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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. - View all 0 replies
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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. - View all 0 replies
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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. - View all 0 replies
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MagicDiligence
Northrop $NOC raises dividend 10% to 0.55/qtr, 2.20/yr. Yields 3.7% at current share prices. - View all 0 replies
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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. - View all 0 replies
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MagicDiligence
New MFI stock Dynamics Research $DRCO. Small IT consulting firm. Modest growth, "fair" balance sheet, nothing too exciting here. - View all 0 replies
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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. - View all 0 replies
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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 - View all 0 replies
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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. - View all 0 replies
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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. - View all 0 replies
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MagicDiligence
New MFI stock Towers Watson $TW. Business consulting. Growth, balance sht, cash flow all look pretty good here. - View all 0 replies
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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. - View all 0 replies
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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. - View all 0 replies
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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. - View all 0 replies
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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. - View all 0 replies
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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%! - View all 0 replies
