrive?

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.