http://www.valueinvestingnews.com Value Investing News is a community driven value investing news site. You can submit links to news items, bid up stories to the front page, bid down stories, and make comments. Members are rewarded for the success of Value Investing News by sharing in the Adsense revenue. en valueinvestingnewshttp://feedburner.google.comSubscribe with My Yahoo!Subscribe with NewsGatorSubscribe with My AOLSubscribe with BloglinesSubscribe with NetvibesSubscribe with GoogleSubscribe with Pageflakes http://www.valueinvestingnews.com/strategic-investment-mixology-amp-illusive-holy-grail-cockta <div class="vud-widget-plain"> <span id="vote-up-node-42219" class="up-inactive denied" title="Vote up!"></span> <span id="vote-down-node-42219" class="down-inactive denied" title="Vote down!"></span> </div> <p>It's likely that many of the products, derivatives, funds, and fairy tales that emanate from Wall Street were thrown together over "ti many martunies" at Bobby Van's or Cipriani's, and just like alcohol, the addictive products created in lower Manhattan have led many a Hummer load of speculators down the Holland tubes.</p> <div class="field field-type-computed field-field-shared"> <div class="field-items"> <div class="field-item odd"> <div class="field-label-inline-first"> Shared:&nbsp;</div> Twitter: 0 LinkedIn: 9 Facebook: 0 </div> </div> </div> <p><a href="http://kiawahgolfinvestmentseminars.net/Inv/index.cfm/5723" title="Go to the original news source.">Original news source</a></p> <p><a href="http://feedads.g.doubleclick.net/~a/J5CXi9MzTtwrdMrlmhD2WSJNSLQ/0/da"><img src="http://feedads.g.doubleclick.net/~a/J5CXi9MzTtwrdMrlmhD2WSJNSLQ/0/di" border="0" ismap="true"></img></a><br/> <a href="http://feedads.g.doubleclick.net/~a/J5CXi9MzTtwrdMrlmhD2WSJNSLQ/1/da"><img src="http://feedads.g.doubleclick.net/~a/J5CXi9MzTtwrdMrlmhD2WSJNSLQ/1/di" border="0" ismap="true"></img></a></p><div class="feedflare"> <a href="http://feeds.feedburner.com/~ff/valueinvestingnews?a=UwBrEbB9BHk:m3eYYkxKxUg:yIl2AUoC8zA"><img src="http://feeds.feedburner.com/~ff/valueinvestingnews?d=yIl2AUoC8zA" border="0"></img></a> <a href="http://feeds.feedburner.com/~ff/valueinvestingnews?a=UwBrEbB9BHk:m3eYYkxKxUg:j751557lQGY"><img src="http://feeds.feedburner.com/~ff/valueinvestingnews?i=UwBrEbB9BHk:m3eYYkxKxUg:j751557lQGY" border="0"></img></a> <a href="http://feeds.feedburner.com/~ff/valueinvestingnews?a=UwBrEbB9BHk:m3eYYkxKxUg:Y_KMjjdFTfo"><img src="http://feeds.feedburner.com/~ff/valueinvestingnews?i=UwBrEbB9BHk:m3eYYkxKxUg:Y_KMjjdFTfo" border="0"></img></a> </div> http://www.valueinvestingnews.com/strategic-investment-mixology-amp-illusive-holy-grail-cockta#comments Antoine Tedesco Bobby Van Commentary http://www.valueinvestingnews.com/crss/node/42219 Wed, 16 May 2012 16:06:36 +0000 sanserve 42219 at http://www.valueinvestingnews.com http://www.valueinvestingnews.com/what-we039re-reading-abnormal-returns-special-edition <div class="vud-widget-plain"> <span id="vote-up-node-42217" class="up-inactive denied" title="Vote up!"></span> <span id="vote-down-node-42217" class="down-inactive denied" title="Vote down!"></span> </div> <p>Today we're pleased to have Tadas Viskanta of AbnormalReturns.com doing a guest linkfest for us.  If you're unaware, it's one of the best financial sites out there, aggregating insightful market links and content each day.</p> <p>Tadas recently released his book, Abnormal Returns: Winning...</p> <div class="field field-type-computed field-field-shared"> <div class="field-items"> <div class="field-item odd"> <div class="field-label-inline-first"> Shared:&nbsp;</div> Twitter: LinkedIn: Facebook: </div> </div> </div> <p><a href="http://www.marketfolly.com/2012/05/what-were-reading-abnormal-returns.html" title="Go to the original news source.">Original news source</a></p> <p><a href="http://feedads.g.doubleclick.net/~a/x2CLsLx6up62MUodXGf2TJ_91tg/0/da"><img src="http://feedads.g.doubleclick.net/~a/x2CLsLx6up62MUodXGf2TJ_91tg/0/di" border="0" ismap="true"></img></a><br/> <a href="http://feedads.g.doubleclick.net/~a/x2CLsLx6up62MUodXGf2TJ_91tg/1/da"><img src="http://feedads.g.doubleclick.net/~a/x2CLsLx6up62MUodXGf2TJ_91tg/1/di" border="0" ismap="true"></img></a></p><div class="feedflare"> <a href="http://feeds.feedburner.com/~ff/valueinvestingnews?a=IqQ3EMHxGdc:d_BTx4XDr1I:yIl2AUoC8zA"><img src="http://feeds.feedburner.com/~ff/valueinvestingnews?d=yIl2AUoC8zA" border="0"></img></a> <a href="http://feeds.feedburner.com/~ff/valueinvestingnews?a=IqQ3EMHxGdc:d_BTx4XDr1I:j751557lQGY"><img src="http://feeds.feedburner.com/~ff/valueinvestingnews?i=IqQ3EMHxGdc:d_BTx4XDr1I:j751557lQGY" border="0"></img></a> <a href="http://feeds.feedburner.com/~ff/valueinvestingnews?a=IqQ3EMHxGdc:d_BTx4XDr1I:Y_KMjjdFTfo"><img src="http://feeds.feedburner.com/~ff/valueinvestingnews?i=IqQ3EMHxGdc:d_BTx4XDr1I:Y_KMjjdFTfo" border="0"></img></a> </div> http://www.valueinvestingnews.com/what-we039re-reading-abnormal-returns-special-edition#comments Funds James Montier Tadas http://www.valueinvestingnews.com/crss/node/42217 Wed, 16 May 2012 13:01:21 +0000 MarketFolly 42217 at http://www.valueinvestingnews.com http://www.valueinvestingnews.com/volatility-unrelated-performance <div class="vud-widget-plain"> <span id="vote-up-node-42216" class="up-inactive denied" title="Vote up!"></span> <span id="vote-down-node-42216" class="down-inactive denied" title="Vote down!"></span> </div> <p>The mainstream finance industry equates price volatility with risk and believes the market to be efficient. That is, prices of stocks are fairly priced, and therefore the only way to generate higher...</p> <div class="field field-type-computed field-field-shared"> <div class="field-items"> <div class="field-item odd"> <div class="field-label-inline-first"> Shared:&nbsp;</div> Twitter: 2 LinkedIn: 0 Facebook: 0 </div> </div> </div> <p><a href="http://www.barelkarsan.com/2012/05/volatility-unrelated-to-performance.html" title="Go to the original news source.">Original news source</a></p> <p><a href="http://feedads.g.doubleclick.net/~a/5vadTkXEiyoWWh5s5egSyNPlhvg/0/da"><img src="http://feedads.g.doubleclick.net/~a/5vadTkXEiyoWWh5s5egSyNPlhvg/0/di" border="0" ismap="true"></img></a><br/> <a href="http://feedads.g.doubleclick.net/~a/5vadTkXEiyoWWh5s5egSyNPlhvg/1/da"><img src="http://feedads.g.doubleclick.net/~a/5vadTkXEiyoWWh5s5egSyNPlhvg/1/di" border="0" ismap="true"></img></a></p><div class="feedflare"> <a href="http://feeds.feedburner.com/~ff/valueinvestingnews?a=961TnW5sIGw:nN_CwpfCmI8:yIl2AUoC8zA"><img src="http://feeds.feedburner.com/~ff/valueinvestingnews?d=yIl2AUoC8zA" border="0"></img></a> <a href="http://feeds.feedburner.com/~ff/valueinvestingnews?a=961TnW5sIGw:nN_CwpfCmI8:j751557lQGY"><img src="http://feeds.feedburner.com/~ff/valueinvestingnews?i=961TnW5sIGw:nN_CwpfCmI8:j751557lQGY" border="0"></img></a> <a href="http://feeds.feedburner.com/~ff/valueinvestingnews?a=961TnW5sIGw:nN_CwpfCmI8:Y_KMjjdFTfo"><img src="http://feeds.feedburner.com/~ff/valueinvestingnews?i=961TnW5sIGw:nN_CwpfCmI8:Y_KMjjdFTfo" border="0"></img></a> </div> http://www.valueinvestingnews.com/volatility-unrelated-performance#comments Education Richard Roll Warren Buffett http://www.valueinvestingnews.com/crss/node/42216 Wed, 16 May 2012 10:23:00 +0000 sajid.karsan 42216 at http://www.valueinvestingnews.com http://www.valueinvestingnews.com/adtran-inc-where-are-numbers-adtn <div class="vud-widget-plain"> <span id="vote-up-node-42215" class="up-inactive denied" title="Vote up!"></span> <span id="vote-down-node-42215" class="down-inactive denied" title="Vote down!"></span> </div> <p>The market likes consistency in operations, but intelligent investors should also consider consistency in disclosures. The more consistent a corporation’s disclosures, the easier it is to make...</p> <div class="field field-type-computed field-field-shared"> <div class="field-items"> <div class="field-item odd"> <div class="field-label-inline-first"> Shared:&nbsp;</div> Twitter: 2 LinkedIn: 0 Facebook: 0 </div> </div> </div> <p><a href="http://www.frankvoisin.com/2012/05/16/adtran-inc-where-are-the-numbers-adtn/" title="Go to the original news source.">Original news source</a></p> <p><a href="http://feedads.g.doubleclick.net/~a/0BBqHuvAb72z17MuoDkYBvOx0cU/0/da"><img src="http://feedads.g.doubleclick.net/~a/0BBqHuvAb72z17MuoDkYBvOx0cU/0/di" border="0" ismap="true"></img></a><br/> <a href="http://feedads.g.doubleclick.net/~a/0BBqHuvAb72z17MuoDkYBvOx0cU/1/da"><img src="http://feedads.g.doubleclick.net/~a/0BBqHuvAb72z17MuoDkYBvOx0cU/1/di" border="0" ismap="true"></img></a></p><div class="feedflare"> <a href="http://feeds.feedburner.com/~ff/valueinvestingnews?a=iNCOWe0kr5M:ZkFtdJ0PN-M:yIl2AUoC8zA"><img src="http://feeds.feedburner.com/~ff/valueinvestingnews?d=yIl2AUoC8zA" border="0"></img></a> <a href="http://feeds.feedburner.com/~ff/valueinvestingnews?a=iNCOWe0kr5M:ZkFtdJ0PN-M:j751557lQGY"><img src="http://feeds.feedburner.com/~ff/valueinvestingnews?i=iNCOWe0kr5M:ZkFtdJ0PN-M:j751557lQGY" border="0"></img></a> <a href="http://feeds.feedburner.com/~ff/valueinvestingnews?a=iNCOWe0kr5M:ZkFtdJ0PN-M:Y_KMjjdFTfo"><img src="http://feeds.feedburner.com/~ff/valueinvestingnews?i=iNCOWe0kr5M:ZkFtdJ0PN-M:Y_KMjjdFTfo" border="0"></img></a> </div> http://www.valueinvestingnews.com/adtran-inc-where-are-numbers-adtn#comments ADTRAN Inc. AT&T AT&T Inc. Carrier Networks CenturyLink Inc. Commentary Ehud Gelblum Enterprise Networks James E. Matthews James Matthews Morgan Stanley Nikos Theodosopoulos Qwest Communications International Inc. Sanjiv Wadhwani Speaking ADTRAN Inc Stifel, Nicolaus & Co., Inc. Thomas Stanton UBS Verizon Communications Inc. http://www.valueinvestingnews.com/crss/node/42215 Wed, 16 May 2012 10:00:55 +0000 voisin 42215 at http://www.valueinvestingnews.com http://www.valueinvestingnews.com/distressed-debt-rescap <div class="vud-widget-plain"> <span id="vote-up-node-42208" class="up-inactive denied" title="Vote up!"></span> <span id="vote-down-node-42208" class="down-inactive denied" title="Vote down!"></span> </div> <p>Yesterday, May 14th, 2012, Rescap filed for bankruptcy in the Southern District of New York (Case No. 12-12020). The Honorable Judge Martin Glenn will be overseeing the proceedings. Currently the markets on Rescap look like this:</p> <p>Recovery: 22-23.5<br /> CDS: 76.5-77.5<br /> 9.625% Bonds: 95-96<br /> Senior...</p> <div class="field field-type-computed field-field-shared"> <div class="field-items"> <div class="field-item odd"> <div class="field-label-inline-first"> Shared:&nbsp;</div> Twitter: 2 LinkedIn: 0 Facebook: 0 </div> </div> </div> <p><a href="http://www.distressed-debt-investing.com/2012/05/distressed-debt-rescap.html" title="Go to the original news source.">Original news source</a></p> <p><a href="http://feedads.g.doubleclick.net/~a/XbkrQ6PmigxTISfjRWDS56el7T0/0/da"><img src="http://feedads.g.doubleclick.net/~a/XbkrQ6PmigxTISfjRWDS56el7T0/0/di" border="0" ismap="true"></img></a><br/> <a href="http://feedads.g.doubleclick.net/~a/XbkrQ6PmigxTISfjRWDS56el7T0/1/da"><img src="http://feedads.g.doubleclick.net/~a/XbkrQ6PmigxTISfjRWDS56el7T0/1/di" border="0" ismap="true"></img></a></p><div class="feedflare"> <a href="http://feeds.feedburner.com/~ff/valueinvestingnews?a=kYaOyyA6mqM:sMCF6DqHSH4:yIl2AUoC8zA"><img src="http://feeds.feedburner.com/~ff/valueinvestingnews?d=yIl2AUoC8zA" border="0"></img></a> <a href="http://feeds.feedburner.com/~ff/valueinvestingnews?a=kYaOyyA6mqM:sMCF6DqHSH4:j751557lQGY"><img src="http://feeds.feedburner.com/~ff/valueinvestingnews?i=kYaOyyA6mqM:sMCF6DqHSH4:j751557lQGY" border="0"></img></a> <a href="http://feeds.feedburner.com/~ff/valueinvestingnews?a=kYaOyyA6mqM:sMCF6DqHSH4:Y_KMjjdFTfo"><img src="http://feeds.feedburner.com/~ff/valueinvestingnews?i=kYaOyyA6mqM:sMCF6DqHSH4:Y_KMjjdFTfo" border="0"></img></a> </div> http://www.valueinvestingnews.com/distressed-debt-rescap#comments Ally Bonds GMAC Martin Glenn ResCap http://www.valueinvestingnews.com/crss/node/42208 Wed, 16 May 2012 05:43:00 +0000 DistressedDebtInvesting 42208 at http://www.valueinvestingnews.com http://www.valueinvestingnews.com/2012-ira-sohn-follow-us-twitter-real-time-updates <div class="vud-widget-plain"> <span id="vote-up-node-42202" class="up-inactive denied" title="Vote up!"></span> <span id="vote-down-node-42202" class="down-inactive denied" title="Vote down!"></span> </div> <p>We want to give readers an update on our post last week on the 2012 Ira Sohn Conference.  The conference is tomorrow and there is still time to register.  This is an amazing cause. I hope you all consider attending. Here is the link to the conference registration.</p> <p>A quick update:...</p> <div class="field field-type-computed field-field-shared"> <div class="field-items"> <div class="field-item odd"> <div class="field-label-inline-first"> Shared:&nbsp;</div> Twitter: 2 LinkedIn: 0 Facebook: 0 </div> </div> </div> <p><a href="http://www.distressed-debt-investing.com/2012/05/2012-ira-sohn-tomorrow.html" title="Go to the original news source.">Original news source</a></p> <p><a href="http://feedads.g.doubleclick.net/~a/PPmBNF_Uw5-_wh0JRdbA9OY3nyQ/0/da"><img src="http://feedads.g.doubleclick.net/~a/PPmBNF_Uw5-_wh0JRdbA9OY3nyQ/0/di" border="0" ismap="true"></img></a><br/> <a href="http://feedads.g.doubleclick.net/~a/PPmBNF_Uw5-_wh0JRdbA9OY3nyQ/1/da"><img src="http://feedads.g.doubleclick.net/~a/PPmBNF_Uw5-_wh0JRdbA9OY3nyQ/1/di" border="0" ismap="true"></img></a></p><div class="feedflare"> <a href="http://feeds.feedburner.com/~ff/valueinvestingnews?a=bFIpEF4Lz-0:5SMDpWMP0TY:yIl2AUoC8zA"><img src="http://feeds.feedburner.com/~ff/valueinvestingnews?d=yIl2AUoC8zA" border="0"></img></a> <a href="http://feeds.feedburner.com/~ff/valueinvestingnews?a=bFIpEF4Lz-0:5SMDpWMP0TY:j751557lQGY"><img src="http://feeds.feedburner.com/~ff/valueinvestingnews?i=bFIpEF4Lz-0:5SMDpWMP0TY:j751557lQGY" border="0"></img></a> <a href="http://feeds.feedburner.com/~ff/valueinvestingnews?a=bFIpEF4Lz-0:5SMDpWMP0TY:Y_KMjjdFTfo"><img src="http://feeds.feedburner.com/~ff/valueinvestingnews?i=bFIpEF4Lz-0:5SMDpWMP0TY:Y_KMjjdFTfo" border="0"></img></a> </div> http://www.valueinvestingnews.com/2012-ira-sohn-follow-us-twitter-real-time-updates#comments Bonds Ira Sohn http://www.valueinvestingnews.com/crss/node/42202 Wed, 16 May 2012 01:03:00 +0000 DistressedDebtInvesting 42202 at http://www.valueinvestingnews.com http://www.valueinvestingnews.com/warren-buffett039s-berkshire-hathaway-adds-gm-holdings <div class="vud-widget-plain"> <span id="vote-up-node-42190" class="up-inactive denied" title="Vote up!"></span> <span id="vote-down-node-42190" class="down-inactive denied" title="Vote down!"></span> </div> <p>Warren Buffett's Berkshire Hathaway has been busy buying stocks, including a new stake in General Motors.  It's just-released with the SEC shows two new stocks were added to its portfolio during the first quarter of the year, and stakes were increased for another 13 companies.</p> <div class="field field-type-computed field-field-shared"> <div class="field-items"> <div class="field-item odd"> <div class="field-label-inline-first"> Shared:&nbsp;</div> Twitter: 7 LinkedIn: 2 Facebook: 0 </div> </div> </div> <p><a href="http://www.cnbc.com/id/47432553?__source=RSS*blog*&amp;par=RSS" title="Go to the original news source.">Original news source</a></p> <p><a href="http://feedads.g.doubleclick.net/~a/iTmEbhb6-_nQMRg5P05tf4b5biY/0/da"><img src="http://feedads.g.doubleclick.net/~a/iTmEbhb6-_nQMRg5P05tf4b5biY/0/di" border="0" ismap="true"></img></a><br/> <a href="http://feedads.g.doubleclick.net/~a/iTmEbhb6-_nQMRg5P05tf4b5biY/1/da"><img src="http://feedads.g.doubleclick.net/~a/iTmEbhb6-_nQMRg5P05tf4b5biY/1/di" border="0" ismap="true"></img></a></p><div class="feedflare"> <a href="http://feeds.feedburner.com/~ff/valueinvestingnews?a=RKSePaMi870:JYfKSIilOqI:yIl2AUoC8zA"><img src="http://feeds.feedburner.com/~ff/valueinvestingnews?d=yIl2AUoC8zA" border="0"></img></a> <a href="http://feeds.feedburner.com/~ff/valueinvestingnews?a=RKSePaMi870:JYfKSIilOqI:j751557lQGY"><img src="http://feeds.feedburner.com/~ff/valueinvestingnews?i=RKSePaMi870:JYfKSIilOqI:j751557lQGY" border="0"></img></a> <a href="http://feeds.feedburner.com/~ff/valueinvestingnews?a=RKSePaMi870:JYfKSIilOqI:Y_KMjjdFTfo"><img src="http://feeds.feedburner.com/~ff/valueinvestingnews?i=RKSePaMi870:JYfKSIilOqI:Y_KMjjdFTfo" border="0"></img></a> </div> http://www.valueinvestingnews.com/warren-buffett039s-berkshire-hathaway-adds-gm-holdings#comments Berkshire General Motors Superinvestors Warren Buffett http://www.valueinvestingnews.com/crss/node/42190 Tue, 15 May 2012 21:00:09 +0000 George 42190 at http://www.valueinvestingnews.com http://www.valueinvestingnews.com/3-reasons-check-out-our-hedge-fund-wisdom-newsletter-brand-n <div class="vud-widget-plain"> <span id="vote-up-node-42187" class="up-inactive denied" title="Vote up!"></span> <span id="vote-down-node-42187" class="down-inactive denied" title="Vote down!"></span> </div> <p>A brand new issue of our premium Hedge Fund Wisdom newsletter will be released next week by May 22nd.  If you haven't had a chance to check out the publication yet, here's 3 reasons why you should:  </p> <p>1. Saves You Time: We aggregate the latest hedge fund activity of 25 top hedge funds...</p> <div class="field field-type-computed field-field-shared"> <div class="field-items"> <div class="field-item odd"> <div class="field-label-inline-first"> Shared:&nbsp;</div> Twitter: 8 LinkedIn: 0 Facebook: 0 </div> </div> </div> <p><a href="http://www.marketfolly.com/2012/05/3-reasons-to-check-out-our-hedge-fund.html" title="Go to the original news source.">Original news source</a></p> <p><a href="http://feedads.g.doubleclick.net/~a/aJLIMb4qDEBUZN1Z3s6zq-h3CWM/0/da"><img src="http://feedads.g.doubleclick.net/~a/aJLIMb4qDEBUZN1Z3s6zq-h3CWM/0/di" border="0" ismap="true"></img></a><br/> <a href="http://feedads.g.doubleclick.net/~a/aJLIMb4qDEBUZN1Z3s6zq-h3CWM/1/da"><img src="http://feedads.g.doubleclick.net/~a/aJLIMb4qDEBUZN1Z3s6zq-h3CWM/1/di" border="0" ismap="true"></img></a></p><div class="feedflare"> <a href="http://feeds.feedburner.com/~ff/valueinvestingnews?a=s7CCzt25HMc:jUooOouM1tc:yIl2AUoC8zA"><img src="http://feeds.feedburner.com/~ff/valueinvestingnews?d=yIl2AUoC8zA" border="0"></img></a> <a href="http://feeds.feedburner.com/~ff/valueinvestingnews?a=s7CCzt25HMc:jUooOouM1tc:j751557lQGY"><img src="http://feeds.feedburner.com/~ff/valueinvestingnews?i=s7CCzt25HMc:jUooOouM1tc:j751557lQGY" border="0"></img></a> <a href="http://feeds.feedburner.com/~ff/valueinvestingnews?a=s7CCzt25HMc:jUooOouM1tc:Y_KMjjdFTfo"><img src="http://feeds.feedburner.com/~ff/valueinvestingnews?i=s7CCzt25HMc:jUooOouM1tc:Y_KMjjdFTfo" border="0"></img></a> </div> http://www.valueinvestingnews.com/3-reasons-check-out-our-hedge-fund-wisdom-newsletter-brand-n#comments Funds XYZ http://www.valueinvestingnews.com/crss/node/42187 Tue, 15 May 2012 19:00:12 +0000 MarketFolly 42187 at http://www.valueinvestingnews.com http://www.valueinvestingnews.com/does-company-deserve-hover-just-above-netnet-status <div class="vud-widget-plain"> <span id="vote-up-node-42181" class="up-inactive denied" title="Vote up!"></span> <span id="vote-down-node-42181" class="down-inactive denied" title="Vote down!"></span> </div> <p>I love unloved sectors in unloved countries with unloved markets, so it only makes sense that HF Company would be attractive to me.  If there's fear in the air, and a company's perceived to be on the brink of extinction Oddball Stocks is probably investigating.  Of course the facts in...</p> <div class="field field-type-computed field-field-shared"> <div class="field-items"> <div class="field-item odd"> <div class="field-label-inline-first"> Shared:&nbsp;</div> Twitter: 0 LinkedIn: 0 Facebook: 0 </div> </div> </div> <p><a href="http://www.oddballstocks.com/2012/05/does-this-company-deserve-to-hover-just.html" title="Go to the original news source.">Original news source</a></p> <p><a href="http://feedads.g.doubleclick.net/~a/dsk1z_MbHGalKXVUjtmLJUnGNIA/0/da"><img src="http://feedads.g.doubleclick.net/~a/dsk1z_MbHGalKXVUjtmLJUnGNIA/0/di" border="0" ismap="true"></img></a><br/> <a href="http://feedads.g.doubleclick.net/~a/dsk1z_MbHGalKXVUjtmLJUnGNIA/1/da"><img src="http://feedads.g.doubleclick.net/~a/dsk1z_MbHGalKXVUjtmLJUnGNIA/1/di" border="0" ismap="true"></img></a></p><div class="feedflare"> <a href="http://feeds.feedburner.com/~ff/valueinvestingnews?a=ZZreyKL5qSQ:EqFu0Wa-6lQ:yIl2AUoC8zA"><img src="http://feeds.feedburner.com/~ff/valueinvestingnews?d=yIl2AUoC8zA" border="0"></img></a> <a href="http://feeds.feedburner.com/~ff/valueinvestingnews?a=ZZreyKL5qSQ:EqFu0Wa-6lQ:j751557lQGY"><img src="http://feeds.feedburner.com/~ff/valueinvestingnews?i=ZZreyKL5qSQ:EqFu0Wa-6lQ:j751557lQGY" border="0"></img></a> <a href="http://feeds.feedburner.com/~ff/valueinvestingnews?a=ZZreyKL5qSQ:EqFu0Wa-6lQ:Y_KMjjdFTfo"><img src="http://feeds.feedburner.com/~ff/valueinvestingnews?i=ZZreyKL5qSQ:EqFu0Wa-6lQ:Y_KMjjdFTfo" border="0"></img></a> </div> http://www.valueinvestingnews.com/does-company-deserve-hover-just-above-netnet-status#comments Ben Graham France I Stock Analysis http://www.valueinvestingnews.com/crss/node/42181 Tue, 15 May 2012 13:01:32 +0000 ntobik 42181 at http://www.valueinvestingnews.com http://www.valueinvestingnews.com/dividend-growth-stocks-warning-signs-imminent-dividend-cut <div class="vud-widget-plain"> <span id="vote-up-node-42179" class="up-inactive denied" title="Vote up!"></span> <span id="vote-down-node-42179" class="down-inactive denied" title="Vote down!"></span> </div> <p>One important lesson we learned from the 2008-2009 financial crisis was that it didn't matter how long a company had increased its dividend, tough economic times could push it to cut its dividend. In most cases the companies' investors were not surprised because they saw the early warning signs that indicated a dividend cut was imminent. Here are three signs that a company is heading toward a dividend cut...</p> <div class="field field-type-computed field-field-shared"> <div class="field-items"> <div class="field-item odd"> <div class="field-label-inline-first"> Shared:&nbsp;</div> Twitter: 2 LinkedIn: 0 Facebook: 0 </div> </div> </div> <p><a href="http://www.dividend-growth-stocks.com/2012/05/warning-signs-of-imminent-dividend-cut.html" title="Go to the original news source.">Original news source</a></p> <p><a href="http://feedads.g.doubleclick.net/~a/RKux2Z_5Ceg_ltxAwQ79VyuDtSY/0/da"><img src="http://feedads.g.doubleclick.net/~a/RKux2Z_5Ceg_ltxAwQ79VyuDtSY/0/di" border="0" ismap="true"></img></a><br/> <a href="http://feedads.g.doubleclick.net/~a/RKux2Z_5Ceg_ltxAwQ79VyuDtSY/1/da"><img src="http://feedads.g.doubleclick.net/~a/RKux2Z_5Ceg_ltxAwQ79VyuDtSY/1/di" border="0" ismap="true"></img></a></p><div class="feedflare"> <a href="http://feeds.feedburner.com/~ff/valueinvestingnews?a=qagNoa4mdjY:9-FTXeMRXKE:yIl2AUoC8zA"><img src="http://feeds.feedburner.com/~ff/valueinvestingnews?d=yIl2AUoC8zA" border="0"></img></a> <a href="http://feeds.feedburner.com/~ff/valueinvestingnews?a=qagNoa4mdjY:9-FTXeMRXKE:j751557lQGY"><img src="http://feeds.feedburner.com/~ff/valueinvestingnews?i=qagNoa4mdjY:9-FTXeMRXKE:j751557lQGY" border="0"></img></a> <a href="http://feeds.feedburner.com/~ff/valueinvestingnews?a=qagNoa4mdjY:9-FTXeMRXKE:Y_KMjjdFTfo"><img src="http://feeds.feedburner.com/~ff/valueinvestingnews?i=qagNoa4mdjY:9-FTXeMRXKE:Y_KMjjdFTfo" border="0"></img></a> </div> http://www.valueinvestingnews.com/dividend-growth-stocks-warning-signs-imminent-dividend-cut#comments CenturyLink Inc. Commentary Consider Bank of America Corp. Gannett Co. General Electric Pfizer Pitney Bowes Inc. Wyeth BAC CTL GCI GE PBI PFE http://www.valueinvestingnews.com/crss/node/42179 Tue, 15 May 2012 11:35:15 +0000 Dividends4Life 42179 at http://www.valueinvestingnews.com http://www.valueinvestingnews.com/xerox-has-longterm-value <div class="vud-widget-plain"> <span id="vote-up-node-42182" class="up-inactive denied" title="Vote up!"></span> <span id="vote-down-node-42182" class="down-inactive denied" title="Vote down!"></span> </div> <p>Xerox (XRX) has a P/E ratio of 7 and a P/OCF ratio under 5. As a result, it trades under book value (!) despite an ROE greater than 10% and operating margins in the high single digits. Before you...</p> <div class="field field-type-computed field-field-shared"> <div class="field-items"> <div class="field-item odd"> <div class="field-label-inline-first"> Shared:&nbsp;</div> Twitter: 2 LinkedIn: 0 Facebook: 0 </div> </div> </div> <p><a href="http://www.barelkarsan.com/2012/05/xerox-has-long-term-value.html" title="Go to the original news source.">Original news source</a></p> <p><a href="http://feedads.g.doubleclick.net/~a/ppCE1AjcaXidluXPRCIDvIKA0Sk/0/da"><img src="http://feedads.g.doubleclick.net/~a/ppCE1AjcaXidluXPRCIDvIKA0Sk/0/di" border="0" ismap="true"></img></a><br/> <a href="http://feedads.g.doubleclick.net/~a/ppCE1AjcaXidluXPRCIDvIKA0Sk/1/da"><img src="http://feedads.g.doubleclick.net/~a/ppCE1AjcaXidluXPRCIDvIKA0Sk/1/di" border="0" ismap="true"></img></a></p><div class="feedflare"> <a href="http://feeds.feedburner.com/~ff/valueinvestingnews?a=AAI3bQ89aMs:-HeIP-OU-yA:yIl2AUoC8zA"><img src="http://feeds.feedburner.com/~ff/valueinvestingnews?d=yIl2AUoC8zA" border="0"></img></a> <a href="http://feeds.feedburner.com/~ff/valueinvestingnews?a=AAI3bQ89aMs:-HeIP-OU-yA:j751557lQGY"><img src="http://feeds.feedburner.com/~ff/valueinvestingnews?i=AAI3bQ89aMs:-HeIP-OU-yA:j751557lQGY" border="0"></img></a> <a href="http://feeds.feedburner.com/~ff/valueinvestingnews?a=AAI3bQ89aMs:-HeIP-OU-yA:Y_KMjjdFTfo"><img src="http://feeds.feedburner.com/~ff/valueinvestingnews?i=AAI3bQ89aMs:-HeIP-OU-yA:Y_KMjjdFTfo" border="0"></img></a> </div> http://www.valueinvestingnews.com/xerox-has-longterm-value#comments Education Xerox http://www.valueinvestingnews.com/crss/node/42182 Tue, 15 May 2012 10:13:00 +0000 sajid.karsan 42182 at http://www.valueinvestingnews.com http://www.valueinvestingnews.com/video-art-short-selling%E2%80%99s-kathryn-staley <div class="vud-widget-plain"> <span id="vote-up-node-42180" class="up-inactive denied" title="Vote up!"></span> <span id="vote-down-node-42180" class="down-inactive denied" title="Vote down!"></span> </div> <p>The following lecture by Kathryn Staley, author of The Art of Short Selling was passed along via twitter. She covers her start in short selling and the things she looks for in finding good short sale...</p> <div class="field field-type-computed field-field-shared"> <div class="field-items"> <div class="field-item odd"> <div class="field-label-inline-first"> Shared:&nbsp;</div> Twitter: 1 LinkedIn: 0 Facebook: 0 </div> </div> </div> <p><a href="http://www.frankvoisin.com/2012/05/15/the-art-of-short-selling-video-lecture/" title="Go to the original news source.">Original news source</a></p> <p><a href="http://feedads.g.doubleclick.net/~a/SXDelvEf3nGyXCxVzMfmNKSrluA/0/da"><img src="http://feedads.g.doubleclick.net/~a/SXDelvEf3nGyXCxVzMfmNKSrluA/0/di" border="0" ismap="true"></img></a><br/> <a href="http://feedads.g.doubleclick.net/~a/SXDelvEf3nGyXCxVzMfmNKSrluA/1/da"><img src="http://feedads.g.doubleclick.net/~a/SXDelvEf3nGyXCxVzMfmNKSrluA/1/di" border="0" ismap="true"></img></a></p><div class="feedflare"> <a href="http://feeds.feedburner.com/~ff/valueinvestingnews?a=b--BRekaTdA:D7Rx4-Z9vjc:yIl2AUoC8zA"><img src="http://feeds.feedburner.com/~ff/valueinvestingnews?d=yIl2AUoC8zA" border="0"></img></a> <a href="http://feeds.feedburner.com/~ff/valueinvestingnews?a=b--BRekaTdA:D7Rx4-Z9vjc:j751557lQGY"><img src="http://feeds.feedburner.com/~ff/valueinvestingnews?i=b--BRekaTdA:D7Rx4-Z9vjc:j751557lQGY" border="0"></img></a> <a href="http://feeds.feedburner.com/~ff/valueinvestingnews?a=b--BRekaTdA:D7Rx4-Z9vjc:Y_KMjjdFTfo"><img src="http://feeds.feedburner.com/~ff/valueinvestingnews?i=b--BRekaTdA:D7Rx4-Z9vjc:Y_KMjjdFTfo" border="0"></img></a> </div> http://www.valueinvestingnews.com/video-art-short-selling%E2%80%99s-kathryn-staley#comments Commentary Kathryn Staley http://www.valueinvestingnews.com/crss/node/42180 Tue, 15 May 2012 10:00:43 +0000 voisin 42180 at http://www.valueinvestingnews.com http://www.valueinvestingnews.com/telef%C3%B3nica-sa-corporate-doublespeak-tef <div class="vud-widget-plain"> <span id="vote-up-node-42169" class="up-inactive denied" title="Vote up!"></span> <span id="vote-down-node-42169" class="down-inactive denied" title="Vote down!"></span> </div> <p>Yesterday, Spanish telecommunications juggernaut Telefónica SA (NYSE: TEF) announced that it will be giving its shareholders the choice between accepting the upcoming dividend in cash, or in shares...</p> <div class="field field-type-computed field-field-shared"> <div class="field-items"> <div class="field-item odd"> <div class="field-label-inline-first"> Shared:&nbsp;</div> Twitter: 2 LinkedIn: 0 Facebook: 0 </div> </div> </div> <p><a href="http://www.frankvoisin.com/2012/05/15/telefonica-sa-corporate-doublespeak-tef/" title="Go to the original news source.">Original news source</a></p> <p><a href="http://feedads.g.doubleclick.net/~a/jxdFGZeuyDq5GuSXdB6Zgr85pik/0/da"><img src="http://feedads.g.doubleclick.net/~a/jxdFGZeuyDq5GuSXdB6Zgr85pik/0/di" border="0" ismap="true"></img></a><br/> <a href="http://feedads.g.doubleclick.net/~a/jxdFGZeuyDq5GuSXdB6Zgr85pik/1/da"><img src="http://feedads.g.doubleclick.net/~a/jxdFGZeuyDq5GuSXdB6Zgr85pik/1/di" border="0" ismap="true"></img></a></p><div class="feedflare"> <a href="http://feeds.feedburner.com/~ff/valueinvestingnews?a=hs2Y0KSvvgQ:Ny7ErbTwDLM:yIl2AUoC8zA"><img src="http://feeds.feedburner.com/~ff/valueinvestingnews?d=yIl2AUoC8zA" border="0"></img></a> <a href="http://feeds.feedburner.com/~ff/valueinvestingnews?a=hs2Y0KSvvgQ:Ny7ErbTwDLM:j751557lQGY"><img src="http://feeds.feedburner.com/~ff/valueinvestingnews?i=hs2Y0KSvvgQ:Ny7ErbTwDLM:j751557lQGY" border="0"></img></a> <a href="http://feeds.feedburner.com/~ff/valueinvestingnews?a=hs2Y0KSvvgQ:Ny7ErbTwDLM:Y_KMjjdFTfo"><img src="http://feeds.feedburner.com/~ff/valueinvestingnews?i=hs2Y0KSvvgQ:Ny7ErbTwDLM:Y_KMjjdFTfo" border="0"></img></a> </div> http://www.valueinvestingnews.com/telef%C3%B3nica-sa-corporate-doublespeak-tef#comments Commentary Telef http://www.valueinvestingnews.com/crss/node/42169 Tue, 15 May 2012 07:00:26 +0000 voisin 42169 at http://www.valueinvestingnews.com http://www.valueinvestingnews.com/lightsquared-files-bankruptcy <div class="vud-widget-plain"> <span id="vote-up-node-42160" class="up-inactive denied" title="Vote up!"></span> <span id="vote-down-node-42160" class="down-inactive denied" title="Vote down!"></span> </div> <p>Editor Note: I will be writing a post on Ally / Rescap tomorrow, Tuesday the 15th after the Ally call. At the end of the day, the 3rd lien 9.625% went out 94-95, down 4-5 points. I will also be writing a post this week, in a new template, for Houghton Mifflin.</p> <p>Today, LightSquared Inc....</p> <div class="field field-type-computed field-field-shared"> <div class="field-items"> <div class="field-item odd"> <div class="field-label-inline-first"> Shared:&nbsp;</div> Twitter: 7 LinkedIn: 3 Facebook: 0 </div> </div> </div> <p><a href="http://www.distressed-debt-investing.com/2012/05/lightsquared-files-for-bankruptcy.html" title="Go to the original news source.">Original news source</a></p> <p><a href="http://feedads.g.doubleclick.net/~a/bmU8jD10WzeDfWdFzne9lzt9pV0/0/da"><img src="http://feedads.g.doubleclick.net/~a/bmU8jD10WzeDfWdFzne9lzt9pV0/0/di" border="0" ismap="true"></img></a><br/> <a href="http://feedads.g.doubleclick.net/~a/bmU8jD10WzeDfWdFzne9lzt9pV0/1/da"><img src="http://feedads.g.doubleclick.net/~a/bmU8jD10WzeDfWdFzne9lzt9pV0/1/di" border="0" ismap="true"></img></a></p><div class="feedflare"> <a href="http://feeds.feedburner.com/~ff/valueinvestingnews?a=l4toNzP-Qc4:sySKV7PD1wE:yIl2AUoC8zA"><img src="http://feeds.feedburner.com/~ff/valueinvestingnews?d=yIl2AUoC8zA" border="0"></img></a> <a href="http://feeds.feedburner.com/~ff/valueinvestingnews?a=l4toNzP-Qc4:sySKV7PD1wE:j751557lQGY"><img src="http://feeds.feedburner.com/~ff/valueinvestingnews?i=l4toNzP-Qc4:sySKV7PD1wE:j751557lQGY" border="0"></img></a> <a href="http://feeds.feedburner.com/~ff/valueinvestingnews?a=l4toNzP-Qc4:sySKV7PD1wE:Y_KMjjdFTfo"><img src="http://feeds.feedburner.com/~ff/valueinvestingnews?i=l4toNzP-Qc4:sySKV7PD1wE:Y_KMjjdFTfo" border="0"></img></a> </div> http://www.valueinvestingnews.com/lightsquared-files-bankruptcy#comments Bonds Charles Ergen DISH Network Harbinger LightSquared Inc. LightSquared LP Marc Montagner One Dot Six Corp. Phil Falcone's Harbinger Capital Prepetition Inc. Prepetition LP http://www.valueinvestingnews.com/crss/node/42160 Tue, 15 May 2012 02:47:00 +0000 DistressedDebtInvesting 42160 at http://www.valueinvestingnews.com http://www.valueinvestingnews.com/lunch-warren-buffett-2-millionplus <div class="vud-widget-plain"> <span id="vote-up-node-42159" class="up-inactive denied" title="Vote up!"></span> <span id="vote-down-node-42159" class="down-inactive denied" title="Vote down!"></span> </div> <p>The organizers of the 13th-annual charity auction of a steak lunch with Warren Buffett are hoping the winning bid will top $2 million for the fifth-straight year. The man who won the previous two auctions, however, presumably won't be participating.</p> <div class="field field-type-computed field-field-shared"> <div class="field-items"> <div class="field-item odd"> <div class="field-label-inline-first"> Shared:&nbsp;</div> Twitter: 7 LinkedIn: 2 Facebook: 0 </div> </div> </div> <p><a href="http://www.cnbc.com/id/47416527?__source=RSS*blog*&amp;par=RSS" title="Go to the original news source.">Original news source</a></p> <p><a href="http://feedads.g.doubleclick.net/~a/yvswG6WC1mECGY7wB2-pz5vVegM/0/da"><img src="http://feedads.g.doubleclick.net/~a/yvswG6WC1mECGY7wB2-pz5vVegM/0/di" border="0" ismap="true"></img></a><br/> <a href="http://feedads.g.doubleclick.net/~a/yvswG6WC1mECGY7wB2-pz5vVegM/1/da"><img src="http://feedads.g.doubleclick.net/~a/yvswG6WC1mECGY7wB2-pz5vVegM/1/di" border="0" ismap="true"></img></a></p><div class="feedflare"> <a href="http://feeds.feedburner.com/~ff/valueinvestingnews?a=Ij3GE2VYXmw:CzCiyFctMV8:yIl2AUoC8zA"><img src="http://feeds.feedburner.com/~ff/valueinvestingnews?d=yIl2AUoC8zA" border="0"></img></a> <a href="http://feeds.feedburner.com/~ff/valueinvestingnews?a=Ij3GE2VYXmw:CzCiyFctMV8:j751557lQGY"><img src="http://feeds.feedburner.com/~ff/valueinvestingnews?i=Ij3GE2VYXmw:CzCiyFctMV8:j751557lQGY" border="0"></img></a> <a href="http://feeds.feedburner.com/~ff/valueinvestingnews?a=Ij3GE2VYXmw:CzCiyFctMV8:Y_KMjjdFTfo"><img src="http://feeds.feedburner.com/~ff/valueinvestingnews?i=Ij3GE2VYXmw:CzCiyFctMV8:Y_KMjjdFTfo" border="0"></img></a> </div> http://www.valueinvestingnews.com/lunch-warren-buffett-2-millionplus#comments Superinvestors http://www.valueinvestingnews.com/crss/node/42159 Mon, 14 May 2012 23:00:11 +0000 George 42159 at http://www.valueinvestingnews.com http://www.valueinvestingnews.com/how-do-i-get-4-share-cagaq <div class="vud-widget-plain"> <span id="vote-up-node-42151" class="up-inactive denied" title="Vote up!"></span> <span id="vote-down-node-42151" class="down-inactive denied" title="Vote down!"></span> </div> <p>Following my early post on CAGAQ arbitrage opportunity, I got several emails / comments asking how I got to $4 per share as recovery value. I went through the math in more detail and came up w/ a minimum of $3.80 in value: here’s my updated math (if anyone comes up with some thing else...</p> <div class="field field-type-computed field-field-shared"> <div class="field-items"> <div class="field-item odd"> <div class="field-label-inline-first"> Shared:&nbsp;</div> Twitter: 2 LinkedIn: 0 Facebook: 0 </div> </div> </div> <p><a href="http://www.whopperinvestments.com/how-do-i-get-4-per-share-for-cagaq" title="Go to the original news source.">Original news source</a></p> <p><a href="http://feedads.g.doubleclick.net/~a/5JkpUR4Y5dIMpdUKUduLkW306g4/0/da"><img src="http://feedads.g.doubleclick.net/~a/5JkpUR4Y5dIMpdUKUduLkW306g4/0/di" border="0" ismap="true"></img></a><br/> <a href="http://feedads.g.doubleclick.net/~a/5JkpUR4Y5dIMpdUKUduLkW306g4/1/da"><img src="http://feedads.g.doubleclick.net/~a/5JkpUR4Y5dIMpdUKUduLkW306g4/1/di" border="0" ismap="true"></img></a></p><div class="feedflare"> <a href="http://feeds.feedburner.com/~ff/valueinvestingnews?a=czHfsk-oJBM:eXl_1VSup-U:yIl2AUoC8zA"><img src="http://feeds.feedburner.com/~ff/valueinvestingnews?d=yIl2AUoC8zA" border="0"></img></a> <a href="http://feeds.feedburner.com/~ff/valueinvestingnews?a=czHfsk-oJBM:eXl_1VSup-U:j751557lQGY"><img src="http://feeds.feedburner.com/~ff/valueinvestingnews?i=czHfsk-oJBM:eXl_1VSup-U:j751557lQGY" border="0"></img></a> <a href="http://feeds.feedburner.com/~ff/valueinvestingnews?a=czHfsk-oJBM:eXl_1VSup-U:Y_KMjjdFTfo"><img src="http://feeds.feedburner.com/~ff/valueinvestingnews?i=czHfsk-oJBM:eXl_1VSup-U:Y_KMjjdFTfo" border="0"></img></a> </div> http://www.valueinvestingnews.com/how-do-i-get-4-share-cagaq#comments Stock Analysis http://www.valueinvestingnews.com/crss/node/42151 Mon, 14 May 2012 19:05:42 +0000 Whopper Investments 42151 at http://www.valueinvestingnews.com http://www.valueinvestingnews.com/coatue-management-discloses-new-stake-virgin-media-vmed <div class="vud-widget-plain"> <span id="vote-up-node-42148" class="up-inactive denied" title="Vote up!"></span> <span id="vote-down-node-42148" class="down-inactive denied" title="Vote down!"></span> </div> <p>Philippe Laffont's hedge fund Coatue Management just filed a form 13G with the SEC regarding shares of Virgin Media (VMED).  Per the filing, Coatue now owns 5.21% of VMED with 14,463,301 shares.</p> <p>This is a brand new position for the hedge fund as they did not report holdings in the name at...</p> <div class="field field-type-computed field-field-shared"> <div class="field-items"> <div class="field-item odd"> <div class="field-label-inline-first"> Shared:&nbsp;</div> Twitter: 3 LinkedIn: 0 Facebook: 0 </div> </div> </div> <p><a href="http://www.marketfolly.com/2012/05/coatue-management-discloses-new-stake.html" title="Go to the original news source.">Original news source</a></p> <p><a href="http://feedads.g.doubleclick.net/~a/KiuhrotyGdQ85srnqVGvD-tVn2o/0/da"><img src="http://feedads.g.doubleclick.net/~a/KiuhrotyGdQ85srnqVGvD-tVn2o/0/di" border="0" ismap="true"></img></a><br/> <a href="http://feedads.g.doubleclick.net/~a/KiuhrotyGdQ85srnqVGvD-tVn2o/1/da"><img src="http://feedads.g.doubleclick.net/~a/KiuhrotyGdQ85srnqVGvD-tVn2o/1/di" border="0" ismap="true"></img></a></p><div class="feedflare"> <a href="http://feeds.feedburner.com/~ff/valueinvestingnews?a=eS9EqTW4lcc:bxyjVaWqXNw:yIl2AUoC8zA"><img src="http://feeds.feedburner.com/~ff/valueinvestingnews?d=yIl2AUoC8zA" border="0"></img></a> <a href="http://feeds.feedburner.com/~ff/valueinvestingnews?a=eS9EqTW4lcc:bxyjVaWqXNw:j751557lQGY"><img src="http://feeds.feedburner.com/~ff/valueinvestingnews?i=eS9EqTW4lcc:bxyjVaWqXNw:j751557lQGY" border="0"></img></a> <a href="http://feeds.feedburner.com/~ff/valueinvestingnews?a=eS9EqTW4lcc:bxyjVaWqXNw:Y_KMjjdFTfo"><img src="http://feeds.feedburner.com/~ff/valueinvestingnews?i=eS9EqTW4lcc:bxyjVaWqXNw:Y_KMjjdFTfo" border="0"></img></a> </div> http://www.valueinvestingnews.com/coatue-management-discloses-new-stake-virgin-media-vmed#comments Funds Google Philippe Laffont Virgin Media http://www.valueinvestingnews.com/crss/node/42148 Mon, 14 May 2012 19:00:43 +0000 MarketFolly 42148 at http://www.valueinvestingnews.com http://www.valueinvestingnews.com/howard-marks-contrarianism-excerpt-his-book <div class="vud-widget-plain"> <span id="vote-up-node-42147" class="up-inactive denied" title="Vote up!"></span> <span id="vote-down-node-42147" class="down-inactive denied" title="Vote down!"></span> </div> <p>Today with permission we're posting up thoughts from Oaktree Capital's chairman and founder Howard Marks from his book: The Most Important Thing Illuminated: Uncommon Sense for the Thoughtful Investor.</p> <p>Contrarianism</p> <p>"Accepting the broad concept of contrarianism is one thing; putting into...</p> <div class="field field-type-computed field-field-shared"> <div class="field-items"> <div class="field-item odd"> <div class="field-label-inline-first"> Shared:&nbsp;</div> Twitter: 19 LinkedIn: 2 Facebook: 0 </div> </div> </div> <p><a href="http://www.marketfolly.com/2012/05/howard-marks-on-contrarianism-excerpt.html" title="Go to the original news source.">Original news source</a></p> <p><a href="http://feedads.g.doubleclick.net/~a/CQK4W6IFd5KNVPL8v7z18-hi_WI/0/da"><img src="http://feedads.g.doubleclick.net/~a/CQK4W6IFd5KNVPL8v7z18-hi_WI/0/di" border="0" ismap="true"></img></a><br/> <a href="http://feedads.g.doubleclick.net/~a/CQK4W6IFd5KNVPL8v7z18-hi_WI/1/da"><img src="http://feedads.g.doubleclick.net/~a/CQK4W6IFd5KNVPL8v7z18-hi_WI/1/di" border="0" ismap="true"></img></a></p><div class="feedflare"> <a href="http://feeds.feedburner.com/~ff/valueinvestingnews?a=NbL9aAIfhis:EM0eA28HHDM:yIl2AUoC8zA"><img src="http://feeds.feedburner.com/~ff/valueinvestingnews?d=yIl2AUoC8zA" border="0"></img></a> <a href="http://feeds.feedburner.com/~ff/valueinvestingnews?a=NbL9aAIfhis:EM0eA28HHDM:j751557lQGY"><img src="http://feeds.feedburner.com/~ff/valueinvestingnews?i=NbL9aAIfhis:EM0eA28HHDM:j751557lQGY" border="0"></img></a> <a href="http://feeds.feedburner.com/~ff/valueinvestingnews?a=NbL9aAIfhis:EM0eA28HHDM:Y_KMjjdFTfo"><img src="http://feeds.feedburner.com/~ff/valueinvestingnews?i=NbL9aAIfhis:EM0eA28HHDM:Y_KMjjdFTfo" border="0"></img></a> </div> http://www.valueinvestingnews.com/howard-marks-contrarianism-excerpt-his-book#comments Funds Howard Marks Joel Greenblatt Oaktree Capital Seth Klarman http://www.valueinvestingnews.com/crss/node/42147 Mon, 14 May 2012 19:00:35 +0000 MarketFolly 42147 at http://www.valueinvestingnews.com http://www.valueinvestingnews.com/three-earnings-yields <div class="vud-widget-plain"> <span id="vote-up-node-42161" class="up-inactive denied" title="Vote up!"></span> <span id="vote-down-node-42161" class="down-inactive denied" title="Vote down!"></span> </div> <p>Three benchmarks for market value Premier Foods’ earnings yield is 15% if you divide earnings by price conventionally,  6% if you divide earnings before interest and tax by enterprise value, [...]</p> <div class="field field-type-computed field-field-shared"> <div class="field-items"> <div class="field-item odd"> <div class="field-label-inline-first"> Shared:&nbsp;</div> Twitter: 3 LinkedIn: 1 Facebook: 1 </div> </div> </div> <p><a href="http://blog.iii.co.uk/three-earnings-yields/" title="Go to the original news source.">Original news source</a></p> <p><a href="http://feedads.g.doubleclick.net/~a/vRrjSe9t3yLmE2sch9nxqTR8B6o/0/da"><img src="http://feedads.g.doubleclick.net/~a/vRrjSe9t3yLmE2sch9nxqTR8B6o/0/di" border="0" ismap="true"></img></a><br/> <a href="http://feedads.g.doubleclick.net/~a/vRrjSe9t3yLmE2sch9nxqTR8B6o/1/da"><img src="http://feedads.g.doubleclick.net/~a/vRrjSe9t3yLmE2sch9nxqTR8B6o/1/di" border="0" ismap="true"></img></a></p><div class="feedflare"> <a href="http://feeds.feedburner.com/~ff/valueinvestingnews?a=kA3flgT71Qg:L-XjrLwXETs:yIl2AUoC8zA"><img src="http://feeds.feedburner.com/~ff/valueinvestingnews?d=yIl2AUoC8zA" border="0"></img></a> <a href="http://feeds.feedburner.com/~ff/valueinvestingnews?a=kA3flgT71Qg:L-XjrLwXETs:j751557lQGY"><img src="http://feeds.feedburner.com/~ff/valueinvestingnews?i=kA3flgT71Qg:L-XjrLwXETs:j751557lQGY" border="0"></img></a> <a href="http://feeds.feedburner.com/~ff/valueinvestingnews?a=kA3flgT71Qg:L-XjrLwXETs:Y_KMjjdFTfo"><img src="http://feeds.feedburner.com/~ff/valueinvestingnews?i=kA3flgT71Qg:L-XjrLwXETs:Y_KMjjdFTfo" border="0"></img></a> </div> http://www.valueinvestingnews.com/three-earnings-yields#comments Joel Greenblatt Stock Analysis http://www.valueinvestingnews.com/crss/node/42161 Mon, 14 May 2012 15:57:55 +0000 m8eyboy 42161 at http://www.valueinvestingnews.com http://www.valueinvestingnews.com/cagle%E2%80%99s-cagaq-update-arbitrage-opportunity <div class="vud-widget-plain"> <span id="vote-up-node-42152" class="up-inactive denied" title="Vote up!"></span> <span id="vote-down-node-42152" class="down-inactive denied" title="Vote down!"></span> </div> <p>I mentioned Cagle’s (CAGAQ) a few weeks ago as a potentially interesting bankruptcy situation. Last Thursday, the company announced the winning bid, which came in substantially above the “stalking horse” bid. The share price has shot up in response (from ~$2.00 when I discussed it...</p> <div class="field field-type-computed field-field-shared"> <div class="field-items"> <div class="field-item odd"> <div class="field-label-inline-first"> Shared:&nbsp;</div> Twitter: 2 LinkedIn: 0 Facebook: 0 </div> </div> </div> <p><a href="http://www.whopperinvestments.com/cagles-cagaq-update-arbitrage-opportunity" title="Go to the original news source.">Original news source</a></p> <p><a href="http://feedads.g.doubleclick.net/~a/CTo3eyy_BaboyMGSEw9vMaeLEFY/0/da"><img src="http://feedads.g.doubleclick.net/~a/CTo3eyy_BaboyMGSEw9vMaeLEFY/0/di" border="0" ismap="true"></img></a><br/> <a href="http://feedads.g.doubleclick.net/~a/CTo3eyy_BaboyMGSEw9vMaeLEFY/1/da"><img src="http://feedads.g.doubleclick.net/~a/CTo3eyy_BaboyMGSEw9vMaeLEFY/1/di" border="0" ismap="true"></img></a></p><div class="feedflare"> <a href="http://feeds.feedburner.com/~ff/valueinvestingnews?a=HqlrYSg0pZo:gkOilBLycCI:yIl2AUoC8zA"><img src="http://feeds.feedburner.com/~ff/valueinvestingnews?d=yIl2AUoC8zA" border="0"></img></a> <a href="http://feeds.feedburner.com/~ff/valueinvestingnews?a=HqlrYSg0pZo:gkOilBLycCI:j751557lQGY"><img src="http://feeds.feedburner.com/~ff/valueinvestingnews?i=HqlrYSg0pZo:gkOilBLycCI:j751557lQGY" border="0"></img></a> <a href="http://feeds.feedburner.com/~ff/valueinvestingnews?a=HqlrYSg0pZo:gkOilBLycCI:Y_KMjjdFTfo"><img src="http://feeds.feedburner.com/~ff/valueinvestingnews?i=HqlrYSg0pZo:gkOilBLycCI:Y_KMjjdFTfo" border="0"></img></a> </div> http://www.valueinvestingnews.com/cagle%E2%80%99s-cagaq-update-arbitrage-opportunity#comments Stock Analysis http://www.valueinvestingnews.com/crss/node/42152 Mon, 14 May 2012 14:39:10 +0000 Whopper Investments 42152 at http://www.valueinvestingnews.com