Use access key #2 to skip to page content.

MagicDiligence (< 20)

October 2010

Recs

6

Should Apple Buy SanDisk?

October 25, 2010 – Comments (1) | RELATED TICKERS: AAPL , GOOGL , SNDK

Apple (AAPL) had quite a newsworthy week last week, reporting Q4 earnings and then holding a press conference in which they unveiled their newest laptop, an upgrade of the super-thin MacBook Air that uses flash memory in lieu of a traditional hard disk drive.

On the company's conference call, a common question came up: what is the company planning to do with its more than $51 billion in cash and investments? Here's what CEO Steve Jobs said on the matter:  [more]

Recs

2

Magic Formula Investing Weekly Roundup 10/24/2010

October 24, 2010 – Comments (0) | RELATED TICKERS: DECK , DGX , GD

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

2

Comtech Telecommunications - Dishing Out the Cash

October 20, 2010 – Comments (0) | RELATED TICKERS: CMTL , VSAT , CPII.DL

Comtech Telecommunications (CMTL) is a provider of satellite and microwave communications networking equipment. The firm has three business segments. Telecommunications Transmission provides equipment for the earth station portion of a satellite network, including modems, transceivers (dishes), routers, and so forth. Mobile Data Communications provides small, compact, transportable transceivers and related equipment, primarily for the U.S. military. The RF Microwave Amplifiers segment makes signal amplifiers for earth stations. Most of Comtech's sales are to the U.S. government (71%). About a quarter are to international customers, and only 6% are from domestic commercial companies.

Comtech relies on two contracts with the U.S. Army for about 55% of sales, and both have a hazy future. The first, accounting for about 47% of revenue, is to the Army's Mobile Tracking System (MTS) initiative, a system which uses satellite communications for secure two-way text messaging and location data between mobile vehicles. Comtech is the sole supplier under the existing contract. However, the current deal expires in January of 2011 (that's 3 months), and the Army has opened up bidding for a new, more advanced replacement system dubbed MTS III. Proposals will be submitted next year, and Comtech is expecting several competitors to submit competing bids. While the current contract will produce sales for a few years still, losing a significant chunk of future MTS business would be a major blow to the firm.  [more]

Recs

2

Magic Formula Investing Weekly Roundup 10/17/2010

October 17, 2010 – Comments (0) | RELATED TICKERS: CA , STRA , KIRK

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

13

How 10 Investment Gurus Beat the Market

October 13, 2010 – Comments (1)

John Reese's book The Guru Investor is an interesting look at the stock investing philosophies and methods of 10 renowned, successful investors, most of which have written extensively about their systems. One of the gurus profiled is none other than Joel Greenblatt, the father of Magic Formula Investing, the strategy followed by MagicDiligence. The other gurus are lumped into three groups:

The Value Legends  [more]

Recs

3

Magic Formula Investing Weekly Roundup 10/10/2010

October 10, 2010 – Comments (0) | RELATED TICKERS: DNB , GME , HPQ

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

4

Cubic Corporation (CUB) - Time to Get on the Bus?

October 06, 2010 – Comments (0) | RELATED TICKERS: CUB

Cubic Corporation (CUB) is well positioned to benefit from several general trends. The firm has two distinct lines of business. The first is providing military products and services, particularly in the areas of training and communications. The second is developing, installing, and in many cases operating the fare collection systems of local, municipal, and regional mass transit systems for 40 major markets on 5 continents. While defense offerings account for about 70% of revenue, operating profits are split almost 50/50 between defense and mass transit.

The firm's offerings fit well with some established general trends across the world. The U.S. military has been undergoing a transformation from a Cold War-style, large scale fighting force to a more nimble, efficient force capable of effectively operating in a number of environments. Cubic offers both training services as well as virtual training simulators, both of which directly address important needs of this transformation. Additionally, communications and information systems has become ever more necessary for internal coordination and surveillance of enemy forces. In the most recent quarter, Cubic's training systems and communications division posted year-over-year revenue gains of 51% and 45%, respectively.  [more]

Recs

3

Magic Formula Investing Weekly Roundup 10/3/2010

October 03, 2010 – Comments (0) | RELATED TICKERS: ABC , ACN , INTC

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]

Featured Broker Partners


Advertisement