TMFValueMagnet

Jordan Wathen

A Foolish writer and value investor most interested in businesses that you can buy and hold forever. Buying stocks like Walter Schloss to hold like Warren Buffett.

TMFValueMagnet’s Activity

Yesterday

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Article

TMFValueMagnet published an article 5:03 PM

Morningstar, Inc. Reports a Mixed Quarter

Morningstar reported a mixed quarter, beating on sales while missing on earnings. Growth spending could be to blame for a miss on the bottom line.

Wed Oct 15

CAPS Outperform Pitch

TMFValueMagnet wrote about BofI Holding (BOFI) . 2:54 PM

BOFI Outperform

At ~2.5x TBV, BofI is now just "expensive," not "super expensive."

I'll green thumb it at that valuation, but to make it a real money position I think I'd want to buy at 2x TBV, or about $50 per share.

Caps Pick

TMFValueMagnet made a pick in CAPS. 2:54 PM

BofI Holding (BOFI) will Outperform the S&P 500
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Article

TMFValueMagnet published an article 12:48 PM

Is it Time to Buy Prospect Capital Corporation Stock?

There may be no price at which Prospect Capital Corporation is a buy if management keeps on its recent course.

Tue Oct 14

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Article

TMFValueMagnet published an article 12:23 PM

JPMorgan Chase & Co. Earnings: Solid, With a Hint of Litigation Risk

JPMorgan Chase earnings show the bank is doing fine, but litigation costs could emerge.

Mon Oct 13

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Article

TMFValueMagnet published an article 4:16 PM

Why These 10% Dividend Yields Are Getting Crushed

Here's why these 10% yielders are taking a dive, with two top dividend stocks to buy on the weakness.

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Article

TMFValueMagnet published an article 1:15 PM

The 1 Thing That Sets American Capital Agency Corp. Apart

Here's why American Capital Agency Corp. is an above-average mortgage REIT.

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Article

TMFValueMagnet published an article 12:12 PM

Beware! That 10% Dividend Yield May Be Fake

Not all dividends are created equal. Returns of capital can make some stocks seem like big yielders, even though it's just your money coming back to you.

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Article

TMFValueMagnet published an article 11:42 AM

2 Safe Dividend Stocks for Your Income Portfolio

Here are two top-notch dividends safe enough for a retirement portfolio.

Thu Oct 9

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Article

TMFValueMagnet published an article 12:50 PM

Is TCP Capital Corp. Ready for Rising Rates?

TCP Capital has 77% of its portfolio dedicated to floating-rate loans. But don't take that to mean that rising rates are inherently good for this high-yield BDC.

Wed Oct 8

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Article

TMFValueMagnet published an article 11:41 AM

Medley Capital Corp. vs. THL Credit Inc.: Stocks for Rising Rates?

See why Medley Capital Corp and THL Credit Inc. may not be the best bets for a rising-rate environment.

Mon Oct 6

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Article

TMFValueMagnet published an article 6:13 PM

Apollo Investment Corporation vs. Fifth Street Finance Corp.: Rising Rates

Apollo Investment and Fifth Street Finance both hold floating-rate investments, but one is better positioned for rising rates.

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Article

TMFValueMagnet published an article 10:33 AM

Should You DRIP These Big Dividend Yield Stocks?

DRIPs might not be suitable for business development companies since buying opportunities come so frequently. Stockpile dividends for when shares of your favorite BDC trade below net asset value.

Fri Oct 3

CAPS Outperform Pitch

TMFValueMagnet wrote about Signature Bank (SBNY) . 4:31 PM

SBNY Outperform

This is one of the most expensive banks out there, but I'm green thumbing it. Over time, I think it can work through the valuation by continuing to hire top bankers in the NY area. I love the company's motto on M&A, which is "Signature does [more]

Caps Pick

TMFValueMagnet made a pick in CAPS. 4:31 PM

Signature Bank (SBNY) will Outperform the S&P 500
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Article

TMFValueMagnet published an article 12:41 PM

Cheap Stocks Wall Street Hates: Credit Acceptance Corporation

Credit Acceptance Corporation is cheap. What's Wall Street hate?

Wed Oct 1

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Article

TMFValueMagnet published an article 6:16 PM

Main Street Capital Stock's Big Insider Buying

Main Street Capital insiders are snapping up shares of this high-yield stock. Should you follow suit?

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Article

TMFValueMagnet published an article 11:37 AM

3 Reasons Why Capital One Financial Corp. Stock May Rise

Here's why Capital One Financial Corp. stock might have upside of 16% or more. Those who buy and hold could do even better.

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Article

TMFValueMagnet published an article 10:50 AM

3 Reasons Visa Inc. Stock Could Rise

Shares of Visa Inc. have lagged the S&P 500 during the last year. That could change when the company announces its fourth-quarter earnings, however.

Tue Sep 30

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Article

TMFValueMagnet published an article 11:03 AM

Prospect Capital Corp. vs. Ares Capital Corp.: Who Wins When Rates Rise?

Here's how Prospect Capital Corporation and Ares Capital Corporation stack up when it comes to rising rates, and why LIBOR floors matter more than fixed- or floating-rate debt exposure.

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CAPS Stats & Trivia

CAPS Player Rating 91.80
Player Rank 6156 out of 75060
Score 803.35
Score Change Today +3.58
Accuracy 65.12%
Active Picks 24
Total Picks 45
Best Pick TCX (+346.00)
Worst Pick GPRO (-83.13)
Average Score per Pick 17.85
Charms Earned 8
Highest Rated Favorite No Favorites Selected
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