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MagicDiligence (< 20)

September 2012

Recs

4

Magic Formula Investing Weekly Roundup 9/30/2012

September 30, 2012 – Comments (0) | RELATED TICKERS: COH , IPG , JOY

Magic Formula Investing (MFI), as described by hedge fund manager Joel Greenblatt in The Little Book that Beats the Market, consists of ranking stocks by earnings yield (cheap) and return on capital (quality), adding the rankings together, and buying from the resulting lists. Below are stocks that have moved into, and dropped out of, 3 of the MFI screens used by MagicDiligence:  [more]

Recs

1

Is Intersections A Credible Stock Pick?

September 27, 2012 – Comments (0) | RELATED TICKERS: INTX , COF

Intersections (INTX) is a provider of subscription-based identity theft, fraud, and credit monitoring products marketed towards consumers. The company also has business lines that providecorporate brand protection (monitoring for unauthorized use or abuse of trademark) and back-office services for bail bond providers. However, these two lines of business constitute only about 1% of revenue and are not really material to an evaluation of the company and the stock, so I won't spend any time on them here.

The identity theft/credit monitoring business is what we need to examine. Presumably, nearly everyone has received that telemarketing call (always during dinner) or junk mail from our credit card company or bank designed to scare us about the dangers of card theft and identity fraud. To protect ourselves, they recommend subscription packages that provide us the ability to monitor our credit reports or fix and cover our costs if identity theft does occur. These subscriptions are "conveniently" deducted from our bank account or added to our credit card bill every month. If you are nodding your head in recognition, then you get the basic gist of what services Intersections provides.  [more]

Recs

4

Magic Formula Investing Weekly Roundup 9/16/2012

September 16, 2012 – Comments (0) | RELATED TICKERS: HPQ , INTC , MCK

Magic Formula Investing (MFI), as described by hedge fund manager Joel Greenblatt in The Little Book that Beats the Market, consists of ranking stocks by earnings yield (cheap) and return on capital (quality), adding the rankings together, and buying from the resulting lists. Below are stocks that have moved into, and dropped out of, 3 of the MFI screens used by MagicDiligence:  [more]

Recs

3

Watch Out for the One-Time Revenue Effect

September 14, 2012 – Comments (0) | RELATED TICKERS: POZN , LMLP.DL , MAXY.DL

MagicDiligence adheres to the Magic Formula® Investing (MFI) strategy invented by hedge fund manager Joel Greenblatt and described in his book The Little Book that Beats the Market.  [more]

Recs

2

Magic Formula Investing Weekly Roundup 9/9/2012

September 09, 2012 – Comments (0) | RELATED TICKERS: APOL , BKE , VCI

Magic Formula Investing (MFI), as described by hedge fund manager Joel Greenblatt in The Little Book that Beats the Market, consists of ranking stocks by earnings yield (cheap) and return on capital (quality), adding the rankings together, and buying from the resulting lists. Below are stocks that have moved into, and dropped out of, 3 of the MFI screens used by MagicDiligence:  [more]

Recs

6

AMD Versus Intel - Not A Fair Fight

September 07, 2012 – Comments (0) | RELATED TICKERS: AMD , INTC

Advanced Micro Devices (AMD) is a producer of central processor units (CPUs), chipsets, and graphics processor units (GPUs), primarily for desktop, notebook, and server computers. The company has long played the foil to Intel (INTC), producing compatible x86 CPUs that provide similar performance but at generally cheaper prices. Today, the two companies still hold avirtual duopoly on the x86 CPU market, with Intel at 80% market share and AMD at 20%.

AMD also entered the graphics processor market in 2006 with its purchase of ATI. Graphics processors have become more and more important in computing as operating systems continue to add fancy visual tricks and computers are used more and more for photo and video editing and viewing. The story is similar here for AMD as it is with CPUs. Overall, the company plays second fiddle to Intel, with about 25% market share vs. 60%, while Nvidia (NVDA) holds about 16% share. It is important to note, though, that in high-end performance GPUs, AMD and Nvidia are about neck-and-neck in both market share and performance (Intel doesn't participate in this segment).  [more]

Recs

3

Magic Formula Investing Weekly Roundup 9/2/2012

September 02, 2012 – Comments (0) | RELATED TICKERS: FLR , JOY , LMT

Magic Formula Investing (MFI), as described by hedge fund manager Joel Greenblatt in The Little Book that Beats the Market, consists of ranking stocks by earnings yield (cheap) and return on capital (quality), adding the rankings together, and buying from the resulting lists. Below are stocks that have moved into, and dropped out of, 3 of the MFI screens used by MagicDiligence:  [more]

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