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

Tue Apr 26

CAPS Underperform Pitch Reply

TMFValueMagnet commented on TMFValueMagnet's pitch for O. 10:03 PM

I like to value it based on a FFO yield spread to the 10-year US Treasury. It traded for about 20x 2016 FFO guidance when I gave this a red thumb. Even though Realty Income is theoretically a growing perpetuity of dividends, I think you need more [more]

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Article

TMFValueMagnet published an article 10:05 AM

Berkshire Hathaway: The Stocks $219,000 Buys

The stocks you buy when you buy a Class A share of Berkshire Hathaway, and why they aren't as important as they used to be.

Mon Apr 25

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TMFValueMagnet published an article 9:04 PM

How American Express Customers Are Using Their Cards

Tailwinds from higher prices for airfare and gas prices are crimping domestic growth in billed business.

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TMFValueMagnet published an article 1:22 PM

5 Reasons Investors Are Shorting Main Street Capital

Why Main Street Capital is a popular stock for short-sellers.

Thu Apr 21

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TMFValueMagnet published an article 10:44 PM

American Express: Keeping the Costco Spend?

Why American Express's card gains may be tomorrow's pain.

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TMFValueMagnet published an article 4:15 PM

3 Forgotten Berkshire Businesses That Made Warren Buffett

Almost forgotten by history, three of Warren Buffett's investments helped shape his thinking -- and helped Buffett develop as an investor.

Tue Apr 19

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TMFValueMagnet published an article 2:11 PM

Main Street Capital: Energy Bites Its Dividend Income

Main Street Capital's dividend income from portfolio companies took an oil-related hit in 2015.

Fri Apr 15

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TMFValueMagnet published an article 3:04 PM

Why BofI Holding Stock Is Dropping Today

It appears to be a continuation of yesterday's declines.

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TMFValueMagnet published an article 12:23 PM

Big Banks Turn to Smaller Loans for Bigger Profits

Once shunned by the big banks, small businesses are becoming a key growth opportunity for large lenders.

Thu Apr 14

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TMFValueMagnet published an article 9:33 PM

Berkshire Hathaway's Big Profit Center Prepares for Shrinkage

How Berkshire plans to deal with the retirement of a subsidiary's CEO may be another indication of a bleak reinsurance outlook.

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TMFValueMagnet published an article 11:05 AM

Why BofI Holding Stock is Dropping Today

Documents from a class-action suit are reinvigorating investor fears first stoked by a former auditor in 2015.

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TMFValueMagnet published an article 9:51 AM

3 Stocks for the Long Haul

Top hedge funds have high conviction in these three stocks for the long term.

Wed Apr 13

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TMFValueMagnet published an article 3:57 PM

Why WisdomTree Investments Stock Jumped Today

The asset manager's stock reverses course with a Wednesday pop.

Tue Apr 12

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TMFValueMagnet published an article 8:50 PM

3 Stocks Long-Term Investors Are Buying

Here are three stocks favored by hedge funds that take the long view.

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TMFValueMagnet published an article 7:16 PM

Are Buyouts the Next Step for These High-Yield Stocks?

BDCs are showing signs of increased appetite for acquisitions.

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TMFValueMagnet published an article 11:18 AM

Why Och-Ziff Capital Management Group Stock Is Dropping Today

Shares of the hedge fund manager were pummeled as The Wall Street Journal reported that it could face a criminal guilty plea for bribery.

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TMFValueMagnet published an article 10:26 AM

Main Street Capital Corporation: A Deeper Look

Grouping the performance of every single one of Main Street's holdings gives investors a better look at the health of its investment portfolio.

Mon Apr 11

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TMFValueMagnet published an article 3:18 PM

Incentives Still Matter: Mortgage REIT Edition

How poor incentives for mortgage REIT insiders result in suboptimal outcomes for their shareholders.

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TMFValueMagnet published an article 12:56 PM

Why Hatteras Financial Corp Stock Jumped Today

A merger offer from Annaly Capital send shares of the mortgage REIT flying by 10% on Monday.

Wed Apr 6

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TMFValueMagnet published an article 12:30 PM

Why American Equity Investment Life Holding Company Stock Plunged Today

The Department of Labor shocked investors by including indexed annuities in its new rules for financial advisors.

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CAPS Stats & Trivia

CAPS Player Rating 93.54
Player Rank 4839 out of 74850
Score 1078.11
Score Change Today +3.18
Accuracy 64.79%
Active Picks 36
Total Picks 74
Best Pick TCX (+346.00)
Worst Pick GPRO (-83.13)
Average Score per Pick 14.57
Charms Earned 9
Highest Rated Favorite No Favorites Selected
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Boards Stats & Trivia

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Recs Received 0
People who have rec'd these posts 0
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