Value Investing News

As markets such as Singapore, Eastern Europe, and possibly China open up, it will provide new hunting grounds for finding undervalued securities with a strong moat. We are already seeing value investors looking abroad for opportunities.

Each week I track which magic formula stocks are moving in and out of the top 30 from the Magic Formula Screen. This screen in ran for companies with a minimum market cap of 50 million and 5 billion. Here are the magic formula stocks for the week ended 1-28-12 on the top 30 list.

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We haven’t had the chance of covering him on the blog much, but one of the Gurus we will follow over time is Mason Hawkins of Chairman and Chief Executive Officer Southeastern Asset Management.

For the past decade or so, Donald Yacktman of the Yacktman Fund (YACKX) have outperformed the indexes by investing in large well run companies that they could purchase at a discount. For the most part, they have done so with large companies and several smaller companies when the risk/reward is right.

Don’t look now but Bruce Berkwowitz’s Fairholme Fund is having an outstanding 2012 after a disastrous 2011 in which the fund was down 32% as financials continued to get beat up and Sears Holdings (SHLD) ended the year on a sour note. Fairholme is up 10.63% YTD while the S&P 4.48%.

Donald “Don” Yacktman of the Yacktman Funds was featured on this week’s episode of Wealthtrack in which he provided great insights into his investment philosophy which has allowed him to beat the market consistently. His investment approach has allowed the Yacktman Focused Fund (YAFFX) to rank in the top one percent of all large cap mutual funds over the past three, five and ten year periods.

Each week I track which magic formula stocks are moving in and out of the top 30 from the Magic Formula Screen. This screen in ran for companies with a minimum market cap of 50 million and 5 billion. Here are the magic formula stocks for the week ended 1-28-12 on the top 30 list.

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JC Penney is getting a lot of media attention as it holds its analyst meeting. Considering JC Penney (JCP) is 17% of Bill Ackman’s Pershing Square Portfolio, CNBC could not resist asking about the coming changes at JC Penney such as its new logo, CEO Rob Johnson. On the changes :

” The company

Calculating earnings yield is one of the easiest ways of finding out whether a company’s stock is undervalued. Unlike, discounted cash flow (DCF), earnings yield does not take into account any type of future estimates.

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Each week I track which magic formula stocks are moving in and out of the top 30 from the Magic Formula Screen. This screen in ran for companies with a minimum market cap of 50 million and 5 billion. Here are the magic formula stocks for the week ended 1-21-12 on the top 30 list.

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Warren Buffett has always invested by the phrase be greedy when others are fearful and fearful when others are greedy.

David Einhorn of Greenlight Capital announced yesterday that the Greenlight Capital L.P. fund returned 9.7% for the fourth quarter of 2011, bringing his full-year returns to 2.9%. Since Greenlight’s inception in May 1996, it has returned 10% annualized, net of fees and expenses At the same time, he initiated new positions in Dell (DELL) and Xerox (XRX).

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Sequoia’s Robert Goldfarb and David Poppe recently took questions from Morningstar which has a 5 star rating on the fund. Apparently, Sequoia (SEQUX) is seeking a firm with as much earnings potential at a low price as Buffett’s company 20 years ago, but they note finding another Berkshire Hathaway is high unlikely.

Warren Buffett made the cover of TIME Magazine with the headline Warren Buffett: The Optimist. The issue is set to be release on January 23, 2012 but is available online for TIME subscribers. From what I found online, the article written by TIME’s Rana Foroohar , touches on various subjects such as the death of his first wife, Warren Buffett’s life, political and economic views.