markets

5 Mid-Cap Greenblatt Magic Formula Stocks for Total Return

Introduction – Joel Greenblatt Magic Formula Stocks To keep myself sharp and my skills honed, I routinely go to my library of investment books on stocks and re-read classics that have had an impact on me.  This week I did a complete re-read of a Joel Greenblatt classic “The Little Book That Beats The Market.”  …

Alexion Pharmaceuticals: Growth At A Reasonable Price (GARP)

Introduction I find it very interesting that Alexion Pharmaceuticals Inc. (ALXN) after going public in 2001, did not generate their first profit until December 2008. As we all know, this was in the throes of what is now known as the Great Recession of 2008. Moreover, Alexion’s adjusted operating earnings have grown from $0.20 per …

FedEx Corp.: Fundamentals Support the Price Increase

Introduction After reporting better than 4th quarter results on Tuesday, the stock price of FedEx Corp. (FDX) has been on a tear. With this article, I plan to demonstrate that the fundamentals support the current price rise. Moreover, the fundamentals also suggest that it is not too late to take a long-term position in this …

Should Anthem Be Added To Your Portfolio

Introduction Anthem, Inc. provides life, hospital and medical insurance plans. It offers a broad spectrum of network-based managed care health benefit plans to the large and small employer, individual, Medicaid, and Medicare markets. The company operates through the following segments: Commercial & Specialty Business, Government Business, IngenioRx. Anthem is the fourth largest managed care provider …

4th Largest Bank in Canada – Bank of Montreal (BMO)

Introduction Bank of Montreal (BMO) engages in the provision of banking and financial services to individuals and institutions. The reason I am featuring this over any of the other Canadian banks, there are some concerns about the retail housing market in Canada and the exposure that a lot of the big banks have.  Once of …

Demo – FUN Graphs: Financial Underlying Numbers

Introduction In this video Chuck Carnevale, Co-Founder of FAST Graphs will go over FUN Graphs. FUN is an acronym for Financial Underlying Numbers. FUN Graphs are designed to empower premium subscribers the capability to quickly and efficiently engage in a comprehensive and deep dive into each company’s historical fundamental results.  There are 4 separate but comprehensive and powerful …

OGE Energy: Attractive Value Above-Average Dividend Yield

Utility Stock OGE Energy OGE Energy is a utility stock, and utility stocks should be primarily thought of as income investments. To a certain extent they can be considered as bond alternatives. Not bond replacements, instead, an alternative income producing asset that has advantages and disadvantages over fixed income and common stocks in general. For …

Demo – Introducing FAST Graphs

Introduction FAST Graphs, the powerful fundamentals analyzer software tool, is all about calculating fair value, or what we refer to as True Wort.  The graph creates a fair value reference line, as well as a market-driven normal P/E ratio valuation calculation.  The graph is interactive, which allows you to point to the triangles (on the …

Bank OZK (NAS:OZK)

Introduction I was asked to cover the Bank OZK by a subscriber back in 2018, where I produced a video.  Bank OZK was not a company that I had personally invested in, but when I was asked to look at it I was quite enthralled with this company, and I don’t mind saying that today …