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A Detailed Review Of Starboard Value's Stock Portfolio
Thursday, March 29, 2018 - 11:39am | 2577Read More...A review of Jeffrey Smith's investing strategy and take a look inside Starboard Value's stock portfolio. Largest holdings include Perrigo Company PLC (NYSE: PRGO), Altaba Inc (Nasdaq: AABA), and Marvell Technology Group Ltd. (Nasdaq: MRVL). Jeffrey Smith's Fresh Start Jeffrey Smith...
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Should Investors Be Worried About Apple's Declining ROE?
Wednesday, March 28, 2018 - 2:58pm | 1281Read More...Apple Inc. (NASDAQ: AAPL) generated an excellent return on equity of 37.1 percent over the past twelve months, while the Information Technology sector returned 3.8 percent. While Apple's performance is highly impressive relative to its peers, it's useful to understand what's really...
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Joel Greenblatt, The Value Guru's Magic Formula
Thursday, December 14, 2017 - 3:56pm | 2137Read More...A detailed explanation Joel Greenblatt's Magic Formula Investing strategy and a review of his hedge fund's current stock holdings. The Value Guru Joel Greenblatt is an investor, writer and academic. He is probably best known for the books he has written, but also manages funds and...
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A Detailed Look Inside Leon Cooperman's Stock Portfolio
Thursday, December 7, 2017 - 3:36pm | 1113Read More...Leon Cooperman’s career in the investment industry spans over 50 years. After 25 years at Goldman Sachs, he started the hedge fund Omega Advisors, where he remains Chairman and CEO. Between 1992 and 2014 the fund returned 14.6 percent a year,and only lost money in four years. It also...
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7 Stocks That David Tepper's Buying And 5 He's Selling
Wednesday, November 15, 2017 - 2:56pm | 1349Read More...Appaloosa's 13F Filing highlights recent stock purchases that includes Facebook Inc (NASDAQ: FB), Apple Inc (NASDAQ:AAPL), and Micron Technology, Inc. (NASDAQ: MU). Appaloosa's David Tepper and His Crystal Ball Hedge fund managers may seem to be a dime a dozen, but not many of them...
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A Detailed Look Into Daniel Loeb's Stock Portfolio
Tuesday, November 14, 2017 - 1:07pm | 2014Read More...Daniel Loeb's most undervalued stocks and what he's buying as disclosed by his firm's recent Form 13F filing. Includes FB), DowDuPont Inc (NYSE: Alibabanbsp;Group Holding Ltd (NYSE:
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The 8 Most Undervalued Tech Stocks That Protect Your Data
Thursday, November 9, 2017 - 12:23pm | 2437Read More...Data Breaches On The Rise Data breaches have unfortunately become a fact of digital life and it appears they're only getting bigger. In early September, Equifax Inc. (NYSE: EFX) revealed that hackers had gained access to the personal information of 143 million U.S. consumers after...
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Ranking the 5 Big Bank Stocks Kicking Off Earnings Season
Wednesday, October 11, 2017 - 3:00pm | 2166Read More...Q3'17 Earnings Season The new earnings season is officially here with five major banks expected to report this Thursday and Friday: JP Morgan Chase & Co (NYSE: JPM), Bank of America Corp (NYSE: BAC), Citigroup Inc (NYSE: C), Wells Fargo & Co (NYSE: WFC) and PNC Financial Services...
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A Detailed Look At What Is In George Soros' Portfolio
Friday, October 6, 2017 - 12:18pm | 2485Read More...George Soros solidified his status in the Investing Hall of Fame in 1992 with the trade that gave him the title "The man who broke the Bank of England." Taking on a major federal reserve bank and winning while making over $1 billion personally will do that for you. Now at age 87 and with...
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Why Value Investors Should Be Looking At Big Lots
Tuesday, October 3, 2017 - 12:41pm | 1459Read More...Big Lots, Inc. (NYSE: BIG) is a discount retailer trading at a compelling valuation. The company sells a wide variety of merchandise, including food, clothing, furniture, toys, and houseware from 1,432 stores in 48 states. If the stock is not on your radar, it likely should be....
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Earnings Preview: ConAgra Brands In Focus
Wednesday, September 27, 2017 - 11:32am | 1462Read More...ConAgra Brands, Inc. (NYSE: CAG) is expected to report earnings on Thursday, September 28th before the market opens. The company's shares last traded at $33.29 as of mid-day Monday, down 22 percent over the last year and down 10 percent since Q4'17 earnings were reported on June 29th....
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Underneath The Hood: AutoZone Shows 17 Percent Upside
Friday, September 15, 2017 - 11:10am | 1521Read More...Value investors should take a closer look into AutoZone, Inc. (NYSE: AZO) as the company boasts a healthy moat and the stock trades at a reasonable discount to intrinsic value. Finding The Moat One investment criteria that value investors Warren Buffett and Charlie Munger use is what...
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United Natural Foods: Big Upside On Positive Earnings
Monday, September 11, 2017 - 11:23am | 1520Read More...United Natural Foods, Inc. (NASDAQ: UNFI) shares have taken a big hit following news of Amazon's acquisition of Whole Foods. However, this may be completely overblown leading to significant upside in the stock's current share price. Either way, investors should expect to gain further...
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Why Tyson Foods' Stock Offers Healthy Upside
Thursday, September 7, 2017 - 10:40am | 1585Read More...Tyson Foods, Inc. (NYSE: TSN) shares currently look highly attractive as the stock has yet to fully recover from its price fixing investigation. The company remains the largest food business in the U.S. and the largest supplier in both the chicken and beef market. Investors need to be reminded that...
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Here's Why Warren Buffett Invested in Southwest Airlines
Tuesday, August 29, 2017 - 3:10pm | 4354Read More...The economics of the airline industry are dreadful. Here are some reasons why I believe so. high fixed costs - employee, fuel, rents (terminal, etc), no pricing power - commodity like pricing which is often dependent on your competitor, violently cyclical - each time the economy sneezes...
