Anh HOANG

All Posts

  • This Market-Beating Manager Likes These Two Stocks

    By Anh HOANG - August 16, 2013 | Tickers: ACIW, DBD, INT

    Wallace Weitz, the portfolio manager of Weitz Partners Fund, has been beating the general market for a long period of time. In the past 20 years, he has managed to deliver a decent return of 11.10%, beating the S&P 500’s annualized gain of 8.20%.

    In the second quarter 2013, Weitz initiated long positions in World Fuel Services Corporation (NYSE: INT) and ACI Worldwide (NASDAQ: ACIW). Let more »

  • This Leading Video Rental Business Looks Cheap

    By Anh HOANG - August 16, 2013 | Tickers: AMZN, NFLX, OUTR

    Outerwall (NASDAQ: OUTR), formerly known as Coinstar, has delivered a good long-term gain to its shareholders in the past 10 years. Its stock price rose from around $15 per share in 2003 to more than $60 per share, marking an annualized gain of 15%. The company has a leading position in the video rental market.

    Because more and more people are using streaming services these days, the video rental business more »

  • A Closer Look at The Washington Post's Valuation

    By Anh HOANG - August 16, 2013 | Tickers: BLC, CMCSA, GCI, WPO

    Jeff Bezos, the founder and CEO of Amazon.com, has just entered an agreement with The Washington Post Company (NYSE: WPO) to buy the newspaper publishing business, including The Washington Post newspaper, the Express newspaper and Greater Washington Publishing for around $250 million. As the newspaper publishing business has produced an increasing amount of losses, this divestment makes sense for The Washington Post, enhancing the potential value of the company more »

  • Following Tom Gayner Into His Two Biggest Positions

    By Anh HOANG - August 15, 2013 | Tickers: AN, BRK-A, KMX

    Tom Gayner, Chief Investment Officer of Markel Corporation, has managed to beat the general market in the long period of time. In the period of 2002-2011, he delivered an annualized return of 6%, beating the S&P 500’s annualized gain of only 3%. As of June 2013, his two biggest positions were CarMax (NYSE: KMX) and Berkshire Hathaway (NYSE: BRK-A).

    Should investors follow Tom Gayner into those two stocks more »

  • A Tasty Food Business at a Relatively Low Price

    By Anh HOANG - August 15, 2013 | Tickers: CAG, SFD, TSN

    Tyson Foods (NYSE: TSN) has experienced a considerable gain in the past 12 months, up more than 92.8%, beating the S&P 500’s increase of only 22.7% during the same period. Recently, Tyson Foods received more bullish momentum in the market, with a nice rise of more than 4.1% in just one trading day to reach around $29.70 per share. The bullish market sentiment was more »

  • Pizza Is Delicious for Consumers and Investors Alike

    By Anh HOANG - August 14, 2013 | Tickers: DPZ, PZZA, YUM

    In the past five years, Papa John’s International (NASDAQ: PZZA) has been on the rise, climbing from around $28 per share to $70 per share. This has resulted in a sweet annualized return of more than 20.1%, handily beating the S&P 500’s gain of only around 6% during the same period. Famous investor,s including Steven Cohen and Paul Tudor Jones, sold out their stakes in more »

  • Is This Media Company a Good Buy?

    By Anh HOANG - August 13, 2013 | Tickers: NWS, TWX, NWSA

    Shareholders of Time Warner (NYSE: TWX) must be quite happy with the company’s strong second quarter results. Time Warner’s share price has reached its five-year high of more than $63.80. Along with these strong results, Time Warner also increased its full year guidance. Let’s take a closer look to see whether or not we should invest in Time Warner after its second quarter performance.

    Growing second more »

  • Investing in the Turnaround of a Garden Supplies Business

    By Anh HOANG - August 13, 2013 | Tickers: CENT, SMG, SPB

    Chuck Royce, CIO of Royce & Associates, is a famous investor who specializes in small cap investing. In the past 15 years, he has managed to deliver a decent annualized return of 10.7%, handily beating the S&P 500’s annualized return of only 4.5%.

    At the end of July, he increased his stake significantly in Central Garden & Pet Company (NASDAQ: CENT). He currently owns more than 1.25 more »

  • Despite Good Growth, This Large Craft Brewer Looks Expensive Now

    By Anh HOANG - August 13, 2013 | Tickers: BUD, SAM, TAP

    Shareholders of Boston Beer (NYSE: SAM) must be quite happy, as the company has experienced a significant rise since the market bottom in 2009, from only 19 per share to more than $211.60 per share. As Boston Beer seems to be quite expensive now, being valued at nearly 35 times its forward earnings, is that too late for new investors to come in? Could Boston Beer have more room more »

  • A Leading Food Distributor for Long-Term Shareholders

    By Anh HOANG - August 13, 2013 | Tickers: CORE, SYY, UNFI

    Sysco Corporation (NYSE: SYY) has just experienced a significant daily drop of nearly 6% on the market, to around $33 per share. Interestingly, famous investor Donald Yacktman accumulated Sysco for both of his funds, Yacktman Fund and Yacktman Focused Fund in the second quarter 2013. Should investors consider the recent drop as a good buying opportunity? Let’s dig deeper.

    Sluggish fourth quarter results

    The recent decline in Sysco’s more »

  • Chuck Royce's 2 New Small Cap Buys

    By Anh HOANG - August 12, 2013 | Tickers: BECN, DHI, SUNE

    Chuck Royce, the Co-CIO and Portfolio Manager of Royce & Associates, is a well-known successful small-cap investor. In the past ten years, he managed to deliver a sweet annualized return of 12.6%, handily beating the S&P 500’s annualized return of only 7.2%. In the second quarter 2013, he initiated long positions in SunEdison (NYSE: SUNE) and Beacon Roofing Supply (NASDAQ: BECN). Should we follow Chuck Royce into more »

  • This Electrical Business Looks Like a Good Buy

    By Anh HOANG - August 12, 2013 | Tickers: ABB, EMR, RBC

    Regal Beloit (NYSE: RBC) has dropped significantly on the market, from around $84.70 per share in March to only around $67 per share currently. Since the beginning of the year, Regal Beloit's share price has decreased 4.75%, while the S&P 500 gained nearly 19% during the same period. Famous investors Chuck Royce and Joel Greenblatt reduced their positions in Regal Beloit significantly in the first quarter more »

  • Are These Three Global Consumer Giants Good Investment Opportunities?

    By Anh HOANG - August 9, 2013 | Tickers: CL, PG, UL

    Since the beginning of July, Procter & Gamble (NYSE: PG) has consistently risen on the market. The company has gone from $78 per share to $81.40 per share, marking a nearly 4.4% increase in just over a month. The positive momentum is expected to continue, along with good fourth quarter sales results. Let’s take a closer look to see whether or not P&G is a decent bet more »

  • A Top 2 Positions of a Successful Opportunity Fund

    By Anh HOANG - August 8, 2013 | Tickers: IT, ILMN, LIFE

    Mike Lippert, the portfolio manager of Baron Opportunity Retail Fund, has managed to generate outstanding returns in the past ten years. This fund gets a four star rating from Morningstar, delivering a sweet 10-year-annualized return of 12.40%, beating the S&P 500’s return of only 8.05% during the same period. Year-to-date, it gained by nearly 21%, a bit higher than S&P 500’s gain of 19 more »

  • Is a Plunge in This Apparel Retailer's Stock a Good Opportunity?

    By Anh HOANG - August 8, 2013 | Tickers: ANF, AEO, GPS

    Being a long-term investor, a short-term plunge in the stock price caused by sluggish quarterly earnings could represent a good investment opportunity. Recently, American Eagle Outfitters (NYSE: AEO) dropped significantly, falling nearly 17.30% to only around $16.50 per share due to disappointing second quarter outlook. Let’s take a look to determine whether American Eagle is a good buy at its current price or if we should avoid more »

  • A Bullish Second Quarter for These Social Networks

    By Anh HOANG - August 7, 2013 | Tickers: FB, LNKD, YELP

    For most investors, LinkedIn (NYSE: LNKD) is extremely expensive in terms of financial valuation. It is currently trading at as much as 20.3 times its sales and more than 100 times its forward earnings. However, since its IPO in the middle 2011, LinkedIn’s share price has been on the rise, from $93 to $213. Recently, it experienced a significant daily increase of 7% to nearly $228 in after-hours more »

  • A Closer Look at Berkshire Hathaway's Second-Quarter Results

    By Anh HOANG - August 7, 2013 | Tickers: BRK-A, KO, WFC

    Warren Buffett could be considered the greatest investor of all time. Nobody could beat him when it comes to investing results. Under his leadership and his capital allocation talent, Berkshire Hathaway's (NYSE: BRK-A) operating performance has kept growing, leading to magnificent share price growth, from only $15 per share in 1965 to $176,500 per share at the time of writing, marking an incredible annualized gain of 21.5 more »

  • What is The Washington Post Really Worth?

    By Anh HOANG - August 7, 2013 | Tickers: BLC, CMCSA, GCI, WPO

    Billionaire Jeff Bezos, the founder and CEO of Amazon.com, has recently excited about the newspaper business. He has just entered an agreement with The Washington Post Company (NYSE: WPO) to buy the newspaper publishing business, including The Washington Post newspaper, the Express newspaper and Greater Washington Publishing. Washington Post reported that the buyer is Mr. Bezos alone, not relating to Amazon.com. The purchase price comes in at around more »

  • Should You Invest in This Consumer Fashion Accessories Business?

    By Anh HOANG - August 6, 2013 | Tickers: ANF, FOSL, GES

    Recently, Fossil (NASDAQ: FOSL) shares dropped over 5% to around $108.40 per share after Barclay’s downgraded it from Equal Weight to Underweight with a target price of $100 per share. Analyst Matthew McClintock downgraded Fossil because of lower sales. Should investors avoid Fossil for now? Or does the recent drop represent a good buying opportunity for investors?

    A cash cow with a strong balance sheet and growth potential more »

  • Which Telecom Business Should You Invest In?

    By Anh HOANG - August 6, 2013 | Tickers: AMX, T, VZ

    As the top executives of corporations often possess much more knowledge about the industry and the companies they are running, I often pay close attention to insider transactions. However, insiders might buy or sell stocks for a lot of reasons, including personal expenses or even just to create noise in the market. Thus, investors should look at the business fundamentals, along with the insider transactions to determine the attractiveness of more »

  • Page 1 of 41