Magic Formula Investing

If you’re new here, you may want to subscribe to my RSS feed. Thanks for visiting! Always love the Consuelo Mack interviews as they give portfolio managers a chance to give a better analysis of some of their holdings as opposed to the quick 5 to 10 minute appearances they have on the major financial [...]

Through credit default swaps (CDS), Bill Ackman is betting against BP’s debt. Not to be confused with him shorting BP’s stock as I have seen several bloggers doing since the trade was announced. Ackman wrote to Bloomberg: The accident has (BP oil spill) “likely permanently impaired the ability of BP to operate effectively in the [...]

Mutual funds have become one of the most popular investment vehicles of the past two decades. A growing number of people invest in these funds, often without thinking about them. After all, how many of us have 401(k) plans provided by our employers? The majority of these plans are made up of mutual funds. But [...]

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 8-30-10 on the top 30 list.

According to the Chicago Tribune, Lou Simpson is retiring from GEICO. Warren had the following to say about Lou’s retirement: “Obviously, I would keep him employed till he was 100. I was very surprised when he called me a month ago and said, ‘At 74, I’d just as soon turn it over to somebody else.’ [...]

Not much movement in Bill Ackman‘s portfolio according to guru website gurufocus.com. According to their website, Bill Ackman purchased Automatic Data Processing (ADP) and Citigroup (C). Below are the rest of the purchases along with the other positions he reduced to or added to. New Purchases: ADP, C, Added Positions: KFT, Reduced Positions: YUM Automatic [...]

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 8-08-10 on the top 30 list.

A slew of “guru” transaction are now available online. While I don’t pay attention to each individual filing, I do pay attention to the one’s I semi-follow on this blog to see if any trends develop. For example, during certain periods certain sectors become undervalued and more often than not, gurus will cherry pick the [...]

It is very important for investors to understand financial management.  It is critical to understand the fundamentals of things like financial statement analysis, budgeting and forecasting and capital management in managing your portfolio of investments. Every financial investment strategy requires that you understand the fundamentals of how a company works.  If you don’t understand the [...]

These days with 24 hour financial TV stations and dozens of online investing options more and more of us are looking to invest our money in stocks. The problem is that as exciting as day trading can be, investors should really have a long term perspective when it comes to their money than a short [...]