H&R Block, Inc.

  • A Leader In Two Markets Makes For A Good Investment

    By Matthew Frankel - August 15, 2013 | Tickers: HRB, INTU, MSFT

    Some of my favorite companies to follow are those who not only lead, but dominate their fields. These types of businesses are interesting because they have positive catalysts such as pricing power and cost efficiencies working for them, but disadvantages such as difficulty in growing sales. Intuit (NASDAQ: INTU) is one of these, and is the clear leader in do-it-yourself tax preparation software (TurboTax) as well as small business software more »

  • This Industry Leader Will Continue to Profit

    By Phillip Woolgar - August 3, 2013 | Tickers: EXPE, HRB, WTW

    With the economic recovery looking more like a sure thing, additional people will spend money on services. But you need to know the ins and outs of the industry in which you choose to invest before making any rash purchases.

    Dieters are becoming tech savvy

    Weight Watchers International (NYSE: WTW) has fallen considerably recently. Investors are likely picking up on the fact that customers are using apps and electronic monitors more »

  • Buy Intuit As Increased Revenue Is Expected From the Death of DOMA

    By Erick Santos - June 29, 2013 | Tickers: ADP, HRB, INTU

    Intuit (NASDAQ: INTU) is a leader in tax preparation software. With the Supreme Court having effectively ended the Defense of Marriage Act this week, there is an expectation that thousands of same sex couples who married legally will now be redoing their taxes for the last three years. Many of them may go to their local CPAs, but Intuit stands to reap a good share of benefit since it can more »

  • Billionaire Julian Robertson’s Top Stock Picks

    By Meena Krishnamsetty - June 27, 2013 | Tickers: GOOG, HRB, HCA, MA, VRX

    We track quarterly 13F filings from hundreds of hedge funds and other notable investors, including legendary investor Julian Robertson (formerly of Tiger Management). We’ve found that the information included in 13Fs can be useful in developing investment strategies (for example, the most popular small cap stocks among hedge funds earn an average excess return of 18 percentage points per year), and of course it can also be useful to more »

  • The Best Investment in Tax Preparation

    By Dan Moskowitz - June 24, 2013 | Tickers: HRB, INTU, PAYX

    H&R Block (NYSE: HRB) is no stranger to drama. Over the past several years, it has attracted a lot of negative attention. However, this hasn’t affected the stock price. Can H&R Block continue its relentless ascent, or is there a long-term threat that should keep potential investors on the sidelines?

    The H&R Block soap opera

    A software glitch led to to delayed refunds for at least more »

  • Invest in This Stock for Turbo Growth

    By Mihir Mehta - June 14, 2013 | Tickers: ADP, HRB, INTU

    In late April, shares of Intuit (NASDAQ: INTU) plummeted when it lowered its guidance owing to a slowdown in its consumer tax business. It revised its third quarter EPS outlook to $2.92 to $2.94 per share because the performance of the consumer tax business disappointed management. Almost a month later, it announced its Q3 results, beating its guidance on revenue. The shares surged around 4% after the results more »

  • Billionaire Stephen Mandel's Top Moves

    By Marshall Hargrave - June 10, 2013 | Tickers: C, DNKN, GOOG, HRB

    Billionaire Stephen Mandel has some $17 billion in assets under management, and founded Lone Pine Capital in 1997. This Tiger cub (former Tiger Management employee) is a “bottom-up” investor with great stock-picking skills. Outlined below are some of Mandel's most interesting moves during the first quarter (see Mandel's top stocks).

    Tech trade-up

    Mandel traded out Apple for Google (NASDAQ: GOOG) last quarter. At the end of 2012, Apple more »

  • Three Hedge Fund Favorites With Upcoming Reports

    By John Macris - June 7, 2013 | Tickers: BNNY, HRB, LULU

    The overall characteristic of the hedge fund industry has changed dramatically over the last several decades. While the catch phrase “hedge fund” continues to draw attention and captivate the investing public, many are beginning to question whether hedge funds can outperform the broader market going forward.

    Large hedge funds significantly outperformed the S&P 500 index from 1986–1996, earning a 1,400% return while the S&P returned only more »

  • Is Now the Time to Bet on This Personal Finance Software Company?

    By Nicholas Kitonyi - June 3, 2013 | Tickers: HRB, INTU, PAYX

    Intuit (NASDAQ: INTU) faces an uphill task as it confronts the challenge of migration to mobile. Yet again, the company wants to make mobile tools for filing taxes a part of its future. Intuit is the market leader in personal finance software and associated accounting packages. The company’s rivals, H&R Block (NYSE: HRB) and Paychex (NASDAQ: PAYX) continue to languish behind the Mountain View, CA-based application software company more »

  • There Are Better Ways To Play Tax Preparation

    By Matthew Frankel - May 31, 2013 | Tickers: HRB, INTU, ODP

    One of the most well-known tax preparation service providers in the United States, H&R Block (NYSE: HRB) has struggled to produce revenues over the past several years.  In fact, the company’s revenue has declined every year since 2008 as a result of increased competition and increased transition to online tax preparation by individuals.  With all of the poor results the company has produced, why have shares nearly doubled more »

  • Time to Buy Intuit?

    By Lee Samaha - May 31, 2013 | Tickers: HRB, INTU, PAYX

    Investing is often about weighing the possibilities of various outcomes and then trying to assign a value to the stock on a balance of probabilities. With Intuit (NASDAQ: INTU), I think investors are getting a fundamentally cheap company that has disappointed in its core activity this year but is performing very well in its fast-growing non-core businesses. Furthermore the question marks over its core activity (tax returns) won’t be more »

  • Tiger Management Makes Bold but Unwise Decision

    By Brian Nichols - May 17, 2013 | Tickers: AAPL, DNKN, HRB, MHFI, MON

    Currently, Apple (NASDAQ: AAPL) is trading with losses of 4% at a price of $426.00 after news that Tiger Management’s Julian Robertson unloaded its remaining 42,000-shares stake in the company, down from 101,000 shares in Q4--thus eliminating a $100 million stake the firm had owned for many years. However, the firm also initiated new positions, with what appears to be the money from its stake in more »

  • Tiger Management to Regret these Investment Choices

    By Brian Nichols - May 15, 2013 | Tickers: AAPL, DNKN, HRB, MHFI, MON

    Currently, Apple (NASDAQ: AAPL) is trading with losses of 4% at a price of $426.00 after news that Tiger Management’s Julian Robertson unloaded its remaining 42,000 share stake in the company, down from 101,000 shares in Q4. Thus eliminating a $100 million stake the firm had owned for many years. However, the firm also initiated new positions, in what appears to be with money from its more »

  • Death And Taxes: How to Profit From Life's Only Two Certainties

    By Bob Ciura - May 7, 2013 | Tickers: HRB, HI, STON 130622C00025000.DL

    It’s an age-old saying, but it remains true: the only two certainties in life are death and taxes. While unfortunate, investors can actually profit from life’s two inevitabilities. Among the market’s profitable, dividend-paying stocks, there are a few that operate businesses pertaining to just that: death and taxes.

    If you’re an investor who likes to look for stocks in unfamiliar places, these companies might be just more »

  • A Value Play in Tax Preparation

    By Piyush Arora - March 26, 2013 | Tickers: BCOR, HRB, INTU

    Tax preparation is an everlasting business, that is if is kept in line with the latest technology. Its growth is directly proportional to the health of an economy. The recovering growth prospects and dipping unemployment rate in the U.S. suggest that tax preparers could have a profitable ride in the coming years. Now that fears of the fiscal cliff have subsided, I believe that tax preparation is ripe for more »

  • H&R Block: Income And Growth For Cheap

    By Marshall Hargrave - March 21, 2013 | Tickers: ADP, FISV, HRB, INTU, PAYX

    H&R Block, Inc. (NYSE: HRB) recently released the news that around 600,000 tax refunds could be delayed, namely for students, due to a problem related to filing of form 8863 (for student tax credits). Yet, the news has had little bearing on the stock, although there has been some outrage by tax filers. This led me to take a hard look at the company and its industry. For more »

  • Multi-Billion Dollar Fund Manager Bullish on Financial Titans…and Google?

    By Meena Krishnamsetty - March 19, 2013 | Tickers: AIG, BAC, C, GOOG, HRB

    Clough Capital Partners, managed by Charles Clough, is nicely diversified with stocks from the financial, technology, healthcare and consumer goods sectors, according to its latest 13F filing with the SEC. Clough, a University of Chicago M.B.A. graduate, launched Clough Capital Partners in 2000 after working as a Chief Investment Strategist for more than a decade at Merrill Lynch.

    Clough has been selected to the Institutional Investor All-America Research more »

  • Get Boring! How to Look for Boring Stocks That Will Win

    By Ash Anderson - March 7, 2013 | Tickers: AFL, GOOG, HRB

    With the markets soaring to their new all-time highs over the past couple of weeks there have been many doubters wondering if we’re even in a position to sustain such levels. Maybe we are, maybe we aren’t. Like Warren Buffett, we shouldn’t care what Mr. Market is up to, we should just be looking for a bargain. So, are there bargains out there, even at these high more »

  • Three Companies to Consider Before April 15

    By Delian Naydenov - March 6, 2013 | Tickers: BCOR, HRB, INTU

    Three companies that will benefit from the increasing demand to file taxes electronically include Intuit (NASDAQ: INTU), H&R Block (NYSE: HRB), and Blucora (NASDAQ: BCOR). Importantly, these companies have little international competition as they operate in a highly regulated industry – taxation.

    Intuit, H&R Block, and Blucora are service oriented companies and have limited inventory. Due to this fact, they have lower capital requirements and face less pressure from more »

  • Great Cash Flow, Mid Teens Growth, What More Do You Want?

    By Lee Samaha - February 25, 2013 | Tickers: ADBE, HRB, INTU

    Despite the mini fall in the markets recently I’m still finding it hard to find stocks with the golden combination of free cash flow yields in excess of 5% and reliable mid teens earnings prospects. The good news is that one of my long term holdings Intuit (NASDAQ: INTU) is offering those metrics and more. In summary, I like the recent results. The company confirmed the full year guidance more »

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