Contrarian Value Investing » MHP 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 5-03-09 http://www.contrarianvalueinvesting.com/2009/05/04/magic-formula-stocks-on-the-move-5-03-09/#utm_source=feed&utm_medium=feed&utm_campaign=feed http://www.contrarianvalueinvesting.com/2009/05/04/magic-formula-stocks-on-the-move-5-03-09/#comments Mon, 04 May 2009 13:30:38 +0000 alexg http://www.contrarianvalueinvesting.com/?p=391 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:

Top 30/50 Million:

In:

  • Cherokee Inc. (CHKE)
  • Cray Inc. (CRAY)
  • Monotype Imaging Holdings Inc. (TYPE)
  • NutriSystem, Inc. (NTRI)
  • Rosetta Stone, Inc. (RST)
  • Sucampo Pharmaceuticals, Inc. (SCMP)
  • Tessera Technologies, Inc.  (TSRA)
  • Ulticom, Inc. (ULCM)

Out:

  • EarthLink, Inc.  (ELNK)
  • Endo Pharmaceuticals Holdings Inc. (ENDP)
  • GT Solar International, Inc. (SOLR)
  • Heidrick & Struggles International, Inc. (HSII)
  • KBR, Inc (KBR)
  • Pre-Paid Legal Services, Inc.  (PPD)
  • Sierra Wireless, Inc. (SWIR)
  • Versant Corp (VSNT)

Top 30/2000 Million

In:

  • Dresser-Rand Group Inc. (DRC)
  • Jacobs Engineering Group, Inc. (JEC)
  • IMS Health Inc (RX)
  • Time Warner Inc.  (TWX)
  • Total System Services, Inc. (TSS)

Out:

  • Agrium Inc. (AGU)
  • Endo Pharmaceuticals Holdings Inc. (ENDP)
  • The McGraw-Hill Companies, Inc.  (MHP)
  • Pfizer Inc.  (PFE)
  • Exxon Mobil Corporation (XOM)

]]> http://www.contrarianvalueinvesting.com/2009/05/04/magic-formula-stocks-on-the-move-5-03-09/feed/ 1 Magic Formula Stocks On The Move 3-07-09 http://www.contrarianvalueinvesting.com/2009/03/08/magic-formula-stocks-on-the-move-3-07-09/#utm_source=feed&utm_medium=feed&utm_campaign=feed http://www.contrarianvalueinvesting.com/2009/03/08/magic-formula-stocks-on-the-move-3-07-09/#comments Sun, 08 Mar 2009 19:01:40 +0000 alexg http://www.contrarianvalueinvesting.com/?p=332 v  Each week I track which stocks are moving in and out of the top 25 Magic Formula Stocks for companies with a minimum market cap of 50 and 2000 million. Here are the moves for the week ended 3-07-09:

Top 25/50 Million:

In:

  • CTC Media, Inc. (CTCM)
  • ClickSoftware Technologies, Ltd. (CKSW)
  • The Corporate Executive Board Co. (EXBD)
  • EMCOR Group, Inc. (EME)
  • KBR, Inc. (KBR)
  • KHD Humboldt Wedag International, Ltd. (KHD)
  • QLT, Inc. (QLTI)
  • Sierra Wireless, Inc. (SWIR)

Out:

  • Allied Healthcare International, Inc (AHCI)
  • COMSYS IT Partners, Inc. (CITP)
  • Coach, Inc.  (COH)
  • Monster Worldwide, Inc (MWW)
  • Pacer International, Inc. (PACR)
  • Questcor Pharmaceuticals, Inc. (QCOR)
  • True Religion Apparel, Inc (TRLG)
  • USA Mobility, Inc. (USMO)

Top 25/2000 Million

In:

  • DISH Network Corp (DISH)
  • The McGraw-Hill Companies, Inc. (MHP)
  • Omnicom Group, Inc. (OMC)
  • Raytheon Company (RTN)

Out:

  • Adobe Systems Inc. (ADBE)
  • Broadridge Financial Solutions, Inc.  (BR)
  • Marvel Entertainment, Inc. (MVL)
  • Teradata Corp. (TDC)

]]> http://www.contrarianvalueinvesting.com/2009/03/08/magic-formula-stocks-on-the-move-3-07-09/feed/ 4 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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