February 23rd, 2011
Empirical Finance has created a new stock screener (requires free subscription) that looks at earnings yield, f-scores, magic formula rankins and asset growth. Though not as robust as other screeners (yet!) it is great to see earnings yield incorporated like this.
Check it out here.
Talk to Frank about Stock Screeners
February 23rd, 2011
NYTimes Dealbook shares a video asking whether management-led buyouts inherently shortchange shareholders. Check out the video here.
Talk to Frank about this article
February 23rd, 2011
Tags: LAKE. Three weeks ago, I wrote this article about Lakeland Industries (NASDAQ:LAKE). The company emailed me their position, and in the interests of fairness I am reproducing three paragraphs and two graphs from that email, as requested by their investor relations representative. I have not verified any of the following, so as always, do your own due diligence.
In your posting on Lakeland Industries (NASDAQ: LAKE) of early February, there was a mischaracterization of the DuPont relationship . . .
→ Read More: Lakeland Industries: Company Response (LAKE)
February 23rd, 2011
Tags: MFW. M&F Worldwide Corporation (NYSE:MFW) is a conglomerate holding company with wholly owned subsidiaries operating in fields as far flung as licorice production, cheque products, direct marketing and testing products. This is an opportunity to buy a proprietary eponym (e.g. “Kleenex”) in that MFW owns Scantron, the fill-in-the-bubble testing system used by seemingly every learning institution.
I found MFW while looking at companies that are trading at low PE10s. Rather than using TTM P/E (or worse, the dreaded Leading . . .
→ Read More: M&F Worldwide Corp: LBOs with Ron Perelman (MFW)
February 23rd, 2011
Morningstar has an article on its site today titled Three Reasons Not to Give Up on Quality Stocks, Funds. There are some good points on high quality stocks and the value they offer.
There are powerful reasons to invest in high-quality stocks and funds that own them: They won’t stay out of favor forever, their valuations are still attractive, and some very savvy, successful, long-term investors favor them.
…
A stake in wide-moat stocks requires patience and reasonable . . .
→ Read More: Morningstar on Quality Stocks
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