BloggingStocks http://www.bloggingstocks.com BloggingStocks http://www.blogsmithmedia.com/http://www.bloggingstocks.com/media/feedlogo.gif BloggingStocks http://www.bloggingstocks.com en-us Copyright 2012 Weblogs, Inc. The contents of this feed are available for non-commercial use only. Blogsmith http://www.blogsmith.com/<![CDATA[Chasing Value: EZcorp Still Besting Apple]]>http://www.bloggingstocks.com/2011/04/05/chasing-value-ezcorp-still-besting-apple/http://www.bloggingstocks.com/2011/04/05/chasing-value-ezcorp-still-besting-apple/http://www.bloggingstocks.com/2011/04/05/chasing-value-ezcorp-still-besting-apple/#commentsFiled under: , , , , ,

Last November I wrote Chasing Value: Apple's Great, but This Stock Is Better! with the audacity to state "...the potential to beat Apple's prospects by 33 to 1 -- now that is amazing!"

Yes you read that correctly. I still believe a dollar invested in EZCorp (EZPW) will earn 33 times that of a dollar invested in America's sweetheart Apple Inc (AAPL). Of course anyone can make any proclamations that they want. Few dare as I have to post the results when they are not favorable as I have over the past five years.

Today however, I will not be swallowing my pride as EZCorp, a leading pawn shop and cash advance company, has indeed out performed the tremendously successful Apple since the original story. It is worth mentioning to those that would point to Apple's ten-year run that EZPW was the better stock over the long haul as well.

Continue reading Chasing Value: EZcorp Still Besting Apple

Chasing Value: EZcorp Still Besting Apple originally appeared on BloggingStocks on Tue, 05 Apr 2011 14:20:00 EST. Please see our terms for use of feeds.

Permalink | Email this | Comments]]>aaplapple incChasingValueezcorpEZPWfeaturedSheldon LiberTue, 05 Apr 2011 14:20:00 EST<![CDATA[Chasing Value: EZCorp Still a Bargain]]>http://www.bloggingstocks.com/2011/03/22/chasing-value-still-dumb-market-ezcorp-still-a-bargain/http://www.bloggingstocks.com/2011/03/22/chasing-value-still-dumb-market-ezcorp-still-a-bargain/http://www.bloggingstocks.com/2011/03/22/chasing-value-still-dumb-market-ezcorp-still-a-bargain/#commentsFiled under: , , , , , ,

Sometimes I am so confounded by my fellow investors that I have a hard time finding somewhere to do a reality check, so I throw myself on the mercy of the blogosphere today. I do this because I have found no solace by making inquiries with brokers, analysts, traders, friends, family, and fellow investors large and small.

For almost three years I have been touting a EZCorp (EZPW) stock that just keeps rising, and I believe is still under valued. Way undervalued. Before I continue let me make it clear I own the stock personally and in my investment company's portfolio -- still eating my own cooking. The initial shares have a cost basis of $11.80. EZPW opened at $29.20 today and is trading higher.

Yesterday EZCorp announced the acquisition of a majority interest in it's Australian partner: EZCORP to Form Global Strategic Alliance With Cash Converters. This expands the global reach of both businesses, increases the range of services, and should also improve efficiency in a broad number of areas.

Continue reading Chasing Value: EZCorp Still a Bargain

Chasing Value: EZCorp Still a Bargain originally appeared on BloggingStocks on Tue, 22 Mar 2011 15:30:00 EST. Please see our terms for use of feeds.

Permalink | Email this | Comments]]>Bargain stocksChasingValueezcorpEZPWfeaturedPE ratioSP 500under valued stocksTue, 22 Mar 2011 15:30:00 EST<![CDATA[EZCorp (EZPW): Profits in Pawnshops]]>http://www.bloggingstocks.com/2011/03/02/ezcorp-ezpw-profits-in-pawnshops/http://www.bloggingstocks.com/2011/03/02/ezcorp-ezpw-profits-in-pawnshops/http://www.bloggingstocks.com/2011/03/02/ezcorp-ezpw-profits-in-pawnshops/#commentsFiled under: , ,

EZCorp (EZPW) logo"As the old saying goes, banks are happy to make loans to anyone who can prove they don't need them," observes Alexander Green.

The editor of The Oxford Club explains, "But what do you do if you're a blue-collar worker with a checkered credit history, an uncertain unemployment picture and no high-quality collateral? These folks are turning to pawnbrokers such as EZCorp (EZPW).

"Based in Austin, EZCorp operates more than 1,000 pawnshops and payday loan storefronts in the United States, Canada and Mexico. It also has equity stakes in pawnshops in Britain and Australia.

Continue reading EZCorp (EZPW): Profits in Pawnshops

EZCorp (EZPW): Profits in Pawnshops originally appeared on BloggingStocks on Wed, 02 Mar 2011 13:00:00 EST. Please see our terms for use of feeds.

Permalink | Email this | Comments]]>alexander greencredit stocksezcorpezpwfeaturedfinancial stocksoxford clubpawnshop stockssteven halpernStevenHalpernthestockadivsors.comWed, 02 Mar 2011 13:00:00 EST<![CDATA[Chasing Value: How to Find Value Stocks -- Part 1]]>http://www.bloggingstocks.com/2011/01/10/chasing-value-how-to-find-value-stocks/http://www.bloggingstocks.com/2011/01/10/chasing-value-how-to-find-value-stocks/http://www.bloggingstocks.com/2011/01/10/chasing-value-how-to-find-value-stocks/#commentsFiled under: , , , , ,

On Friday I had the opportunity to present an investment strategy I developed over the past few years to a major asset manager interested in learning the intricacies. Among the questions he asked, one that comes up often, is how do I go about finding particular stocks that I think might be of value.

The answer of course is not so simple, because like any other type of discovery they come about in a variety of ways. Sometimes it begins with a story, as it did in December 2008 when I included EZCorp (EZPW) among my 2009 stock picks (and 2010 and 2011). In this case I was pondering what was going to be safe, and perhaps even in growing demand during a year of financial turmoil and high unemployment. The answer was pawn shops and cash-advance stores.

Continue reading Chasing Value: How to Find Value Stocks -- Part 1

Chasing Value: How to Find Value Stocks -- Part 1 originally appeared on BloggingStocks on Mon, 10 Jan 2011 11:00:00 EST. Please see our terms for use of feeds.

Permalink | Email this | Comments]]>ChasingValueEZCorpEZPWJohn TempletonNCTnewcastle investmentpenny stocksstock picking strategiesvalue investingMon, 10 Jan 2011 11:00:00 EST<![CDATA[Chasing Value: Apple's Great, but This Stock Is Better!]]>http://www.bloggingstocks.com/2010/11/05/chasing-value-ezcorp-beats-apple/http://www.bloggingstocks.com/2010/11/05/chasing-value-ezcorp-beats-apple/http://www.bloggingstocks.com/2010/11/05/chasing-value-ezcorp-beats-apple/#commentsFiled under: , , , , , , ,

This company has been on my recommended list for longer than any other company in the four and a half years that I have been writing for BloggingStocks -- with only one exception, Intuitive Surgical (ISRG). The company is EZCorp (EZPW), which beat the Street again with third quarter earnings per share of $0.56, three cents better than the analyst estimate.

Revenue for the quarter was $198.2 million, which tops the estimate of $191.01 million. The company projects 2011 earnings higher too: EPS of about $2.35 vs. an estimate of $2.25. EZCorp grew earnings by 33% and increased its footprint by 127 stores through new construction and acquisitions.

Continue reading Chasing Value: Apple's Great, but This Stock Is Better!

Chasing Value: Apple's Great, but This Stock Is Better! originally appeared on BloggingStocks on Fri, 05 Nov 2010 12:00:00 EST. Please see our terms for use of feeds.

Permalink | Email this | Comments]]>AAPLApplebargain stocksChasing ValueChasingValueExxon MobilEZCorpEZCorp earningsEZPWfeaturedinthenewsIntuitive SurgicalISRGmcdmcdonaldsFri, 05 Nov 2010 12:00:00 EST<![CDATA[Chasing Value™: 2009 Results Crushed the S&P 500]]>http://www.bloggingstocks.com/2010/08/31/chasing-value-2009-results-crushed-the-sandp-500/http://www.bloggingstocks.com/2010/08/31/chasing-value-2009-results-crushed-the-sandp-500/http://www.bloggingstocks.com/2010/08/31/chasing-value-2009-results-crushed-the-sandp-500/#commentsFiled under: , , , , , , , , , , , , , , ,

Intuitive Surgical (ISRG) logoI have always felt that for all the blabbing we do -- or blogging, in my case -- we should try as best we can to be accountable for our good and bad calls. This report is long overdue, but I will post it anyway since all of my past year's picks and results have been made public.

The market was very harsh in the early part of 2009, filling investors fear and trepidation, and sinking to a March 9, 2009 bottom. Perhaps some of the bleeding has stopped, but the economy has not healed as bears and bulls seem to carry the day, or every other day.

Continue reading Chasing Value™: 2009 Results Crushed the S&P 500

Chasing Value™: 2009 Results Crushed the S&P 500 originally appeared on BloggingStocks on Tue, 31 Aug 2010 10:00:00 EST. Please see our terms for use of feeds.

Permalink | Email this | Comments]]>AAUKYAEOamerican eagleAmericanEagleanadarko petroleumAnadarkoPetroleumanglo americanAngloAmericanannaly capital managementAnnalyCapitalManagementAPCBuffettchasing valueChasingValueDEOdiageoDJIAezcorpEZPWfeaturedGEgeneral electricGeneralElectricintuitive surgicalIntuitiveSurgicalISRGNASDAQNLYsheldon liberSheldonLibervalue investingvalue stocksValueInvestingValueStockswells fargoWellsFargoWFCTue, 31 Aug 2010 10:00:00 EST<![CDATA[Pawn Power: EZCorp (EZPW) and Cash America (CSH)]]>http://www.bloggingstocks.com/2010/08/27/pawn-power-ezcorp-ezpw-and-cash-america-csh/http://www.bloggingstocks.com/2010/08/27/pawn-power-ezcorp-ezpw-and-cash-america-csh/http://www.bloggingstocks.com/2010/08/27/pawn-power-ezcorp-ezpw-and-cash-america-csh/#commentsFiled under: , , ,

EZCorp (EZPW) logo"Two newcomers to our recommended list come from a sector still dogged by fears -- the financial sector; and interestingly, both specialize in a bit of an unusual type of finance: pawn loans," says John Reese.

Here, the editor of Validea -- which focuses on stocks that meet the investment criteria of some of the market's most successful professional investors -- offers a bullish review of EZCorp (EZPW) and Cash America International (CSH).

"Cash America gets approval from my James O'Shaughnessy-based strategy -- as well as from my Benjamin Graham value investing model.

Continue reading Pawn Power: EZCorp (EZPW) and Cash America (CSH)

Pawn Power: EZCorp (EZPW) and Cash America (CSH) originally appeared on BloggingStocks on Fri, 27 Aug 2010 10:30:00 EST. Please see our terms for use of feeds.

Permalink | Email this | Comments]]>ben grahambenjamin grahamcshEZCorpEZPWfinancial stocksJames OShaughnessyjohn reesemartin zweigpawn shop stockspawn stockspeter lynchrecession stockssteven halpernthestockadvisorsvalideavalue investingFri, 27 Aug 2010 10:30:00 EST<![CDATA[Chasing Value: Four Great Stocks -- Gov't Fears Savings Spiraling Out of Control]]>http://www.bloggingstocks.com/2010/08/20/chasing-value-4-great-stocks-govt-fears-savings-spiraling-o/http://www.bloggingstocks.com/2010/08/20/chasing-value-4-great-stocks-govt-fears-savings-spiraling-o/http://www.bloggingstocks.com/2010/08/20/chasing-value-4-great-stocks-govt-fears-savings-spiraling-o/#commentsFiled under: , , , , , , , , , ,

Government debt is expanding -- again! At the same time corporate coffers are overflowing some $1.6 trillion with reserve capital, not counting financial institutions. In some instances they have more money than any state in the Union and most small countries. Chasing Value: Apple's Holding $48 Billion -- For What?

Here's a shocker -- personal savings continues to increase. When the (false) economy was booming valuations for everything were spiraling out of control, leverage was extreme, and the savings rate was next to nothing. Everyone wanted to join the party and most people stayed at the party to long, which did not end well. The savings rate has not been so high in a decade as people reduce their debt and streamline their personal budgets.

Continue reading Chasing Value: Four Great Stocks -- Gov't Fears Savings Spiraling Out of Control

Chasing Value: Four Great Stocks -- Gov't Fears Savings Spiraling Out of Control originally appeared on BloggingStocks on Fri, 20 Aug 2010 15:00:00 EST. Please see our terms for use of feeds.

Permalink | Email this | Comments]]>AAPLApple Incbrk.bChasingValueconsumer spendingEbixezcorpEZPWfeaturedFiservefisvpersonal savingsportfolio recovery associatesPRAAsavings rateWarren BuffettFri, 20 Aug 2010 15:00:00 EST<![CDATA[Chasing Value: EZCORP Is Easy Buy, Beating APPL, ISRG and XOM]]>http://www.bloggingstocks.com/2010/08/16/chasing-value-ezcorp-is-easy-buy-beating-appl-isrg-and-xom/http://www.bloggingstocks.com/2010/08/16/chasing-value-ezcorp-is-easy-buy-beating-appl-isrg-and-xom/http://www.bloggingstocks.com/2010/08/16/chasing-value-ezcorp-is-easy-buy-beating-appl-isrg-and-xom/#commentsFiled under: , , , , , , , ,

EZCorp (EZPW) logoAre folks afraid to invest in EZCORP (EZPW)? Perhaps they are, because the stock has not moved even though the metrics improve every time I check. On July 23, EZCORP reported a year-over-year net income rise of 39%. That is, after reporting similar gains the year before.

The metrics are so strong I can't imagine why the company has not made the front page of every investment journal -- but it hasn't. EZCORP has a market-beating P/E of 10.75 (forward 8.55) and very little debt. It's earning a ROE of 19.55%, ROA of 18.75%, and a ROIC of 19.18%. Is there something evil going on here I that I've missed?

Continue reading Chasing Value: EZCORP Is Easy Buy, Beating APPL, ISRG and XOM

Chasing Value: EZCORP Is Easy Buy, Beating APPL, ISRG and XOM originally appeared on BloggingStocks on Mon, 16 Aug 2010 09:30:00 EST. Please see our terms for use of feeds.

Permalink | Email this | Comments]]>aapleApple IncChasingValueExxonMobilezcorpEZPWfeaturedgrowth stocksIntuitive SurgicalISRGvalue stocksXOMMon, 16 Aug 2010 09:30:00 EST<![CDATA[Chasing Value: EZCORP Easily Beats the Street]]>http://www.bloggingstocks.com/2010/04/26/chasing-value-ezcorp-easily-beats-the-street/http://www.bloggingstocks.com/2010/04/26/chasing-value-ezcorp-easily-beats-the-street/http://www.bloggingstocks.com/2010/04/26/chasing-value-ezcorp-easily-beats-the-street/#commentsFiled under: , , , , , ,

Another day another dollar, and more, everywhere you look, as EZCORP (EZPW) beats consensus estimates once again. But what is the value proposition?

EZCORP was an easy pick for me in late December 2009 when it was trading at $14.46. It is one of my two repeat picks for 2010, trading at the time of that writing at $17.35 after a 20% gain. Friday's close of $23.31 adds another 34.35%, and I do not see anything getting in the way of further growth for the next ten years.

Here are the glowing words of Chief Executive Officer, Joe Rotunda, stated, "This was another outstanding quarter for EZCORP, our 31st consecutive quarter of year over year earnings growth, and clearly demonstrates our ability to consistently enhance earnings and shareholder value. Coupled with this strong financial performance is our expanding worldwide presence, as seen through our continued store growth in Mexico and Canada, as well as our strategic affiliations with Albemarle & Bond in the United Kingdom and Cash Converters in Australia."

Continue reading Chasing Value: EZCORP Easily Beats the Street

Chasing Value: EZCORP Easily Beats the Street originally appeared on BloggingStocks on Mon, 26 Apr 2010 15:30:00 EST. Please see our terms for use of feeds.

Permalink | Email this | Comments]]>Chasing ValueezcorpEZCorp IncEZPWinthenewsIntuitive SurgicalISRGSheldon LiberValue StocksMon, 26 Apr 2010 15:30:00 EST<![CDATA[Chasing Value: 2010 Picks Triple Market Returns]]>http://www.bloggingstocks.com/2010/04/05/chasing-value-2010-picks-triple-market-returns/http://www.bloggingstocks.com/2010/04/05/chasing-value-2010-picks-triple-market-returns/http://www.bloggingstocks.com/2010/04/05/chasing-value-2010-picks-triple-market-returns/#commentsFiled under: , , , , , , , , , , , , ,

The first quarter of 2010 is closed and the results are in. My picks surpassed the primary indices by a large margin. The original story, Chasing Value: 10 Stock Picks for 2010 , was the culmination of a process presented to our readers and finally narrowed down to the select group using final prices from Monday, December 28, 2009.

For comparison I tracked the Standard & Poor's 500 Index, the Dow Jones Industrial Average, and the NASDAQ. Each of these produced positive results for the quarter.

Continue reading Chasing Value: 2010 Picks Triple Market Returns

Chasing Value: 2010 Picks Triple Market Returns originally appeared on BloggingStocks on Mon, 05 Apr 2010 10:00:00 EST. Please see our terms for use of feeds.

Permalink | Email this | Comments]]>ADMarcher daniels midlandArcherDanielsMidlandberkshire hathawayBerkshireHathawaybrasil telecomBrasilTelecomBRK.ABRK.BBTMChasing ValueChasingValueETFCezcorpEZPWfeaturedGBEGEgeneral electricGeneralElectricgrubb and ellisGrubbAndEllisHDhome depotHomeDepotRaytheonRTNStock picksStockPickswilliams cos.WilliamsCos.Mon, 05 Apr 2010 10:00:00 EST<![CDATA[Aeropostale (ARO) and EZCorp (EZPW): Quants' New 'Best Buys']]>http://www.bloggingstocks.com/2010/03/03/aeropostale-aeo-and-ezcorp-ezpw-quants-new-best-buys/http://www.bloggingstocks.com/2010/03/03/aeropostale-aeo-and-ezcorp-ezpw-quants-new-best-buys/http://www.bloggingstocks.com/2010/03/03/aeropostale-aeo-and-ezcorp-ezpw-quants-new-best-buys/#commentsFiled under: ,

"Everybody on Wall Street is looking for an edge. Our Quadrix(R) rating system is our edge, and we're always looking for ways to enhance its effectiveness," says quantitative analyst Richard Moroney.

In his Upside newsletter, he explain, "Among the best enhancements we've discovered focuses on the volatility of Overall Quadrix scores. Stocks with a history of steady Overall scores tend to have steady scores going forward. Below we look at two such stocks with strong and stable Quadrix scores."

Continue reading Aeropostale (ARO) and EZCorp (EZPW): Quants' New 'Best Buys'

Aeropostale (ARO) and EZCorp (EZPW): Quants' New 'Best Buys' originally appeared on BloggingStocks on Wed, 03 Mar 2010 11:00:00 EST. Please see our terms for use of feeds.

Permalink | Email this | Comments]]>aeoaeropostaleconsumer stocksezcorpezpwpawn shop stocksquantitative stocksretail stocksretailing stocksrichard moroneysteven halpernStevenHalpernthestockadvisors.comupsideWed, 03 Mar 2010 11:00:00 EST<![CDATA[Chasing Value: 2010 Dividends for Ten Stock Picks]]>http://www.bloggingstocks.com/2009/12/31/chasing-value-2010-dividends-for-ten-stock-picks/http://www.bloggingstocks.com/2009/12/31/chasing-value-2010-dividends-for-ten-stock-picks/http://www.bloggingstocks.com/2009/12/31/chasing-value-2010-dividends-for-ten-stock-picks/#commentsFiled under: , , , , , , , , , , , , , , ,

During my tenure at BloggingStocks I have expressed my opinion often about the contribution that dividends make to your overall return. Most shrewd investors, and especially "my pal Warren," know this and understand why I re-emphasize the point when I make my annual selections.

By now I hope you have had a chance to peruse my picks for 2010. If not the links below will give you another opportunity.

Continue reading Chasing Value: 2010 Dividends for Ten Stock Picks

Chasing Value: 2010 Dividends for Ten Stock Picks originally appeared on BloggingStocks on Thu, 31 Dec 2009 16:30:00 EST. Please see our terms for use of feeds.

Permalink | Email this | Comments]]>2010ADMarcher daniels midlandArcherDanielsMidlandberkshire hathawayBerkshireHathawaybrasil telecomBrasilTelecombrk.abrk.bBTMchasing valueChasingValuedividendse-tradeETFCezcorpezpwfeaturedGBEGEgeneral electricGeneralElectricgrubb and ellisGrubbAndEllisHDhome depotHomeDepotraytheonRTNsheldon liberSheldonLibervalue investingvalue stocksValueInvestingValueStockswilliams coWilliamsCoWMBThu, 31 Dec 2009 16:30:00 EST<![CDATA[Chasing Value: 10 Stock Picks for 2010]]>http://www.bloggingstocks.com/2009/12/29/chasing-value-10-stock-picks-for-2010/http://www.bloggingstocks.com/2009/12/29/chasing-value-10-stock-picks-for-2010/http://www.bloggingstocks.com/2009/12/29/chasing-value-10-stock-picks-for-2010/#commentsFiled under: , , , , , , , , , , , , , , ,

To arrive at this years ten picks I scoured business journals and editorials, online and off. I also ran through a series of stock screens repeatedly over the last few months filtering for five primary value metrics identifying stocks worthy of further consideration.

The 5 data points were price-to-sales (P/S), price-to-book (P/B), price-to-cash flow (P/CF), dividend yield and return-on-equity (ROE). I did look at other things but these were the subject of my initial focus.

Continue reading Chasing Value: 10 Stock Picks for 2010

Chasing Value: 10 Stock Picks for 2010 originally appeared on BloggingStocks on Tue, 29 Dec 2009 16:40:00 EST. Please see our terms for use of feeds.

Permalink | Email this | Comments]]>2010ADMarcher daniels midlandArcherDanielsMidlandberkshire hathawayBerkshireHathawaybrasil telecomBrasilTelecomBRK.BBTMchasing valueChasingValueETFCetradeezcorpEZPWGBEGEgeneral electricGeneralElectricgrubb and ellisGrubbAndEllisHDhome depotHomeDepotraytheon companyRaytheonCompanyRTNsheldon liberSheldonLibervalue investingvalue stocksValueInvestingValueStockswilliams coWilliamsCoWMBTue, 29 Dec 2009 16:40:00 EST<![CDATA[Chasing Value: Ten stocks for 2010 -- Part 9 + Apple]]>http://www.bloggingstocks.com/2009/12/10/chasing-value-ten-stocks-for-2010-part-9-apple-blah-blah/http://www.bloggingstocks.com/2009/12/10/chasing-value-ten-stocks-for-2010-part-9-apple-blah-blah/http://www.bloggingstocks.com/2009/12/10/chasing-value-ten-stocks-for-2010-part-9-apple-blah-blah/#commentsFiled under: , , , , , , , , , , , , , , , , ,

Is it time to take a bite out of Apple, Inc (AAPL) or leave it on the vine? After reviewing the current list by examining the stock yields and price-to-cash flow (P/CF) we will take a look at Apple for 2010.

Yesterday I dropped two stocks, but the list is still too long. In the coming weeks there will be more cuts and if I find anything of more value perhaps there will be something new.

Continue reading Chasing Value: Ten stocks for 2010 -- Part 9 + Apple

Chasing Value: Ten stocks for 2010 -- Part 9 + Apple originally appeared on BloggingStocks on Thu, 10 Dec 2009 15:40:00 EST. Please see our terms for use of feeds.

Permalink | Email this | Comments]]>AAPLAAUKYabbott labsAbbottLabsABTAEOamerican eagle outfittersAmericanEagleOutfittersanadarko petroleumAnadarkoPetroleumanglo americanAngloAmericanAPCappleberkshire hathawayBerkshireHathawaybf.abf.bbrasil telecomBrasilTelecomBRK.ABRK.Bbrown-formanBTMchasing valueChasingValueDEdeere and co.DeereAndCo.DEOdiageo plcDiageoPlcETFCetradeezcorpezpwGEgeneral electricGeneralElectricsheldon liberSheldonLiberwells fargoWellsFargoWFCThu, 10 Dec 2009 15:40:00 EST<![CDATA[Chasing Value: Ten stocks for 2010 Part 8: Making some cuts]]>http://www.bloggingstocks.com/2009/12/09/chasing-value-ten-stocks-for-2010-part-8-making-some-cuts/http://www.bloggingstocks.com/2009/12/09/chasing-value-ten-stocks-for-2010-part-8-making-some-cuts/http://www.bloggingstocks.com/2009/12/09/chasing-value-ten-stocks-for-2010-part-8-making-some-cuts/#commentsFiled under: , , , , , , , , , , , , , , ,

Today it's time to do some trimming of the fourteen stocks and four options on the contenders list. This review will prioritize the companies by price-to-book (P/B), price-to-sales (P/S) and return-on-equity (ROE). This does not preclude more possible stocks being added and the final list will not be done until the end of the month.

We will also compare recent stock prices to three-year highs to give us a relative idea where the stock floated in rosier times.

Continue reading Chasing Value: Ten stocks for 2010 Part 8: Making some cuts

Chasing Value: Ten stocks for 2010 Part 8: Making some cuts originally appeared on BloggingStocks on Wed, 09 Dec 2009 13:30:00 EST. Please see our terms for use of feeds.

Permalink | Email this | Comments]]>AAUKYabbott laboratoriesAbbottLaboratoriesABTAEOamerican eagle outfittersAmericanEagleOutfittersanadarko petroleumAnadarkoPetroleumanglo americanAngloAmericanAPCberkshire hathawayBerkshireHathawaybf.abrasil telecomBrasilTelecombrk.bbrown-formanBTMchasing valueChasingValueDEdeere and co.DeereAndCo.DEOdiageoe-tradeETFCezcorpEZPWFfeaturedFordGBEGEgeneral electricGeneralElectricgrubb and ellisGrubbAndEllissheldon liberSheldonLibertnt postTntPostTNTTYwells fargoWellsFargoWFCWed, 09 Dec 2009 13:30:00 EST<![CDATA[Chasing Value: Ten stocks for 2010 -- Part 4]]>http://www.bloggingstocks.com/2009/11/18/chasing-value-ten-stocks-for-2010-part-4/http://www.bloggingstocks.com/2009/11/18/chasing-value-ten-stocks-for-2010-part-4/http://www.bloggingstocks.com/2009/11/18/chasing-value-ten-stocks-for-2010-part-4/#commentsFiled under: , , , , , , , , , ,

Fourteen stocks have been reviewed so far with eight of them potential contenders for 2010. These include some picks from 2009, some old dependables and a few more on the speculative side.

During the year I have written on occasion about selling put options (naked puts) because the premiums offered were very generous and from my perspective assumed market collapse. This was reflected in my July post Serious Money: The world's dumbest market

Today I am considering four naked puts and two more stocks. The options are all based on stocks now in review.

Continue reading Chasing Value: Ten stocks for 2010 -- Part 4

Chasing Value: Ten stocks for 2010 -- Part 4 originally appeared on BloggingStocks on Wed, 18 Nov 2009 16:40:00 EST. Please see our terms for use of feeds.

Permalink | Email this | Comments]]>Chasing ValueChasingValuee-tradeETFCEZ CorpEZ PawnEzCorpEzPawnEZPWFFDXFedExFordSheldon LiberSheldonLiberStock optionsStockOptionsstocks for 2010StocksFor2010United ParcelUnitedParcelWells FargoWellsFargoWFCWed, 18 Nov 2009 16:40:00 EST<![CDATA[Chasing Value: Ten stocks for 2010 -- Part 2]]>http://www.bloggingstocks.com/2009/11/12/chasing-value-ten-stocks-for-2010-part-2/http://www.bloggingstocks.com/2009/11/12/chasing-value-ten-stocks-for-2010-part-2/http://www.bloggingstocks.com/2009/11/12/chasing-value-ten-stocks-for-2010-part-2/#commentsFiled under: , , , , , , , , , , , , , ,

The clock is ticking away the time before the year ends and I have only begun to sort out the possibilities. In Part 1 of this series, I discussed breaking up my potential picks into three categories: contender, on the fence, and out of the running until the 10 stocks have been identified.

Four contenders have been considered so far: American Eagle Outfitters (AEO), Anadarko Petroleum (APC), Anglo American ADR (AAUKY) and Diageo plc (DEO).

Six more are included in today's review: EZCorp Inc. (EZPW), General Electric Company (GE), Wells Fargo & Company (WFC), Annaly Capital Management ( NLY), Intuitive Surgical Inc (ISRG) plus Berkshire Hathaway (BRK.B). These include the remaining five from 2009 and one more familiar to most investors.

Continue reading Chasing Value: Ten stocks for 2010 -- Part 2

Chasing Value: Ten stocks for 2010 -- Part 2 originally appeared on BloggingStocks on Thu, 12 Nov 2009 15:00:00 EST. Please see our terms for use of feeds.

Permalink | Email this | Comments]]>2010 stock picks2010StockPicksannalycapitalmanagementberkshire hathawayBerkshireHathawayBNIBRK.ABRK.Bburlington northernBurlingtonNorthernchasing valueChasingValueezcorpEZPWfeaturedGEgeneral electricGeneralElectricGSintuitive surgicalIntuitiveSurgicalISRGNLYsheldon liberSheldonLiberwells fargoWellsFargoWFCThu, 12 Nov 2009 15:00:00 EST<![CDATA[Chasing Value: 2009 blazing picks -- Q3 review ]]>http://www.bloggingstocks.com/2009/11/10/chasing-value-2009-blazing-picks-q3-review/http://www.bloggingstocks.com/2009/11/10/chasing-value-2009-blazing-picks-q3-review/http://www.bloggingstocks.com/2009/11/10/chasing-value-2009-blazing-picks-q3-review/#commentsFiled under: , , , , , , , , , , , , , , , , ,

The market continues to befuddle the bears as the third quarter earnings and stock prices continued to move in a positive direction.

During this period Washington has taken charge of the auto industry and helped prop it up with the "cash-for-clunkers" program. They continue to subsidize the real estate market with first-time home buyers incentives, and very low interest rates. The banks are being refueled by the Federal Reserve with interest rates as low as zero, while all the time currency stability has been sacrificed. This has driven gold prices to new highs.

This is the third review of my 2009 stock picks through September 30 (see: Chasing Value: 9 picks for 2009 -- APC, GE, ISRG, WFC and more). This years picks have annihilated index comparisons, so much so that I must attribute some of my good fortune to luck. However, I do believe the original reasoning was sound and the outlier nature of the gains certainly a result of an oversold market living in fear.

Continue reading Chasing Value: 2009 blazing picks -- Q3 review

Chasing Value: 2009 blazing picks -- Q3 review originally appeared on BloggingStocks on Tue, 10 Nov 2009 14:40:00 EST. Please see our terms for use of feeds.

Permalink | Email this | Comments]]>2009 stock picks2009StockPicksAAUKYAEOAmerican Eagle OutfittersAmericanEagleOutfittersAnadarko PetroleumAnadarkoPetroleumAnglo AmericanAngloAmericanAnnaly Capital ManagementAnnalyCapitalManagementAPCchasing valueChasingValueDEODiageo plcDiageoPlcEZCORPEZPWfeaturedGEGeneral ElectricGeneralElectricIntuitive Surgical IncIntuitiveSurgicalIncISRGNLYsheldon liberSheldonLiberWells FargoWellsFargoWFCTue, 10 Nov 2009 14:40:00 EST<![CDATA[Chasing Value: EZ Corp down -- opportunity knocks]]>http://www.bloggingstocks.com/2009/06/12/chasing-value-ez-corp-down-opportunity-knocks/http://www.bloggingstocks.com/2009/06/12/chasing-value-ez-corp-down-opportunity-knocks/http://www.bloggingstocks.com/2009/06/12/chasing-value-ez-corp-down-opportunity-knocks/#commentsFiled under: , , , , , ,

This has been a good year for many stock pickers and my Chasing Value: 9 picks for 2009 -- APC, GE, ISRG, WFC and more is beating the market to date. The formal review will be published after the second quarter.

Among the stocks that have been doing surprisingly poorly, of the nine, is EZCORP (NASDAQ: EZPW) that owns and operates a chain of pawn shops and cash advance outlets.

Today it is trading significantly lower, from yesterday's close of $12.89, off about 14.5%, bouncing around the $11.00 mark. The stock is down on company news that earnings for the next two quarters and the full year would be down a few cents per share below analysts estimates and earlier company forecasts.

Continue reading Chasing Value: EZ Corp down -- opportunity knocks

Chasing Value: EZ Corp down -- opportunity knocks originally appeared on BloggingStocks on Fri, 12 Jun 2009 15:00:00 EST. Please see our terms for use of feeds.

Permalink | Email this | Comments]]>2009 stock picks2009StockPicksChasing ValueChasingValueEZCORPEZPWfeaturedSheldon LiberSheldonLibervalue stocksValueStocksFri, 12 Jun 2009 15:00:00 EST