Festival of Stocks #181

Welcome to the February 22, 2010 edition of the Festival of Stocks. The Festival of Stocks is a blog carnival dedicated to highlighting bloggers best posts on stock market related topics. Fat Pitch Financials is the actual birth place of this online weekly event, so it is always a special occasion when I get the chance to host this roving event.

If you aren’t already familiar with my blog, Fat Pitch Financials, it is a value investing blog with a focus on wide moat companies selling at substantial discounts and Graham style workouts. I encourage you to subscribe for free to my blog feed to keep up with my latest postings.

You should also check my Fat Pitch Financials Contributor’s Corner while you are here. It is my premium members only community dedicated to unique arbitrage and special situation opportunities.

Now that you are familiar with Fat Pitch Financials, let’s take a look at this week’s Festival of Stock participants. In addition to the normal submission to this week’s Festival of Stocks, I’m also going to highlight the top stories this week at Value Investing News. So without further delay, here are this week’s articles for the Festival of Stocks: 

Top Value Investing News

  1. Dynamic Materials – Remembering Fresh Roadkill (Vote Up)
  2. Magic Formula Weekly Roundup 2/20 (Vote Up)
  3. Whitney Tilson (T2 Partners) files 13F for December 31st, 2009 (Vote Up)
  4. NCAV NNWC Screen Strategy Backtest (Vote Up)
  5. 14 Dividend Stocks Giving Shareholders A Raise (Vote Up)

Stock Analysis

FlBlogger presents My Thoughts On Apple’s iPad And Its Impact On Their Business (and Stock) posted at 20s Money, saying, “Some thoughts on how the new iPad might impact Apple and its stock.”

Steve Alexander presents Top Magic Formula Stocks by Dividends, Price-to-Sales, and Price-to-Book Ratios posted at MagicDiligence, saying, “The top 10 current Magic Formula stocks ranked in 3 categories: forward indicated dividend yield, price-to-sales ratio, and price-to-book ratio.”

Steve Alexander presents Magic Formula Stock Review: Sharps Compliance (SMED) posted at MagicDiligence – Optimizing Joel Greenblatts Value Stock Strategy, saying, “Sharps Compliance is a provider of medical waste disposal services for settings outside of the hospital. While a non-recurring revenue windfall has landed it on MFI, the stock still profiles well even though it is more of a growth than value play.”

Dividends4Life presents Cardinal Health Inc. (CAH) Dividend Stock Analysis posted at Dividends Value, saying, “Cardinal Health Inc. is one of the leading wholesale distributors of pharmaceuticals, medical/surgical supplies and related products to a broad range of health care customers. Linked here is a detailed analysis and commentary.fair”

Intelligent Speculator presents Closing 2 trades and a look back on the two remaining live ones posted at Intelligent Speculator, saying, “It is now time to close 2 trades, one that went badly and the other which went better than I could have hoped. I will start with the good one!”

Dr. Barry Burns presents Finding the Next Hot Stock for Trend Trading the Stock Market posted at Top Dog Trading, saying, “An approach to finding hot stocks that anyone can learn.”


Jeff Rose presents White House Punts on Fannie and Freddie posted at Jeff Rose.

jim presents Dividend Champions posted at Blueprint for Financial Prosperity.

Stephen Jeske presents How To Become The Rodney Dangerfield of Option Trading posted at The Meatball Effect, saying, “This comedian may not have had much respect, but he sure made good money. As a trader who focuses on risk management, you may end up just like Rodney Dangerfield. And what’s wrong with that?”

Marc Ryan presents Active asset management: OK (maybe) for Norway’s sovereign wealth fund (but not for you) posted at IndependentInvestor.info, saying, “The Norwegian Government Pension Fund – Global is the entity that invests the funds generated by Norway’s prodigious oil revenues . It is one of the largest investors in the world. Recently three acclaimed financial experts were invited to address the governance of Norges Bank Investment Management (the fund manager). They issued on December 14, 2009 a report entitled Evaluation of Active Management of the Norwegian Government Pension Fund – Global. Why should it be of interest you? Firstly, because in the secretive world of asset management these types of reports are almost always confidential and therefore inaccessible to the public. Secondly, and more importantly, it contains important lessons on the limits of active management for institutional investors but which are even more relevant for the individual investor”


That concludes this edition of the Festival of Stocks. Be sure an leave comments as you visit each of the blogs that participated in this week’s Festival of Stocks. They’ll appreciate knowing folks are reading their articles.

I’m looking for hosts for the rest of 2010. If you are interested in volunteering to host a future edition of the Festival of Stocks, just contact me right away with the name of your site, blog URL, email address, and the date your prefer to host. Submit your blog article to the next edition of Festival of Stocks using our carnival submission form. Past posts and future hosts can be found on our Festival of Stocks index page for those of you interested in reviewing the archives.

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