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 [...]
Continue reading...6. December 2009
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 [...]
Continue reading...14. November 2009
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, [...]
Continue reading...7. November 2009
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, [...]
Continue reading...31. October 2009
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 [...]
Continue reading...29. October 2009
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 [...]
Continue reading...24. October 2009
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 10-24-09 on the top 30 list. Top 30/50 Million: In: China Education Alliance, Inc. (CEU) I2 Technologies, Inc. (ITWO) Lorillard, [...]
Continue reading...20. October 2009
On the same day that Joel Greenblatt appeared on CNBC, he also appeared on Bloomberg. I took some quick notes on the video. I found the Bloomberg video a bit more informative as he actually talked about stocks and sectors, whereas his appearance on CNBC he was questioned more on the magic formula investing strategy. Notes [...]
Continue reading...19. October 2009
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 10-11-09 on the top 30 list. Top 30/50 Million: In: Amedisys, Inc. (AMED) Argan, Inc. (AGX) DivX, Inc. (DIVX) Out: China Education [...]
Continue reading...17. October 2009
While Columbia Business School might be several thousand miles away from Los Angeles, it might not be too hard getting a Joel Greenblatt education from the comfort of one’s home. I found Joel Greenblatt’s Fall 2009 course syllabus online. I have a couple of these books already, it might be a good time to wipe [...]
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22. December 2009
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