MagicDiligence
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New Article: Cost Structure Analysis: Fixed vs. Variable $KRO $KLIC
about 5 hours ago
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Huawai whining to EU about paying $IDCC royalties. Chinese continue to not grasp the value of IP. The U.S. is not your free R&D department.
5:59 AM May 24th
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$EXPR announces $100 million repurchase program. Good move, sell-off this week was way overdone based on modest guidance cuts.
5:55 AM May 24th
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After this wipeout, when does $DELL start to consider paying a dividend?
9:35 AM May 23rd
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Express $EXPR down 28% after a miss and guidance cut. Looks way overdone to me. Cut was modest, still guiding for ~+5% comps.
7:03 AM May 22nd
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@ I like your work but I do think $JCOM is not a good short. D&A is still 4x cap ex. Shorting on non-ca...
7:26 AM May 18th
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in reply to StrubelInvest
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@ 2x TBV is your target? Even you said almost 2/3rds of liabilities are def rev and deposits. You're ar...
7:19 AM May 18th
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in reply to investbymodel
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$HLF Main risk is gone, now an attractive value stock.
11:53 AM May 17th
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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.
9:30 AM May 17th
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Also should mention that E&C firms Flour $FLR and Foster Wheeler $FWLT have reappeared in MFI after considerable time off the screens.
6:19 AM May 17th
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Last new MFI stock is Wi-LAN $WILN. Looks like an $IDCC clone. 2.5% yield. Difficult to value, but upside on patent sales.
6:18 AM May 17th
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New MFI stock $UTSI. Oh boy, another small-cap China stock! Stay away, faaaar away!!
6:16 AM May 17th
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New MFI stock Intersections $INTX. Bail bond, online brand, identity theft services, etc. 6.3% yield. Good bal she, modest growth.
6:14 AM May 17th
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$HLF shorts = lambs to the slaughter
1:11 PM May 16th
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@ I think he dropped a hint. $HLF, multi-level-marketing, $MLM, Martin Marietta, hahahah
12:42 PM May 16th
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in reply to SheilaD_TV
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$HLF So cool. Einhorn telegraphed his move. What a head case. Love it.
12:38 PM May 16th
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$HLF this stuff is entertaining. I wouldn't trade on it with your money, but entertaining nonetheless.
12:19 PM May 16th
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Northrop $NOC raises dividend 10% to 0.55/qtr, 2.20/yr. Yields 3.7% at current share prices.
4:20 AM May 16th
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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.
6:27 AM May 15th
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New MFI stock Dynamics Research $DRCO. Small IT consulting firm. Modest growth, "fair" balance sheet, nothing too exciting here.
6:25 AM May 15th
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- Name MagicDiligence
- Location Baltimore, MD, USA
- Web http://www.magicd...
- Bio The Best Magic Formula Stocks
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