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

Wed Oct 29

NL

Article

TMFValueMagnet published an article 4:54 PM

Visa Inc. Earnings: Cross-Border Leads to Earnings Jump

Visa Inc. earnings were helped by a marked improvement in cross-border transactions, alleviating fears that Visa was losing hold of international transactions.

Sat Oct 25

Stock Advisor article.

TMFValueMagnet published an update. 2:45 PM

Fri Oct 24

NL

Article

TMFValueMagnet published an article 10:55 AM

Everything That's Wrong With Fifth Street Finance Corp.

How Fifth Street is doing business shows everything that is wrong with Fifth Street Finance Corp.

Thu Oct 23

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Article

TMFValueMagnet published an article 5:17 PM

Federated Investors, Inc. Beats on Strong Equity Assets

Federated Investors, Inc. beat analyst expectations due, in part, to surging equity assets under management year over year.

Stock Advisor article.

TMFValueMagnet published an update. 10:00 AM

Wed Oct 22

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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

NL

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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CAPS Stats & Trivia

CAPS Player Rating 92.42
Player Rank 5688 out of 75058
Score 851.21
Score Change Today +6.20
Accuracy 67.44%
Active Picks 24
Total Picks 45
Best Pick TCX (+346.00)
Worst Pick GPRO (-83.13)
Average Score per Pick 18.92
Charms Earned 8
Highest Rated Favorite No Favorites Selected
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People who have rec'd these posts 0
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