Benjamin Graham Enterprising Investor Screen – How Does It Work?

In Brief
A hardcore value investing screen based on buying with a significant Margin of Safety but not as demanding as his set of Defensive Screen criteria. Despite the name, this is not a growth screen.

Background
In Benjamin Graham’s 1947 work, “The Intelligent Investor,” he describes how his approach would be applied by two different types of investors—those that are “defensive” (i.e. those investors unable to devote much time to the process or inexperienced with investing) and those that are “enterprising” (with greater market experience and more time for portfolio management).

Read More: http://www.dailymarkets.com/stock/2011/05/07/benjamin-graham-enterprising-investor-screen-how-does-it-work/

A Indicator That Richard Wyckoff Would Add To His Tool Chest.

If Richard Wyckoff was alive in the computer era what further tools would he offered us. In Wyckoff time charts were done by pen and paper, live prices came over a ticker wire and communications was delayed considerably. What could Wyckoff conjured up to further show off price and volume relationships if he had access to a computer?

Read More: http://www.dailymarkets.com/stock/2011/05/08/a-indicator-that-richard-wyckoff-would-add-to-his-tool-chest/

Laporan & Rumor Saham Indonesia 09-05 (Refresh)

Jadwal Pembagian Deviden Bulan Mei 2011
09 May 2011 Cum Dev INTA 56
11 May 2011 Cum Dev TCID 340, Cum Dev EXCL 107, Cum Dev SMCB 23, Cum Dev TRST 20
12 May 2011 Cum Dev TOTL 14,67,  Cum Dev BPFI 10,  Cum Dev LPGI 112
16 May 2011 Cum Dev Majapahit Securities 1
19 May 2011 Cum Dev MKPI 125
20 May 2011 Cum Dev TOTL 14,67,  Cum Dev AALI 640,  Cum Dev Buana Finance 35
23 May 2011 Cum Dev AUTO 434,
24 May 2011 Cum Dev Tigaraksa Satria 51
27 May 2011 Cum Dev ADRO 20,50,  Cum Dev ASGR 25, Cum Dev DLTA 10.500,   Cum Dev BBRI 70,04,  Cum Dev Jkt Setiabudi Int 8, Cum Dev ASII 1130
30 May 2011 Cum Dev HRUM 244
31 May 2011 Cum Dev UNTR 270

Saham Bluechip Tekan IHSG Turun 0,34%
http://pasarmodal.inilah.com/read/detail/1495652/saham-bluechip-tekan-ihsg-turun-034

Terhadang Profit Taking, IHSG Terkoreksi 13 Poin. Foreign net sell senilai Rp 87,886 miliar 
http://www.detikfinance.com/read/2011/05/09/160731/1635700/6/terhadang-profit-taking-ihsg-terkoreksi-13-poin

Wah, indeks semakin menjauh dari level 3.800
http://investasi.kontan.co.id/v2/read/1304933244/66968/Wah-indeks-semakin-menjauh-dari-level-3.800

BNBR Akui Lakukan Kuasi Reorganisasi Q3-2011
http://pasarmodal.inilah.com/read/detail/1495722/bnbr-akui-lakukan-kuasi-reorganisasi-q3-2011

Indonesia Stocks: Astra Agro Lestari, Energi Mega, Gas Negara
http://www.bloomberg.com/news/2011-05-09/indonesia-stocks-astra-agro-lestari-energi-mega-gas-negara.html

Medco, International Nickel, Timah: Indonesia Equity Preview
http://www.bloomberg.com/news/2011-05-09/medco-international-nickel-timah-indonesia-equity-preview.html

Rupiah Gains for 2nd Day After Global Funds Lift Stock Holdings
http://www.bloomberg.com/news/2011-05-09/rupiah-gains-for-2nd-day-after-global-funds-lift-stock-holdings.html

Bloomberg: Mandiri Tunas Finance Sells IDR 48 billion 8.6% 1-Year Bonds

JPMorgan pangkas rekomendasi, saham PGAS sempat melorot 1,2%
http://investasi.kontan.co.id/v2/read/1304913082/66905/JPMorgan-pangkas-rekomendasi-saham-PGAS-sempat-melorot-12

Saham ASGR melesat ke level tertinggi dalam 11 tahun
http://investasi.kontan.co.id/v2/read/1304924454/66935/Saham-ASGR-melesat-ke-level-tertinggi-dalam-11-tahun

Research Today: Bakrieland, a landed opportunity
Sarina and Nick Cashmore looked at Bakrieland (ELTY IJ) as an attractive inflation hedge. ELTY’s stock price has been such a big laggard. At low single digit, Bakriland’s ROE is lower than its peers’. This is partly due to a series of capital raising, which translated into higher equity base. However, the potential is massive. The company owns 16,000 ha of land but trades at a 25% discount to book value. Big leverage to rising property prices in greater Jakarta area.In term of access, the local government has started construction of an access road that will open mid 2012. Monetizing assets will be the key to improving ROA and price performance. Valuation looks very attractive at 0.8x P/B. NAV is Rp460/share, (CLSA/KZ )

BBLD mau diakuisisi ama texas pacific group
BBLD PLANS TO GIVE 90% OF ITS 2010 NET PROFIT FOR DIVIDEND PAYMENT (IDR58.5/SHARE) AHEAD OF A POSSIBLE ACQUISITION BY A GIANT INVESTMENT BANK.

Panin Sekuritas Bagi Dividen Rp 80 per Saham 
http://www.detikfinance.com/read/2011/05/09/150725/1635601/6/panin-sekuritas-bagi-dividen-rp-80-per-saham

BEI Minta Penjelasan Bank Mega soal Pembobolan Rp 80 Miliar 
http://www.detikfinance.com/read/2011/05/09/150314/1635592/6/bei-minta-penjelasan-bank-mega-soal-pembobolan-rp-80-miliar

Fokus Bangun Pabrik, IPO Wika Beton Molor 
http://www.detikfinance.com/read/2011/05/09/141135/1635505/6/fokus-bangun-pabrik-ipo-wika-beton-molor

BII Tambah Besaran Subdebt Jadi Rp 1,5 Triliun 
http://www.detikfinance.com/read/2011/05/09/100957/1635238/6/bii-tambah-besaran-subdebt-jadi-rp-15-triliun

Sambut Penerapan Cabotage, Buana Listya Upgrade Kapal 
http://www.detikfinance.com/read/2011/05/09/105153/1635278/6/sambut-penerapan-cabotage-buana-listya-upgrade-kapal

Rekomendasi Saham
Katalis Penggerak IHSG Pekan Ini
http://www.detikfinance.com/read/2011/05/09/072813/1635124/6/katalis-penggerak-ihsg-pekan-ini

Bloomberg: Indonesia’s Refined Tin Exports Rise to 9,708.45 Tons in April

Bloomberg; Holcim Indonesia Cut to 'Hold' at Danareksa Securities

Bloomberg: Gas Negara Cancels Sumatra Pipeline Project on Supply Shortage


Bloomberg: Indonesia Lowers Coal Benchmark Price for May to $117.61 a Ton


Bloomberg: Tiga Pilar Gains, Reversing One-Week Drop, as 2010 Profit Rises

Bloomberg: Palm Oil Gains as Much as 0.6% to 3,215 Ringgit Per Metric Ton

Bloomberg: Rupiah Gains After Global Funds Add to Indonesia Stock Holdings

Anak Usaha TBIG Terima Panggilan Pengadilan Niaga
http://pasarmodal.inilah.com/read/detail/1495262/anak-usaha-tbig-terima-panggilan-pengadilan-niaga

EMTK Gadaikan SCTV Biayai Akuisisi Indosiar
http://pasarmodal.inilah.com/read/detail/1494882/emtk-gadaikan-sctv-biayai-akuisisi-indosiar

Revenue ADRO Bisa Naik 200%
http://pasarmodal.inilah.com/read/detail/1493262/revenue-adro-bisa-naik-200

Saham BIPI Bisa Naik Tiga Kali Lipat
http://pasarmodal.inilah.com/read/detail/1492982/saham-bipi-bisa-naik-tiga-kali-lipat

ASII Bantah Beli Saham ADRO
http://pasarmodal.inilah.com/read/detail/1491912/asii-bantah-beli-saham-adro

Saham BIPI Diminati Perusahaan asal China
http://pasarmodal.inilah.com/read/detail/1493852/saham-bipi-diminati-perusahaan-asal-china

Asuransi Laris, ASBI Akan Melesat ke Rp600
http://pasarmodal.inilah.com/read/detail/1490712/asuransi-laris-asbi-akan-melesat-ke-rp600

Tiga Emiten PE Catatkan Untung pada Kuartal I 2011
http://pasarmodal.inilah.com/read/detail/1492422/tiga-emiten-pe-catatkan-untung-pada-kuartal-i-2011

PANS tangani obligasi MNC Securities Rp 300 miliar
http://investasi.kontan.co.id/v2/read/1304929713/66957/PANS-tangani-obligasi-MNC-Securities-Rp-300-miliar

Rencana relokasi pabrik oleh Komatsu membuat saham UNTR berlari
http://investasi.kontan.co.id/v2/read/1304913839/66908/Rencana-relokasi-pabrik-oleh-Komatsu-membuat-saham-UNTR-berlari

Skybee capai kesepakatan awal beli 60% saham Kaswall Dinamika Indonesia
http://investasi.kontan.co.id/v2/read/1304905186/66887/Skybee-capai-kesepakatan-awal-beli-60-saham-Kaswall-Dinamika-Indonesia

ADHI menangkan tender senilai US$ 131,9 juta
http://investasi.kontan.co.id/v2/read/1304903684/66885/ADHI-menangkan-tender-senilai-US-1319-juta

Dianggap kurang menarik, konversi saham FREN tidak laku
http://investasi.kontan.co.id/v2/read/1304900986/66881/Dianggap-kurang-menarik-konversi-saham-FREN-tidak-laku

TMAS catatkan laba bersih di kuartal I 2011 mencapai Rp19,60 miliar
http://investasi.kontan.co.id/v2/read/1304899028/66879/TMAS-catatkan-laba-bersih-di-kuartal-I-2011-mencapai-Rp1960-miliar

INDY tambahan modal sebesar 10%
http://investasi.kontan.co.id/v2/read/1304732661/66828/INDY-tambahan-modal-sebesar-10-

What’s Next For The S&P 500, Gold, & Oil

By J. W. Jones on May 7, 2011 |
The price action in precious metals and oil this past week has been breathtaking. The last time we have seen this much volatility in commodity prices was amidst the financial crisis in 2008 and the early part of 2009. Does this mean we are at the brink and risk assets are going to decline precipitously? Obviously that question cannot be answered with any certainty, but the underlying price action in the S&P 500 has been relatively strong compared to gold, silver, and oil.

Read More: http://www.dailymarkets.com/options/2011/05/06/what%E2%80%99s-next-for-the-sp-500-gold-oil/

The Commodities Bubble Hasn't Burst – It's Just Taking a Breather

By Kerri Shannon, Associate Editor, Money Morning
Panicked investors retreated from silver, oil and copper this week, leading many to believe the commodities bubble had finally popped - but experts say this bull market will pick up again.

The Standard & Poor's GSCI Index that follows 24 raw materials fell as much as 11.4% in five days, the longest losing streak since August.Some analysts believe concerns about a weakened economic recovery have spurred investors to take their commodity profits. However, others say this price slip is fear-driven and short term, and that key reasons to believe in a commodities bull run still exist.

Read More: http://moneymorning.com/2011/05/06/commodities-bubble-hasnt-burst-just-taking-breather/

Copper Price Forecast: Why the Red Metal is on a Long-Term Bull Run

By Kerri Shannon, Associate Editor, Money Morning
With metals and commodities on a long-term bull-market run, investors have recently turned their attention to copper. The red metal's price recently has fallen due to mixed economic data. Copper's use as an industrial metal - it's widely used in buildings, electronics, appliances and automobiles - makes it sensitive to economic growth prospects. But despite the recent dip, many analysts and industry experts have a bullish copper price forecast.

Read More: http://moneymorning.com/2011/05/06/copper-price-forecast-why-red-metal-is-on-long-term-bull-run/