Last Update: 12-31-1969

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  • Peter Lynch LUVs Southwest Airlines

    On Oct. 26, Southwest Airlines Co. (NYSE:LUV) discussed their third quarter earnings performance in a current report filing with the Securities and Exchange Commission. Even though the company missed revenue per available seat mile (RASM) expectations, Southwest remains one of Peter Lynch’s undervalued growth stocks. Three airlines, including Southwest, made the “Lynch and Yacktman Airlines” screener.

    Earnings report suggests weakening financial outlook


  • Why Pepsi Is A Sturdy Buy

    Despite the fact that the soft drink industry is shrinking at a rapid rate, there is still a great company that investors can buy at this moment. PepsiCo (NYSE:PEP) and Coca-Cola (KO) are the two foremost players of the soda industry, but according to me PepsiCo is a better buy compared to the other one. The company is popular not only for its soft drinks, but also for its Frito-Lay products as well. Recently, PepsiCo received a buy rating from Credit Suisse and I expect it to perform better than Coca-Cola going forward.

    Moreover, several analysts believe that the company can escalate at a rate of approximately 7 percent over the long-term. Considering the company’s large size, that figure looks healthy, but it is highly likely that the company will deliver double-digit in the forthcoming years.


  • Australian Spotless Group Looks Interesting

    Spotless Group (SPTGY) is an Australian based company involved in laundry, catering, security, reading meters, and other services. The company was taken public in 2014 and the stock has done poorly since then. At this price level, the stock looks attractive.


  • This Iconic Retailer Could be Ready for a Comeback

    L Brands, Inc. (NYSE:LB) is the name, but we’re much more likely to know its starring segment: Victoria’s Secret. Anyone who’s spent time in a shopping mall is likely to recognize the other segments in LB’s operations: PINK (a component of Victoria’s Secret), Bath & Body Works, La Senza (another intimate apparel retailer), and Henri Bendel, a small retailer of handbags, jewelry, and accessories

    The company has had a sterling growth record since its founding more than 50 years ago, but internal restructuring and weak earnings guidance early this year sent its share price tumbling down, as we see in this 3 year chart:


  • Why Facebook Can Still Continue Growing

    Despite Facebook’s (NASDAQ:FB) massive $360 billion+ market cap, the company has been growing its revenue at a strong pace. The revenue growth has reflected in the stock price as Facebook has been moving higher for the past two years. In the past nine out of ten quarters, Facebook managed to surpass earnings as well as revenue estimates, that too with a great margin. In Q2FY16, the company reported earnings per share of $0.97, $0.15 better than the estimates, whereas its revenue came in at $6.44 billion, $420 million greater than the estimates.

    Facebook’s strong quarterly results clearly suggest that it has a robust business model. Currently, the company is putting in a lot of efforts to improve its Artificial Intelligence as this segment builds tools for image recognition, natural language processing, speech recognition, real-time transition as well as other AI-based jobs.


  • Charles Brandes' best performing investments

    Charles Brandes (Trades, Portfolio) is the chairman of Brandes Investment Partners. He started the firm in 1974 and manages multiple portfolios including US equity and Global Equity. The following are the best performers of his most recent investments.

    Petroleo Brasileiro SA Petrobras ADR. (PBR.A) with a market cap of $75.59 billion has gained 240.9% year to date. The guru's stake represents 0.4% of the company's outstanding shares and 2.38% of his total assets.  

  • Here’s Why Sirius XM Is Still a Great Stock

    Sirius XM (NASDAQ:SIRI) performed very well in 2015, and the company is still witnessing strong growth. In the last reported quarter, the company shared record revenue of $1.2 billion, a surge of 10 percent. This was mainly due to the 3 percent surge in record average revenue per user which reached to $12.78. On the other hand, free cash flow escalated to $395 million.

    Furthermore, the company now anticipates adding approximately 1.7 million overall net new subscribers, 0.1 million greater than the previous guidance of 1.6 million. If the company successfully adds the given amount of subscribers, it will result in $5 billion additional top-line, with cash flow of $1.5 billion, which will be greatly beneficial for the company and in turn Sirius investors.


  • 6 Undervalued Stocks Trading Below the Peter Lynch Value

    According to GuruFocus' All-in-One Screener, several gurus are focusing on stocks whose Peter Lynch fair value is far above the current price. The following stocks are trading with wide margins of safety.

    Equity Residential. (EQR) is trading at about $60 per share, and the Peter Lynch value gives the stock a fair price of $275.12, giving investors a margin of safety of 78%.


  • FireEye Is a Toxic Stock

    Unlike other cybersecurity stocks, FireEye (NASDAQ:FEYE) has failed to live up to investors’ expectations this year as the stock has struggled on the back of a falling growth rate and dying takeover rumors.

    Since 2014, FireEye has lost more than 80% of its value. FireEye has been a disappointing stock this year also, as it has missed its own revenue estimates in the past three quarters. Despite offering packages of next generation threat protection, the company is struggling to induce sufficient customers to compel scant resources to its virtual machine grounded platform.


  • stocknote


  • The Dangers of Dividend Obsession

    “This is a very bad, incoherent piece.” I received this feedback from a reader concerning my most recent article for Institutional Investor . I don’t expect everyone to agree with me, and I welcome negative feedback because it provides an opportunity to learn. But this stung. If this comment had been about almost any other article I’ve written this year, I’d probably have filed it under “let’s agree to disagree.” Looking back, however, I’m not sure this reader was wrong. While I stand by my original thesis, I think I could have made my case more clearly. So here is what I meant to say:


  • Eldorado Gold Will Release 3rd Quarter Results Tomorrow

    Eldorado Gold Corp. (NYSE:EGO) will release its third quarter results after market close on Oct. 27.

    For the third quarter, analysts estimate an average earnings per share of three cents, up 400% from the same quarter a year ago. Analysts give a high estimate of 9 cents for EPS.


  • Eaton Vance Worldwide Health Sciences Fund 3rd Quarter Commentary

    A Word On The Markets


  • Dividend Aristocrats in Focus Part 17: V.F. Corp.

    V.F. Corp. (NYSE:VFC) was first organized in 1899. Over the course of the next 117 years, it made many transformations.

    It was started by John Barbey and a group of investors. They formed the Reading Glove and Mitten Manufacturing Company. About 10 years later, the company was renamed Schuylkill Silk Manufacturing when it shifted into silk lingerie.


  • Dividend Aristocrats in Focus Part 16: S&P Global

    S&P Global (SPG), formerly known as McGraw Hill Financial, has a new name but its business remains the same as it ever was.

    McGraw-Hill began in 1917 when McGraw Publishing Company and the Hill Publishing Company combined. Then, in 1957, the company introduced the S&P 500.


  • Hell or High Water

    You might not think a movie about robbing banks illuminates some of the fundamentals of value investing, but then again, you might not have seen "Hell or High Water." The movie tells the story of two brothers who traveled around rural Texas robbing small-town banks early in the morning to keep their family property out of foreclosure. It's not about the intricacies of their heist, it is the simplicity of the smaller banks they robbed. It is only when they got greedy, going after a bigger bank, that they got caught.

    We think of Charlie Munger (Trades, Portfolio), the vice-chairman of Berkshire Hathaway (BRK.A)(BRK.B), who taught us that "competition is the enemy of competence." You see, while the brothers successfully found no competition in the smaller rural banks, they ran into trouble when attempting to rob a busy bank later in the day with customers who all had their own guns. They had lost their gun-powered moat.


  • Bill Miller: Valeant Can Double in 3 Years

    Bill Miller is an interesting value investor, as he is generally very outspoken. He made an appearance on CNBC and talked about Valeant (NYSE:VRX). You may be scrutinized if you are long Valeant after the ousting of its CEO, the Philidor incidents, Charlie Munger (Trades, Portfolio)'s distaste for the company and Hillary Clinton’s special attention to price gouging.

    There is a lot not to like.


  • Newmont's 3rd Quarter Estimates

    Newmont Mining Corp. (NYSE:NEM) will release its third quarter results after market close on Oct. 26.

    For the third quarter, analysts estimate an average earnings per share of 50 cents, up 117.4% from the same quarter a year ago. Analysts estimate an EPS range between 61 cents (high) and 35 cents (low).


  • Me Too!

    I have sometimes said that it is common for many people to imitate the behavior of others, rather than think for themselves. There are several reasons for that:

  • 4 Tips to Help You Understand Your Investing Psychology

    "The Little Book of Behavioral Investing" by James Montier is a book every investor should read at some point in their investment career. Investing psychology, or behavioral investing, is a fundamental part of being a successful long-term investor. Unfortunately, most private investors and a significant number of institutional investors fail to grasp the do's and don'ts of behavioral investing and make poor decisions driven by erratic behavior.

    Within this article, I shall outline some of the concepts introduced by James Montier in his book. Hopefully, they will give you some food for thought, which might help you improve your investment process over the long term.


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