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/retail-turnaround-asset-backing-and-catalyst <div class="vud-widget-plain"> <span id="vote-up-node-53171" class="up-inactive denied" title="Vote up!"></span> <span id="vote-down-node-53171" class="down-inactive denied" title="Vote down!"></span> </div> <p>A struggling retailer with a large amount of fixed real estate assets; a few companies come to mind like JC Penny and Sears Holdings.  While both of those companies fit the stereotype, the company I want to look at in this post is Kirkcaldie &amp; Stains, a New Zealand retailer.</p> <p>Kirkcaldie...</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.oddballstocks.com/2013/05/a-retail-turnaround-with-asset-backing.html" title="Go to the original news source.">Original news source</a></p><div class="feedflare"> <a href="http://feeds.feedburner.com/~ff/valueinvestingnews?a=RupJvmyHAP8:fMkI4OR97rA:yIl2AUoC8zA"><img src="http://feeds.feedburner.com/~ff/valueinvestingnews?d=yIl2AUoC8zA" border="0"></img></a> <a href="http://feeds.feedburner.com/~ff/valueinvestingnews?a=RupJvmyHAP8:fMkI4OR97rA:j751557lQGY"><img src="http://feeds.feedburner.com/~ff/valueinvestingnews?i=RupJvmyHAP8:fMkI4OR97rA:j751557lQGY" border="0"></img></a> <a href="http://feeds.feedburner.com/~ff/valueinvestingnews?a=RupJvmyHAP8:fMkI4OR97rA:Y_KMjjdFTfo"><img src="http://feeds.feedburner.com/~ff/valueinvestingnews?i=RupJvmyHAP8:fMkI4OR97rA:Y_KMjjdFTfo" border="0"></img></a> </div> http://www.valueinvestingnews.com/retail-turnaround-asset-backing-and-catalyst#comments Horbach Baumarkt Stock Analysis http://www.valueinvestingnews.com/crss/node/53171 Fri, 24 May 2013 21:00:11 +0000 ntobik 53171 at http://www.valueinvestingnews.com http://www.valueinvestingnews.com/dividend-growth-stocks-6-confident-and-secure-companies-boos <div class="vud-widget-plain"> <span id="vote-up-node-53163" class="up-inactive denied" title="Vote up!"></span> <span id="vote-down-node-53163" class="down-inactive denied" title="Vote down!"></span> </div> <p>If income investing were as simple as picking the stock with the highest yield, everyone would be an expert. Most assume (rightfully so) that yield is heavily influenced by risk, but much more goes into determining yield. The industry the company operates in, legal considerations (REITs and MLPs), maturity and growth potential all have an effect on an individual stock's yield, along with the company's ability to grow its dividend...</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.dividend-growth-stocks.com/2013/05/6-confident-and-secure-companies.html" title="Go to the original news source.">Original news source</a></p><div class="feedflare"> <a href="http://feeds.feedburner.com/~ff/valueinvestingnews?a=haFeQyTXCVE:q3sKOBSHZvk:yIl2AUoC8zA"><img src="http://feeds.feedburner.com/~ff/valueinvestingnews?d=yIl2AUoC8zA" border="0"></img></a> <a href="http://feeds.feedburner.com/~ff/valueinvestingnews?a=haFeQyTXCVE:q3sKOBSHZvk:j751557lQGY"><img src="http://feeds.feedburner.com/~ff/valueinvestingnews?i=haFeQyTXCVE:q3sKOBSHZvk:j751557lQGY" border="0"></img></a> <a href="http://feeds.feedburner.com/~ff/valueinvestingnews?a=haFeQyTXCVE:q3sKOBSHZvk:Y_KMjjdFTfo"><img src="http://feeds.feedburner.com/~ff/valueinvestingnews?i=haFeQyTXCVE:q3sKOBSHZvk:Y_KMjjdFTfo" border="0"></img></a> </div> http://www.valueinvestingnews.com/dividend-growth-stocks-6-confident-and-secure-companies-boos#comments American States Water Company Commentary Extra Space Storage Inc. JPMorgan Chase & Co. Orchids Paper Products Company Umpqua Bank Umpqua Holdings Corporation Umpqua Investments Inc. Xcel Energy Inc. AWR EXR JPM TIS UMPQ XEL http://www.valueinvestingnews.com/crss/node/53163 Fri, 24 May 2013 11:51:50 +0000 Dividends4Life 53163 at http://www.valueinvestingnews.com http://www.valueinvestingnews.com/rules-part-xxxix <div class="vud-widget-plain"> <span id="vote-up-node-53165" class="up-inactive denied" title="Vote up!"></span> <span id="vote-down-node-53165" class="down-inactive denied" title="Vote down!"></span> </div> <p>The trouble with VAR and other mathematical models of risk is that if it becomes the dominant paradigm, and everyone begins to use it, it creates distortions in the market, because institutions gravitate to asset classes that the model makes to appear artificially cheap.  Then after a...</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: 0 </div> </div> </div> <p><a href="http://alephblog.com/2013/05/24/the-rules-part-xxxix/" title="Go to the original news source.">Original news source</a></p><div class="feedflare"> <a href="http://feeds.feedburner.com/~ff/valueinvestingnews?a=25V9B37743s:ObfUIyR9SiA:yIl2AUoC8zA"><img src="http://feeds.feedburner.com/~ff/valueinvestingnews?d=yIl2AUoC8zA" border="0"></img></a> <a href="http://feeds.feedburner.com/~ff/valueinvestingnews?a=25V9B37743s:ObfUIyR9SiA:j751557lQGY"><img src="http://feeds.feedburner.com/~ff/valueinvestingnews?i=25V9B37743s:ObfUIyR9SiA:j751557lQGY" border="0"></img></a> <a href="http://feeds.feedburner.com/~ff/valueinvestingnews?a=25V9B37743s:ObfUIyR9SiA:Y_KMjjdFTfo"><img src="http://feeds.feedburner.com/~ff/valueinvestingnews?i=25V9B37743s:ObfUIyR9SiA:Y_KMjjdFTfo" border="0"></img></a> </div> http://www.valueinvestingnews.com/rules-part-xxxix#comments Commentary http://www.valueinvestingnews.com/crss/node/53165 Fri, 24 May 2013 05:31:53 +0000 David Merkel 53165 at http://www.valueinvestingnews.com http://www.valueinvestingnews.com/reorg-research-coverage-rescap-psa <div class="vud-widget-plain"> <span id="vote-up-node-53159" class="up-inactive denied" title="Vote up!"></span> <span id="vote-down-node-53159" class="down-inactive denied" title="Vote down!"></span> </div> <p>Because of Reorg Research's technology, our subscribers will be among the first to receive and review bankruptcy dockets in a litany of cases. Likewise, our reporters, analysts and I have first mover advantage in analyzing key documents in cases. We put out stories on developments 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: 1 LinkedIn: 0 Facebook: 1 </div> </div> </div> <p><a href="http://www.distressed-debt-investing.com/2013/05/reorg-research-coverage-of-rescap-psa.html" title="Go to the original news source.">Original news source</a></p><div class="feedflare"> <a href="http://feeds.feedburner.com/~ff/valueinvestingnews?a=AgaV4OE7NlA:kUMH-W9iQzE:yIl2AUoC8zA"><img src="http://feeds.feedburner.com/~ff/valueinvestingnews?d=yIl2AUoC8zA" border="0"></img></a> <a href="http://feeds.feedburner.com/~ff/valueinvestingnews?a=AgaV4OE7NlA:kUMH-W9iQzE:j751557lQGY"><img src="http://feeds.feedburner.com/~ff/valueinvestingnews?i=AgaV4OE7NlA:kUMH-W9iQzE:j751557lQGY" border="0"></img></a> <a href="http://feeds.feedburner.com/~ff/valueinvestingnews?a=AgaV4OE7NlA:kUMH-W9iQzE:Y_KMjjdFTfo"><img src="http://feeds.feedburner.com/~ff/valueinvestingnews?i=AgaV4OE7NlA:kUMH-W9iQzE:Y_KMjjdFTfo" border="0"></img></a> </div> http://www.valueinvestingnews.com/reorg-research-coverage-rescap-psa#comments Bonds FGIC GMAC Mortgage LLC GMAC Residential Holding Company LLC GMAC-RFC Holding Company LLC Residential Funding Company LLC http://www.valueinvestingnews.com/crss/node/53159 Thu, 23 May 2013 21:14:00 +0000 DistressedDebtInvesting 53159 at http://www.valueinvestingnews.com http://www.valueinvestingnews.com/magic-formula-stocks-ytd-and-top-5 <div class="vud-widget-plain"> <span id="vote-up-node-53160" class="up-inactive denied" title="Vote up!"></span> <span id="vote-down-node-53160" class="down-inactive denied" title="Vote down!"></span> </div> <p>In the last post I showed that the Magic Formula is a good screen for finding ideas. I originally started writing that article believing that the Magic Formula was just hype and exaggeration. But hey, my thesis turned out to be incorrect and I’m fine with that. To refresh your memory, here...</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: 7 </div> </div> </div> <p><a href="http://www.oldschoolvalue.com/blog/investing-strategy/magic-formula-stocks/?source=rss" title="Go to the original news source.">Original news source</a></p><div class="feedflare"> <a href="http://feeds.feedburner.com/~ff/valueinvestingnews?a=wrz0XxQISCg:gwgGsvH6evM:yIl2AUoC8zA"><img src="http://feeds.feedburner.com/~ff/valueinvestingnews?d=yIl2AUoC8zA" border="0"></img></a> <a href="http://feeds.feedburner.com/~ff/valueinvestingnews?a=wrz0XxQISCg:gwgGsvH6evM:j751557lQGY"><img src="http://feeds.feedburner.com/~ff/valueinvestingnews?i=wrz0XxQISCg:gwgGsvH6evM:j751557lQGY" border="0"></img></a> <a href="http://feeds.feedburner.com/~ff/valueinvestingnews?a=wrz0XxQISCg:gwgGsvH6evM:Y_KMjjdFTfo"><img src="http://feeds.feedburner.com/~ff/valueinvestingnews?i=wrz0XxQISCg:gwgGsvH6evM:Y_KMjjdFTfo" border="0"></img></a> </div> http://www.valueinvestingnews.com/magic-formula-stocks-ytd-and-top-5#comments Bridgepoint Education Commentary InterDigital Jae Jun PDL BioPharma Top 5 More Value Investing Resources http://www.valueinvestingnews.com/crss/node/53160 Thu, 23 May 2013 14:57:10 +0000 jjun0366 53160 at http://www.valueinvestingnews.com http://www.valueinvestingnews.com/rules-part-xxxviii <div class="vud-widget-plain"> <span id="vote-up-node-53166" class="up-inactive denied" title="Vote up!"></span> <span id="vote-down-node-53166" class="down-inactive denied" title="Vote down!"></span> </div> <p>There is probably money to be made in analyzing the foibles of money managers, to create new strategies by taking on the opposite of what they are doing. What errors do most money managers make today? Chasing performance Over-diversification Benchmarking / Hugging the index Over-trading Relying too...</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: 0 Facebook: 0 </div> </div> </div> <p><a href="http://alephblog.com/2013/05/23/the-rules-part-xxxviii/" title="Go to the original news source.">Original news source</a></p><div class="feedflare"> <a href="http://feeds.feedburner.com/~ff/valueinvestingnews?a=0eugBFObWV0:NABmtlPdvXE:yIl2AUoC8zA"><img src="http://feeds.feedburner.com/~ff/valueinvestingnews?d=yIl2AUoC8zA" border="0"></img></a> <a href="http://feeds.feedburner.com/~ff/valueinvestingnews?a=0eugBFObWV0:NABmtlPdvXE:j751557lQGY"><img src="http://feeds.feedburner.com/~ff/valueinvestingnews?i=0eugBFObWV0:NABmtlPdvXE:j751557lQGY" border="0"></img></a> <a href="http://feeds.feedburner.com/~ff/valueinvestingnews?a=0eugBFObWV0:NABmtlPdvXE:Y_KMjjdFTfo"><img src="http://feeds.feedburner.com/~ff/valueinvestingnews?i=0eugBFObWV0:NABmtlPdvXE:Y_KMjjdFTfo" border="0"></img></a> </div> http://www.valueinvestingnews.com/rules-part-xxxviii#comments Commentary http://www.valueinvestingnews.com/crss/node/53166 Thu, 23 May 2013 12:29:43 +0000 David Merkel 53166 at http://www.valueinvestingnews.com http://www.valueinvestingnews.com/dividend-growth-stocks-john-wiley-amp-sons-jwa-dividend-stoc <div class="vud-widget-plain"> <span id="vote-up-node-53140" class="up-inactive denied" title="Vote up!"></span> <span id="vote-down-node-53140" class="down-inactive denied" title="Vote down!"></span> </div> <p>John Wiley &amp; Sons produces print and electronic products, providing content and solutions to customers worldwide. Linked here is a detailed analysis and commentary...</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: 1 </div> </div> </div> <p><a href="http://www.dividend-growth-stocks.com/2013/05/john-wiley-sons-jw-dividend-stock.html" title="Go to the original news source.">Original news source</a></p><div class="feedflare"> <a href="http://feeds.feedburner.com/~ff/valueinvestingnews?a=s6sGNoMQnII:hPlYcZlfJD8:yIl2AUoC8zA"><img src="http://feeds.feedburner.com/~ff/valueinvestingnews?d=yIl2AUoC8zA" border="0"></img></a> <a href="http://feeds.feedburner.com/~ff/valueinvestingnews?a=s6sGNoMQnII:hPlYcZlfJD8:j751557lQGY"><img src="http://feeds.feedburner.com/~ff/valueinvestingnews?i=s6sGNoMQnII:hPlYcZlfJD8:j751557lQGY" border="0"></img></a> <a href="http://feeds.feedburner.com/~ff/valueinvestingnews?a=s6sGNoMQnII:hPlYcZlfJD8:Y_KMjjdFTfo"><img src="http://feeds.feedburner.com/~ff/valueinvestingnews?i=s6sGNoMQnII:hPlYcZlfJD8:Y_KMjjdFTfo" border="0"></img></a> </div> http://www.valueinvestingnews.com/dividend-growth-stocks-john-wiley-amp-sons-jwa-dividend-stoc#comments Debt To Total Capital John Wiley & Sons Meredith Corp Pearson plc Stock Analysis the Star Thomson Reuters Corporation to Total Capital JW-A MDP PSO TRI http://www.valueinvestingnews.com/crss/node/53140 Thu, 23 May 2013 11:42:51 +0000 Dividends4Life 53140 at http://www.valueinvestingnews.com http://www.valueinvestingnews.com/idexx-laboratories-inc-value-alert <div class="vud-widget-plain"> <span id="vote-up-node-53139" class="up-inactive denied" title="Vote up!"></span> <span id="vote-down-node-53139" class="down-inactive denied" title="Vote down!"></span> </div> <p>Texas (May 23, 2013) Wax Ink has issued a <strong>Loss of Investment Interest</strong> rating for IDEXX Laboratories, Inc. (Nasdaq: IDXX) based on...</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://waxink.blogspot.com/2013/05/idexx-laboratories-inc-value-alert.html" title="Go to the original news source.">Original news source</a></p><div class="feedflare"> <a href="http://feeds.feedburner.com/~ff/valueinvestingnews?a=cjK18msckBM:xeL8CowD-mM:yIl2AUoC8zA"><img src="http://feeds.feedburner.com/~ff/valueinvestingnews?d=yIl2AUoC8zA" border="0"></img></a> <a href="http://feeds.feedburner.com/~ff/valueinvestingnews?a=cjK18msckBM:xeL8CowD-mM:j751557lQGY"><img src="http://feeds.feedburner.com/~ff/valueinvestingnews?i=cjK18msckBM:xeL8CowD-mM:j751557lQGY" border="0"></img></a> <a href="http://feeds.feedburner.com/~ff/valueinvestingnews?a=cjK18msckBM:xeL8CowD-mM:Y_KMjjdFTfo"><img src="http://feeds.feedburner.com/~ff/valueinvestingnews?i=cjK18msckBM:xeL8CowD-mM:Y_KMjjdFTfo" border="0"></img></a> </div> http://www.valueinvestingnews.com/idexx-laboratories-inc-value-alert#comments Stock Analysis IDXX http://www.valueinvestingnews.com/crss/node/53139 Thu, 23 May 2013 09:26:31 +0000 wax 53139 at http://www.valueinvestingnews.com http://www.valueinvestingnews.com/share-sleuth039s-notepad-quality-versus-price <div class="vud-widget-plain"> <span id="vote-up-node-53155" class="up-inactive denied" title="Vote up!"></span> <span id="vote-down-node-53155" class="down-inactive denied" title="Vote down!"></span> </div> <p>There are two aspects to value, what you pay, and what you get. For some investors price trumps quality, but as fund managers tout consumer staple companies like Unilever and Diageo, it seems quality is in the ascendency...<br /> read more</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: 2 </div> </div> </div> <p><a href="http://www.iii.co.uk/news-opinion/richard-beddard/share-sleuths-notepad-quality-versus-price" title="Go to the original news source.">Original news source</a></p><div class="feedflare"> <a href="http://feeds.feedburner.com/~ff/valueinvestingnews?a=QfN4CwtnKTU:P0Nf2ft6HKo:yIl2AUoC8zA"><img src="http://feeds.feedburner.com/~ff/valueinvestingnews?d=yIl2AUoC8zA" border="0"></img></a> <a href="http://feeds.feedburner.com/~ff/valueinvestingnews?a=QfN4CwtnKTU:P0Nf2ft6HKo:j751557lQGY"><img src="http://feeds.feedburner.com/~ff/valueinvestingnews?i=QfN4CwtnKTU:P0Nf2ft6HKo:j751557lQGY" border="0"></img></a> <a href="http://feeds.feedburner.com/~ff/valueinvestingnews?a=QfN4CwtnKTU:P0Nf2ft6HKo:Y_KMjjdFTfo"><img src="http://feeds.feedburner.com/~ff/valueinvestingnews?i=QfN4CwtnKTU:P0Nf2ft6HKo:Y_KMjjdFTfo" border="0"></img></a> </div> http://www.valueinvestingnews.com/share-sleuth039s-notepad-quality-versus-price#comments Diageo Hindustan Unilever Jeremy Siegel Lindsell Train Investment Trust fund Nick Train Nifty-Fifty Stock Analysis Unilever http://www.valueinvestingnews.com/crss/node/53155 Thu, 23 May 2013 06:34:21 +0000 m8eyboy 53155 at http://www.valueinvestingnews.com http://www.valueinvestingnews.com/chambers-street-csg-odd-lot-tender <div class="vud-widget-plain"> <span id="vote-up-node-53135" class="up-inactive denied" title="Vote up!"></span> <span id="vote-down-node-53135" class="down-inactive denied" title="Vote down!"></span> </div> <p>A quick post to alert to one of my favorite situations: odd lot tenders (see, for example, the COSH tender last month). Chambers Street (CSG) is pursuing a dutch tender for ~5% of their shares outstanding between $10.10 and $10.60 a share. Here’s the offer to purchase. Odd lot shareholders w/...</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/chambers-street-csg-odd-lot-tender" title="Go to the original news source.">Original news source</a></p><div class="feedflare"> <a href="http://feeds.feedburner.com/~ff/valueinvestingnews?a=tQ1SAMcbwg0:ghwbSQ5Y6cI:yIl2AUoC8zA"><img src="http://feeds.feedburner.com/~ff/valueinvestingnews?d=yIl2AUoC8zA" border="0"></img></a> <a href="http://feeds.feedburner.com/~ff/valueinvestingnews?a=tQ1SAMcbwg0:ghwbSQ5Y6cI:j751557lQGY"><img src="http://feeds.feedburner.com/~ff/valueinvestingnews?i=tQ1SAMcbwg0:ghwbSQ5Y6cI:j751557lQGY" border="0"></img></a> <a href="http://feeds.feedburner.com/~ff/valueinvestingnews?a=tQ1SAMcbwg0:ghwbSQ5Y6cI:Y_KMjjdFTfo"><img src="http://feeds.feedburner.com/~ff/valueinvestingnews?i=tQ1SAMcbwg0:ghwbSQ5Y6cI:Y_KMjjdFTfo" border="0"></img></a> </div> http://www.valueinvestingnews.com/chambers-street-csg-odd-lot-tender#comments Stock Analysis http://www.valueinvestingnews.com/crss/node/53135 Wed, 22 May 2013 20:00:19 +0000 Whopper Investments 53135 at http://www.valueinvestingnews.com http://www.valueinvestingnews.com/larry-robbins039-glenview-capital-trims-tenet-healthcare-thc <div class="vud-widget-plain"> <span id="vote-up-node-53127" class="up-inactive denied" title="Vote up!"></span> <span id="vote-down-node-53127" class="down-inactive denied" title="Vote down!"></span> </div> <p>Larry Robbins' hedge fund firm Glenview Capital just filed a Form 4 with the SEC regarding shares of Tenet Healthcare (THC).  Per the filing, Glenview sold 4 million shares of THC on May 14th at a price of $47.75.</p> <p>After the transaction, Glenview still owns just over 9.8 million...</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: 1 </div> </div> </div> <p><a href="http://www.marketfolly.com/2013/05/larry-robbins-glenview-capital-trims.html" title="Go to the original news source.">Original news source</a></p><div class="feedflare"> <a href="http://feeds.feedburner.com/~ff/valueinvestingnews?a=7wLer5XfZVw:fX0DI6STK00:yIl2AUoC8zA"><img src="http://feeds.feedburner.com/~ff/valueinvestingnews?d=yIl2AUoC8zA" border="0"></img></a> <a href="http://feeds.feedburner.com/~ff/valueinvestingnews?a=7wLer5XfZVw:fX0DI6STK00:j751557lQGY"><img src="http://feeds.feedburner.com/~ff/valueinvestingnews?i=7wLer5XfZVw:fX0DI6STK00:j751557lQGY" border="0"></img></a> <a href="http://feeds.feedburner.com/~ff/valueinvestingnews?a=7wLer5XfZVw:fX0DI6STK00:Y_KMjjdFTfo"><img src="http://feeds.feedburner.com/~ff/valueinvestingnews?i=7wLer5XfZVw:fX0DI6STK00:Y_KMjjdFTfo" border="0"></img></a> </div> http://www.valueinvestingnews.com/larry-robbins039-glenview-capital-trims-tenet-healthcare-thc#comments Funds Glenview Capital Larry Robbins Tenet Healthcare http://www.valueinvestingnews.com/crss/node/53127 Wed, 22 May 2013 18:00:30 +0000 MarketFolly 53127 at http://www.valueinvestingnews.com http://www.valueinvestingnews.com/what-we039re-reading-analytical-links-52213 <div class="vud-widget-plain"> <span id="vote-up-node-53126" class="up-inactive denied" title="Vote up!"></span> <span id="vote-down-node-53126" class="down-inactive denied" title="Vote down!"></span> </div> <p>A lesson from Warren Buffett: doubt yourself [WSJ]</p> <p>Jelisavcic: This is an optimal time to invest in distressed debt [FINalternatives]</p> <p>Are corporate profit margins abnormally elevated or sustainable? [Greenbackd]</p> <p>Don't just do something, sit there [The Economist] </p> <p>Steve Romick: trade...</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: 6 LinkedIn: 0 Facebook: 2 </div> </div> </div> <p><a href="http://www.marketfolly.com/2013/05/what-were-reading-analytical-links-52213.html" title="Go to the original news source.">Original news source</a></p><div class="feedflare"> <a href="http://feeds.feedburner.com/~ff/valueinvestingnews?a=Ks_iBU0Vj9A:3wYmixjzGig:yIl2AUoC8zA"><img src="http://feeds.feedburner.com/~ff/valueinvestingnews?d=yIl2AUoC8zA" border="0"></img></a> <a href="http://feeds.feedburner.com/~ff/valueinvestingnews?a=Ks_iBU0Vj9A:3wYmixjzGig:j751557lQGY"><img src="http://feeds.feedburner.com/~ff/valueinvestingnews?i=Ks_iBU0Vj9A:3wYmixjzGig:j751557lQGY" border="0"></img></a> <a href="http://feeds.feedburner.com/~ff/valueinvestingnews?a=Ks_iBU0Vj9A:3wYmixjzGig:Y_KMjjdFTfo"><img src="http://feeds.feedburner.com/~ff/valueinvestingnews?i=Ks_iBU0Vj9A:3wYmixjzGig:Y_KMjjdFTfo" border="0"></img></a> </div> http://www.valueinvestingnews.com/what-we039re-reading-analytical-links-52213#comments Funds National Bank Steve Romick Warren Buffett http://www.valueinvestingnews.com/crss/node/53126 Wed, 22 May 2013 18:00:20 +0000 MarketFolly 53126 at http://www.valueinvestingnews.com http://www.valueinvestingnews.com/buffett-his-magic-touch-may-be-irreplaceable <div class="vud-widget-plain"> <span id="vote-up-node-53125" class="up-inactive denied" title="Vote up!"></span> <span id="vote-down-node-53125" class="down-inactive denied" title="Vote down!"></span> </div> <p>The ability to make acquisitions on favorable terms is a testament to Mr. Buffett's personality and skills as a deal maker. The New York Times reports.</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: 43 LinkedIn: 8 Facebook: 37 </div> </div> </div> <p><a href="http://www.cnbc.com/id/100756149" title="Go to the original news source.">Original news source</a></p><div class="feedflare"> <a href="http://feeds.feedburner.com/~ff/valueinvestingnews?a=A4KGdPdMeNA:xiOFGKgIP2Q:yIl2AUoC8zA"><img src="http://feeds.feedburner.com/~ff/valueinvestingnews?d=yIl2AUoC8zA" border="0"></img></a> <a href="http://feeds.feedburner.com/~ff/valueinvestingnews?a=A4KGdPdMeNA:xiOFGKgIP2Q:j751557lQGY"><img src="http://feeds.feedburner.com/~ff/valueinvestingnews?i=A4KGdPdMeNA:xiOFGKgIP2Q:j751557lQGY" border="0"></img></a> <a href="http://feeds.feedburner.com/~ff/valueinvestingnews?a=A4KGdPdMeNA:xiOFGKgIP2Q:Y_KMjjdFTfo"><img src="http://feeds.feedburner.com/~ff/valueinvestingnews?i=A4KGdPdMeNA:xiOFGKgIP2Q:Y_KMjjdFTfo" border="0"></img></a> </div> http://www.valueinvestingnews.com/buffett-his-magic-touch-may-be-irreplaceable#comments 3G Capital Bank of America Merrill Lynch Berkshire Hathaway Centerview Partners Del Monte Foods H.J. Heinz Company Heinz Kohlberg Kravis Roberts Moelis & Co. Oracle Superinvestors Warren E. Buffett http://www.valueinvestingnews.com/crss/node/53125 Wed, 22 May 2013 17:00:19 +0000 George 53125 at http://www.valueinvestingnews.com http://www.valueinvestingnews.com/tiger-global-boosts-carter039s-cri-stake <div class="vud-widget-plain"> <span id="vote-up-node-53123" class="up-inactive denied" title="Vote up!"></span> <span id="vote-down-node-53123" class="down-inactive denied" title="Vote down!"></span> </div> <p>Chase Coleman's hedge fund firm Tiger Global filed a 13G with the SEC regarding their position in Carter's (CRI).  Per the filing, Tiger Global has revealed a 6.75% ownership stake in CRI with 4 million shares.</p> <p>This marks a 36% increase in the amount of shares they own since the end of the...</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: 1 </div> </div> </div> <p><a href="http://www.marketfolly.com/2013/05/tiger-global-boosts-carters-cri-stake.html" title="Go to the original news source.">Original news source</a></p><div class="feedflare"> <a href="http://feeds.feedburner.com/~ff/valueinvestingnews?a=1MNRsroqTII:m5PGmCFlJsg:yIl2AUoC8zA"><img src="http://feeds.feedburner.com/~ff/valueinvestingnews?d=yIl2AUoC8zA" border="0"></img></a> <a href="http://feeds.feedburner.com/~ff/valueinvestingnews?a=1MNRsroqTII:m5PGmCFlJsg:j751557lQGY"><img src="http://feeds.feedburner.com/~ff/valueinvestingnews?i=1MNRsroqTII:m5PGmCFlJsg:j751557lQGY" border="0"></img></a> <a href="http://feeds.feedburner.com/~ff/valueinvestingnews?a=1MNRsroqTII:m5PGmCFlJsg:Y_KMjjdFTfo"><img src="http://feeds.feedburner.com/~ff/valueinvestingnews?i=1MNRsroqTII:m5PGmCFlJsg:Y_KMjjdFTfo" border="0"></img></a> </div> http://www.valueinvestingnews.com/tiger-global-boosts-carter039s-cri-stake#comments Carter Chase Coleman Funds Google Oshkosh Tiger Global http://www.valueinvestingnews.com/crss/node/53123 Wed, 22 May 2013 13:00:29 +0000 MarketFolly 53123 at http://www.valueinvestingnews.com http://www.valueinvestingnews.com/viking-global-increases-intuitive-surgical-isrg-position <div class="vud-widget-plain"> <span id="vote-up-node-53122" class="up-inactive denied" title="Vote up!"></span> <span id="vote-down-node-53122" class="down-inactive denied" title="Vote down!"></span> </div> <p>Andreas Halvorsen's hedge fund firm Viking Global Investors has filed a 13G with the SEC regarding shares of Intuitive Surgical (ISRG).  Per the filing, Viking has disclosed a 5.1% ownership stake in ISRG with 2,029,353 shares.</p> <p>This marks around a 10% increase in the amount of shares they...</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: 6 LinkedIn: 0 Facebook: 2 </div> </div> </div> <p><a href="http://www.marketfolly.com/2013/05/viking-global-increases-intuitive.html" title="Go to the original news source.">Original news source</a></p><div class="feedflare"> <a href="http://feeds.feedburner.com/~ff/valueinvestingnews?a=EY8E9N3IyAk:90PkklBGYlA:yIl2AUoC8zA"><img src="http://feeds.feedburner.com/~ff/valueinvestingnews?d=yIl2AUoC8zA" border="0"></img></a> <a href="http://feeds.feedburner.com/~ff/valueinvestingnews?a=EY8E9N3IyAk:90PkklBGYlA:j751557lQGY"><img src="http://feeds.feedburner.com/~ff/valueinvestingnews?i=EY8E9N3IyAk:90PkklBGYlA:j751557lQGY" border="0"></img></a> <a href="http://feeds.feedburner.com/~ff/valueinvestingnews?a=EY8E9N3IyAk:90PkklBGYlA:Y_KMjjdFTfo"><img src="http://feeds.feedburner.com/~ff/valueinvestingnews?i=EY8E9N3IyAk:90PkklBGYlA:Y_KMjjdFTfo" border="0"></img></a> </div> http://www.valueinvestingnews.com/viking-global-increases-intuitive-surgical-isrg-position#comments Andreas Halvorsen Funds Google Intuitive Surgical Vinci Surgical Systems http://www.valueinvestingnews.com/crss/node/53122 Wed, 22 May 2013 13:00:19 +0000 MarketFolly 53122 at http://www.valueinvestingnews.com http://www.valueinvestingnews.com/goes-down-doublespeed-updated <div class="vud-widget-plain"> <span id="vote-up-node-53124" class="up-inactive denied" title="Vote up!"></span> <span id="vote-down-node-53124" class="down-inactive denied" title="Vote down!"></span> </div> <p>A little more than two years ago, I wrote Goes Down Double-Speed.  I wrote it after the market had doubled from its lows two years earlier.  I want to update the piece and explain we have learned over the past 2+ years, and maybe discuss what could happen over the next 2+ years.  Anyway, here [...]</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: 6 LinkedIn: 1 Facebook: 1 </div> </div> </div> <p><a href="http://alephblog.com/2013/05/22/goes-down-double-speed-updated/" title="Go to the original news source.">Original news source</a></p><div class="feedflare"> <a href="http://feeds.feedburner.com/~ff/valueinvestingnews?a=9FzJBYGt5to:QbLC-Gf9koY:yIl2AUoC8zA"><img src="http://feeds.feedburner.com/~ff/valueinvestingnews?d=yIl2AUoC8zA" border="0"></img></a> <a href="http://feeds.feedburner.com/~ff/valueinvestingnews?a=9FzJBYGt5to:QbLC-Gf9koY:j751557lQGY"><img src="http://feeds.feedburner.com/~ff/valueinvestingnews?i=9FzJBYGt5to:QbLC-Gf9koY:j751557lQGY" border="0"></img></a> <a href="http://feeds.feedburner.com/~ff/valueinvestingnews?a=9FzJBYGt5to:QbLC-Gf9koY:Y_KMjjdFTfo"><img src="http://feeds.feedburner.com/~ff/valueinvestingnews?i=9FzJBYGt5to:QbLC-Gf9koY:Y_KMjjdFTfo" border="0"></img></a> </div> http://www.valueinvestingnews.com/goes-down-doublespeed-updated#comments Commentary Goldman Sachs http://www.valueinvestingnews.com/crss/node/53124 Wed, 22 May 2013 07:37:28 +0000 David Merkel 53124 at http://www.valueinvestingnews.com http://www.valueinvestingnews.com/new-hedge-fund-wisdom-issue-now-available-0 <div class="vud-widget-plain"> <span id="vote-up-node-53107" class="up-inactive denied" title="Vote up!"></span> <span id="vote-down-node-53107" class="down-inactive denied" title="Vote down!"></span> </div> <p>The brand new first quarter issue of our premium Hedge Fund Wisdom newsletter is now available!  Subscribers please login at <a href="http://www.hedgefundwisdom.com" title="www.hedgefundwisdom.com">www.hedgefundwisdom.com</a> to download it.</p> <p>In The New Issue</p> <p>- Equity analysis of 3 stocks top hedge funds are buying: <br /> Written by hedge fund analysts, this...</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: 5 LinkedIn: 0 Facebook: 1 </div> </div> </div> <p><a href="http://www.marketfolly.com/2013/05/new-hedge-fund-wisdom-issue-now.html" title="Go to the original news source.">Original news source</a></p><div class="feedflare"> <a href="http://feeds.feedburner.com/~ff/valueinvestingnews?a=EfOhnw83UK8:_5wRPMaMZ2Y:yIl2AUoC8zA"><img src="http://feeds.feedburner.com/~ff/valueinvestingnews?d=yIl2AUoC8zA" border="0"></img></a> <a href="http://feeds.feedburner.com/~ff/valueinvestingnews?a=EfOhnw83UK8:_5wRPMaMZ2Y:j751557lQGY"><img src="http://feeds.feedburner.com/~ff/valueinvestingnews?i=EfOhnw83UK8:_5wRPMaMZ2Y:j751557lQGY" border="0"></img></a> <a href="http://feeds.feedburner.com/~ff/valueinvestingnews?a=EfOhnw83UK8:_5wRPMaMZ2Y:Y_KMjjdFTfo"><img src="http://feeds.feedburner.com/~ff/valueinvestingnews?i=EfOhnw83UK8:_5wRPMaMZ2Y:Y_KMjjdFTfo" border="0"></img></a> </div> http://www.valueinvestingnews.com/new-hedge-fund-wisdom-issue-now-available-0#comments Chase Coleman David Einhorn David Tepper Funds John Paulson Seth Klarman Steve Mandel http://www.valueinvestingnews.com/crss/node/53107 Tue, 21 May 2013 16:00:25 +0000 MarketFolly 53107 at http://www.valueinvestingnews.com http://www.valueinvestingnews.com/rules-part-xxxvii <div class="vud-widget-plain"> <span id="vote-up-node-53105" class="up-inactive denied" title="Vote up!"></span> <span id="vote-down-node-53105" class="down-inactive denied" title="Vote down!"></span> </div> <p>The foolish do the best in a strong market “The trend is your friend, until the bend at the end.”  So the saying goes for those that blindly follow momentum.  The same is true for some amateur investors that run concentrated portfolios, and happen to get it right for a while, until the...</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: 4 LinkedIn: 1 Facebook: 0 </div> </div> </div> <p><a href="http://alephblog.com/2013/05/21/the-rules-part-xxxvii/" title="Go to the original news source.">Original news source</a></p><div class="feedflare"> <a href="http://feeds.feedburner.com/~ff/valueinvestingnews?a=U80L0Z_F4pM:2nv7xIGxMCk:yIl2AUoC8zA"><img src="http://feeds.feedburner.com/~ff/valueinvestingnews?d=yIl2AUoC8zA" border="0"></img></a> <a href="http://feeds.feedburner.com/~ff/valueinvestingnews?a=U80L0Z_F4pM:2nv7xIGxMCk:j751557lQGY"><img src="http://feeds.feedburner.com/~ff/valueinvestingnews?i=U80L0Z_F4pM:2nv7xIGxMCk:j751557lQGY" border="0"></img></a> <a href="http://feeds.feedburner.com/~ff/valueinvestingnews?a=U80L0Z_F4pM:2nv7xIGxMCk:Y_KMjjdFTfo"><img src="http://feeds.feedburner.com/~ff/valueinvestingnews?i=U80L0Z_F4pM:2nv7xIGxMCk:Y_KMjjdFTfo" border="0"></img></a> </div> http://www.valueinvestingnews.com/rules-part-xxxvii#comments Commentary http://www.valueinvestingnews.com/crss/node/53105 Tue, 21 May 2013 13:41:47 +0000 David Merkel 53105 at http://www.valueinvestingnews.com http://www.valueinvestingnews.com/dividend-growth-stocks-winning-investment-strategy <div class="vud-widget-plain"> <span id="vote-up-node-53102" class="up-inactive denied" title="Vote up!"></span> <span id="vote-down-node-53102" class="down-inactive denied" title="Vote down!"></span> </div> <p>We all want to succeed in everything that we do, including investing in the stock market. Though I have no analytical data to back it up, I am convinced that most people will lose money in the stock market over their lifetime. So why do so few people succeed at investing? Could it be that an individual's desire to succeed is a significant reason for their failure...</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.dividend-growth-stocks.com/2013/05/a-winning-investment-strategy.html" title="Go to the original news source.">Original news source</a></p><div class="feedflare"> <a href="http://feeds.feedburner.com/~ff/valueinvestingnews?a=5HdpWq68X7c:3Ae70VPdtEQ:yIl2AUoC8zA"><img src="http://feeds.feedburner.com/~ff/valueinvestingnews?d=yIl2AUoC8zA" border="0"></img></a> <a href="http://feeds.feedburner.com/~ff/valueinvestingnews?a=5HdpWq68X7c:3Ae70VPdtEQ:j751557lQGY"><img src="http://feeds.feedburner.com/~ff/valueinvestingnews?i=5HdpWq68X7c:3Ae70VPdtEQ:j751557lQGY" border="0"></img></a> <a href="http://feeds.feedburner.com/~ff/valueinvestingnews?a=5HdpWq68X7c:3Ae70VPdtEQ:Y_KMjjdFTfo"><img src="http://feeds.feedburner.com/~ff/valueinvestingnews?i=5HdpWq68X7c:3Ae70VPdtEQ:Y_KMjjdFTfo" border="0"></img></a> </div> http://www.valueinvestingnews.com/dividend-growth-stocks-winning-investment-strategy#comments 3M Company AFLAC Incorporated Coca-Cola Co Commentary ConocoPhillips Co. Emerson Electric Exxon Mobil Corporation General Dynamics Genuine Parts Company International Business Machines Corporation Johnson & Johnson Procter & Gamble Co. Wal-Mart Stores Inc. Walgreen Co. AFL COP EMR GD GPC IBM JNJ KO MMM MSFT OXY PG wag WMT XOM http://www.valueinvestingnews.com/crss/node/53102 Tue, 21 May 2013 11:46:22 +0000 Dividends4Life 53102 at http://www.valueinvestingnews.com http://www.valueinvestingnews.com/charisma-myth <div class="vud-widget-plain"> <span id="vote-up-node-53103" class="up-inactive denied" title="Vote up!"></span> <span id="vote-down-node-53103" class="down-inactive denied" title="Vote down!"></span> </div> <p>Charisma is something non-founder CEOs are simply born with...or is it? Most people believe CEOs rise to the top of their fields because of some innate quality that makes people follow them. But...</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: 5 LinkedIn: 3 Facebook: 0 </div> </div> </div> <p><a href="http://www.barelkarsan.com/2013/05/the-charisma-myth.html" title="Go to the original news source.">Original news source</a></p><div class="feedflare"> <a href="http://feeds.feedburner.com/~ff/valueinvestingnews?a=X0wM05HG0IU:Fb8NpFi7D-Y:yIl2AUoC8zA"><img src="http://feeds.feedburner.com/~ff/valueinvestingnews?d=yIl2AUoC8zA" border="0"></img></a> <a href="http://feeds.feedburner.com/~ff/valueinvestingnews?a=X0wM05HG0IU:Fb8NpFi7D-Y:j751557lQGY"><img src="http://feeds.feedburner.com/~ff/valueinvestingnews?i=X0wM05HG0IU:Fb8NpFi7D-Y:j751557lQGY" border="0"></img></a> <a href="http://feeds.feedburner.com/~ff/valueinvestingnews?a=X0wM05HG0IU:Fb8NpFi7D-Y:Y_KMjjdFTfo"><img src="http://feeds.feedburner.com/~ff/valueinvestingnews?i=X0wM05HG0IU:Fb8NpFi7D-Y:Y_KMjjdFTfo" border="0"></img></a> </div> http://www.valueinvestingnews.com/charisma-myth#comments Education Olivia Cabane http://www.valueinvestingnews.com/crss/node/53103 Tue, 21 May 2013 10:10:00 +0000 sajid.karsan 53103 at http://www.valueinvestingnews.com