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    • Sun Nov 2nd 08:19 AM
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      Rating: 0 0
      Commented on:
      10 High Cash, High Yield, No Debt Stocks
      Barron's and TVI - A List Evaluated

      A somewhat similar article appeared in a recent issue of Barron's - a very good idea to try in these trying times.

      In my own blog I evaluate the 25 companies in the Barron's article and I evaluate them using my own proprietary methodology and come up with some very interesting results!

      Great article and insightful!
      Regards,
      TVI Editor
      View article »
    • Sun Jun 22nd 18:33 PM
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      Rating: 0 0
      Commented on:
      Top 10 Payout Yield Stocks
      Hi all,

      Yep - we've got to agree with you. This article is pretty inferior - useless and not very helpful to investors.

      Anybody who has done the least bit of research on investing knows that a high dividend yield isnt necessarily good. Article sounds like a bit of filler to me.

      Interesting take was the comment on the 'structural change in the market'. No joke. I'm sure other folks will say that the structural change took place in 1982 and others will say 1987...

      What's the point of identifying a year? It is just an arbitrary point in time - and it doesn't even help an investor to know that this 'structural change' has occurred. Especially if it was supposed to have taken place over 20 years ago.

      Regards,
      Staff at TVI
      todaysvalueinvestor.bl...
      View article »
    • Sun May 25th 09:02 AM
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      Rating: 0 0
      Commented on:
      General Cable: Poised for a Good Run
      Another 5x5 Article Brought to You By Today’s Value Investor

      General Cable – BGC
      Pros
      1. Net Profit Margins have been increasing nicely over last 7 years or so…more efficient?
      2. Sales have more than tripled since 2002.
      3. Very impressive ROE since 1998 – has averaged 23.9 over those 10 years!
      4. Competitive industry but BGC has outlasted many competitors.
      5. Good long-term management has led to several key acquisitions over the last few years.

      Cons
      1. Long-Term Debt has doubled since 2002.
      2. Since 2003 shares have appreciated by more than 2000%
      3. Shares outstanding has increased by more than 50% since 2000
      4. No dividend since 2002.
      5. Leader in optic wire and cable products for communications industry…how much do we need? And is this a commodity type business? You bet! Margins will eventually deteriorate.

      According to our proprietary valuation method, BGC is roughly 18% overvalued by the market. We really don’t see much of an upside with BGC over the next year it is in a commodity type business and a glut of optic wire and cable products about to hit the market in the near future.

      For more information, please visit Today's Value Investor
      todaysvalueinvestor.bl...
      View article »
    • Wed May 21st 12:42 PM
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      Rating: 0 0
      Commented on:
      Kimberly-Clark: Absorbing New Markets
      Pros
      1. love that historically high return on equity
      2. increasing dividend for last 16 years!!!! Ka-ching
      3. historically very profitable -$1b net income each year since 1998
      4. great brands like Huggies, Kotex, Depends, Kleenex and Scott . Excellent revenue stream
      5. Blue chip all the way!!!!

      Cons
      1. long-term debt doubled since 1998
      2. profit margins decreasing since 1998
      3. BV/share increasing at a 3.9% CAGR since 1992. Barely keeps up with inflation.
      4. commodity costs will put a strain on margins in near term and for years to come.
      5. Only way for company to grow is via M&As - too 'iffy' to count on. Last big M&A activity was Scott Paper in 95.

      Today's Value Investor
      todaysvalueinvestor.bl...
      TVI is devoted to finding and analyzing undervalued companies based on a 10+ year backtest we've conducted. With postings available on the weekends, TVI readers can profit from the blog to the tune of 23%+ CAGR returns. Our information is FREE, UNIQUE (found nowhere else on the web), UNBIASED, and ACTIONABLE for investors.

      View article »
    • Fri Apr 11th 17:52 PM
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      Rating: 0 0
      Commented on:
      Options Trader: Friday Outlook - GE Missed!
      Dear Analysts, pundits and Talking Heads on TV,

      If it looks, walks, and sounds like a recession, then it probably is.

      Logic would dictate that you should then lower EPS expectations of GE, since it is one of the best individual company indicators of how the US economy is performing.

      The formula is simple: US economy in recession + a huge industrial/commercial/... company that is considered to be a bellweather company by most, if not all analysts, should be analyzed vis-a-vis the overall economy.

      Not to account for that is negligent analysis and pretty poor research.

      Today's Value Investor
      todaysvalueinvestor.bl...

      Where Value Investing and Quantitative Analysis meet in a weekly finance blog. TVI is devoted to finding and analyzing undervalued companies based on a 10+ year backtest that we conducted using basic financial principles. With 23%+ CAGR returns you can profit from our FREE and UNIQUE INVESTMENT RESEARCH that is found nowhwere else on the web.
      View article »
    • Mon Mar 31st 13:55 PM
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      Rating: 0 0
      Commented on:
      Oracle Cheaper Than Ever Following Earnings Disappointment
      Agreed that Oracle missed on sales - but come on...it doesn't deserve a low p/e of 20.05 (as of Monday 3/31/08). And with such a great roe of over 27? No way. Such a steal at this price.

      Oh, and its moat is that its horrendously difficult for businesses to migrate from one database application to another. This means Oracle has built in revenue streams for the future.

      Combine this issue with the fact that Oracle's databases' are going to become more and more complex in the future - and the fact that these databases will be used even more - and it means that ORCL is a strong buy at this time.

      Regards,

      Staff at Today’s Value Investor
      todaysvalueinvestor.bl...

      A free weekly online investment newsletter/blog that identifies undervalued companies who were historically profitable and whose current business model is well-established and is a leader in its industry.
      View article »
    • Sun Mar 30th 21:02 PM
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      Rating: 0 0
      Commented on:
      John Meriwether...Fool Me Twice?
      It is astonishing how people really do make the same mistakes over and over again. $46 million in management fees and he still doesn't beat an index fund? Ugh. People will never learn. Same story - different tune - different day - different people.

      Interesting article - and enlightening.

      Regards,

      Today's Value Investor
      todaysvalueinvestor.bl...

      Where Value Investing and Quantitative Analysis meet in a weekly finance blog. TVI is devoted to finding and analyzing undervalued companies based on a 10+ year backtest that we conducted using basic financial principles. With 23%+ CAGR returns you can profit from our FREE and UNIQUE INVESTMENT RESEARCH that is found nowhwere else on the web.
      View article »
    • Wed Mar 5th 00:01 AM
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      Rating: 0 0
      Commented on:
      No Bear Yet? Average Stock Already Down 30%
      That the market is doing pretty lousy right now is obvious. The big question is, 'what will be doing well in a year or two?' My thoughts? It's going to be a tough year with headwinds like the housing market, the subprime/mortgage mess and the price of oil. Lets see - the first -the housing market - is an essential U.S. industry. Strike one. Subprime/mortgage industry is second and is also an essential U.S. industry. What's more - the problems are spreading to other areas of the financial industry and depending on who you speak to, more write-downs are coming (to the tune of tens of billions of dollars more...). Strike two. The third strike comes from the oil industry. The price of oil has concomitant affects in industries as varied as manufacturing, gas, the automobile industry and more. When the price of a raw material goes up, the price of products that use the raw material are going to increase as well. Obvious economics, but some folks still forget this. We shouldn't - otherwise this could be a long and volatile stock market this year.

      Regards,

      Today’s Value Investor
      todaysvalueinvestor.bl...

      A free online investment newsletter/blog that uses statistical and analytical methods to identify historically profitable, currently undervalued businesses that are leaders in their respective industries’.
      View article »