Value Investing

This May Be the Best Bet on the Tablet Revolution

Nathan Slaughter
February 9, 2011

Last month, the world’s top high-tech manufacturers gathered in Las Vegas for the annual Consumer Electronics Show. They hobnobbed. They exchanged business cards. But most important, they introduced their latest innovations to the world. Remember, this is the venue where we got our first real glimpse of… Read More

Catch These 3 Growing Retailers Before the Next Upswing

RFUHRMANN
February 9, 2011

Consumer spending has been improving for at least a year now, but you wouldn’t know that by looking at the stock price charts of the retailers across the United States. This disconnect is somewhat confusing given the holiday shopping season was strong, as was January when shoppers stayed busy grabbing… Read More

This Small Cap Could be the Next Wal-Mart

jamesbrumley
February 7, 2011

While it’s unlikely that anything will unseat Wal-Mart (NYSE: WMT) as the king of retail in our lifetime, that doesn’t mean there aren’t major opportunities to meaningfully penetrate the discount-store space. Take Target (NYSE: TGT), for instance. Despite Wal-Mart’s annoying domination, Target has capitalized on the inherent… Read More

3 Reasons Why This is a No-Brainer Stock to Own

ttaulli
February 4, 2011

While there are many high-growth tech companies, these can be tough investments to own. It’s often the case that they are one-hit wonders and competition will eat away at the core business. Yet there are some tech companies that are “built to last,” such as Microsoft Corp. (Nasdaq: MSFT), IBM… Read More

2 Ways to Profit from This Deep-Value Stock

Adam Fischbaum
February 4, 2011

About 15 years ago I was held prisoner of war in Hartford, Conn., at a large, rookie broker re-education facility. While trudging to class each day, I passed by the headquarters of quite a few famous insurance companies. All were familiar except one: Phoenix. I did some research and learned that, at the time, it was a mutual company (owned by the policy holders) and not publicly traded. However, its investment management arm did trade publicly via master limited partnership (MLP) units. They were clearly trading at a deep discount… Read More

About 15 years ago I was held prisoner of war in Hartford, Conn., at a large, rookie broker re-education facility. While trudging to class each day, I passed by the headquarters of quite a few famous insurance companies. All were familiar except one: Phoenix. I did some research and learned that, at the time, it was a mutual company (owned by the policy holders) and not publicly traded. However, its investment management arm did trade publicly via master limited partnership (MLP) units. They were clearly trading at a deep discount to their actual value, so I bought what few shares I could. In less than a year, after collecting a couple dividend payments, Phoenix bought back all of the units they didn’t own and I made a nice little profit. Fast forward to now. Phoenix (NYSE: PNX) has long since demutualized. The investment arm was spun off a couple of years ago as a free-standing entity: Virtus (Nasdaq: VRTS). Phoenix’s common shares trade at an abysmal sub-$3.00 level The company just can’t seem to get out of its own way. The… Read More

This Stock is too Dirt Cheap to Ignore

David Sterman
February 3, 2011

The stock market is dominated by traders and investors. Traders simply focus on today’s market action. Investors hold a much broader view, finding winning stocks that will ride future trends. In recent sessions, traders have found plenty to dislike about employment search firm Monster Worldwide (NYSE: MWW). Shares were… Read More