Just finished reading a great paper by O’Shaughnessy Asset Management that discusses whether the traditional Price-to-Book metric has become redundant because of the increase in shareholder transactions, primarily through the increase in share repurchases. Here’s an excerpt from that paper: Value has broadly been accepted as an investing style and, historically, portfolios … Read More
Undervalued Cisco Systems, FCF/EV Yield 10%, Shareholder Yield 5% – Large Cap 1000 U.S. Stock Screener
One of the cheapest stocks in our Large Cap 1000 U.S. Stock Screener is Cisco Systems, Inc. (NASDAQ:CSCO). Cisco Systems, Inc. (Cisco) designs and sells a range of products, provides services and delivers integrated solutions to develop and connect networks around the world. The company operates through three geographic segments: Americas; Europe, … Read More
Warren Buffett – How To Become An Intelligent Investor
The Berkshire Hathaway letters are one of the most valuable resources for value investors. One of my favorite letters is the 1996 letter in which Buffett provides some principles for becoming an intelligent investor. It provides some great insights into the types of businesses you should search for, how to … Read More
Just How Did Warren Buffett Make A Quick $12 Billion On Bank Of America
CNBC recently announced that Warren Buffett just made a quick $12 billion on a clever Bank of America investment. Because of an astute investment made in Bank of America six years ago while the bank was struggling, Warren Buffett is about to make a quick $12 billion and become the … Read More
Undervalued WellCare Health Plans – More Room For Growth, FCF/EV Yield 28% – All Investable Stock Screener
One of the cheapest stocks in our All Investable Stock Screener is WellCare Health Plans, Inc (NYSE:WCG). WellCare Health Plans, Inc. (WellCare) is a managed care company. The company focuses on government-sponsored managed care services, primarily through Medicaid, Medicare Advantage (MA) and Medicare Prescription Drug Plans (PDPs), to families, children, seniors … Read More
Seth Klarman – When To Sell & Why Stop Losses Are Crazy – Margin of Safety
Most investors are aware that Warren Buffett bought six shares in Cities Service as an 11 year old. He picked up the shares for $38 each and sold them at $40 per share making a small profit. But to Buffett’s regret the shares eventually rose to more than $200 per … Read More
Returns to The Acquirer’s Multiple® Screeners and The Best Value Stocks
[View the story “Week Beginning July 3rd, 2017” on Storify]
Undervalued Indigo Books & Music – FCF/EV Yield Approaching Double Digits, P/B 1.1 – Canada All TSX Stock Screener
One of the cheapest stocks in our Canada All TSX Stock Screener is Indigo Books & Music Inc. (TSE:IDG). Indigo Books & Music Inc. (Indigo) is a Canada-based book, gift and toy retailer. The company operates stores in approximately 10 provinces and a territory in Canada, and offers online sales through … Read More