Each week I track which stocks are moving in and out of the top 30 Magic Formula Stocks for companies with a minimum market cap of 50 and 2000 million. Here are the moves for the week ended 5-16-09: [click to continue…]
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I have mentioned Seth Klarman several times before. I find his investments “intriguing” in the sense that his investments hardly overlap the investments of other value fund managers. Anyway, below is a excerpt of the March Outstanding Investor Digest. Also, for those interested in his holdings, they were recently made available and Todd of Value Plays did a nice job of summarizing his increases and decreases. [click to continue…]
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One of my favorite sites to visit is Morningstar.com. Morningstar is known for its coverage in the mutual fund industry and has moved into the stock arena. And it appears they will start moving into the hedge fund arena. I enjoy browsing through Morningstar as I consider it a well rounded site with a value twist added to it. Whether their analyses on stocks are right or wrong, that usually depends on the outcome. For example, they were early in calling a housing bottom and I remember very clearly how they were reccommending certain housing stocks. Anyway, despite some of their errors ,which is expected in this industry, I still believe they are the closest thing we have to a “value based” website that offers a bit of everything. Anyway, I found their recent article on Burlington Northern to be very interesting. [click to continue…]
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Each week I track which stocks are moving in and out of the top 30 Magic Formula Stocks for companies with a minimum market cap of 50 and 2000 million. Here are the moves for the week ended 5-10-09: Happy Mothers Day to all the beautiful mommies out there. [click to continue…]
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Each week I track which stocks are moving in and out of the top 30 Magic Formula Stocks for companies with a minimum market cap of 50 and 2000 million. Here are the moves for the week ended 5-03-09: [click to continue…]
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Todd Sullivan posted a great video of Seth Klarman. Definately something to take notes on. Seth covers a lot of the areas he talks about in his book. Anyway, click here for the Seth Klarman video.
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Each week I track which stocks are moving in and out of the top 30 Magic Formula Stocks for companies with a minimum market cap of 50 and 2000 million. Here are the moves for the week ended 4-25-09: [click to continue…]
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Fortune recently interviewed Warren Buffett properly titled “Warren Buffett On Wells Fargo” . I thought I would share the link just in case you miss it. I’m a big fan of Wells and its management but for the sake of staying loyal to the magic formula have stopped following it. Anyway, I thought the interview (like all Warren Buffett interviews) were informative and provided great value for any series investor. many individuals and institutional investors are still wary of investing in financials, and with good reason, but there are still banks out there who avoided this whole fiasco, Wells Fargo being one of them. I own WFC but I am unwinding my position for my magic formula project.
Click here for the Warren Buffett Interview
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Each week I track which stocks are moving in and out of the top 30 Magic Formula Stocks for companies with a minimum market cap of 50 and 2000 million. Here are the moves for the week ended 4-18-09: [click to continue…]
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