Value Investing News

With Apple selling at a cash-adjusted valuation nearly identical to its long-time rival Microsoft, the market thinks this growth story is about to hit a wall. But it is not, and here are 5 reasons why.

Advertisement:

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.

Advertisement:

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?

Advertisement:

The top 10 Magic Formula® stocks ranked by dividend yield, lowest price-to-sales ratio, and lowest price-to-book ratios. All of these metrics have been proven to outperform the market at large.

How did MagicDiligence's Top Buy picks fare against the raw Magic Formula® screens during 2011? A review and some commentary.

How did Magic Formula® Investing perform in 2011? A detailed review.

Advertisement:

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

Joseph Piotroski's 9-point scoring system has proven a successful way to find value stocks that beat the market. Can we combine his method with the "good company at cheap price" precepts of Magic Formula Investing (MFI) to find potential winners? In this article, we take a look at MFI stocks with 8 or 9 Piotroski scores.

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

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

Lender Processing Services is the largest mortgage processing outsourcing and technology firm in the United States. This is a good business, with predictable cash flows, high switching costs, and substantial market share. Regulatory, legal, and housing pressures have driven the stock price down for the near-term, but longer-term this looks like a solid value play.

Greg McCall's The Monopoly Method defines a structured approach to investing profitably in companies that exhibit "monopolistic tendencies". The book has plenty of good information, but this method is one for serious investors with the time and inclination to thoroughly research their investments.

Advertisement:

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