Why did Tilly’s Inc jump 7.9% in the All Investable Screener? $TLYS

Johnny HopkinsStocks Comments

Why did Tilly’s Inc (NYSE:TLYS) jump 7.9% in the All Investable Screener? Earlier this week, Tilly’s announced its first quarter 2016 results. “Our first quarter results were at the better end of our outlook range before taking a legal provision into account, and we managed inventory well with a 7% decrease on a per square foot basis,” stated Ed Thomas, President and Chief Executive Officer. … Read More

2. Deep Value Investing Returns (Acquirer’s Multiple) – January 2, 1999 to July 26, 2016

Tobias CarlisleStudy Comments

Updated July 26, 2016 Chart 1. Returns from January 2, 1999 to July 26, 2016 (Log.) We backtested the returns to a theoretical portfolio of stocks selected by The Acquirer’s Multiple® from each of the Large Cap 1000, All Investable and Small and Micro Cap stock screens. The backtest assumed the model bought and held for a year 30 stocks selected from each of the universes … Read More

3. Don’t Mess With the Screens – Human Intervention Hurts Your Performance

Tobias CarlisleStudy Comments

There are two basic approaches to using the screeners that I call business owner, and quantitative investor. The business owner uses the screeners as the launching pad for further research, examining each stock the way a classic, fundamental investor would: As a business. The business owner buys a stock in the screener only if it trades at a sufficiently wide discount to a conservative estimate of intrinsic value … Read More

Why has SAExploration Holdings jumped 8.6%? $SAEX

Johnny HopkinsStocks Comments

As Tobias tweeted recently: Biggest movers today in the Small and Micro Screener were SAEX 8.6 percent, CVR 6.3 percent, and LAKE 5.8 percent. So, I thought I’d take a look at SAExploration Holdings, Inc. (NASDAQ:SAEX) to find out why their share price is climbing. SAExploration recently announced its consolidated financial results for the first quarter (“Q1”) ended March 31, 2016. Highlights … Read More

Ceragon jumps 2.1% in the Small & Micro Cap Screener $CRNT

Johnny HopkinsStocks Comments

Ceragon Networks Ltd (NASDAQ:CRNT), the #1 wireless backhaul specialist, recently announced that a leading mobile operator in the Southern Cone of South America is continuing its multi-country, large scale 4G LTE expansion and modernization project using the IP-20 Platform. Following a successful rollout in 2015, this longstanding Ceragon customer placed follow-up orders totaling over $4.9 million, year to date, that began … Read More

Delta raises dividend and plans to complete $5 billion share repurchase $DAL

Johnny HopkinsStocks Comments

As Tobias recently tweeted about Delta Air Lines, Inc. (NYSE:DAL) The best performing stock in The Acquirers Multiple Large Cap Screener midweek is DAL Delta Air Lines Inc. up 5.4 percent to 43.86 The reason for the jump is the company’s latest announcement to analysts that it’s set to increase its regular dividend to $625 million per year. Delta stated that, … Read More

Why do underperforming companies continue to outperform?

Johnny HopkinsStudy Comments

I often get asked, “Why do under-performing companies continue to outperform?”. To answer this, we need to start with a little history lesson. In 1934 there was a book published called Security Analysis, written by professors Benjamin Graham and David Dodd of Columbia Business School, which laid the intellectual foundation for what would later be called value investing. The book has become the  ‘Bible’ … Read More