Value Investing

As many companies prepared to disclose second-quarter earnings, they noted a fundamental disconnect between their outlooks, their balance sheets and their lagging share price. In search of a remedy, these companies announced major stock buyback programs. Little did they know the stock market plunge of the past two weeks… Read More

Even with the real-estate market mired in a slump, investors still clamored for shares of Zillow (NYSE: Z). On July 20, the real estate-focused website went public at an initial offering price of $20, opened in the low $30s and briefly spiked to $60 that same day, as more… Read More

In stressful times like these, it’s important to distinguish between investors’ appetite for stocks in general and the actual outlook of each company. The market plunge is related to top-down concerns about the U.S. economy, but a bottom-up approach is still warranted. This is because — despite the weak… Read More

In the book Spin-off to Pay-off, author Joseph Cornell cites a number of reasons why corporate spinoffs are ideal for finding highly compelling investment opportunities. And with companies struggling to grow in the current market environment, the timing is proving ideal for spinoffs because they represent a great way to… Read More

We’re coming up on the one-month anniversary of Netflix’s (Nasdaq: NFLX) fateful decision to sharply boost its monthly pricing. The sudden jolt led many customers to vent their disapproval, and the video-rental service eventually conceded it will lose a chunk of customers in coming months. A large… Read More