Still A Powerhouse – Cisco Systems, Inc. (CSCO)

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With a market cap of $153 Billion, Cisco Systems, Inc. (NASDAQ:CSCO) is the largest company in our Large Cap 1000 Screener, which you can access for free here. Cisco designs, manufactures, and sells Internet Protocol (IP) based networking and other products related to the communications and information technology industry worldwide. While there’s been … Read More

Standout Apparel and Accessories Retailer – Cato Corp (CATO)

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One of my favorite stocks in our All Investable Screener is Cato Corp. (NYSE:CATO). The company was founded in 1946 and operates approximately 1,300 apparel and accessories specialty stores in 32 states under the names “Cato”, “Versona”, “It’s Fashion” and “It’s Fashion Metro”. Stores primarily range in size from 3,000 to 8,000 … Read More

Cashflow Beast – Southwest Airlines Co (LUV)

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Starting this week I’ll be providing a series of articles on Cashflow Analysis and Capital Allocation on the Top 30 companies in our Large Cap 1000 Screener, which incidentally you can access for free here. Today, I’m going to take a look at Southwest Airlines Co (NYSE:LUV). One of the things I like most … Read More

Beware The Profit Makers – Cash is King!

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If there’s one thing I’ve learnt about analyzing financial statements over the years, it’s that you must analyse all three financial statements, Balance Sheet, Income Statement and Statement of Cashflows before you consider making an investment. Here’s a real-life example to show you what I mean. In 2015 AT&T Inc. (NYSE:T) reported a … Read More

Warren Buffett on Benjamin Graham

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Much has been written about Warren Buffett’s relationship with Benjamin Graham. But one of my favorites is from an article he wrote for the Financial Analysts Journal back in 1976. I think it sums up their relationship perfectly. My favorite Buffett quote is, “And if encouragement or counsel was needed, … Read More

Strong Balance Sheet & Free Cash Flow Yield | American Public Education, Inc. (NASDAQ:APEI)

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One of the best stocks in The All Investable Screener has to be American Public Education, Inc. (NASDAQ:APEI). American Public provides online and on-campus post-secondary education to approximately 93,100 students through two subsidiary institutions. Its subsidiary institutions offer programs designed to prepare individuals for productive contributions to their professions and society, and to … Read More

Investors Underperform Because They Continue To Chase Returns – Joel Greenblatt

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Joel Greenblatt is a Columbia University professor and co-founder of Gotham Asset Management. He’s also the author of the value investing best seller, The Little Book That Beats the Market. In his book, Greenblatt explains how investors can outperform the popular market averages by simply and systematically applying a formula that seeks out good … Read More

To Be Exceptional You Have To Be Different – Joel Greenblatt with Howard Marks (Video)

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For me, this is investing nirvana! Joel Greenblatt, the Managing Partner and Co-CIO of Gotham Asset Management being interviewed by Howard Marks, Chairman of Oaktree Capital Management L.P. Marks spends thirty two minutes interviewing Joel Greenblatt, the creator of the “Magic Formula”, an investing strategy that could be used by average investors to make money in the stock … Read More