MAGIC FORMULA LINKS FOR WEEK OF 9/3/2011

Sep 3, 2011

Interesting news and links from around the financial universe concerning Magic Formula Investing stocks this week:

H&R Block Drops after Q1 Report, Ahead of Anti-Trust Hearing

The TaxAct anti-trust case will make it very difficult for HRB to quickly move into software DIY and, oddly, protect the dominant market share of Intuit (INTU).

DISH Said to Plan Netflix Rival

It won't matter if it is only through DISH's service. Netflix on Wii and Xbox was key to uptake.

DISH Network and DirectTV Take Different Paths

Nice article detailing DISH Network's diversification strategy against DirectTV's conservative approach.

Acquisitions Ahead for the For-Profit Education Firms?

For-profit education is well-represented in MFI. With enrollment declines and cheap valuations, this theory makes a lot of sense.

Novellus Cuts Q3 Revenue View, Caution On Weakening PCs

NVLS, AMAT, and LTXC gave downbeat guidance. Doesn't bode well for other chip equips in MFI.

The Economy's Bright Spot: Solar

I'm a believer in the solar story. GTAT and PWER are two Magic Formula plays in the sector.

Solar Purge Drives Weakest Into Buyouts

Article detailing consolidation in the solar panel maker space. Something to watch for GTAT, if we see significant consolidation they may lose some pricing power.

5 Large Cap Stocks Likely to Double By 2013

4 of the 5 are current Magic Formula stocks. I'm not so sure those 4 can double, but it is not unreasonable to think that 50% upside is well within range.

For 4% Yields and Safety, See Defense Stocks

Lot of defense firms in MFI right now. I don't see a lot of near-term upside, but dividends will provide returns and over the long term they are significantly undervalued.

Micron: NAND Pushing Aside DRAM in PCs

First time I'd seen the suggestion of Flash NAND pushing aside DRAM. Potential catalyst for SNDK, perhaps INTC.

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