Here’s a breakdown on how the Contrarian Approach Portfolio is performing.

Since beginning this Shadow Stock Portfolio on June 1, 2016, it owns four stocks and is 40% invested.

The return on the current holdings is 12.07%, and the total return when including cash is 4.66%. Read more»

In this edition of Watchlist Wednesday, we highlight five of the top stocks qualifying for the Value Composite #1 screen. This screen is discussed in the book What Works On Wall Street by Jim O’Shaughnessy. Read more»

Booms and busts are becoming more frequent in today’s investing environment. In Contrarian Investment Strategies, David Dreman uses modern psychological research to profit from the stock market’s inevitable swings. Read more»

Here’s a breakdown on how the Value Composite Portfolio is performing.

Since beginning this Shadow Stock Portfolio on June 1, 2016, it owns three stocks and is 30% invested.

The return on the current holdings is 10.18%, and the total return when including cash and previously owned stocks is -5.33%. Read more»

Want to know which stocks are ripe for activist takeovers? Well, there’s simple formula you can use, and it’s called the enterprise multiple.

In this week’s edition of Watchlist Wednesday, we use it to highlight five stocks.

The enterprise multiple is a value metric that compares a company’s enterprise value to its operating profit.

Stocks that have a low enterprise value relative to operating profits are often withholding shareholder value, and the opportunity to unleash this value makes these stocks attractive to activists. Read more»