David R. Fried
David Fried is the editor and publisher of The Buyback Letter, the only investment newsletter devoted to finding opportunities among companies that repurchase their own stock. His asset management firm—Fried Asset Management, Inc—offers separate investor advisory and money management services which use the “Buyback Strategy” principles. Mr. Fried has been profiled in the New York Times, Los Angeles Times, USA Today, Barron’s, Bottom Line Personnel, Kiplinger’s Personal Finance, Forbes, Fortune, Business Week and numerous other publications. Mr. Fried was listed as one of “50 Great Investors” in Fortune’s Investors Guide 2004. He is also an approved guest speaker for the American Association of Individual Investors.
Articles by David R. Fried
Analysts expect this asset manager to grow at a rate of 19% annually for the next five years.
Three analysts have raised their EPS forecast for this global telecom in the past 30 days.
Stifel Nicolaus picked up coverage, of thee shares of this fast food restaurant last month, with a ‘Buy’ rating. The shares have a current dividend yield of 1.95%, paid quarterly.
The merger has been delayed for a review by the U.S. Committee on Foreign Relations; analysts believe the deal will still occur, which may give time for the stock to rise for a sweeter buyout.
This student loan servicer (formerly Sallie Mae) missed analysts’ earnings estimates by $0.06, posting EPS of $0.36 on $340 million in revenue.
This bank’s shares were recently upgraded to ‘Outperform’ by FBR & Co. The shares have a current dividend yield of 2.09%, paid quarterly.
Regions Financial Corporation (RF)
From The Buyback Letter
We dipped in and out of Regions Financial Corporation (RF) several times this year, most buying...
This Real Estate Investment Trust has a high yield of 10.31%, paid quarterly. The shares carry an analyst rating of ‘2’, which means ‘Buy’.
Two Harbors Investment Corp. (TWO)From The Buyback Letter
Two Harbors Investment Corp. (TWO) is a real estate investment trust that invests residential...
This tech company’s shares have just crossed over their 50-day moving average, a bullish indicator. The company is continuing to buy back shares, and just increased its authorization.
Brocade Communication (BRCD) From The Buyback Letter
Brocade Communication (BRCD) is the San Jose, Calif.-based maker of gear...
This online marketplace stock is being bandied about as a possible takeover candidate. The company beat estimates by four cents last quarter, and Alibaba just bought a significant amount of its shares.
Groupon Inc. (GRPN) From The Buyback Letter
Groupon Inc. (GRPN), the online marketplace, pretty...
Shares of this electronic manufacturer took a hit after missing earnings by three cents. However, revenue was higher than expected, and analysts are forecasting double-digit growth for next year. And the company has been taking advantage of the discounted stock price, by buying shares.
The shares of this bank have recently risen above their 50-day moving average, a bullishindicator. The bank is in an acquisitive mode, and gaining hedge fund interest.
Investors Bancorp, Inc. (ISBC)From The Buyback Letter
Investors Bancorp, Inc. (ISBC) is the holding company for regional bank Bank,...
The Buyback Letter is intended for experienced investors who understand the risks, costs, consequences and mechanics of investing. The Buyback Letter carefully analyzes each buyback stock and each buyback company, separating rhetoric from reality. The editor pores over announcements, scrutinizes quarterly and annual and...
Recent sales by an insider have created a discounted buying opportunity in this bond insurer.
MBIA Inc. (MBI)
from The Buyback Letter
MBIA Inc. (MBI), headquartered in Purchase, N.Y, is a bond insurer which insures municipal debt, providing credit protection and markets access. Municipal Bond Insurance (MBIA)...
This business process outsourcing (BPO) company beat Wall Street’s estimates on both revenues and earnings, in the last quarter. The company’s management said for 2015, “We expect revenues to be in the range of $2.46 to $2.50 billion. We expect 2015 adjusted operating margins...