MagicDiligence

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BMC Software Should Get Back to $50

Posted by MagicDiligence on January 26th, 2012

BMC Software is an enterprise business software company focusing on IT management products. Predictable and recurring revenues, wide operating margins, robust cash flow, high switching costs, and favorable growth prospects for the industry make this an attractive business and the stock is selling near a 5-year low valuation.

Tickers:: BMC | CA | HPQ | MSFT | ORCL

Tags:: Investment Ideas, MSFT, software, ORCL, hpq, BMC, magic formula investing, CA

Magic Formula Investing Weekly Roundup 1/22/2012

Posted by MagicDiligence on January 22nd, 2012

Weekly roundup of stocks moving in and out of Joel Greenblatt's Magic Formula® Investing screens.

Tickers:: ACN | ADI | AVEO | BBY | BMC | CBRX | FCX | FRX | GCI | GNI | HRB | KLAC | LLY | MDP | MRX | MYGN | ORCL | OSIR | RTN | VPHM

Tags:: Investment Ideas, LLY, BBY, rtn, ORCL, gci, hrb, BMC, FCX, magic formula investing, ACN, frx, GNI, MRX, VPHM, cbrx, MYGN, AVEO, MDP, KLAC, ADI, OSIR

Face Off: Enterprise Software Companies

Posted by MagicDiligence on January 17th, 2012

Enterprise software is a great business, with recurring revenues, high switching costs, and sky-high operating and free cash flow margins. With 4 major providers now being screened by Magic Formula® Investing, which one is the best to buy?

Tickers:: BMC | CA | MSFT | ORCL

Tags:: Investment Ideas, MSFT, ORCL, BMC, magic formula investing, CA, enterprise software

Top 10 Dividend Yields, Lowest 10 Price-to-Book and Price-to-Sales Stocks in MFI

Posted by MagicDiligence on January 5th, 2012

The top 10 Magic Formula® stocks ranked by dividend yield, lowest price-to-sales ratio, and lowest price-to-book ratios. All of these metrics have been proven to outperform the market at large.