Value Investing Pro

I’ve been a bit busy with work and school which have prevented me from updating the site like I would like to, but nevertheless the show must go on.
Thoughts on the market
Even though I might be inactive from  the site, it doesn’t mean I don’t have an  eye on what’s going on. I continue to [...]

Each week I track which stocks are moving in and out of the top 30 from the Magic Formula Screen. This screen in ran for companies with a minimum market cap of 50.Here are the moves for the week ended 12-13-09 on the top 30 list.
Top 30/50 Million:
In:

Dyadic International, Inc. (DYAI.PK)
Net 1 UEPS Technologies, Inc. [...]

First of all, its quite obvious the magic formula investing strategy has its flaws. For example, a bunch of bio-techs with one products will appear on the screen every week or two. A recent trend has been Chinese companies with cooked up books or who have missed analyst expectations. Once magic formula investors figured this [...]

Each week I track which stocks are moving in and out of the top 30 from the Magic Formula Screen. This screen in ran for companies with a minimum market cap of 50.Here are the moves for the week ended 11-14-09 on the top 30 list.
Top 30/50 Million:
In:

Continucare Corporation (CNU)
The Corporate Executive Board Company (EXBD)
Immunomedics, [...]

“Those who cannot learn from history are doomed to repeat it.”- George Santayana
With the market’s run up from its March lows, I have become a bit nervous about where the market is headed. You have to be. While the upside is nice, the downside is equally as brutal. The really bad part about today’s market [...]

Each week I track which stocks are moving in and out of the top 30 from the Magic Formula Screen. This screen in ran for companies with a minimum market cap of 50.Here are the moves for the week ended 11-7-09 on the top 30 list.
Top 30/50 Million:
In:

Argan, Inc. (AGX)
Comfort Systems USA, Inc (FIX)
Cubist Pharmaceuticals, [...]

Warren Buffett Burlington-Northern
I can’t say I saw this coming, but it doesn’t surprise me. I looked into Burlington-Northern a couple of times but I never able to convince myself to buy a great company at a fair price. I figured the stock was worth $100, but with the market decline, I also figured better bargains [...]

Each week I track which stocks are moving in and out of the top 30 from the Magic Formula Screen. This screen in ran for companies with a minimum market cap of 50.Here are the moves for the week ended 10-31-09 on the top 30 list.
Top 30/50 Million:
In:

BigBand Networks, Inc. (BBND)
Fluor Corporation (FLR)
Net 1 UEPS [...]

OK, if I keep this up, this site shall soon become a Joel Greenblatt fan site. This is the third Joel Greenblatt video that I write about in a a 2 week span (you can see Joel Greenblatt on Bloomberg or Joel Greenblatt on CNBC), but I don’t mind. For those still not familiar with [...]

While I don’t consider myself the biggest Charlie Munger in the world, you HAVE to respect what this man says and thinks. Munger is full of wisdom and is very much as quotable as his long time business partner Warren Buffett.
5 Charlie Munger Quotes

Forgetting your mistakes is a terrible [...]