| Search by tag or site | Login to my blog ▪ Start my own blog |
 |
Value DisciplineA celebration of value thinking, a salute to common sense and straightforward logic. I hope to explore the logic of Wall Street recommendations in a value context. |
Broadridge Financial Solutions, Inc (br)
Posted on Tuesday Apr 03, 2007 08:02AM | Link | Post Comment
ADP has just spun off its Brokerage Services Group into a separately traded company called Broadridge Financial Solutions (BR.) The basis of the spin off was a tax free dividend of 1 BR share for every 4 ADP shares leaving about 139 million shares ou...
Broadridge And First Data
Posted on Tuesday Apr 03, 2007 08:02AM | Link | Post Comment
Of note, one of BR's major competitors in Investor Communications is First Data (FDC) which is being taken over in a going private transaction by KKR.Presumably, this buyout will leave FDC's capital structure significantly burdened with debt.Clearly,...
Large Cap-small Cap- All Cap???
Posted on Tuesday Apr 03, 2007 08:02AM | Link | Post Comment
In today's New York Times there is an interesting article on the topic of investment style. Mark Hulbert, founder of the Hulbert Financial Digest, the terrific monitoring service of newsletter recommendations, wrote the article. Hulbert does a great ...
Value Delusions And Strategic Thinking
Posted on Thursday Mar 22, 2007 03:04PM | Link | Post Comment
One of my great mentors in life was my partner, Doug in a previous investment partnership. His goal in “managing” this business was to ensure that all of us had some time on our hands. Like most young people who were trying to make partnership, I was...
Geoff Gannon Survey-please Help!
Posted on Sunday Mar 18, 2007 04:03PM | Link | Post Comment
Geoff Gannon of gannononinvesting.com fame is a terrific blogger and a disciplined investor who I respect a great deal. He has done considerable work on market valuations over time and is hoping to complete a survey of his audience as to their expect...
- Broadridge Financial Solutions, Inc (br)
- Broadridge And First Data
- Large Cap-small Cap- All Cap???
- Value Delusions And Strategic Thinking
- Geoff Gannon Survey-please Help!
- Financial Rounds
- Millionaire Now! by Larry Nusbaum
- Alpha Trends
- In The Money
- Ludwig von Mises Institute
Examples
Morpheus Trading - Mon Jul 21, 2008 08:33AM
NOTE: Please click on the charts below to enlarge them if [read more]
NOTE: Please click on the charts below to enlarge them if [read more]
Morpheus Trading - Mon Jul 21, 2008 08:31AM
NOTE: Please click on the charts below to enlarge them i [read more]
NOTE: Please click on the charts below to enlarge them i [read more]
Millionaire Now! by Larry Nusbaum - Tue Jul 22, 2008 09:23AM
Hedge funds have made billions this year shorting the banks, [read more]
Hedge funds have made billions this year shorting the banks, [read more]