• History in the Making (and 2 Magic Formula picks)

  Saturday, October 11, 2008 3:58 AM

  I haven't done much with the Magic Formula lately, and much of my investing is in my IRA and 401(k) now instead of my taxable Zecco account, but I do have some comments on the historical times we are living through. Warren Buffett has advised to buy stocks in companies that you wouldn't mind holding if the stock market was shut down for a few years Read More Posted by Quasimodo 0 Comments Go to top

• Buy 3, Sell 1, Portfolio Problems at Icarra

  Monday, January 07, 2008 10:01 AM

  Ambassadors Group, Inc. (EPAX) profits by partnering with a non-profit, People to People, to send Americans on educational foreign trips. It pays a 2.75% dividend, and is currently under-valued due to the depreciating dollar and conerns over terrorism Read More Posted by Quasimodo 0 Comments Go to top

• Selling 1 Losing Pick After 1 Year, Holding 1, Selling a Winner

  Tuesday, December 18, 2007 2:28 PM

  Biovail (BVF), CCA Industries (CAW), and EPIQ Systems (EPIQ) have all lost money since being picked last December. I personally believe Biovail is still a good investment and hold it in my real-money portfolio, but it has been a loser. On the Magic Formula site, it's still listed as one of the top 25 picks, so it can be held for another year Read More Posted by Quasimodo 0 Comments Go to top

• 3 High-Yielding Picks

  Sunday, December 02, 2007 11:16 AM

  The recent sales in my Magic Formula portfolio, tracked at Icarra.com , have resulted in a cash position of $5126. Money market rates are dropping with Federal Reserve rate cuts. Zecco's CSAXX money market fund is now yielding just over 4%. However, the Magic Formula website is currently recommending 3 stocks that have yields higher than that, plus the potential for capital appreciation Read More Posted by Quasimodo 0 Comments Go to top

• One Year Update

  Wednesday, November 21, 2007 7:20 PM

  My first Magic Formula transactions were November of 2006. So now, one year later, let's see how those initial picks have performed Read More Posted by Quasimodo 2 Comments Go to top

• Four Options for September

  Tuesday, September 04, 2007 12:58 PM

  Here are four buy recommendations from the Magic Formula list of the top twenty-five companies. The first two do not pay a dividend, but the last two do. Korn/Ferry International (KFY) An executive search company, with over 5% net profit margin and growing, and best of all, no debt Read More Posted by Quasimodo 0 Comments Go to top

• Take a Ride with FreightCar America

  Monday, July 09, 2007 11:34 AM

  FreightCar America (RAIL) has a market cap just over $600 million, a pre-tax Earnings Yield of 46%, and a pre-tax Return on Capital over 100%. The company makes railroad cars, primarily for carrying coal. Coal production, and therefore, orders for new railcars, is down recently Read More Posted by Quasimodo 2 Comments Go to top

• Cherokee in the Bargain Bin

  Sunday, July 01, 2007 3:08 PM

  Cherokee (CHKE) has a Pre-Tax Earnings Yield of 9%, a Pre-Tax Return on Capital of over 100%, and a Market Cap of $325 million. It licenses clothing brands to retailers such as Target (TGT) and has high gross margins. It dropped significantly from $48 to just over $36 last month and is now at $36 Read More Posted by Quasimodo 2 Comments Go to top

• PWEI Merger Completed

  Tuesday, June 26, 2007 2:04 AM

  PWEI, purchased in November, completed its merger on 6/22. Shareholders will receive $33.50 per share, a 7% loss from the original purchase price of $35.95. This has been reflected in my Icarra portfolio . Read More Posted by Quasimodo 0 Comments Go to top

• Icarra Portfolio

  Monday, June 25, 2007 1:51 PM

  I've set up a tracking portfolio at Icarra.com . It's more advanced than just a spreadsheet like I've been using, including charts and comparisons to different benchmarks. Magic Zecco Portfolio at Icarra For simplicity's sake, I'm just using transactions of $500 for each stock, even though this results in fractional shares Read More Posted by Quasimodo 0 Comments Go to top

• Market Swoon = Full Bargain Bin

  Monday, March 12, 2007 12:53 PM

  The recent market swoon has resulted in a few new names on the Magic Formula list, large and small. These two seem the best bargains. Axcan Pharmaceuticals (AXCA) specializes in gastroenterology. Each member of its sales force generates an average of $2 Read More Posted by Quasimodo 0 Comments Go to top

• Barrett Business Services Inc

  Wednesday, February 14, 2007 9:10 AM

  Barrett Business Services Inc (BBSI) is the latest company to make the Magic Formula list, with a pre-tax Earnings Yield of 11% and pre-tax Return on Capital of greater than 100%. It's currently $24.02/share with a market cap of $270 million. Read More Posted by Quasimodo 0 Comments Go to top

• Latest Recommendation: LAM Research (LRCX)

  Wednesday, February 07, 2007 4:39 PM

  This semiconductor stock has dropped 15% since the middle of January and appeared on the list of the top 25 stocks just this week. Read More Posted by Quasimodo 0 Comments Go to top

• New Magic Formula Stock (DEBS)

  Thursday, January 11, 2007 11:43 AM

  Deb Shops (DEB) has recently appeared on the list of the top 25 Magic Formula stocks with market capitalizations over $50 million. Not much has changed on that list, what with big drops from EGY, FCX, FDG, FTO, and OVTI. Read More Posted by Quasimodo 3 Comments Go to top

• Zecco After 2 Months; 3 Magic Formula Picks

  Sunday, December 17, 2006 4:11 PM

  Here are 3 Magic Formula picks that might be worth investigating. I probably won't be making any more transactions this year, since I've got 7 Magic Formula positions (FCX, FDG, PALM, PLAY, OVTI, PWEI, EGY). I'm glad I avoided Addudell (looking at the company's history, they seem to completely change their focus to match whatever the hot sector is at the time) Read More Posted by Quasimodo 0 Comments Go to top

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The above content is provided for educational and informational purposes only, does not constitute a recommendation to enter in any securities transactions or to engage in any of the investment strategies presented in such content, and does not represent the opinions of Zecco or its employees.