Apple Announces Largest Share Repurchase Program in History

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Earlier this week, I wrote an article on AAPL and MSFT and I mentioned how the two main ways that companies can return cash to shareholders are dividends and share repurchases. I like both, but for different reasons. Dividends allow me to reinvest capital anywhere, but I get taxed on those dividends (unless the shares are held in a tax deferred retirement account). Share buybacks are when the company reinvests capital for me back into the stock I hold. Share […]

4 Examples of Cheap and Good Stocks

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My last post answered a reader’s question on how to tell the difference between a cheap stock that’s junk and a cheap stock that has real value. I answered her question by first saying how it is absolutely crucial to make sure that you are “fishing in cheap ponds”. By ensuring that you’re restricting your search to only stocks that are cheap (low P/E, P/B, or EV/EBIT ratios), you are giving yourself a built in advantage, as on balance, these […]

4 Simple Steps in My Investment Routine

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I wrote a post yesterday about some of the tools I use on a daily basis in my investment routine. To summarize, here are the tools I use while looking for stock ideas: Value Line (Great info all on one page-great place to hunt for ideas) Morningstar, Magic Formula, Google Spreadsheets (for screening and watchlists) Spinoffs (I keep a watchlist of spinoffs and research them individually) 13-F’s (I go through a few filings from value managers I follow) Blogs (Great […]

How I look for Investment Ideas

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Yesterday I was talking with someone about the merits of using the 13-F as an investment tool, and it prompted me to briefly review my process that I use for searching for stocks to invest in. For those that don’t know, the 13-F is a form that the SEC requires investment managers of a certain size to file each quarter. A lot of people watch the 13-F’s, and I think there are research studies that show that if you follow […]

Simplicity and Efficiency in 2013

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Wanted to write a quick post on some thoughts regarding simplifying my investment routine and becoming more efficient… I took a few weeks off from posting over Christmas and New Years to finalize some goals and business plans for the upcoming year. I’m going to continue writing down ideas on this blog going forward. I’ve always felt writing can improve clarity and understanding, and that is a key objective for this blog: to improve investment results. My hope is to […]