Tag Archives: Value
A Comparison Of Value Between AT&T And Verizon
By Henry Stokman:
AT&T (T) recently announced that it would be raising the prices on current data plans that it offers. I hear this and wonder if this move is good or bad for the stock. I soon realize that has to be good because when it comes to smartphones or tablets there really are still only two choices with reasonable coverage, Verizon (VZ) and AT&T (T). Verizon is an excellent company and has shown significant stock appreciation in the past year, especially since it has been able to start selling Apple (AAPL) products.
AT&T on the other hand has really not shown the same appreciation in price that Verizon has, even though it too is selling the same Apple products. AT&T this past quarter was denied the ability by the U.S. Government to buy T-Mobile for $ 39 Billion. Some see this as a serious blow to the company and its future, but
TBSS: deep-dish Friday value
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This Stock Is on the Verge of Unlocking Great Value
I spend much of my time in search of companies that possess robust growth prospects. But I'm also content to occasionally focus my energy on companies that are unlikely to grow meaningfully. The catch: these companies must be able to generate a huge amount of profit from their sales base in a consistent manner. Or they need to own a set of assets that would be highly coveted by other firms in an industry.
I think I've found a company that checks off both of those boxes.
New York-based Cablevision (NYSE: CVC) generates stunning amounts of free cash flow. And recent events make me think the company may soon receive a very flattering offer from a rival or a private-equity (PE) firm.
An industry that has peaked
It's no secret cable companies face myriad threats. Some consumers have balked at $ 100 monthly bills and are now content to simply surf the web for their evening's entertainment. (In the case of Cablevision, we're talking about a $ 150 average monthly bill.) Other consumers are ditching their cable providers for satellite-based providers such as DirecTV (NYSE: DTV) (which, incidentally, can consider me a very happy new customer after making a recent switch).
But rumors of cable's demise are greatly exaggerated.
JPMorgan Chase Has Value But Little Momentum
There may be plenty of apparent values in the banking sector these days, but investors aren’t biting. Take the case of JPMorgan Chase (NYSE: JPM) – most analysts seem happy enough to crown them as the best-run major bank in America, but that didn’t keep the stock from losing about 20% of its value in 2011. At least part of the problem here is timing and the absence of any real near-term momentum. Although there are plenty of long-term factors in the bank’s favor, the list of what could go wrong in the short term is a fair bit longer than the list of things that could go right.
Good Capital … Or Is It?
Unlike major rivals like Citigroup (NYSE: C) and Bank Of America (NYSE: BAC), JPMorgan has been lauded for how it managed its credit exposures through the crisis and recovery. In terms of metrics like Tier
Energy XXI (Bermuda) Limited: Still A Value
High oil prices have been good for business for the energy explorers. Energy XXI (Bermuda) Limited (EXXI) reported a record fiscal first quarter in October. This Zacks #1 Rank (strong buy) is still a value, with a price-to-book of just 1.9.
Energy XXI is an oil and natural gas exploration company with its core properties in coastal and offshore Louisiana.
The company has grown through acquisitions and now has more than 116 million barrels of oil equivalent (BOE) of proved reserves and about 42,000 BOE per day of production. 67% of that production is oil.
Energy XXI Beat By 28% in the Fiscal First Quarter
On Oct 26, Energy XXI reported its fiscal first quarter results and blew by the Zacks Consensus by 14 cents. Earnings per share were 64 cents compared to the consensus of 50 cents.
Oil was 69% of the quarter’s production and 90% of the pre-hedge
Getting Started in Value Investing
Getting Started in Value Investing
- ISBN13: 9780470139080
- Condition: New
- Notes: BRAND NEW FROM PUBLISHER! 100% Satisfaction Guarantee. Tracking provided on most orders. Buy with Confidence! Millions of books sold!
An accessible introduction to the proven method of value investingAn ardent follower of Warren Buffett-the most high-profile value investor today-author Charles Mizrahi has long believed in the power of this proven approach. Now, with Getting Started in Value Investing, Mizrahi breaks down this successful strategy so that anyone can learn how to use it in his or her own investment endeavors. Written in a straightforward and accessible style, this book helps readers gain an overall understanding
Spherix: Back To Trading At A Significant Discount-To-Breakup Value
By Alex Shadunsky:
Spherix Incorporated (SPEX) leverages its scientific and technical expertise and experience through its two subsidiaries – Biospherics and Spherix Consulting. Biospherics is dedicated to development of D-tagatose and recently completed a Phase 3 clinical trial to study the use of D-tagatose as a treatment for Type 2 diabetes. Biospherics is actively seeking a pharma partner to continue the diabetes development while exploring D-tagatose as a potential treatment for high triglycerides, a risk factor for atherosclerosis, myocardial infarction and stroke. Spherix’s Consulting subsidiary provides scientific and strategic support for suppliers, manufacturers, distributors and retailers of conventional foods, biotechnology-derived foods, medical foods, infant formulas, food ingredients, dietary supplements, food contact substances, pharmaceuticals, medical devices, consumer products and industrial chemicals and pesticides.
During the summer, Spherix was trading at around the $ 1.30 level with a breakup value in the $ 2.20 range (pdf). The company had cash of $ 5.6 million plus other current assets
How the P/E Ratio, or Price-to-Earnings Ratio, Can Help You Value a Stock
It’s time to go back to the fundamentals. For new investors, the simplest, easiest, and most basic valuation technique used when investing in stock is called the p/e ratio, or price-to-earnings ratio. It was made famous more than 80 years ago by legendary value investor Benjamin Graham, who wanted to give the average man or woman a tool to tell if he or she was overpaying for a stock.
Though picking a “proper” p/e ratio for a stock isn’t an exact science, and there are certainly limitations to using it, Graham actually recommended a formula, called the Benjamin Graham Intrinsic Value formula, which is based on the price-to-earnings ratio. But you can’t get into that until you understand what it is, how it works, why it is important, and what the limitations are when using it to evaluate how expensive or cheap a stock is.
It is interesting that investors who had used Graham’s guidelines for the price-to-earnings ratio would have avoided the dot-com bubble, the housing bubble (looking at average household incomes to home prices; e.g., what someone in the house earned relative to the expenditure, or cost), and nearly every other bubble that has come along. Think of it as an insurance policy; a defense tool that can throw up red flags when you are about to do something incredibly stupid.
How the P/E Ratio, or Price-to-Earnings Ratio, Can Help You Value a Stock originally appeared on About.com Investing for Beginners on Monday, October 31st, 2011 at 23:57:46.
Value Investing Conference 2010 – Part 2
James Grant, Founder of Grant’s Interest Rate Observer, gives a kynote on “Reset or Recovery? The Macroeconomy and Value Investing” at the 2010 Value Investing Conference at the University of Virginia.
Video Rating: 5 / 5
Ken Shreve hosts Breakout Investing where he discusses Breakout Growth Stocks each Tuesday and Thursday
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The Intelligent Investor: The Definitive Book on Value Investing. A Book of Practical Counsel (Revised Edition) Reviews
The Intelligent Investor: The Definitive Book on Value Investing. A Book of Practical Counsel (Revised Edition)
This classic text is annotated to update Graham's timeless wisdom for today's market conditions... The greatest investment advisor of the twentieth century, Benjamin Graham, taught and inspired people worldwide. Graham's philosophy of "value investing" -- which shields investors from substantial error and teaches them to develop long-term strategies -- has made The Intelligent Investor the stock market bible ever since its original publication in 1949. Over the years, market developments have p
The Neatest Little Guide to Stock Market Investing, 2010 Edition
Read Jason Kelly's posts on the Penguin Blog The essential stock market guide updated with timely strategies for investing after the crash
Now in its fourth edition, Jason Kelly's The Neatest Little Guide to Stock Market Investing has established itself as a clear, concise, and highly effective guide for investing in stocks. This comprehensively updated edition contains tried-and-true investment principles to teach investors how to create and refine a profitable investme
