Last Update: 12-31-1969

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Top Ranked Articles

Investor Jim Rogers Tells Fox Business Agriculture Is “Going to Be One of the Great Industries of Our Time”
Chairman and CEO of Rogers Holdings Jim Rogers spoke with FOX Business Network (FBN) about the United States deficit and the path the nation and individuals need to take in order to prosper. Rogers said that the U.S. economy will not recover until we “accept reality, stop spending money we don’t have, go down to a lower level, and start over.” He went on to say that particularly in such an uncertain economy, “you should invest in only what you know, otherwise keep your money in cash.” Excerpts from the interview are below: Read more...
Answers from Tom Gayner's Interview with GuruFocus
Tom Gayner, a renowned valued investor, is president and chief investment officer of Markel Corp and president of Markel Gayner Asset Management, the investment subsidiary of Markel Corp., since 1990. He manages about $2 billion. Read more...
GuruFocus Interview with Fairfax CEO Prem Watsa
GuruFocus had an opportunity to speak with Prem Watsa, chairman and chief executive of Fairfax Financial Holdings, a $7.7 billion Toronto-based firm, where he has delivered a 5-year cumulative return of 176%, compared to 12.2% of the S&P 500. In 2008, when the market was spiraling to a loss of 37%, he achieved a 21% return for his clients. Read more...
Walter Schloss: The Essence of Value Investing
Here are some notes taken from the life of Walter Schloss, once an office roommate of Warren Buffett. He is still alive and kicking at 95, and is one of the investors who inspires me the most. He had several points in common with Philip Fisher and Philip Carret, some of his contemporary investing legends; they lived very long; invested since very young until late in life; and never looked for extreme fortune or fame. He also led a simple life and, until recent interviews, still invests his personal money. His life incarnates the essential substance of value investing. Read more...
GuruFocus Interview with Investor Arnold Van Den Berg
Arnold Van Den Berg is a value investor with 43 years of industry experience and founder of $2 billion firm Century Management. A short time ago, GuruFocus readers asked him their investing questions. His responses, in which he discusses MDC Holdings Inc. (NYSE:MDC), Toll Brothers (NYSE:TOL), Microsoft (NASDAQ:MSFT), Dell (NASDAQ:DELL), Cisco (NASDAQ:CSCO), Applied Materials (NASDAQ:AMAT), Walmart (NYSE:WMT), Wells Fargo (NYSE:WFC), are below: Read more...
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Commentaries and Stories

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Eight Bridges Capital Management's July 2015 Investor Letter Top manager discusses top long and short positions  - Eight Bridges Capital Management's July 2015 Investor Letter
Eight Bridges Partners, LP performed well in July 2015, as our caution heading into the month was justified by subsequent market movements, particularly in small and mid-cap stocks. The Partnership returned 0.58% net of fees to Partners, ahead of the Russell 1000 Value Index return of 0.44% and well ahead of the small cap Russell 2000 Value Index negative return of -2.76%. We did, however, trail the S&P 500’s 2.10% return, as our caution and low net exposure hurt us on a relative basis. We entered the month with a very high level of cash and put some of it to work during the month on weakness. However, heading into August, we remained cautious about the macro environment and hedged our net exposure to under 8% at month end (we were actually net zero exposure on July 21). More...

China, Eight Bridges Capital Management, letter


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Stay Calm and Carry On – EQIS Capital Investors shouldn't be freaking out about China  - Stay Calm And Carry On – EQIS Capital
As almost everyone is aware, the markets have been highly volatile, and mostly down, during these past few days. Everyone seems to be pointing fingers at China’s slowing economy as the cause. Before joining EQIS, I was a professor of finance at Renmin University in Beijing, China, for many years. Recognized as one of the top 15 economists* in China, and a frequent economic commentator on the Chinese economy on China’s only English-language national television station, I can speak about, and address, this current market condition that places blame on China. More...

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We Didn't Start the Fire – CMG Capital Management A look at the price of oil and the potential for high yield debt defaults Ray Dalio - We Didn't Start The Fire – CMG Capital Management
Harry Truman, Doris Day, Red China, Johnnie Ray, South Pacific, Walter Winchell, Joe DiMaggio, Joe McCarthy, Richard Nixon, Studebaker, television, North Korea, South Korea, Marilyn Monroe … More...

CMG Capital Management, letter


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Eminence Capital's Rick Sandler Discusses His Brand of 'Quality Investing' Owning high quality companies makes it easier to get through times of instability  - Eminence Capital's Rick Sandler Discusses His Brand Of 'Quality Investing'
Investing is pretty easy in a relentless bull market. More...

Eminence Capital, Rick Sandler, interview, video


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Chou Funds' June 2015 Semiannual Report and Investor Letter Value investor Francis Chou gives a midyear assessment Francis Chou - Chou Funds' June 2015 Semiannual Report And Investor Letter
Chou Funds 2015 Semiannual Final More...

Francis Chou, semiannual report, investor letter


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Campbell Soup Company – Free Cash-Flow to Equity Valuation Market expects company's second-quarter numbers to show signs of growth  - Campbell Soup Company – Free Cash-Flow To Equity Valuation
There are very few people left in the free world who don’t know this company or recognize its iconic food labels. It is primarily recognized for its condensed and ready-to-serve soup products, but there is far more to this company than meets the eye. Campbell Soup Co. (NYSE:CPB) is the manufacturer of well recognized Swanson broth and stocks; Prego pasta sauces; Pace Mexican sauces; Campbell’s gravies, pasta, beans and dinner sauces; Swanson canned poultry; and as of June 13, 2013, Plum Organics food and snacks. More...

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Amit Wadhawaney's Interview With the Manual of Ideas He talks about how to stumble upon investment ideas  - Amit Wadhawaney's Interview With The Manual Of Ideas
Amit Wadhwaney did an interview recently with the Manual Of Ideas. During the interview Wadhwaney discussed how investors stumble upon investment ideas in the most unlikely places. More...

AMIT WADHWANEY,


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Mario Gabelli: Interview With Wall Street Week Legendary value Mario Gabelli did a interview with the new Wall Street Week. Mario Gabelli - Mario Gabelli: Interview With Wall Street Week
Overview: More...

GAMCO,MARIO GABELLI,BILLIONAIRE,VALUE INVESTING,WALL STREET WEEK,INTERVIEW


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Near-Term Headwinds Offer Attractive Buying Opportunities - Royce Funds Commentary U.S. companies are generally seeing good growth—we seem to be operating in an environment that one can almost characterize as “Goldilocks” Chuck Royce - Near-Term Headwinds Offer Attractive Buying Opportunities - Royce Funds Commentary
With many companies in more economically sensitive sectors of the small-cap market poised for incremental margin expansion and accelerated earnings growth as the U.S. economy continues down the path of normalization, Portfolio Managers Steven McBoyle and Lauren Romeo are trying to take advantage of current headwinds that should ultimately reverse with more robust economic growth. More...

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Meridian Funds Comments on Costco Guru stock highlight
Costco (NASDAQ:COST) operates a differentiated business model, which is membership-based warehouse clubs. The paid membership base exceeds 42 million paying households and (at $55 per year) generates $2.4 billion in annual membership fees. This revenue is visible, recurring in nature, and over time, offers significant operating leverage as Costco gradually implements fee increases. Customers sign up because they receive significant value from Costco's ability to leverage its purchasing power to offer high quality brands at discounted value. Costco has always protected its brand and reputation, and, in many ways, was the original big box to think about the strategic benefits of customer relationships as opposed to driving traffic and transaction counts. Although the stock has recently lagged the broader S&P, Costco remains a core holding of the fund. More...

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Meridian Funds Comments on Twitter Guru stock highlight
Twitter (NYSE:TWTR) is among the largest social media platforms in the world, and it occupies a unique position in the social media environment because the communications platform is real-time and open to the public. We established the position in January 2015 – this purchase was poorly timed because the company promptly missed Q4 expectations on revenue! More...

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STAG vs. Rexford Industrial – REIT Duel between Two Growth Stocks Industrial REITs have benefited from long-term trends  - STAG Vs. Rexford Industrial – REIT Duel Between Two Growth Stocks
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REIT, INDUSTRIAL


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Meridian Funds Comments on Illumina Guru stock highlight  - Meridian Funds Comments On Illumina
Illumina (NASDAQ:ILMN) is the leading manufacturer of high-speed machines used to sequence, analyze and "unlock the power of the human genome". The latest flagship product, HiSeq X Ten can sequence DNA at a cost of $1,000 per genome, a five order of magnitude reduction from $100 million cost when this industry was born 15 years ago. More...

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Meridian Funds Comments on Amazon Guru stock highlight Meridian Funds - Meridian Funds Comments On Amazon
Amazon (NASDAQ:AMZN) is the category killer in an industry that it invented: customer-centricity. Over the past 20 years, Amazon has made massive investments in technology to offer a personalized commerce experience. Amazon has also relentlessly invested in its vast distribution and fulfillment infrastructure to introduce a game-changing customer relationship, the Amazon Prime subscription membership with free two-day delivery. And the company continues to push the envelope with a variety of same day delivery options, ever shrinking the time gap from the order to physical delivery. More...

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Meridian Funds Comments on Denny's Guru stock highlight
Denny’s (NASDAQ:DENN) is an iconic casual dining chain with approximately 1,500 franchises and 160 company-owned restaurants. The company came across our contrarian screens repeatedly during years of decline under a series of previous management teams. We invested in 2011 when strong new management took over with a coherent turnaround plan. Denny’s made solid progress, stabilizing the business with menu and marketing improvements and using solid free-cash flow to pay down debt, repurchase shares and fund a successful restaurant remodel program, though sales growth remained subdued. An inflection point came in 2014 as sales improved significantly, aided by lower gas prices that alleviated pressure on Denny’s core customer. This is a trend that accelerated through the remainder of the year and has held up in 2015. We remain shareholders though we reduced our position significantly due to the rise in the stock. More...

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Meridian Funds Comments on ServiceMaster Global Holdings Guru stock highlight
ServiceMaster Global Holdings (NYSE:SERV) is a leading provider of termite and pest control services, home warranties and other residential services. The company had problems with marketing and service missteps at its lawn care division, which is no longer part of the company. We invested in ServiceMaster because of its dominant positions in fragmented markets, including 40% market share in home warranties, and consistent sales growth, driven by 80% customer retention and share gains from smaller competitors. The stock outperformed over the past year, as earnings results showed continued revenue growth and much better than expected profit margins driven by cost-saving initiatives, lower fuel costs and product mix. We remain ServiceMaster shareholders as its business continues to improve and the sectors in which it operates remain attractive. We maintain a significant position in ServiceMaster though we have reduced our position, as the valuation multiple has increased significantly since our initial investment. More...

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Meridian Funds Comments on Neurocrine Biosciences Guru stock highlight
Neurocrine Biosciences (NASDAQ:NBIX) is a pharmaceutical company with two development-stage programs focused on neurological and endocrine-based health problems. The company came to our attention after poor clinical trial results for one of its programs resulted in a 40% reduction in the share price. We invested because the issues with the trial were related to trial design, not drug efficacy. Management presented a credible plan for addressing the design issues, and the company’s valuation was capturing only a fraction of the potential cash flows that could be generated by both drug programs. Over the past year, both of Neurocrine’s drug programs have delivered strong clinical trial results and are on track for commercialization, which may drive significant earnings and cash flow growth. We have reduced our position somewhat over the past year due to the strong appreciation in share price but continue to hold shares in Neurocrine Biosciences. More...

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Meridian Funds Comments on RigNet Guru stock highlight
RigNet (NASDAQ:RNET) provides communication- and network-based services to the oil and gas industry, specifically offshore drilling rigs. The market’s concern with the decline in offshore drilling activity negatively impacted share price performance. The outlook this year for the oil and gas industry remains difficult to predict; however, we have conviction that RigNet can still grow at a positive rate based on the recurring revenue from service contracts. We added to the position during the period. More...

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Meridian Funds Comments on CHC Group Guru stock highlight
CHC Group (NYSE:HELI) is a helicopter service company that specializes in transportation to offshore oil and gas platforms. The company underperformed over the past year due to continued low oil prices and declining activity in the offshore segment of the market. We believe the company is still well-positioned for the long term, but its exposure to large exploration and production companies will likely continue to be a drag on performance in the short term. We maintained our position. More...

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Meridian Funds Comments on Stratasys Guru stock highlight
Stratasys (NASDAQ:SSYS) is a 3-D printing company that specializes in rapid prototyping and additive manufacturing solutions. The company continues to invest in channel development, which has put near-term pressure on margins and earnings. Given the nascent industry, we believe these investments will generate attractive long-term returns. Our investment thesis is supported by continued market share gains, a solid balance sheet and robust consumable revenue growth. We added to the position during the period. More...

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