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MagicDiligence

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  • MagicDiligence
    $HLF Main risk is gone, now an attractive value stock.
    Thu, 2:53 PM
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      • MagicDiligence
        For all the talk of $PBI fading into oblivion, their EBIT grew 14% year-over-year last quarter. 11.4% yield is only 40% of FCF.
        Thu, 12:35 PM
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          • MagicDiligence
            Also should mention that E&C firms Flour $FLR and Foster Wheeler $FWLT have reappeared in MFI after considerable time off the screens.
            Thu, 9:20 AM
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              • MagicDiligence
                Last new MFI stock is Wi-LAN $WILN. Looks like an $IDCC clone. 2.5% yield. Difficult to value, but upside on patent sales.
                Thu, 9:19 AM
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                  • MagicDiligence
                    New MFI stock $UTSI. Oh boy, another small-cap China stock! Stay away, faaaar away!!
                    Thu, 9:16 AM
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                      • MagicDiligence
                        New MFI stock Intersections $INTX. Bail bond, online brand, identity theft services, etc. 6.3% yield. Good bal sheet, modest growth.
                        Thu, 9:14 AM
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                          • MagicDiligence
                            Northrop $NOC raises dividend 10% to 0.55/qtr, 2.20/yr. Yields 3.7% at current share prices.
                            Wed, 7:20 AM
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                              • MagicDiligence
                                Nu Skin $NUS back in MFI for the first time in a while. Like $HLF, a casualty of the Einhorninator. Ira Sohn will move these stocks.
                                Tue, 9:28 AM
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                                  • MagicDiligence
                                    New MFI stock Dynamics Research $DRCO. Small IT consulting firm. Modest growth, "fair" balance sheet, nothing too exciting here.
                                    Tue, 9:26 AM
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                                      • MagicDiligence
                                        New MFI stock American Public Education $APEI. Latest for-profit edu stock to fall into screen. Regulatory risks abound. Finances fine.
                                        Tue, 9:23 AM
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                                          • MagicDiligence
                                            Stocks moving in and out of Magic Formula Investing this week $ABC $TW $BAH many others! http://bit.ly/KfONnz
                                            May 13, 7:31 AM
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                                              • MagicDiligence
                                                New MFI stock Acura Pharma $ACUR. On screen due to one-time payment in Q2 last year - no revenue since then. Specialty drug dev.
                                                May 11, 9:20 AM
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                                                  • MagicDiligence
                                                    New MFI stock Booz Allen Hamilton $BAH. Government consulting. Recent IPO. Has been growing, 2.2% yield, budget concerns though.
                                                    May 9, 9:43 AM
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                                                      • MagicDiligence
                                                        New MFI stock Towers Watson $TW. Business consulting. Growth, balance sht, cash flow all look pretty good here.
                                                        May 8, 9:23 AM
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                                                          • MagicDiligence
                                                            $INTC boosts dividend 7% to 0.225/qtr or 0.90/yr. About a 3.2% yield at current prices.
                                                            May 7, 12:26 PM
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                                                              • MagicDiligence
                                                                New MFI stock Body Central $BODY. Small women's apparel/accessories chain. Growing well, debt free. Worth a look for retail exposure.
                                                                May 7, 9:56 AM
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                                                                  • MagicDiligence
                                                                    Dolby $DLB blasts off after earnings. Up 16% this morning in a red tape.
                                                                    May 4, 9:52 AM
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                                                                      • MagicDiligence
                                                                        Another new MFI stock is US Home Systems $USHS. Mostly kitchen refinishing products. Solid growth, no debt. Good housing play.
                                                                        May 4, 9:51 AM
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                                                                          • MagicDiligence
                                                                            Neurocrine Biosciences $NBIX in the MFI screen today. Small drug developer. Looks like a one-time revenue case, not certain though.
                                                                            May 4, 9:48 AM
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                                                                              • MagicDiligence
                                                                                United Online $UNTD beats by .04, revs in-line, re-iterates its 8.8% dividend. Market rewards it by selling off the stock 13%!
                                                                                May 3, 10:03 AM
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