Contrarian Value Investing » ACN http://www.contrarianvalueinvesting.com Contrarian Value Investing At Its Finest Tue, 06 Dec 2011 23:04:08 +0000 en hourly 1 http://wordpress.org/?v=3.2.1 Magic Formula Stocks On The Move 5-16-09 http://www.contrarianvalueinvesting.com/2009/05/16/magic-formula-stocks-on-the-move-5-16-09/#utm_source=feed&utm_medium=feed&utm_campaign=feed http://www.contrarianvalueinvesting.com/2009/05/16/magic-formula-stocks-on-the-move-5-16-09/#comments Sat, 16 May 2009 15:23:37 +0000 alexg http://www.contrarianvalueinvesting.com/?p=402 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:

Top 30/50 Million:

In:

  • Airvana, Inc. (AIRV)
  • Comfort Systems USA, Inc.  (FIX)
  • GT Solar International, Inc. (SOLR)
  • Innophos Holdings, Inc. (IPHS)
  • Tessera Technologies, Inc.  (TSRA)

Out:

  • Accenture, Ltd.  (ACN)
  • ClickSoftware Technologies Ltd. (CKSW)
  • MicroStrategy Incorporated  (MSTR)
  • Rosetta Stone, Inc (RST)
  • VAALCO Energy, Inc. (EGY)

Top 30/2000 Million

In:

  • Expedia, Inc. (EXPE)
  • The McGraw-Hill Companies, Inc.  (MHP)
  • McKesson Corp (MCK)
  • Pfizer Inc. (PFE)

Out:

  • Accenture, Ltd.  (ACN)
  • King Pharmaceuticals, Inc. (KG)
  • The Mosaic Company (MOS)
  • Total System Services, Inc. (TSS)

]]> http://www.contrarianvalueinvesting.com/2009/05/16/magic-formula-stocks-on-the-move-5-16-09/feed/ 2 Magic Formula Stocks On The Move 5-10-09 http://www.contrarianvalueinvesting.com/2009/05/10/magic-formula-stocks-on-the-move-5-10-09/#utm_source=feed&utm_medium=feed&utm_campaign=feed http://www.contrarianvalueinvesting.com/2009/05/10/magic-formula-stocks-on-the-move-5-10-09/#comments Sun, 10 May 2009 18:09:52 +0000 alexg http://www.contrarianvalueinvesting.com/?p=395 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.

Top 30/50 Million:

In:

  • Accenture, Ltd. (ACN)
  • Allied Healthcare International, Inc. (AHCI)
  • ClickSoftware Technologies Ltd.  (CKSW)
  • MicroStrategy Inc (MSTR)
  • Pre-Paid Legal Services, Inc. (PPD)
  • Versant Corp. (VSNT)
  • World Fuel Services Corp (INT)

Out:

  • CF Industries Holdings, Inc. (CF)
  • Comfort Systems USA, Inc. (FIX)
  • Foster Wheeler AG (FWLT)
  • Herbalife Ltd. (HLF)
  • Infinity Pharmaceuticals, Inc.  (INFI)
  • Monotype Imaging Holdings Inc. (TYPE)
  • Tessera Technologies, Inc. (TSRA)

Top 30/2000 Million

In:

  • Broadridge Financial Solutions, Inc. (BR)
  • GameStop Corp. (GME)

Out:

  • CF Industries Holdings, Inc. (CF)
  • Teradata Corp. (TDC)

]]> http://www.contrarianvalueinvesting.com/2009/05/10/magic-formula-stocks-on-the-move-5-10-09/feed/ 0 Magic Formula Stocks On The Move 4-25-09 http://www.contrarianvalueinvesting.com/2009/04/26/magic-formula-stocks-on-the-move-4-25-09/#utm_source=feed&utm_medium=feed&utm_campaign=feed http://www.contrarianvalueinvesting.com/2009/04/26/magic-formula-stocks-on-the-move-4-25-09/#comments Sun, 26 Apr 2009 18:17:16 +0000 alexg http://www.contrarianvalueinvesting.com/?p=387 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:

Top 30/50 Million:

In:

  • Comfort Systems USA, Inc. (FIX)
  • Deckers Outdoor Corporation (DECK)
  • GT Solar International, Inc.  (SOLR)
  • Versant Corp. (VSNT)

Out:

  • Accenture, Ltd. (ACN)
  • Cherokee Inc. (CHKE)
  • China 3c Group (CHCGE.OB)
  • ViroPharma Inc (VPHM)

Top 30/2000 Million

In:

  • Agrium Inc.  (AGU)
  • AmerisourceBergen Corp (ABC)
  • Exxon Mobil Corp (XOM)

Out:

  • Forest Laboratories, Inc. (FRX)
  • IMS Health Incorporated  (RX)
  • Precision Castparts Corp. (PCP)

]]> http://www.contrarianvalueinvesting.com/2009/04/26/magic-formula-stocks-on-the-move-4-25-09/feed/ 2 Magic Formula Stocks On The Move 4-10-09 http://www.contrarianvalueinvesting.com/2009/04/11/magic-formula-stocks-on-the-move-4-10-09/#utm_source=feed&utm_medium=feed&utm_campaign=feed http://www.contrarianvalueinvesting.com/2009/04/11/magic-formula-stocks-on-the-move-4-10-09/#comments Sun, 12 Apr 2009 07:04:25 +0000 alexg http://www.contrarianvalueinvesting.com/?p=375 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 4-10-09:

Top 30/50 Million:

In:

  • Accenture, Ltd. (ACN)
  • Allied Healthcare International, Inc. (ACHI)
  • Comfort Systems USA, Inc. (FIX)

Out:

  • Chart Industries, Inc. (GTLS)
  • Double-Take Software, Inc.  (DBTK)
  • Qiao Xing Mobile Communication Co. (QXM)

Top 30/2000 Million

In:

  • Precision Castparts Corp. (PCP)

Out:

  • Rockwell Automation, Inc. (ROK)

]]> http://www.contrarianvalueinvesting.com/2009/04/11/magic-formula-stocks-on-the-move-4-10-09/feed/ 1 Magic Formula Stocks On The Move 4-04-09 http://www.contrarianvalueinvesting.com/2009/04/04/magic-formula-stocks-on-the-move-4-04-09/#utm_source=feed&utm_medium=feed&utm_campaign=feed http://www.contrarianvalueinvesting.com/2009/04/04/magic-formula-stocks-on-the-move-4-04-09/#comments Sat, 04 Apr 2009 13:20:05 +0000 alexg http://www.contrarianvalueinvesting.com/?p=367 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 4-04-09:

Top 30/50 Million:

In:

  • China Sky One Medical, Inc. (CSKI)
  • Chart Industries, Inc. (GTLS)
  • USA Mobility, Inc. (USMO)

Out:

  • LoopNet, Inc. (LOOP)
  • PROS Holdings, Inc. (PRO)
  • ViroPharma Incorporated (VPHM)

Top 30/2000 Million

In:

  • Accenture (ACN)
  • AmerisourceBergen Corp (ABC)
  • Rockwell Automation, Inc. (ROK)
  • Teradata Corp. (TDC)

Out:

  • Autodesk, Inc. (ADSK)
  • Expedia, Inc (EXPE)
  • Robert Half International Inc (RHI)
  • Western Digital Corp. (WDC)

]]> http://www.contrarianvalueinvesting.com/2009/04/04/magic-formula-stocks-on-the-move-4-04-09/feed/ 1 Magic Formula Stocks On The Move 3-29-09 http://www.contrarianvalueinvesting.com/2009/03/29/magic-formula-stocks-on-the-move-3-29-09/#utm_source=feed&utm_medium=feed&utm_campaign=feed http://www.contrarianvalueinvesting.com/2009/03/29/magic-formula-stocks-on-the-move-3-29-09/#comments Sun, 29 Mar 2009 16:33:38 +0000 alexg http://www.contrarianvalueinvesting.com/?p=358 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 3-29-09:

Top 30/50 Million:

In:

  • ELNK
  • ENDP
  • PRO
  • QXM
  • EGY

Out:

  • GTLS
  • CKSW
  • DECK
  • SOLR
  • SCMP

Top 30/2000 Million

In:

  • ENDP
  • HRS
  • MVL

Out:

  • JEC
  • ACN
  • MAN

]]> http://www.contrarianvalueinvesting.com/2009/03/29/magic-formula-stocks-on-the-move-3-29-09/feed/ 2 5 Magic Formula Stocks for 2008 http://www.contrarianvalueinvesting.com/2008/01/23/5-magic-formula-stocks-for-2008/#utm_source=feed&utm_medium=feed&utm_campaign=feed http://www.contrarianvalueinvesting.com/2008/01/23/5-magic-formula-stocks-for-2008/#comments Wed, 23 Jan 2008 15:14:06 +0000 alexg http://www.contrarianvalueinvesting.com/2008/01/23/5-magic-formula-stocks-for-2008/ The following five companies appeared using a minimum market capitalization of 256 million returning 100 stocks. All five companies have pretax earnings yield of at least 10% and high pretax return on capital.

Accenture Ltd. (34,ACN) is a leading management consulting, technology services, and outsourcing company. Recently, Accenture was named one of Morningstar’s Three Top Value Creating Stocks. With a pretax earnings yield of 15% and pretax return on capital greater than 100%, Accenture represents great value.

American Eagle Outfitters Inc. (17, AEO) a retailing company, engages in the design, marketing, and sale of clothing in the United States and Canada. American Eagle has projected growth rate of 15% for the next 3-5 years. Currently, the stock trades at a P/E of 10. American Eagle Outfitters currently has pretax earnings yield of 18% and pretax return on capital of 75-100%.

Jackson Hewitt Tax Service Inc (26, JTX)provides computerized preparation of federal, state, and local individual income tax returns in the United States.Jackson Hewitt is expected to grow earnings 20%+ for the next 3-5 years. Currently, Jackson has an earnings yield of 10% and pretax return on capital greater than 100%. The stock trades at a P/E of 16 and a forward P/E of 11.

McGraw-Hill Companies Inc. (41, MHP) provides information services and products to the education, financial services, and business information markets worldwide.McGraw-Hill currently has a pretax earnings yield of 12% and pretax return on capital greater than 100%. The stock has a P/E of 13.

Pacer International Inc (12, PACR) operates as a non-asset based logistics provider in North America.With the U.S economy slowing down (and possibly heading into a recession), Mr.Market is dropping freight stocks down. Pacer currently has a pretax earnings yield of 18% and pretax return on capital greater than 100%. Pacer currently has a P/E of 8 with a P/E of 7.

Disclaimer: I do not own any of the stocks mentioned above. Due your own due dilligance before investing any money.

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