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Western Union: Now Comes A Growth Strategy
Stocks currently sell at a 2% premium to their fair market value according to Morningstar’s proprietary calculations. As with all averages there are always interesting divergences to consider. Case in...
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Moat Logic: Up 26% YTD, Berkshire Rated Cheaper
While Facebook (FB) saw its share price soar above Morningstar’s estimate of fair value in the third quarter-and thus got kicked out of the value driven Van Eck Wide Moat Focus ETF (MOAT) -- Berkshire...
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Stocks With Moats: Which Are Cheap Right Now?
It was just a mere three months ago that Morningstar’s proprietary analysis of Facebook’s (FB) fair market value estimated that the stock was trading at a 30% discount. That earned the stock a place in...
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Express Scripts Trades Far Below Moat ETF Value
The latest fair value reading from Morningstar (MORN) among the stocks it puts through its proprietary analysis is signaling that values are hard to come by. The composite for those stocks shows prices...
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Better Margins Than Netflix + Growth: The Stock?
A name change can’t hide the fact that Outerwall’s (OUTR) main business is renting DVDs in the era of video streaming, and quite suddenly, its investors are worried about that. Fearing the beginning of...
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Cheap Or Doomed: Weight Watchers Vs. Apps
These days, Weight Watchers International (WTW) looks like one more old-fashioned business getting killed by a smartphone app. Its sales are down, meetings attendance is down, and competitors are...
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Outerwall’s Next Machine To Buy Back Stock?
YCharts’ contributing editor Dee Gill weighed in on the value play in Outerwall (OUTR) shares earlier this month, and the implications of a new and restive stockholder, Jana Partners, which acquired a...
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More Than A Dividend Stock: Unloved AT&T’s Story
If you’re watching the stock price, and only that, there’s a lot to be disappointed about AT&T (T) this year, as it lags competitors Verizon (VZ) and T-Mobile (TMUS).T data by YChartsThings look a...
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5 Sane Growth Stocks: Screened To Minimize Risk
Now that last year’s stock picks for “Sane Growth” have clocked tidy investment returns, YCharts is looking for a new crop of growth companies for cautious investors. So once again, we set the YCharts...
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Europe’s Economic Rebound: Enormous Caveats
Spain’s recession is officially over, as the Wall Street Journal is reporting, and that news is one important data point that has some top money managers buying European stocks and U.S. stocks with...
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Industrial Rev Growth Primed: One Standout Stock
General Electric (GE) remains a vexing stock for investors. It’s technically part of the Industrials Sector, but buy in and you’re getting a third of earnings from GE’s financial service arm. General...
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If Europe’s the Place, What’s the Investment Play?
A lot of investment advisors are calling clients now to suggest investments in Europe, and some of these conversations are probably pretty tortuous. Much of Europe, with its ongoing credit crises and...
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Booming Medicaid Mgmt Sector’s Unusual Value
Shareholders in Medicaid management companies already raked in big money this year, even though much of the nation still waits for the government to build a working website for insurance sales....
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Carl Icahn’s Calculator: How To View Apple Ex-Cash
Carl Icahn got some very public pushback the other day on his agitating for Apple (AAPL) to amp up its share repurchase program from the current $60 billion to $150 billion. From a bond guy. "Icahn...
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Clean Harbors: Growth Story Needs Happy Ending
Economic growth creates a lot of literal waste, particularly as industrial plants and oil and gas drilling operations grow. For hazardous waste company Clean Harbors (CLH) and its shareholders, that...
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In Pricey Market, Stocks Like Eastman Chem Rare
That nice little tumble Eastman Chemical (EMN) shares took last week, on weakness in a single division, was a case of a high-quality growth company getting cheaper.EMN data by YChartsEastman shares are...
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Fund Stars: Qualcomm Bears Have It All Wrong
For the past 18 months, Qualcomm (QCOM) stock has failed to join in the rally, lagging the market by more than 20 percentage points. Normally you’d have to have some sort of systemic problem (see:...
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Big Surprise While Hunting Bargains: Uncle Warren
Given the steep ascent of the market the past year, values are ever harder to come by. The 20 stocks in the Market Vectors Wide Moat Index ETF (MOAT) sell at an average 14% discount to Morningstar’s...
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Screening to Find the Cash Flow Monsters
We’ve often noted that Jack Hough over at Barron’s is one of your favorite fellow investment writers, and what’s nice is that he often crystalizes a big idea into something quite simple and chartable:...
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Looking For A New Angle On Tech? Two Midcaps
The Leuthold Group, which uses a mix of fundamental growth and valuation screens overlaid with technical analysis, continues to find the best opportunities in technology. Its U.S. Select Industries...
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