The mantra of efficient market proponents is that all known information regarding a corporation becomes quickly priced into a stock price. However, on occassion, information that is publicly available, but not directly tied to a company, escapes Wall Street attention.

It takes a special kind of analyst to hunt down and piece together unrelated information to come up with good investing ideas. Randolph McDuff is one of these analysts. When he discovers the key piece of information that crystalizes an investment idea, he calls it a "eureka moment" and they have led to many of his most successful investments.

Recently, he had a eureka moment regarding Kansas City Southern. I'll let him explain his thinking in his own words. Read More...

It's looking increasingly likely that some kind of healthcare reform bill wlll be signed into law this year. The prospect of the healthcare industry becoming less profitable has many investors and institutions avoiding the sector thus creating some good opportunities. As a first cut, I asked Kai Petainen, a long-time m100 member, for a healthcare stock that looked attractive from more than one quantitative investment style. He selected Endo Pharmaceuticals (ENDP). Read More...

General Electric is going to report earnings on July 17. having seen Goldman Sachs (GS) and Intel (INTC) take off on better than expected results, is it time to buy GE? Marketocracy's mFOLIO Master, Eugene Groysman, makes a strong case for buying GE. Read More...

With today's news of Goldman Sach's (GS) strong second quarter results, it is becoming clear that the financial industry's survivors are going to be big winners. To find out which companies are worth evaluating, I asked one of Marketocracy's mFOLIO Masters, Eugene Groysman, for his best idea.

He surprised me by picking US Bancorp over better known rivals Goldman Sachs, Bank of America (BAC), Citibank (C), Morgan Stanley (MS) and JP Morgan (JPM). I'm going to let him explain in his words why US Bancorp is his pick. Read More...