Last Update: 12-31-1969

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Top Ranked Articles

Are You Buying a Bargain or Catching a Falling Knife? When you do your homework, you can ensure you're buying a sound company
"Everyone likes buying a bargain, but catching a falling knife is no fun at all."
Read more...
Introducing the Action Score: How Combining Quality, Value, Growth Metrics Produce the Best Results Download the top 50 Action Score stocks
Finally, I’m ready to share what I call the “Action Score.” A score showing how combining quality, value and growth produces fantastic results. Read more...
Kahn Brothers Sells Part of Stake in Pfizer in 4th Quarter Company raises stakes in BP, BlackBerry, GlaxoSmithKline
Kahn Brothers (Trades, Portfolio) makes few sweeping changes to its portfolio. It is a rare quarter when the guru neither buys a new stake nor sells an old one, but that was the case in the fourth quarter. All its activity in the quarter was in existing stakes. Read more...
David Einhorn Rebounds – Somewhat After worst year in his history, Einhorn's short tech positions have begun to fall
After suffering the worst year in his fund’s history, David Einhorn (Trades, Portfolio) has started 2016 on a better foot as some of his earlier ideas began to prove correct. Read more...
Tweedy Browne Reopens Global Value Fund II Fund will accept new investors starting Feb. 1
Re-opening of Tweedy Browne (Trades, Portfolio) Global Value Fund II Read more...
» More Articles

Commentaries and Stories

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Rating: 5.0/5 (1 vote)

Introducing the Action Score: How Combining Quality, Value, Growth Metrics Produce the Best Results Download the top 50 Action Score stocks  - Introducing The Action Score: How Combining Quality, Value, Growth Metrics Produce The Best Results
Finally, I’m ready to share what I call the “Action Score.” A score showing how combining quality, value and growth produces fantastic results. More...

QUALITY SCORE, VALUE SCORE, ACTION SCORE,


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Clorox a Reliable Dividend Aristocrat for Any Economic Environment Clorox sells non-discretionary products and has been a reliable dividend grower  - Clorox A Reliable Dividend Aristocrat For Any Economic Environment
Clorox (NYSE:CLX) has increased its dividend for nearly 40 straight years and owns some of the most well-known and recession-resistant consumer brands in the country. The company is a fraction of the size of Procter & Gamble (NYSE:PG) and has numerous growth opportunities to pursue over the coming years. More...

DIVIDEND ARISTOCATS, DIVIDEND, DIVIDEND STOCKS, LONG, STOCKS, CONSUMER STAPLES


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Rating: 3.0/5 (1 vote)

Kahn Brothers Sells Part of Stake in Pfizer in 4th Quarter Company raises stakes in BP, BlackBerry, GlaxoSmithKline Kahn Brothers - Kahn Brothers Sells Part Of Stake In Pfizer In 4th Quarter
Kahn Brothers (Trades, Portfolio) makes few sweeping changes to its portfolio. It is a rare quarter when the guru neither buys a new stake nor sells an old one, but that was the case in the fourth quarter. All its activity in the quarter was in existing stakes. More...

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Rating: 5.0/5 (1 vote)

David Einhorn Rebounds – Somewhat After worst year in his history, Einhorn's short tech positions have begun to fall David Einhorn - David Einhorn Rebounds – Somewhat
After suffering the worst year in his fund’s history, David Einhorn (Trades, Portfolio) has started 2016 on a better foot as some of his earlier ideas began to prove correct. More...

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Rating: 5.0/5 (1 vote)

Is BHP Billiton’s Dividend Safe? Dividend Cut Risk Examined The company is very likely to cut its dividend in the near future.  - Is BHP Billiton’s Dividend Safe? Dividend Cut Risk Examined
BHP Billiton (NYSE:BBL) is the largest publicly traded mining corporation in the world. The mining behemoth is one of Australia’s top dividend stocks. More...

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Tweedy Browne Reopens Global Value Fund II Fund will accept new investors starting Feb. 1 Tweedy Browne - Tweedy Browne Reopens Global Value Fund II
Re-opening of Tweedy Browne (Trades, Portfolio) Global Value Fund II More...

TWEEDY & BROWNE FOURTH QUARTER,COMMENTARY,VALUE INVESTING,


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Richard Snow Buys Carbo Ceramics, Sells Abercombie & Fitch Snow's most heavily weighted trades during the 4th quarter Richard Snow - Richard Snow Buys Carbo Ceramics, Sells Abercombie & Fitch
Richard Snow (Trades, Portfolio) is the founder of Snow Capital. Snow began his career investing the proceeds from the sale of the Snow family businesses. His reputation grew and others began asking him to manage their assets. More...

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First Eagle Global Fund 4th Quarter Commentary Fund returned 4.51% for the quarter versus 5.50% for the MSCI World Index First Eagle Investment - First Eagle Global Fund 4th Quarter Commentary
Portfolio Review More...

FIRST EAGLE GLOBAL FUND,FOURTH QUARTER,COMMENTARY,VALUE INVESTING,LONG-TERM,


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First Eagle Global Income Builder Fund Commentary Top detractors include Potash Corporation of Saskatchewan and Goldcorp Inc. First Eagle Investment - First Eagle Global Income Builder Fund Commentary
Market Overview More...

FIRST EAGLE GLOBAL INCOME BUILDER, FOURTH QUARTER,COMMENTARY,


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Think Yelp Is on the Decline? Think Again Shares have taken a tumble following a so-so earnings report, but the future is looking bright  - Think Yelp Is On The Decline? Think Again
Most tech companies haven’t had a great start to the year. Amazon (NASDAQ:AMZN) missed big, LinkedIn (NYSE:LNKD) has had $7 billion wiped off its market value and Twitter (NYSE:TWTR) is locked in a proverbial freefall. Yelp (NYSE:YELP) hasn’t fared a whole lot better. More...

SOCIAL MEDIA, TECH, ADVERTISING


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FPA Capital Fund Comments on Apollo Education Group Guru stock highlight
APOL (NASDAQ:APOL) is trading at less than book value, less than 10% of sales (net of cash), and less than 1x enterprise value-to-EBITDA. APOL is a very cheap stock, in our opinion, and we added to the position in the quarter.Let’s discuss APOL in greater detail. APOL declined 28% in the December quarter due to reporting lower than expected new student enrollment and a non-fundamental issue. The most important items, profits and free cash flow, met expectations. Incredible as it is irresponsible, the stock partly sold off because the Chairman of the Board received a margin call on stock he had pledged as collateral for a real estate loan he assumed many years ago. Per our discussion with APOL management, the loan was for a little over $25 million and it had a condition that provided that the loan would come due immediately if APOL declined below $10 a share. This occurred on October 22, when APOL announced its earnings, lower new student enrollments, and a $110 million acquisition in Germany. Shareholders initially More...

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FPA Capital Fund Comments on Western Digital Corp Guru stock highlight
Now, let’s turn our attention to WDC. WDC (NASDAQ:WDC) is a stock the Fund has owned for a decade and one from which we have extracted substantial realized gains over the years. In October, WDC announced they would acquire Sandisk (NASDAQ:SNDK) for $19 billion, and many shareholders were surprised by WDC’s decision.SNDK (NASDAQ:SNDK) is a major player in the NAND flash market and holds some of the most important NAND patents, for which it receives royalties, but some investors believe SNDK is lagging Samsung’s new NAND flash chip architecture (called 3D). NAND flash semiconductor chips are the chips used in Apple iPhones, Android phones, iPads, digital cameras, and a host of other technology equipment to store information and images.Our perspective is that WDC will be able save a substantial More...

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FPA Capital Fund Comments on Patterson-UTI Energy Guru stock highlight
PTEN (NASDAQ:PTEN) is the second largest land-based drilling rig operator after Helmerich & Payne; the company also owns a fleet of pressuring pump equipment to help shale oil & gas companies fracture rocks that contain hydrocarbons. During the current market down turn, the top 10 pressure pumping companies, including PTEN, have increased their aggregate market share from 60% to 75%. PTEN has a strong balance sheet at 1x debt/EBITDA, and it has no public debt outstanding. Despite oil prices being down 70% from mid-2014, PTEN’s consensus free cash flow expectation for 2016 is $0.75 per share. PTEN is trading at less than book value and 3.5x normalized EBITDA, which we believe are attractive valuation characteristics. We added to the position in the most recent quarter. More...

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FPA Capital Fund Comments on Noble Energy Guru stock highlight
Let’s start with energy, as we know it is top of mind for many of our shareholders. A crucial factor we want to express is that the energy companies in the portfolio do not have any near-term refinancing risk, unlike many other energy companies that have large sums of debt coming due this year or next. A very recent example of how a strong balance sheet can benefit shareholders is Noble Energy (NYSE:NBL). NBL refinanced some of its intermediate debt maturities with shorter-term debt at substantially lower interest rates in early January 2016. Today, most energy companies seeking to refinance their debt would experience much higher interest payments, if they could even access the credit market. NBL was not only able to access the credit market but also lower its annual interest expense by $50 million for the same amount of debt outstanding.When we assess the energy stock’s impact on the FPA Capital Fund More...

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26 Best Stocks for Value Investors This Week Aflac and Cisco are suitable for both defensive and enterprising investors  - 26 Best Stocks For Value Investors This Week
We evaluated 50 different companies this week to determine whether they are suitable for Defensive Investors, those unwilling to do substantial research, or Enterprising Investors, those who are willing to do such research. We also put each company through the ModernGraham valuation model based on Benjamin Graham's value investing formulas in order to determine an intrinsic value for each. Out of those 50 companies, only 26 were found to be undervalued or fairly valued and suitable for either Defensive or Enterprising Investors. More...

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Oil Supply Is Still Rising With $30 Oil Data from the IEA shows that the supply glut is 'even greater' than initially expected  - Oil Supply Is Still Rising With $30 Oil
While many have called for falling U.S. production to balance the market, OPEC is showing it still has the power to determine global prices. While collapsing rig counts and strict capital spending caused non-OPEC supply to drop by 500,000 barrels a day in January compared with the previous month, OPEC production rose to 32.6 million barrels a day, an increase of 1.7 million barrels a day. In total, despite a strong pullback by North American producers, world supply still grew by 1.2 million barrels a day, all with oil around $30 a barrel. More...

USL, OIL, ENERGY, GAS, RIG, NORTH, AMERICA, OUTPUT, BARREL, OPEC, NON-OPEC, PRODUCTION, IEA


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A Cyber Security Stock You Will Regret Not Buying Strong growth, along with heavy R&D spending, will ensure that Palo Alto Networks dominates the cyber security market  - A Cyber Security Stock You Will Regret Not Buying
High beta tech stocks have sold off significantly in the recent past; however, long-term investors shouldn’t lose hope. Investing in the right sector can yield long-term profits despite the selloff, and one such area is the growing cyber security market. More...

LONG, TECH


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Can You Count on Disney Amid the Market Selloff? With headwinds already priced in, openings of new theme parks should drive Disney higher  - Can You Count On Disney Amid The Market Selloff?
Blue-chip stocks are probably the safest stocks to buy when the market is in correction mode. More...

LONG


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Mondelez Makes for a Tasty Investment Company reported a strong 4th quarter and significant margin expansion  - Mondelez Makes For A Tasty Investment
Mondelez International Inc. (NASDAQ:MDLZ) is a snack manufacturing company. It had pro forma 2014 revenue of more than $30 billion. The company manufactures and markets food and beverage products for consumers in approximately 165 countries around the world. It produces biscuits, chocolate, candy and powdered beverages as well as gum and coffee. More...

LONG


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