John Embry on Undervalued Stocks 2012

Value Stock Picking - How To Pick Value Stocks

Value Investing Conference 2012

Value Stock Picks for the Week of 10/22/12 to 10/26/12

Greetings! I would like to thank you for visiting the Value Stock Investing Notebook! I hope you are having a great day.

Listed below are my value stock investment selections for the upcoming week of 10/22/12 to 10/26/12. Any one of these companies will provide steady growth to your Roth or Traditional IRA stock portfolio as they are currently undervalued.

Continue to invest as much as you can each week into undervalued stocks so you can maximize your profits over the long-term horizon.

Company Name/Stock Ticker

The Coca-Cola Company(NYSE:KO)
Gilead Sciences, Inc.(NASDAQ:GILD) 
The Procter & Gamble Company(NYSE:PG)
Target Corporation(NYSE:TGT) 
The Wendy's Company(NASDAQ:WEN) 
Coach, Inc.(NYSE:COH)
Sodastream International Ltd(NASDAQ:SODA)
Apple Inc.(NASDAQ:AAPL)
RadioShack Corporation(NYSE:RSH)
Realty Income Corp(NYSE:O) 
Vanguard Value ETF(NYSEARCA:VTV) 
China Mobile Ltd. (ADR)(NYSE:CHL)
Hess Corp.(NYSE:HES)
BP plc (ADR)(NYSE:BP) 
Glimcher Realty Trust(NYSE:GRT) 
J.C. Penney Company, Inc.(NYSE:JCP) 
Potash Corp./Saskatchewan (USA)(NYSE:POT)
Time Warner Inc.(NYSE:TWX) 
Lloyds Banking Group PLC (ADR)(NYSE:LYG) 
BB&T Corporation(NYSE:BBT) 

How To Find Great Undervalued Stocks

Update: Value Stock Picks for the Week of 7/23/12 to 7/27/12

Welcome back to the Value Stock Investing Notebook! Thank you stopping by and supporting the idea of investing in dividend paying stocks for the long term. I wanted to recap last week's picks for you since it is important to review all investments on a weekly, if not daily, basis.


It was a 15 for 20 week. 75% of my picks increased in value. A 35% gain from last week. We had a slight increase in successful picks this week and did find some value. When investing in value stocks you should try to hold on for at least a quarter. Let these companies work hard for you so you can maximize your profits.


Until next time friends, keep investing as much as you can on a weekly basis. Perform your due diligence and invest in companies that you feel comfortable with. Do not risk your hard earned dollars by investing in unknown, unreliable companies.


Feel free to watch the great videos below, featuring some of this week's winners!


Company Name/Stock Ticker/Stock Price @ 7/23/12/Stock Price @ 7/27/12

The Coca-Cola Company(NYSE:KO) $77.03 $80.01
Gilead Sciences, Inc.(NASDAQ:GILD) $53.08 $55.50
The Procter & Gamble Company(NYSE:PG) $64.73 $65.09
Target Corporation(NYSE:TGT) $61.37 $61.52
The Wendy's Company(NASDAQ:WEN) $4.62 $4.55
Coach, Inc.(NYSE:COH) $58.84 $62.10
Sodastream International Ltd(NASDAQ:SODA) $39.79 $38.25
Apple Inc.(NASDAQ:AAPL) $604.30 $585.16
RadioShack Corporation(NYSE:RSH) $3.71 $2.59
Realty Income Corp(NYSE:O) $41.53 $41.29
Vanguard Value ETF(NYSEARCA:VTV) $55.85 $56.80
China Mobile Ltd. (ADR)(NYSE:CHL) $56.30 $57.80
Hess Corp.(NYSE:HES) $45.40 $48.36
BP plc (ADR)(NYSE:BP) $41.55 $41.55
Glimcher Realty Trust(NYSE:GRT) $10.13 $10.20
J.C. Penney Company, Inc.(NYSE:JCP) $20.62 $23.00
Potash Corp./Saskatchewan (USA)(NYSE:POT) $45.43 $45.59
Time Warner Inc.(NYSE:TWX) $38.86 $38.98
Lloyds Banking Group PLC (ADR)(NYSE:LYG) $1.82 $1.90
BB&T Corporation(NYSE:BBT) $31.68 $32.40

Wendy's "Grill Skills": Training Video 1989

Potash Corporate 2012 Annual Meeting (66 Minutes) - Worth watching!

Time Warner Cable Media CEO on the Valley Girl Show

Value Stock Picks for the Week of 7/23/12 to 7/27/12

Greetings! I would like to thank you for visiting the Value Stock Investing Notebook! I hope you are having a great day.


Listed below are my value stock investment selections for the upcoming week of 7/23/12 to 7/27/12. Any one of these companies will provide steady growth to your Roth or Traditional IRA stock portfolio as they are currently undervalued.


I will check back on 7/28/12 to determine how well or poor my picks performed. Continue to invest as much as you can each week into undervalued stocks so you can maximize your profits over the long-term horizon.


Company Name/Stock Ticker/Current Price



The Coca-Cola Company(NYSE:KO) $77.03
Gilead Sciences, Inc.(NASDAQ:GILD) $53.08
The Procter & Gamble Company(NYSE:PG) $64.73
Target Corporation(NYSE:TGT) $61.37
The Wendy's Company(NASDAQ:WEN) $4.62
Coach, Inc.(NYSE:COH) $58.84
Sodastream International Ltd(NASDAQ:SODA) $39.79
Apple Inc.(NASDAQ:AAPL) $604.30
RadioShack Corporation(NYSE:RSH) $3.71
Realty Income Corp(NYSE:O) $41.53
Vanguard Value ETF(NYSEARCA:VTV) $55.85
China Mobile Ltd. (ADR)(NYSE:CHL) $56.30
Hess Corp.(NYSE:HES) $45.40
BP plc (ADR)(NYSE:BP) $41.55
Glimcher Realty Trust(NYSE:GRT) $10.13
J.C. Penney Company, Inc.(NYSE:JCP) $20.62
Potash Corp./Saskatchewan (USA)(NYSE:POT) $45.43
Time Warner Inc.(NYSE:TWX) $38.86
Lloyds Banking Group PLC (ADR)(NYSE:LYG) $1.82
BB&T Corporation(NYSE:BBT) $31.68

Stock Price as of 7/22/12

HESS CEO Interview

How To Use Your Soda Stream

Black Friday At A Coach Store

Update: Value Stock Picks for the Week of 7/16/12-7/20/12

Welcome back to the Value Stock Investing Notebook! Thank you stopping by and supporting the idea of investing in dividend paying stocks for the long term. I wanted to recap last week's picks for you since it is important to review all investments on a weekly, if not daily, basis.


It was a 8 for 20 week. 40% of my picks increased in value. A 15% gain from last week's 25% increase. We had a slight increase in successful picks this week and did find some value. Pentair, Inc.(NYSE:PNR) and Synageva BioPharma Corp(NASDAQ:GEVA) increased in value. If you invested $2,000 on 7/16/12 into GEVA, you would have gained $105.66 as of 7/20/12. A sweet profit, all in a week's worth.


When investing in value stocks you should try to hold on for at least a quarter. I like companies such as Checkpoint Systems, Inc.(NYSE:CKP) and  Applied Materials, Inc.(NASDAQ:AMAT) because they are currently undervalued. Let these companies work hard for you so you can maximize your profits.


Until next time friends, keep investing as much as you can on a weekly basis. Perform your due diligence and invest in companies that you feel comfortable with. Do not risk your hard earned dollars by investing in unknown, unreliable companies.


Feel free to watch the great videos below, featuring some of this week's winners!


Company Name/Stock Ticker/Stock Price @ 7/16/12/Stock Price @ 7/20/12



Pentair, Inc.(NYSE:PNR) $38.85 $39.75
GCO Corporation(NYSE:AGCO) $43.92 $42.34
Applied Materials, Inc.(NASDAQ:AMAT) $10.48 $10.51
Synageva BioPharma Corp(NASDAQ:GEVA) $47.13 $49.62
VistaPrint Limited(NASDAQ:VPRT) $31.26 $32.99
Ferrellgas Partners, L.P.(NYSE:FGP) $19.71 $20.17
Checkpoint Systems, Inc.(NYSE:CKP) $8.21 $8.35
World Wrestling Entertainment, Inc.(NYSE:WWE) $7.81 $7.75
The Phoenix Companies, Inc.(NYSE:PNX) $1.72 $1.61
Vera Bradley, Inc.(NASDAQ:VRA) $20.94 $20.29
Edgewater Technology Inc.(NASDAQ:EDGW) $3.82 $3.79
ClickSoftware Technologies Ltd.(NASDAQ:CKSW) $7.40 $7.33
Comerica Incorporated(NYSE:CMA) $30.69 $30.66
Yahoo! Inc.(NASDAQ:YHOO) $15.74 $15.91
KeyCorp(NYSE:KEY) $7.85 $7.89
Home Federal Bancorp, Inc.(NASDAQ:HOME) $10.83 $10.01
Gildan Activewear Inc. (USA)(NYSE:GIL) $28.46 $27.87
GNC Holdings Inc(NYSE:GNC) $39.25 $37.65
International Speedway Corporation(NASDAQ:ISCA) $26.59 $25.80
Financial Select Sector SPDR (ETF)(NYSEARCA:XLF) $14.69 $14.36

Pentair

Checkpoint Systems, Inc.

Yahoo! New CEO

Value Stock Investing Tips To Use Next Week!

Value Stock Picks for the Week of 7/16/12 to 7/20/12

Greetings! I would like to thank you for visiting the Value Stock Investing Notebook! I hope you are having a great day.


Listed below are my value stock investment selections for the upcoming week of 7/16/12 to 7/20/12. Any one of these companies will provide steady growth to your Roth or Traditional IRA stock portfolio as they are currently undervalued.


I will check back on 7/21/12 to determine how well or poor my picks performed. Continue to invest as much as you can each week into undervalued stocks so you can maximize your profits over the long-term horizon.


Company Name/Stock Ticker/Current Price

Pentair, Inc.(NYSE:PNR) $38.85
GCO Corporation(NYSE:AGCO) $43.92
Applied Materials, Inc.(NASDAQ:AMAT) $10.48
Synageva BioPharma Corp(NASDAQ:GEVA) $47.13
VistaPrint Limited(NASDAQ:VPRT) $31.26
Ferrellgas Partners, L.P.(NYSE:FGP) $19.71
Checkpoint Systems, Inc.(NYSE:CKP) $8.21
World Wrestling Entertainment, Inc.(NYSE:WWE) $7.81
The Phoenix Companies, Inc.(NYSE:PNX) $1.72
Vera Bradley, Inc.(NASDAQ:VRA) $20.94
Edgewater Technology Inc.(NASDAQ:EDGW) $3.82
ClickSoftware Technologies Ltd.(NASDAQ:CKSW) $7.40
Comerica Incorporated(NYSE:CMA) $30.69
Yahoo! Inc.(NASDAQ:YHOO) $15.74
KeyCorp(NYSE:KEY) $7.85
Home Federal Bancorp, Inc.(NASDAQ:HOME) $10.83
Gildan Activewear Inc. (USA)(NYSE:GIL) $28.46
GNC Holdings Inc(NYSE:GNC) $39.25
International Speedway Corporation(NASDAQ:ISCA) $26.59
Financial Select Sector SPDR (ETF)(NYSEARCA:XLF) $14.69

Stock Price as of 7/15/12

Mike Splinter CEO of Applied Materials Interview

Back To Campus with Vera Bradley

Yahoo! Commercial - I'm On My Way

Recommendation: The Little Book of Behavioral Investing

The Little Book of Behavioral Investing by James Montier

James is a deep value investor who focuses on valuation of businesses, a company's balance sheet and disciplined use of capital.

He points out how we can get trapped by our emotions, however everyone must have a solid investing plan.

A detailed guide to overcoming the most frequently encountered psychological pitfalls of investing

Bias, emotion, and overconfidence are just three of the many behavioral traits that can lead investors to lose money or achieve lower returns. Behavioral finance, which recognizes that there is a psychological element to all investor decision-making, can help you overcome this obstacle.

In The Little Book of Behavioral Investing, expert James Montier takes you through some of the most important behavioral challenges faced by investors. Montier reveals the most common psychological barriers, clearly showing how emotion, overconfidence, and a multitude of other behavioral traits, can affect investment decision-making.

Behavioral Investing Tips:

- Save You Money

- Avoid Emotional Decisions

- Common Challenges and Pitfalls

- Learn Behavioral Principles

I would highly recommend this book for investors who want to be empowered and realize their true investing potential. Pick up this book below and I hope you enjoy this read.

Value Investing Conference 2012

I highly suggest that you watch the following conference below. It was a great conference with many valuable tips to use when investing your own hard-earned dollars into undervalued stocks. Click play below and enjoy!

Value Investing Conference 2012

The Ben Graham Centre's 2012 Value Investing Conference

Keynote speaker - Lauren Templeton

Hosted by Dr. George Athanassakos

Richard Ivey School of Business

April 25, 2012

The Best Value Investing Advice Ever!

Posted below is an excellent 5 part series called The World's Best Investment Advice. Notable value investors include: Warren Buffett, Peter Lynch, John Templeton, Seth Klarman, Charlie Munger, Walter Schloss, Bill Ackman, Bruce Greenwald, Martin Whitman, Whitney Tilson, Irving Kahn, John Bogle, Hersh Cohen, David Winters, Chris Davis, Roger Lowenstein, Irwin Michael, Mohnish Pabrai, Mark Holowesko, David Nadel, and Tom Russo. Sit back, relax, and click play! You are about to learn some of the best investing techniques the world has even seen! Enjoy.

Part One

Part Two

Part Three

Part Four

Part Five

Recommendation: The Intelligent Investor: The Definitive Book on Value Investing

BUY THIS BOOK!

The book listed below has truly provided an endless amount of helpful information throughout the years for all of us at the Value Investing Notebook. Click below and buy, buy, buy. Spread the word!

The Intelligent Investor: The Definitive Book on Value Investing. A Book of Practical Counsel (Revised Edition) [Paperback]

Benjamin Graham (Author), Jason Zweig (Author)

“By far the best book on investing ever written.” (Warren Buffett )

“If you read just one book on investing during your lifetime, make it this one” (Fortune )

“The wider Mr. Graham’s gospel spreads, the more fairly the market will deal with its public.” (Barron's )

This classic text is annotated to update Graham's timeless wisdom for today's market conditions...

The greatest investment advisor of the twentieth century, Benjamin Graham, taught and inspired people worldwide. Graham's philosophy of "value investing" -- which shields investors from substantial error and teaches them to develop long-term strategies -- has made The Intelligent Investor the stock market bible ever since its original publication in 1949.

Over the years, market developments have proven the wisdom of Graham's strategies. While preserving the integrity of Graham's original text, this revised edition includes updated commentary by noted financial journalist Jason Zweig, whose perspective incorporates the realities of today's market, draws parallels between Graham's examples and today's financial headlines, and gives readers a more thorough understanding of how to apply Graham's principles.

Vital and indispensable, this HarperBusiness Essentials edition of The Intelligent Investor is the most important book you will ever read on how to reach your financial goals.

Update: Value Stock Picks for the Week of 7/2/12 to 7/6/12

Welcome back to the Value Stock Investing Notebook! Thank you stopping by and supporting the idea of investing in dividend paying stocks for the long term. I wanted to recap last week's picks for you since it is important to review all investments on a weekly, if not daily, basis.


It was a 5 for 20 week. 25% of my picks increased in value. Although we did not make a lot of money this week, we did find some value.  Sirius XM Radio Inc(NASDAQ:SIRI) and CF Industries Holdings, Inc.(NYSE:CF) increased in value. If you invested $1,000 on 7/2/12 into SIRI, you would have gains $108.10 as of 7/6/12. Not too shabby!


When investing in value stocks you should try to hold on for at least a quarter. I like companies such as McDonald's Corporation(NYSE:MCD) and RadioShack Corporation(NYSE:RSH) because they are currently undervalued and also they are very well known in the United States and worldwide! Let these companies work hard for you so you can maximize your profits.


Until next time friends, keep investing as much as you can on a weekly basis. Perform your due diligence and invest in companies that you feel comfortable with. Do not risk your hard earned dollars by investing in unknown, unreliable companies.


Feel free to watch the great videos below, featuring some of this week's winners!


Company Name/Stock Ticker/Stock Price @ 7/2/12/Stock Price @ 7/6/12


The Buckle, Inc.(NYSE:BKE) $38.57 $38.47
RadioShack Corporation(NYSE:RSH) $3.84 $4.06
Bank of America Corp(NYSE:BAC) $8.18 $7.66
Lloyds Banking Group PLC (ADR)(NYSE:LYG) $1.92 $1.84
Sirius XM Radio Inc(NASDAQ:SIRI) $1.85 $2.05
Exxon Mobil Corporation(NYSE:XOM) $85.57 $84.80
Brandywine Realty Trust(NYSE:BDN) $12.34 $12.09
American International Group, Inc.(NYSE:AIG) $32.09 $31.57
Nokia Corporation (ADR)(NYSE:NOK) $2.07 $1.92
Cooper Tire & Rubber Company(NYSE:CTB) $17.54 $17.47 
JPMorgan Chase & Co.(NYSE:JPM) $35.73 $33.90
McDonald's Corporation(NYSE:MCD) $88.53 $89.66
Joy Global Inc.(NYSE:JOY) $56.73 $55.26
CF Industries Holdings, Inc.(NYSE:CF) $193.74 $196.17
Cummins Inc.(NYSE:CMI) $96.91 $96.29
First Industrial Realty Trust, Inc.(NYSE:FR) $12.62 $12.88
The Western Union Company(NYSE:WU) $16.84 $16.83
Lockheed Martin Corporation(NYSE:LMT) $87.08 $86.86
BP plc (ADR)(NYSE:BP) $40.54 $39.63
Microsoft Corporation(NASDAQ:MSFT) $30.59 $30.18

Larry Bird vs. Michael Jordan: McDonald's Commercial

Radio Shack becomes "The Shack"

David Garrett - Smooth Criminal (Michael Jackson Cover) on Sirius XM Pops!

Find Stocks With Value

ObamaCare Value Stocks - Who Will Benefit?

Who will benefit from the passing of the Affordable Care Act also known as ObamaCare? Well, hopefully each and every member of the United States. However, I strongly believe that healthcare related stocks will benefit as well. Additionally, a few other non-healthcare stocks should increase in value as Obamacare continues to creep into the healthcare sector.


Listed below are stocks which I believe will benefit from the passing of Obamacare. These companies will surely soar to new heights, especially over the next few years.

Mitt Romney's Take on the Affordable Care Act

Barack Obama Delivering the Affordable Care Act

Stocks to keep an eye on:

CVS Caremark Corporation (CVS)

Community Health Systems (CYH)

Tenet Healthcare (THC)

Universal Health Services (UHS)

Coventry Health Care, Inc. (CVH)

United Health (UNH)

Humana (HUM)

Aetna (AET)

Boston Scientific (BSX)

Walgreen Company (WAG)

Medco Health Solutions Inc.(MHS) 

Ebix Inc (EBIX)

Tenet Healthcare Corporation (THC)

HMS Holdings Corp. (HMSY)

HCA Holdings, Inc. (HCA)

Team Health Holdings, Inc. (TMH)

WellCare Health Plans, Inc. (WCG)

Health Management Associates Inc. (HMA)

Molina Healthcare Inc. (MOH)

Lifepoint Hospitals Inc. (LPNT)

AMERIGROUP Corporation (AGP)

Universal Health Realty Income Trust (UHT)

Ventas, Inc (VTR)

Healthcare Realty (HR)

Senior Housing Properties (SNH)

LTC Properties (LTC)

Health Care REIT (HCN)

Rite Aid Corporation (RAD)

Value Stock Investing Tips - July 2012

How To Quickly Value a Stock

The Right Way to Find Growth and Value Stocks

Correlation between Company Growth and Stock Value

Jim Berg's Best Value Step By Step

Warren Buffet - How to Identify a Good Investment

Value Stock Winner: First Industrial Realty Trust, Inc. - FR

On February 9th, 2007 First Industrial Realty Trust, Inc., stock ticker FR, was worth $49.00 per share. FR was paying a 71 cent per share quarterly dividend and they were riding high. FR had sold around $33.00 to $49.00 dollars since early 2002. Well, the Great Recession hit in 2008/early 2009 and FR plummeted to $2.21 on February 27th, 2009. They cut their dividend and all that was left were shareholders wondering what to do with their losses. What a disaster.


Since then FR has jumped back up to $12.62 per share, as of June 30th, 2012. They have continued to pay a dividend on their Preferred shares, and things appear to be on the up and up. FR announced that for fiscal 2012, they expect funds from operations in the range of $0.89 to $0.99 per share and funds from operations excluding loss from early retirement of debt in the range of $0.96 to $1.06 per share. FR also announced that for fiscal 2012, they expects net income (loss) available to common stockholders in the range of (0.39)-(0.29) per share. According to I/B/E/S Estimates, analysts are expecting the Company to report FFO of $0.95 for fiscal 2012.


What is First Industrial Realty Trust, Inc.? Well, they are a real estate investment trust. FR is a self-administered and fully integrated real estate company, which owns, manages, acquires, sells, develops and redevelops industrial real estate. They are engaged in the acquisition of individual properties, as well as multi-property portfolios. As of December 31, 2011, their in-service portfolio consisted of 354 light industrial properties, 113 R&D/flex properties, 159 bulk warehouse properties, 105 regional warehouse properties, and eight manufacturing properties containing approximately 68.6 million square feet of gross leasable area (GLA) located in 26 states in the United States and one province in Canada.


FR's situation is changing rapidly as the economy improves. FR is working on their debt and selling dead weight properties, that small business and owner/user and will occupy. The availability of Class A real estate with good market cash flows are very hard to come by. 


FR Current Statistics:
52 week $7.15 - $12.85
Vol / Avg. 1.12M/597,026.00
Mkt cap 1.12B
EPS -0.57
Shares 88.64M
Beta 2.44
Inst. own 85%


In closing, FR is selling at a bargain basement price and provides great potential. Purchasing FR at their current share price is simply the cheapest way for a retail investor to buy real estate and the debt at very reasonable prices. Feel free to visit FR's homepage by clicking here, and also visit their Investor Relations page, here. Additionally, please take a second to scroll down below and see which companies are currently tenants of First Industrial Realty Trust, Inc. Some of the best companies in the business rely on FR's real estate to house their corporate offices, storage facilities and stores. Even the FBI leases from FR!


I suggest that you purchase some shares of FR now cause once the real estate market bounces back (and it eventually will) you will be in a great profit taking position!


List provided by http://www.firstindustrial.com/na-en/tenants

ALDI Inc.
Amazon.com
Amcor Sunclipse
American Bottling
American Leather 
Atlas Cold Storage 
Atronic Americas 
Brooks Industries 
C&S Wholesale Grocers
Caterpillar Logistics
Church & Dwight Co., Inc.
Current Government Tenants 
Cybex International
Daiwa Can 
DBL Distributing 
Electronics Boutique
Exel Logistics
Firstar Fiber Corp. 
Ford Motor Co. 
General Motors 
Georgia Gulf 
Gourmet Express 
Jacobson Cos.
Libbey Inc.
Longs Drug Stores
Mary Kay Inc.
Maytag
McDonnell Douglas 
Mohawk Industries 
Newell Rubbermaid 
Ozburn-Hessey (Development)
Ozburn-Hessey (Sale Leaseback)
Pearson Education
Pier 1 Imports
Port of Houston 
Procter & Gamble 
Quad/Graphics, Inc. 
Quantum Foods
Ridge Tool 
Rockwell Automation
Rust-Oleum Corp. 
SC Johnson 
Sears Holdings 
Smurfit-Stone
Solo Cup 
Square D
Stanley Steemer 
Staples, Inc. 
SuperValu Inc.
The Hershey Company
Tractor Supply
Tucker Rocky
Unisource
United States (FBI) 
Uponor, Inc. 
VW of America 
Walgreen Company