Value Investing News

John Malone's Liberty Media (LCAPA) drops out of bidding for MGM film studio. MGM, which has defaulted on loans and is in danger of filing for Chapter 11, has a library of more than 4,000 films. Other bidder include Lions Gate (LGF) and Time Warner (TWX).

Weekly roundup of stocks moving in and out of the Magic Formula Investing screen.

Time Warner's transformation is creating a very attractive pure content play going forward, and looks quite undervalued given the quality of the business.

Weekly roundup of stocks moving in and out of the Magic Formula Investing screen.

Current Magic Formula stocks ranked by highest dividend yield, lowest price-to-sales (P/S) ratio, and lowest price-to-book (P/B) ratio.

Breakdown of Magic Formula stocks by industry sector. What sectors are currently out of favor but can provide good returns on capital?

Weekly roundup of stocks moving in and out of the Magic Formula Investing screen.

In February, Microsoft offered to purchase Yahoo for $31 a share in a deal valued at 44.6 billion dollars. Yahoo declined the deal and has seen its stock pay the price for refusing the deal. I think Microsoft should make a play for Time Warner.

James Altucher recommends out of work folks consider starting a business. He also writes, "I have never before seen a market with so much opportunity in it." Then he lists some of those stock opportunities.

By the end of the year, Time Warner Cable (TWC), will be a stand alone entity after being spun off from Time Warner Inc. (TWX).   TWC is a publicly traded company as it currently stands, 84% owned by its parent, Time Warner Inc.    The carve-out occured early in 2007, trading between $36-43, but has plummeted down into the $20’s since.

The Media sector contains a wide range of business models, some very attractive to the Magic Formula, and some very unattractive. In this article I examine each of the sub-sectors, separating the wheat from the chaff, and explain what to look for in a good MFI Media company.

A dozen out-of-favor stocks that could rebound this year according to Barron's.

If Google doesn't go to $1,000 it could go the other way...

Yikes! Google just spent $1.65 billion for YouTube. I agree with the author of this story that this was a risky move. I guess Google viewed their Google Video product as a failure and decided to throw some serious money at the problem to maintain their online property lead.

Douglas McIntyre isn't impressed by the films Warner Bros. has put out recently - and he's not alone. Time Warner (TWX) has had several high-profile flops this year including "Lady in the Water", "The Ant Bully", and "Poseidon". Even the $198.5 million put up by "Superman Returns" was ultimately a failure, because of the high cost of that film.