Jefferies Group, Inc. (JEF)

sledr (< 20) Submitted: 9/24/2009 4:49:18 PM : Start Price: $23.60 JEF Score: -0.95

Last man standing.

ALPHADividend (88.30) Submitted: 4/16/2009 1:55:07 AM : Start Price: $15.18 JEF Score: -25.71

This company was individually screened to verify that during the boom years ('04-'08), their Balance Sheet expansion appeared excessive. The company operates within the FIRE (Financial Insurance Real Estate) sector of the economy which has been hot the past few decades, yet will run out of steam this coming decade. At some point or another, something's gotta give with this company. Income will start collapsing due to debt levels, and/or dividends will be slashed or removed, and/or significant losses will be realized. The chances of this being a growth company or having significant growth is heavily muted due to its dividend paying obligations at the current levels of today.
This company was personally found after using a screener.

initial google screen:
Market cap over 400M
Dividend yield over 1%
1 Year price change better than -35%
price to book 0.9 or higher
total debt/equity (recent qtr) greater than 50%
13 week price change greater than 17%

After individually screening for companies appearing overvalued due to Balance sheet expansion, it yielded the following stocks to short:
EVR NTRS PRSP JEF LAZ FIS RJF

For the heavy shorting within the FIRE sector as part of the above picks, I will offset them with the following longs relating to FIRE companies:
LONG on BX CVBF UTR

This will be the primary focus of this profile, to seek & obtain alpha from long/short dividend opportunities across various industries.
- ALPHADividend

ValueMrk (99.14) Submitted: 4/13/2009 7:20:34 PM : Start Price: $15.95 JEF Score: +16.88

Jefferies - unvervalued - will emerge as a strong broker!

sethsimon (59.57) Submitted: 1/3/2009 1:29:28 AM : Start Price: $14.58 JEF Score: +40.53

Per Baron's, JEF and LUK are both owned by Cummings and Steinberg. They are known as low profile investors who know how to pick stocks.

ryanman000 (99.13) Submitted: 10/29/2008 4:12:21 AM : Start Price: $14.49 JEF Score: +41.46

tracking for a buy at 12.50

jujubeanss (57.66) Submitted: 9/12/2008 10:29:55 AM : Start Price: $17.89 JEF Score: +42.23

Last man standing.

Varchild2008 (76.59) Submitted: 8/18/2008 8:13:27 PM : Start Price: $18.03 JEF Score: +41.39

I'm bullish on this one. I could be wrong but I think it's an exception from the overall sub-sector mess of investment banking. It's last earnings report would have been a PROFIT if you took out the severance charge. I fully expect this company to be profitable by the next earnings report.

sallyshooter (24.42) Submitted: 7/15/2008 12:41:59 PM : Start Price: $15.09 JEF Score: +63.26

insider buying-- contrarian

this got low ratings in etrades filter-- it is 1 of 5, I'm banking on comments made in caps that this is a buy and hold....

gilboy7 (< 20) Submitted: 5/28/2008 8:37:18 PM : Start Price: $17.70 JEF Score: +50.81

great long term buy at this price

WSWarrior (60.34) Submitted: 5/25/2008 4:30:00 PM : Start Price: $17.80 JEF Score: +49.34

While there are various reasons for insider selling, there is only one reason for insider buying - the stock will go up. When insiders invest their hard earned money (especially directors) they are CERTAIN the stock will rise.

Brotherwo (< 20) Submitted: 5/21/2008 12:56:07 AM : Start Price: $18.46 JEF Score: +46.96

at 18 this is a steal.

great management and limited exposure to sub.

Cummings is in!

Tankota (99.83) Submitted: 4/12/2008 11:43:27 AM : Start Price: $14.39 JEF Score: -77.32

TJC

CEOPlus (< 20) Submitted: 8/12/2007 9:43:28 PM : Start Price: $26.00 JEF Score: +11.50

Good price <$30

gtrmba (93.07) Submitted: 4/18/2007 12:35:05 PM : Start Price: $29.34 JEF Score: +1.23

Buyout rumors from Mass Mutual at $40+

OldNotWiseFool (< 20) Submitted: 1/2/2007 9:25:29 AM : Start Price: $26.22 JEF Score: +7.71

Steady growth, good niche player in the mid-sized markets. Top performing M

godsofthesea (36.80) Submitted: 11/14/2006 8:38:30 AM : Start Price: $29.06 JEF Score: -2.96

Huge insider Buying. One of the top Wall Street Boutiques for Institutional Trading.