Author: Don Merrell

Covestor model: Small to Mid Cap Value

Here is a summary of the reasons behind my latest trades, all purchased on 1/17/12 (data source Google Finance, available through ticker link):

J2 Global Inc (JCOM) : 3% dividend yield, high return on tangible capital, decent 5 year EPS growth, low P/E, wonderful current ratio, low debt, consistent earnings trends, high returns on net tangible assets, undervalued

Ezcorp Inc (EZPW): Purchased on real return on tangible capital, high 5 year EPS growth, low P/E, high current ratio, low relative debt, undervalued

Corning Inc (GLW):  2% dividend, solid returns on tangible capital and earnings to enterprise value, solid 5 yr EPS growth, low P/E, high current ratio, low relative debt, significantly undervalued

PolyOne Corp (POL): 1% dividend, solid return on tang capital, great 5 year EPS growth, very low P/E, large relative cash reserves, low debt, undervalued, decent returns on net tangible assets