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MagicDiligence

  1. New Article: Cost Structure Analysis: Fixed vs. Variable $KRO $KLIC stks.co/40fz
  2. Huawai whining to EU about paying $IDCC royalties. Chinese continue to not grasp the value of IP. The U.S. is not your free R&D department.
  3. $EXPR announces $100 million repurchase program. Good move, sell-off this week was way overdone based on modest guidance cuts.
  4. After this wipeout, when does $DELL start to consider paying a dividend?
  5. Express $EXPR down 28% after a miss and guidance cut. Looks way overdone to me. Cut was modest, still guiding for ~+5% comps.
  6. @StrubelInvest I like your work but I do think $JCOM is not a good short. D&A is still 4x cap ex. Shorting on non-ca... stks.co/3tUI
  7. @investbymodel 2x TBV is your target? Even you said almost 2/3rds of liabilities are def rev and deposits. You're ar... stks.co/3tTk
  8. $HLF Main risk is gone, now an attractive value stock.
  9. 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.
  10. Also should mention that E&C firms Flour $FLR and Foster Wheeler $FWLT have reappeared in MFI after considerable time off the screens.
  11. Last new MFI stock is Wi-LAN $WILN. Looks like an $IDCC clone. 2.5% yield. Difficult to value, but upside on patent sales.
  12. New MFI stock $UTSI. Oh boy, another small-cap China stock! Stay away, faaaar away!!
  13. New MFI stock Intersections $INTX. Bail bond, online brand, identity theft services, etc. 6.3% yield. Good bal she, modest growth.
  14. $HLF shorts = lambs to the slaughter
  15. @SheilaD_TV I think he dropped a hint. $HLF, multi-level-marketing, $MLM, Martin Marietta, hahahah stks.co/3rOQ
  16. $HLF So cool. Einhorn telegraphed his move. What a head case. Love it.
  17. $HLF this stuff is entertaining. I wouldn't trade on it with your money, but entertaining nonetheless.
  18. Northrop $NOC raises dividend 10% to 0.55/qtr, 2.20/yr. Yields 3.7% at current share prices.
  19. Nu Skin $NUS back in MFI for the first time in a while. Like $HLF, a casualty of the Einhornimator. Ira Sohn will move these stocks.
  20. New MFI stock Dynamics Research $DRCO. Small IT consulting firm. Modest growth, "fair" balance sheet, nothing too exciting here.