Last Update: 12-31-1969

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  • Coach´s Opportunity for Growth

    In this article, let's take a look at Coach Inc. (NYSE:COH), a $8.62 billion market cap company, which designs, makes and markets fine accessories for women and men, including handbags, weekend and travel accessories, outerwear, footwear, and business cases.

    Opportunity for Growth


  • Global Pagers Market Size, Share, Application Analysis, Growth & Trends 2015: Radiant Insights, Inc

    was a professional and depth research report on Global Pagers industry that you would know the world's major regional market conditions of Pagers industry, the main region including North American, Europe and Asia etc, and the main country including United States ,Germany ,Japan and China etc.


  • A Short Story of Questionable Capital Allocation

    In late 2014, I wrote an article titled “Peter Lynch – The Perfect Stock” (link). One of the thirteen attributes listed for the perfect stock was material insider purchases (There’s no better tip-off to the probable success of a stock than that people in the company are putting their own money into it). In that article, I wrote about a company where that was happening in a big way:

    I’ll point you to a company that I’m interested in that has had significant insider buying as of late: WPX Energy (WPX). The company named a new CEO in May; since that time, he has purchased 44,000 shares on the open market. Due to the fact that energy companies have been routed in recent market trading, his cost on those purchases has totaled ~$836,000, or an average of ~$19 per share; that is nearly 100% higher than where shares recently traded. His most recent purchase was last week.


  • Steven Romick's Undervalued Stocks Trading with Low P/E Ratio

    Steven Romick (Trades, Portfolio) is the portfolio manager of FPA Crescent Fund. As of Jan. 31, the fund has delivered more than 11% a year in average over the past 10 years. His fund has about $10 billion under management and the following are the stocks he owns that are trading with a very low P/E ratio and that are undervalued according to the DCF calculator.


  • Kahn Brothers Increase Stake In Patterson-UTI Energy

    Amid declining oil prices, there are spots of value in the energy sector and investors are gradually increasing their stake in these value investment opportunities. The latest example being Patterson-UTI Energy (NASDAQ:PTEN) where Kahn Brothers (Trades, Portfolio) increased their stake by nearly 4.1% and currently hold 1,019,891 shares of the company. While investors can track real time buying and selling activity by Gurus in Guru Focus Real Time Picks, I will be focusing on the positives in the onshore drilling sector and the positives related to Patterson-UTI Energy.

    The North American rig count data is one of the major reasons to be cautiously bullish on the onshore drilling sector. After making a high in September 2014, onshore rig count in North America was on a steep decline until the end of May 2015. This decline in rig count translated into challenging times for onshore drilling service providers. However, on May 29, 2015, the onshore rig count was 875 and as of July 31, 2015, the rig count was 874. This is a clear indication that onshore rig count has stabilized in the last two months and this industry data is certainly positive news for onshore drillers.


  • Caterpillar Is Worth Considering After Results

    As China’s growth remains sluggish and as energy prices remain depressed, companies catering to the industrial, infrastructure and commodity sector are facing challenging times. While these challenging times are likely to continue in the foreseeable future, certain stocks are trading at attractive valuations and look good for long-term exposure. Caterpillar (NYSE:CAT) is one such stock that has maintained excellent balance sheet health in difficult times and the company’s second-quarter results have several positives. This article discusses the positives and challenges to conclude that Caterpillar might be worth considering at current levels.

    The first point that I want to discuss is the company’s guidance for FY15 and the valuation based on the guidance. Caterpillar reaffirmed that FY15 EPS will be in the range of $4.7 to $5.0 per share (excluding restructuring). Considering the mid-point of the guidance, Caterpillar expects FY15 EPS of $4.85 per share and this translates into a FY15 PE of 16.2.


  • Manning & Napier Raises Stake in Bemis

    In this article, let's take a look at Bemis Co Inc. (NYSE:BMS), a $4.3 billion market cap company, which is a leading maker of a broad range of flexible packaging and pressure-sensitive materials.

    Manning & Napier Advisors, Inc upped its stake in the second quarter of 2015 by 13.47% to 41,030 shares. Let´s see some reasons that justify this bullish sentiment.


  • SouthGobi Resources Announces Resignation of Chief Financial Officer

  • Melior Resources Inc. Announces Strategic Update for the Goondicum Project

  • Gold Is On Sale Says The Rational Investor – U.S. Global Investors

    The leveraged gold futures derivatives market is knocking down the precious metal, yet in massive contrast, this drop has ignited a shopping frenzy according to gold coin dealers. I spoke with several friends and industry experts this week who confirmed the record sales numbers for the month. In fact, American Gold Eagle sales reached 161,500 ounces in July, the highest monthly figure since April 2013. What gives?

    Gold often attracts conspiracy theories when it falls so abruptly, especially on Mondays. Interestingly, in a recent article on Zero Hedge, ABC Bullion out of Sydney, Australia, details some of the speculation behind the precious metal’s beat down, which I’ve also discussed in my blog.


  • Weekly 52-Week Highs Highlight: SCHW, LUX, UA, WFC

    According to GuruFocus list of 52-week highs, Charles Schwab Corp (NYSE:SCHW), Luxottica Group SpA (NYSE:LUX), Under Armour Inc (NYSE:UA) and Wells Fargo & Co (NYSE:WFC) have all reached their 52-week highs.

    Charles Schwab Corp reached the 52-week high of $35.53


  • Comment for Cogeco Cable Inc Compare -

    Just some feedback for the COMPARE function of the stock information page. When I go to compare a Canadian telecommunications company traded on the TSX, it automatically compares it with five companies traded on the NYSE but none on the TSX. I can manually type but feel it would be neat  

  • Weekly Insider Sells Highlight: ZION, PYPL, FTNT, ISRG

    According to GuruFocus Insider Data, the largest insider sells during the past week were: Zions Bancorp, PayPal Holdings Inc, Fortinet Inc, and Intuitive Surgical Inc.

    The overall trend of insiders is illustrated in the chart below:


  • Fairholme Allocation Fund Commentary

    To the Shareholders and Directors of The Fairholme Allocation Fund:

    The Fairholme Allocation Fund (the “Fund” or “FAAFX”) decreased 2.67% versus a decrease of 0.10% for the Barclays PLC (NYSE:BCS) Capital U.S. Aggregate Bond Index (the “Barclays Bond Index”) and a 1.23% increase for the S&P 500 Index (the “S&P 500”), for the six-month period that ended June 30, 2015. The following table compares the Fund’s unaudited performance (after expenses) with that of the Barclays Bond Index and S&P 500, with dividends and distributions reinvested, for various periods ending June 30, 2015.


  • Peter Lynch Portfolio 29 Newsletter - August Issue

    The August issue of the Peter Lynch Portfolio 29 is now available for download.

    Subscribers should note that our total return performance has picked up nicely since the deadline date used when compiling results.


  • 5 Undervalued Companies for Value Investors with a High Beta - August 2015

    20140530-054905-20945379.jpgThere are a number of great companies in the market today. By using the ModernGraham Valuation Model, I've selected the five undervalued companies for value investors reviewed by ModernGraham with the highest beta. A company's beta indicates the correlation at which its price moves in relation to the market. A beta greater than 1 indicates a company is more volatile than the market. Each company has been determined to be suitable for either the Defensive Investor or the Enterprising Investor according to the ModernGraham approach. This is a sample of one screen that is included in ModernGraham Stocks & Screens. Defensive Investors are defined as investors who are not able or willing to do substantial research into individual investments, and therefore need to select only the companies that present the least amount of risk. Enterprising Investors, on the other hand, are able to do substantial research and can select companies that present a moderate (though still low) amount of risk.

    With a high beta, Mr. Market may turn these companies around very quickly, so be sure to check them out in depth!


  • The 16 Best Stocks For Value Investors This Week - 8/1/15

    We evaluated 32 different companies this week to determine whether they are suitable for Defensive Investors, those unwilling to do substantial research, or Enterprising Investors, those who are willing to do such research. We also put each company through the ModernGraham valuation model based on Benjamin Graham's value investing formulas in order to determine an intrinsic value for each. Out of those 32 companies, only 16 were found to be undervalued or fairly valued and suitable for either Defensive or Enterprising Investors. Here's a summary of those 16 best stocks for value investors this week. To see a listing and screenings of all the valuations, be sure to sign up to be a premium subscriber!

    The Elite


  • Elliot Turner: Interview With The Manual Of Ideas

    Elliot Turner of RGA Investment Advisors did a interview with the Manual Of Ideas where he discusses how to appraise an investment opportunity.



  • Matthew Asia Dividend Fund First Half Of 2015 Commentary

    Matthews Asia Dividend Fund half yearly commentary for the period ended June 30, 2015.

    For the first half of 2015, the Matthews Asia Dividend Fund returned 12.65% (Investor Class), outperforming its benchmark, the MSCI All Country Asia Pacific Index, which returned 7.54%. For the quarter ending June 30, the Fund rose 3.69% (Investor Class) while its benchmark returned 0.71%. In June, the Fund distributed 18.23 cents per share (Investor Class), bringing its total year-to-date income distribution to 20.08 cents per share.


  • The Power of Words - Part III

    In the previous part of this article series, I ended with some notes on how to unlock the power of words. According to the Mr. Sean Clouden, we need to “have full conceptual understanding with no confusion and the ability to do it.” In Chapter Six of “The Power of Words,” Clouden provides us with a systematic approach on how to “clear” a word. To clear a word simply means to learn it to full conceptual understanding. Below are the steps:


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