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Is It Time To Panic?
Oct 6, 2008
The Problem with Banks
Sep 16, 2008

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New batch of business model reviews include: $NVDA, $ADBE, $GNTX, $DNB, $SQ, $TJX, $DKS, and $TDOC. Check 'em out!
Jul 3, 2017
Looking for Retail Diamonds in the Rough $FL $DKS $BBY $SPLS and others...
Jun 12, 2017
New reviews include $TWOU, $ILMN, $DIS, $MELI, $PCLN, $TRIP, $W, $DSW, $ATHN, $FL, $SSNC, $PAYC, and $LB. Join us to get them all!
May 23, 2017
9 new Business Model Reviews posted last week: $UAL, $UA, $SBUX, $SHOP, $TWLO, $ETSY, $MTCH, $TSLA, $HRB. Check em out!
May 9, 2017
New articles infrequent as I work on a major revamp of MagicDiligence! Spells will con't to be updated daily and we will add BMDs weekly.
May 1, 2017
8 new Business Model Reviews added: $AMZN, $DAL, $JNPR, $SBH, $WIX, $WDAY, $CMG, and $PYPL
May 1, 2017
4 new stocks and over a dozen new Business Model reviews this week! Check out the full list:
Apr 9, 2017
5 Advantages of Mechanical Investing
Apr 5, 2017
Watch Pat Dorsey Explain Economic Moats:
Mar 31, 2017
Today we profile a growing, wide moat firm you have probably never heard of:
Mar 27, 2017
Great article on finding economic moats from @valuewalk
Mar 26, 2017
Introducing Business Model Diligence! Find "wide moat" companies within mechanical stock screens:
Mar 21, 2017
Things are still kicking here at MagicDiligence! New addition coming soon.
Mar 14, 2017
February SOTM is Best Buy $BBY. Regaining position as the go-to for gadgets, market valuation hasn't caught up yet:
Feb 14, 2017
A handful of new stocks entering the Magic Recipe Spell this week, and a few 10% movers like $QCOM and $MIK:
Jan 29, 2017
Introducing a practical strategy for MagicDiligence Spells, + set of tracking portfolios for real-world performance:
Jan 23, 2017
Tools are back up! Please let me know if you see any further issues.
Jan 22, 2017
Thanks for reporting the issues with the site tools. I am working on getting this resolved.
Jan 22, 2017
Here's How The MagicDiligence Spells Did In 2016 ($IDCC $THO $UBNT, others):
Jan 9, 2017
December SOTM is $CVS. Share + scale, recurring recession-proof cash flows, buybacks + dividend, hist low valuation:
Dec 21, 2016
5 new stocks in the Magic Recipe Spell this week, check out last week's changes here:
Dec 18, 2016
For our Nov Stock Of The Month, we take a look at $JBLU and airlines in general. Buffett likes them, why not us?
Nov 30, 2016
11 of 50 slots turned over in Magic Recipe Spell last week. Lots of new stocks to investigate, incl $AMGN + $ABBV
Nov 28, 2016
Gun stocks and drug distributors highlight the changes in the Magic Recipe Spell last week $ABC $RGR $SWHC
Nov 21, 2016
Trump, Election results drive almost 1/5th of Magic Recipe screen to 10%+ gains last week. The full list of movers:
Nov 13, 2016
Fitbit $FIT and L Brands $LB highlight 5 new stocks entering the Magic Recipe Screen this week:
Nov 6, 2016
Some meaningful turnover in the Magic Recipe screen last week. Drug distribution stocks in play: $CAH $MCK
Oct 30, 2016
October SOTM is Atlassian $TEAM. A growth play, co's team-based software gaining converts in enterprise IT world.
Oct 26, 2016
Finding performance for a fund/ETF is easy, but how to calculate it for daily stock screen? This article shows how:
Oct 18, 2016
September SOTM is Check Point Technologies $CHKP. Undervalued cash cow in the huge and growing IT security field.
Sep 21, 2016
Nintendo up 120% on Pokemon Go, but $AAPL and $GOOG will make more money from it!
Jul 19, 2016
Reviewing the Magic Recipe Stocks. The Top 10! ($GILD, $HPQ, $AAPL and others)
Jul 19, 2016
Reviewing the Magic Recipe stocks: #11-20 today $BIIB $FIT $KORS and others:
Jul 11, 2016
Reviewing the Magic Recipe Stocks #21-30 ($GNTX $BBY $SYMC $GME $CSCO $DLX $SYNT $SWKS $WNR $TNH) -
Jun 29, 2016
"Tweet Reviews" of the Magic Recipe Stocks #31-50 ($RAI $ESRX $CATO $THO $EME $INSY $BRCD $HRB $GNC $BIIB)
Jun 9, 2016
"Tweet Reviews" of the Magic Recipe Stocks #41-50 ($EXPD $CAH $CA $CHE $FL $VIAB $MLHR $MIK $AMBA)
Jun 2, 2016
Reviewing the First Quarter Of Performance For Our Spells:
May 24, 2016
Mr. Market Is Way Far Off On Wayfair $W :
May 18, 2016
Magic Recipe Movers For Week Ended 5/15/2016 include $EXPD $JNPR $CAH and a handful of others:
May 16, 2016
Does Apple REALLY Deserve To Be This Cheap? Our thoughts on the stock:
May 10, 2016
Here's a Quick And Dirty Way To Value Any Stock $AAPL $TWTR
May 2, 2016
Lines starting to wrap around my neighborhood Chipotle again. Worm could be turning. $CMG
Apr 26, 2016
The Magic Recipe Spell continues to perform well, up 15% on the year. Here were the new stocks screened last week:
Apr 25, 2016
The "Google of Genetic Testing" Looks Like A Buy Right Now $ILMN $PACB $AFFX -
Apr 22, 2016
How To Beat The Yankees Of Investing -
Apr 20, 2016
New Magic Recipe Stocks Last Week! $GBX $CATO $FIT and more. See the full changes here:
Apr 18, 2016
An Unknown Stock Set To Benefit From The Energy Revolution In the U.S. -
Apr 13, 2016
4 New Stocks in the Magic Recipe Spell Last Week. Dropping out were $ORCL, $MCK, $CATO and others
Apr 10, 2016
The Magic Tricks To Finding Great Stocks $AAPL $GOOG $FB $MSFT $CSCO
Apr 8, 2016
There is one and only one stock that appears in ALL of our stock screens. And here it is:
Apr 6, 2016
Changes in the Magic Recipe Spell Last Week. $GILD $MCK and a few others dropping in.
Apr 3, 2016
4 Reasons Why Stock Splits Are Good $AAPL $GOOG $PCLN
Mar 30, 2016
Some new stocks in the Magic Recipe this past week include $MIK, $CATO, and yes, $VRX. For the full list see here:
Mar 27, 2016
The Great Investment Advice Hidden in Warren Buffett’s Annual Letter @ReformedBroker
Mar 23, 2016
How To Calculate Return on Capital:
Mar 23, 2016
RT @YahooFinance: .@fitbit $FIT CFO doesn't sound fazed by 50% drop in stock price via @nicoleusinclair https://t.c…
Mar 22, 2016
Five Prime $FPRX on top of Magic Recipe screen is legit, BUT due to a one-time $350m drug collaboration payment with BMS. Not sustainable.
Mar 22, 2016
Tim Cook talks about $AAPL product strategy, headquarters (and thankfully NOT the FBI)
Mar 20, 2016
New Stocks in the Magic Recipe Spell This Week $GD $MCK $HRB and others:
Mar 20, 2016
Nice complement to our recent series of posts about the "magic" statistics:
Mar 18, 2016
RT @washingtonpost: Twitter heard you: the 140-character limit is here to stay
Mar 18, 2016
Why Return on Capital Matters - A Lot
Mar 17, 2016
Fitbit's Valuation Is Absurd $FIT $AAPL $UA $FOSL
Mar 15, 2016
Several new stocks entering the Magic Recipe spell this week, including $FIT, $HPQ, and $ESRX. Full list here:
Mar 13, 2016
Use Free Cash Flow Yield To Find Truly Cheap Stocks $CBI $TTWO
Mar 10, 2016
Third new Magic Recipe stock is Express Scripts $ESRX. PBM is near 52-week low, big competitive advantages and strong cash flows.
Mar 9, 2016
Second new entry is Fitbit $FIT. Market leader in wearables trading at 13% earning yield, growing at high rates, no debt.
Mar 9, 2016
3 New Entries to the Magic Recipe today. First is HP $HPQ, the "computers and printers" part of the breakup. No growth, generating cash.
Mar 9, 2016
3 Quality Retail Stocks That Are Amazingly Cheap
Mar 8, 2016
New Stocks In The Magic Recipe Spell for this week include $HRB $AMBA $GD and many others. Check them all out here:
Mar 6, 2016
Good week for the Deep Value Spell. 3 stocks rose over 45% and 8 rose 10% or more.
Mar 6, 2016
The P/E Ratio Is Antiquated. Here Is Something Better.
Mar 3, 2016
Only 10% mover in our Spells for yesterday was Workday $WDAY, which was up a cool 19% on earnings, guidance
Mar 2, 2016
An Undervalued Biotech That Dominates Its Field
Mar 1, 2016
New Magic Recipe Stocks For Week Ended 2/28/2016 include $GNC $TIME $UBNT and several others. Check them out here:
Feb 28, 2016
Only 10% mover today is Universal Display $OLED. -11.4% on Q4 miss, weak guide. Seems interesting longer term.
Feb 26, 2016
RT @FoolJeffFischer: As stock indexes rise, note a complete lack of coverage on the front pages of national newspapers. Only declines get h…
Feb 26, 2016
53 Brilliant 'Shark Tank' Quotes to Inspire You
Feb 26, 2016
Only 10% mover in our Spells today was Wayfair $W +10.6% on after earnings beat and strong guidance. 81% revenue growth over last year.
Feb 25, 2016
Great interview with a start-up investor. Pretty exciting advancements coming. Innovation is far from dead.
Feb 25, 2016
Market Capitalization Is Misleading. Use This Instead.
Feb 25, 2016
Angie's List $ANGI down 12.8% after Q4 miss. Company has a good idea and I personally use it but execution hasn't been very strong.
Feb 23, 2016
Good tips if you are looking at micro-cap (under $200m) stocks
Feb 23, 2016
3 Cheap, Cash Spewing Growth Stocks
Feb 22, 2016
2 10% movers from our Spells today. $ANET +12% on a "beat and raise". $TRN -22% on poor 2016 guidance. Growth trumps value today.
Feb 19, 2016
Cal-Maine Foods: Industry Giant Poised For Strong Growth $CALM Nice profile of company, industry, and stock
Feb 19, 2016
Skyworks: A Fast Growing Value Stock With Enormous Potential $SWKS $AAPL $QCOM
Feb 19, 2016
$CNNX up 11% on earnings beat. Still yielding near 10%, cash cow business.
Feb 18, 2016
$BRCD is an unexciting but reliable, cash producing old tech stock. Up 13.5% today on Q1 beat, remains cheap at 10% FCF yield.
Feb 18, 2016
Chinese firm buying Ingram Micro for $6B ($38.90/share) $IM Shares up 21% pre-market
Feb 18, 2016
Here's why $FOSL and $GRMN both popped over 15% yesterday.
Feb 17, 2016
10% movers in our universe today: $FOSL +28.6%, $GRMN +16.6%, $GPRO +12.1%, $P +11.5%, $PCLN +11.2%, $NHTC +11.4%
Feb 17, 2016
Introducing the Spell Caster screener and TONS of new features!
Feb 16, 2016
Been quiet, but several new things coming to MagicDiligence very soon. Follow us here or join our free email newsletter to stay in the loop!
Feb 9, 2016
RT @RBIPodcast: Why is it a "correction" when the stock market goes down? Two years out of three, the market rises in value. That's really …
Feb 9, 2016
A great summary of $AAPL Watch problems and solutions for fixing them.
Feb 1, 2016
Another strong, profitable, growing business enters MFI for the first time in VMWare $VMW. Near a 52w low, less than half of its 52w high.
Jan 29, 2016
Is Fitbit $FIT now a value stock?! Enters Magic Formula screens today @ $3B cutoff. Lot of competition but a first mover with strong brand.
Jan 27, 2016
By my calcs, $AAPL now trading at a 14.3% free cash flow yield, which would put it in the 93rd percentile of the entire market. So cheap.
Jan 26, 2016
Site is back up, sorry for the down time. Hosting provider was upgrading services.
Jan 26, 2016
Why Big Companies Keep Getting Disrupted - Good explanation of big tech failures $AAPL $ORCL $CRM $GOOGL
Jan 25, 2016
Finally, Delta Air $DAL new in MFI. Airlines have done well, stock is cheap, fuel is cheap. But hard to trust airline stocks given history.
Jan 25, 2016
Ambarella $AMBA joins its top customer GoPro $GPRO in MFI. AMBA seems a better choice, w/ drone, police camera, security exposure.
Jan 25, 2016
School bus company Blue Bird $BLBD now in Magic Formula. Strong moat ("big fish in small pond") but balance sheet is ugly.
Jan 25, 2016
MFI did not do well in 2015, but Greenblatt's strategy is as common sense as ever
Jan 20, 2016
Is Amazon's $AMZN drone program for real? Definitely, and here's how it will work.
Jan 19, 2016
MagicDiligence re-launching as a screens and tools site today! Useful, simple, effective screens - very low price.
Jan 19, 2016
Good overview of Fossil's $FOSL Q line and their future smart watch plans.
Nov 25, 2015
First time in MFI for Mentor Graphics $MENT, one of the big semiconductor CAD tool vendors. Stock was down 36% Friday on earnings.
Nov 23, 2015
New Stocks In The Magic Formula Lists This Week, including 3 particularly interesting names.
Nov 15, 2015
Fossil $FOSL wipes out, down 30% after earnings. Looks like the tech giants have claimed another industry.
Nov 13, 2015
Why Polaris Is A Great Stock To Buy Right Now $PII $HOG $ACAT
Nov 12, 2015
First appearance in MFI for F5 Networks $FFIV, data center components. Numbers solid across the board: growth, strong ROIC, no debt.
Nov 12, 2015
New York shuts down FanDuel and Draft Kings to "protect consumers", but NY State Lottery still going strong!
Nov 11, 2015
Barrett Business $BBSI down 27% on potential accounting issues.
Nov 10, 2015
$CALL 12% swing intraday from 5% up to 7% down. Profit taking?
Nov 10, 2015
New to MFI is $MSGN, the old Madison Square Garden Network. Just the TV networks now that sports teams and arenas were spun off into $MSG.
Nov 9, 2015
Hard to find good analysis on sm value stocks. Here is good overview of Liberator Medical $LBMH, a recent MF stock.
Nov 8, 2015
Funny to see GoPro $GPRO in value-based Magic Formula screens! Stock crashed back to earth, but still grew revs 43% last qtr, has no debt.
Nov 6, 2015
RT @Jae_Jun: Joel Greenblatt - The Magic Superinvestor
Nov 6, 2015
Lannett $LCI down 19%. Kremers losing a large customer. Management feels they can replace. Still looks quite cheap for patient shareholders.
Nov 5, 2015
New Magic stock Insperity $NSP. Outsourced business services. Good numbers, strong cash flows, no debt, decent growth.
Nov 5, 2015
Own These 4 Dividend Stocks Instead of a Condo:
Nov 4, 2015
Activision $ATVI announces acquisition of Candy Crush maker King Digital $KING for $18 in cash per share.
Nov 2, 2015
Few more names returning to Magic Formula lists include $UTHR, $GNC, $THO, $UBNT after recent drops. RetailMeNot $SALE new to the screens.
Nov 2, 2015
Great analysis on $HIBB, an intriguing sporting goods retailer we've seen pop up in our screens.
Nov 2, 2015
Anyone having problems logging into official Magic Formula website? Been down since Thursday for me. Alt screens:
Nov 2, 2015
A Lot Of New Stocks Entering The Magic Formula Screens This Week $EBAY $SAVE $WDC $SCSS and many others.
Nov 1, 2015
Barrett Business $BBSI enters the Magic Formula at a 52-week high. Outsourcing and staffing firm seems to have put past troubles behind it.
Oct 29, 2015
News reports still saying investors worried about $AAPL China growth. Really? They just DOUBLED sales there in Q4!
Oct 28, 2015
$AMRH launches hostile bid for Edgewater $EDGW @ 8.50/sh. Stock up 9%.
Oct 26, 2015
Brand new to the MF screen is Polaris $PII, top maker of off-road vehicles. Sold off 10% last week after earnings, near a 52-wk low.
Oct 26, 2015
$EBAY hits the Magic Formula screens today but I believe this may be a screen error from not accounting for $PYPL spinoff.
Oct 26, 2015
Good overview of new FDA warnings on $ABBV Viekira Pak, what means for $GILD, dangers of political health decisions.
Oct 23, 2015
Noted hedge fund manager David Einhorn takes a $152m long position in Michael Kors $KORS. Super cheap stock.
Oct 22, 2015
Western Digital $WDC acquiring SanDisk $SNDK for $86.50 in merger of two long-time "Magic" stocks.
Oct 22, 2015
RT @RobertChampion7: Charlie Munger on Moats - a durable competitive advantage #valueinvesting @AAAMPblog
Oct 20, 2015
Vince Holdings Is A Complete Mess $VNCE $KORS
Oct 20, 2015
That IS a 60% gain in $WTW as Oprah takes a 10% stake.
Oct 19, 2015
That is NOT a 590% gain in $LFVN! Stock reverse split 7 to 1 today.
Oct 19, 2015
RT @Jae_Jun: Does the Magic Formula Really Work?
Oct 18, 2015
RT @Jae_Jun: The Obvious Case for Buying Apple
Oct 18, 2015
RT @ValueInvestorAP: Sit Patiently & market will give you opportunity..! (excerpt from Allan Mecham's interview at @manualofideas ) http://…
Oct 18, 2015
Some thoughts on $CLCT, $WTW, and the turnover in the Magic Formula screens this past week.
Oct 18, 2015
Big Media Execs Moonves, Zaslev, Diller reiterate "content is king", digital will grow their businesses. $CBS $DISCK
Oct 14, 2015
Good list of 7 blue-chip U.S. companies selling at a substantial discount right now (many of them "Magic" stocks):
Oct 5, 2015
3 interesting new names in the Magic Formula this week, plus a full list of changes. $CALM $DEPO $AMAG and others.
Oct 4, 2015
RT @auerswald: Bono: "I’m late to realizing that it’s commerce that’s going to take the majority of people out of extreme poverty." https:/…
Oct 1, 2015
CBS Could Be A Hit Investment $CBS $NFLX $FOXA
Oct 1, 2015
Cal-Maine Foods $CALM re-enters MFI screens. Egg prices have soared this year on bird flu, cage laws.
Oct 1, 2015
Great write up on Lannett $LCI. Interesting generics play.
Sep 23, 2015
$KING Digital Is One Of The Market's Cheapest Stocks, But Is It A Buy? $AAPL $ZNGA $FB $ATVI
Sep 22, 2015
Here's a truly new MFI tock: MCBC Holdings $MCFT, maker of MasterCraft boats. My biggest concern is big debt burden in econ sensitive biz.
Sep 21, 2015
Turnover in the Magic Formula screens last week and some commentary on 3 new names. $GME $CBS $ORCL and others.
Sep 20, 2015
A return to MFI for Cherokee $CHKE, a brand licensor for Target. Also Rockwell Automation $ROK, a well-run industrial firm, enters screens.
Sep 16, 2015
Magic Formula Changes For Week Ending 9/6/2015. $FOXA $MEI $CRWN and others.
Sep 6, 2015
$LCI up 19% on Kremers Urban purchase. $MEI up 18% on earnings and guidance.
Sep 3, 2015
5 Ways Companies Can Grow Earnings $AAPL $GILD $GME $BRCD $SAFM
Sep 3, 2015
Twenty-First Century Fox $FOXA shows up in Magic Formula lists today. MFI has almost all the major media companies now.
Sep 3, 2015
Is This The Right Time To Consider Oracle $ORCL? Big tech name with solid strategy, low valuation.
Sep 2, 2015
Good write up on Chicago Bridge $CBI, an extremely cheap engineering and construction firm:
Aug 31, 2015
19 Stocks That Are Way (WAY!) More Expensive Than They Look $WTW $LINE $BTU and others
Aug 25, 2015
Flash crashes galore today. 30% swings in $CLCT and $EDGW. Even big cap like $FB, $ULTA, and $KKR flash crashed at open. WTH?
Aug 24, 2015
RT @inner_scorecard: Unprecedented.
Aug 24, 2015
Good month for $AGX. 3 new power plant contracts signed. $500-600m in revenue potential. Replaces 2 projects finishing up. Stock is cheap.
Aug 24, 2015
Minor turnover in the Magic Formula screens this week, but one hasn't been seen in a while. $SNI $LQDT $NLNK, others.
Aug 23, 2015
Rough week to be an investor. Think long-term, don't let emotion sway you. Down markets are where big gains are planted.
Aug 21, 2015
RT @inner_scorecard: Another great post by @MagicDiligence -
Aug 21, 2015
16 Stocks More Than 50% Cheaper Than They Look: $KLIC $VC $NUS and others
Aug 21, 2015
Inteliquent $IQNT through the roof, up 22% on T-Mobile deal. Impressive turnaround in the last year.
Aug 18, 2015
$GILD might be one of the best examples of world class merchandise at dollar store prices. 11 forward PE. Stock could be 40% undervalued.
Aug 11, 2015
Is the Heavy Selling In Media Stocks Warranted? $VIAB $DIS $DISCK $SNI $NFLX $CMCSA
Aug 11, 2015
New "Magic" stock Visteon $VC. Auto components. Good price momentum, improving margins. Auto business has been strong recently.
Aug 11, 2015
Many New Names in the Magic Formula Screens This Week $OUTR $DISCK $SNI $PLCM $IBM and others.
Aug 9, 2015
One of the best write ups I've seen of a stock we like, $FONR
Aug 7, 2015
Teradata $TDC touches $30 for the first time since early 2010. A big data firm in decline is hard to fathom.
Aug 7, 2015
New Magic Formula stock Polycom $PLCM. Remote video/voice/content solutions. Great cash flow but stalling sales growth. Near 52wk low.
Aug 7, 2015
Viacom $VIAB at $40 is just stupid. It's not like TV and movies are going to disappear.
Aug 6, 2015
How To Quickly Tell If A Stock Is Cheaper Than It Looks
Aug 6, 2015
"Magic" stocks reporting earnings today: $HI $IILG $PDLI $WTW $VEC
Aug 5, 2015
Vasco Data Security $VDSI new to MFI. Authentication / security software. Has dropped from $35 to $18 since late June. Debt free, growing.
Aug 5, 2015
Weekly roundup of stocks moving in and out of the Magic Formula screens. $GILD $IBM $QCOM and others.
Aug 2, 2015
Lot of evidence piling up that adding a momentum filter to your value screen adds significant expected return.
Jul 30, 2015

Joel Greenblatt and are not associated in any way with this website. Neither Mr. Greenblatt or endorse this website's investment opinions, strategy, or products. Investment recommendations on this website are not chosen by Mr. Greenblatt, nor are they based on Mr. Greenblatt's proprietary investment model, and are not chosen by Magic Formula® is a registered trademark of, which has no connection to this website. The information on this website is for informational purposes only and solely represents the views and opinions of the author. No warranty is provided or implied as to the accuracy, completeness, or timeliness of this information. This information may not be construed as investment advice of any kind, nor can it be relied upon as the basis for stock trades. DON'T RELY SOLELY ON THIS WEBSITE'S INFORMATION OR STATISTICS! Please do your own research before buying. Alexander Online Properties LLC, the proprietor of this website, is not responsible in any way for losses or damages resulting from the use of this information. Alexander Online Properties LLC is not a registered investment advisor. All logos are trademarked properties of their respective companies.

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