[View the story “Week Beginning May 31st, 2016” on Storify]
2. Deep Value Investing Returns (Acquirer’s Multiple) – January 2, 1999 to November 29, 2017
Updated November 29, 2017 Since the last update in July 26, 2016, the screens have had mixed performance. The Large Cap Screen had a strong finish to end the 2016 year up 27.4 percent, handily beating out the Russell 1000’s 15.1 percent by 12.3 percent. 2017 to date has seen continued strength … Read More
3. Don’t Mess With the Screens – Human Intervention Hurts Your Performance
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 … Read More
Why has SAExploration Holdings jumped 8.6%? $SAEX
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 … Read More
Ceragon jumps 2.1% in the Small & Micro Cap Screener $CRNT
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 … Read More
Returns to The Acquirer’s Multiple® Screeners and The Best Value Stocks
[View the story “Week Beginning May 23rd, 2016” on Storify]
Delta raises dividend and plans to complete $5 billion share repurchase $DAL
As Tobias recently tweeted about Delta Air Lines, Inc. (NYSE:DAL) The best performing stock in The Acquirers Multiple Large Cap Screener midweek is DAL Delta Air Lines Inc. up 5.4 percent to 43.86 The reason for the jump is the company’s latest announcement to analysts that it’s set to increase its … Read More
Why do underperforming companies continue to outperform?
I often get asked, “Why do under-performing companies continue to outperform?”. To answer this, we need to start with a little history lesson. In 1934 there was a book published called Security Analysis, written by professors Benjamin Graham and David Dodd of Columbia Business School, which laid the intellectual foundation for what would … Read More
Returns to The Acquirer’s Multiple® Screeners and The Best Value Stocks
[View the story “Week Beginning May 16th, 2016” on Storify]
Ralph Lauren Corp ($RL) Quick Analysis
Ralph Lauren Corp ($RL) just popped into the free Large Cap screener on the weakness in retail and apparel. Here are Third Avenue Management March 29, 2016 comments on Ralph Lauren when the stock was at $96.50 via Gurufocus: Ralph Lauren (NYSE:RL) is one of the crown jewels in retail. … Read More
Returns to The Acquirer’s Multiple® Screeners and The Best Value Stocks
[View the story “Week Beginning May 9th, 2016” on Storify]
Core Molding Technologies announces record sales and profit in 2015 $CMT
On Wednesday, Core Molding Technologies, Inc. (NYSEMKT:CMT) released its 2015 annual report for the year ending December 31, 2015. The company announced record sales totalling $199 million, a 14% increase from the $175 million reported for the previous corresponding period. Highlights Net sales were $199.1 million compared to $175.2 million Product … Read More
Why did Brocade Communications Systems, Inc. sink 11.5% $BRCD
On Monday, Brocade Communications Systems, Inc (NASDAQ: BRCD) reported preliminary financial results for its second fiscal quarter ended April 30, 2016. Brocade is a supplier of networking hardware, software and services, including storage area networking (SAN) solutions, and Internet protocol (IP) networking solutions for businesses and organizations of various types and … Read More
Seadrill Partners LLC (NYSE:SDLP) up 4.4% here’s why $SDLP
Seadrill Partners LLC (NYSE:SDLP) jumped 4.4% following the release of its 2015 annual report, for the 12 months ending December 2015. Seadrill reported a 29% increase in revenue of $1.7 billion, up from $1.3 billion for the previous corresponding period (pcp). Net profit was up 79% to $257 million from … Read More
Can DryShips Inc. (NASDAQ:DRYS) survive as a going concern $DRYS
DryShips Inc. (NASDAQ:DRYS) was one of the biggest movers in the Small and Micro Cap screen last week. The company’s share price rose 28.5% following the release of its 2015 annual report. About Dryships Inc. DryShips Inc. is an owner of drybulk carriers and offshore support vessels that operate worldwide. … Read More
Returns to The Acquirer’s Multiple® Screeners and The Best Value Stocks
[View the story “Week Beginning May 2nd, 2016” on Storify]
Apple Inc ‘pops up’ in our Large Cap Screener $AAPL
Unless you’ve been on another planet, you’ll know that this week Apple Inc (NASDAQ:AAPL) reported a a quarterly profit of ‘just’ $10.5 billion. As if that’s not enough, the company also reported a 13% drop in revenue of $50.5 billion, down from $58 billion for the previous corresponding period, with China … Read More
Why did Network-1 Technologies Inc soar 11%? $NTIP
Network-1 Technologies, Inc. (NYSE MKT: NTIP), a company specializing in the development, licensing and protection of its intellectual property assets, today announced that Mirror Worlds Technologies, LLC (“MWT”), its wholly-owned subsidiary, has entered into an agreement pursuant to which it will receive $17.5 million in connection with a settlement of … Read More
Now is the time to buy Ocean Rig UDW Inc. (NASDAQ:ORIG) $ORIG
All Investable stock, Ocean Rig UDW Inc. (NASDAQ:ORIG) announced yesterday that one of its subsidiaries has acquired the 6th generation ultra deepwater drillship Cerrado, being sold through an auction, for a purchase price of $65 million, which will be funded with available cash on hand. The drillship was built at Samsung … Read More
Johnny’s Real-Life Acquirers Multiple Portfolio – Month 4 – Part 2
This is part 2 of month 4, for Part 1 click here. Stock purchase #8, March 2016. OK, now let’s take a look at this month’s (March 2016) second pick that I’m adding to my portfolio. Next in The All Investable Stock Screener this month is Brasilagro Cia Brasileira De … Read More