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Double Values: 6 Stocks That Meet Buffett and Graham Criteria

Caterpillar (CAT) logo"Benjamin Graham has been recognized for decades as the father of value investing; Warren Buffett was a student of Ben Graham at Columbia University and later worked for Mr. Graham for several years," notes J. Royden Ward.

The editor of the Cabot Benjamin Graham Value Letter explains, "We've combined Warren Buffett's and Ben Graham's investing criteria for choosing stocks and and found six high-quality companies.

"We believe that the six stocks that passed our screen each sell at sensible prices, offer reasonable appreciation potential, and provide solid dividends.

Continue reading Double Values: 6 Stocks That Meet Buffett and Graham Criteria

Tupperware Q2 Earnings Come Up Short

TUP logoTupperware Brands (TUP - option chain) stock is trading lower today after the company reported second-quarter earnings yesterday evening, posting a second-quarter profit of $57.9 million, or 90 cents per share. Excluding one-time items, TUP earned 93 cents per share on revenue of $524 million. Analysts had forecast a profit of 97 cents per share on revenue of $580 million. If you think this stock won't be rising too far in the coming months, then it could be a good time to look at a bearish hedged play on TUP.

This morning, TUP opened at $37.20. So far today the stock has hit a high of $39.68 and a low of $36.12. As of 12:25, TUP is trading at $38.71, down $4.56 (-10.5%). The chart for TUP looks bullish up until today's movement and S&P gives TUP a positive 5 STARS (out of 5) strong buy ranking.

Continue reading Tupperware Q2 Earnings Come Up Short

Ten Top Value Plays: Spotlight on John Neff

"Most investors wouldn't give a fund described as 'relatively prosaic, dull, conservative' a second glance; that, however, is exactly how John Neff described the Windsor Fund that he headed for more than three decades," notes John Reese, an advisor who models specific portfolios designed around the stated investing strategies of many of the stock market's most legendary investors.

In his Validea newsletter, Reese explains, "And, while his style may not have been flashy or eye-catching, the returns he generated for clients were dazzling -- so dazzling that Neff's track record may be the greatest ever for a mutual fund manager.

"Over his 31-year tenure (1964-1995), Windsor averaged a 13.7 percent annual return, beating the market by an average of 3.1 percent per year.

Continue reading Ten Top Value Plays: Spotlight on John Neff

Chasing Value: Ten stocks for 2010 -- Part 5

The march toward year end continues as three more stocks are reviewed in a search for the eventual 2010 stock picks. This year there will be nine stocks with a new wrinkle, I will add one naked put.

These options have contributed to a mind-boggling return on my 2009 portfolio, exceeding 200% to date. This has been a very unusual year, and I bet against the rampant fear in the market. I will not pretend for a moment that this is repeatable. What I will do is share my opinions and investing adventure, hoping to stimulate investor interest and dialog.

Continue reading Chasing Value: Ten stocks for 2010 -- Part 5

Analyst calls: GS, ITG, HOKU, CME, QSII, TUP, ABFS, PSE, RAX

Analyst upgrades:

  • Wachovia upgraded shares of The Goldman Sachs Group Inc (NYSE: GS) to Outperform from Market Perform on expectations for greater pricing power given Goldman's position as the largest remaining independent securities firm.
  • Keefe Bruyette upgraded Investment Technology Group Inc (NYSE: ITG) to Outperform from Market Perform as they believe the company will take market share with the reshaping of the large wire-house brokerage community. The company's target was raised to $37 from $33.
  • Broadpoint raised Hoku Scientific Inc (NASDAQ: HOKU) to Buy from Neutral as they believe the contract with Tianwei New Energy reduces financing risk.
  • ACE Ltd (NYSE: ACE) and The Travelers Companies Inc (NYSE: TRV) were upgraded to Buy from Neutral at Goldman.
  • Axcelis Technologies Inc (NASDAQ: ACLS) was upgraded to Buy from Hold and Evergreen Solar Inc (NASDAQ: ESLR) was lifted to Hold from Sell at Citigroup.

Analyst downgrades:

Continue reading Analyst calls: GS, ITG, HOKU, CME, QSII, TUP, ABFS, PSE, RAX

Symbol Lookup
IndexesChangePrice
DJIA-74.9212,454.83
NASDAQ-1.852,837.53
S&P 500-2.861,317.82

Last updated: May 28, 2012: 09:35 PM

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