Last Update: 01-01-1970

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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. (MDC), Toll Brothers (TOL), Microsoft (MSFT), Dell (DELL), Cisco (CSCO), Applied Materials (AMAT), Walmart (WMT), Wells Fargo (WFC), are below: Read more...
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Commentaries and Stories

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It’s Hard to Beat Risk-Free 46% Annual Returns
Even in his prime, Warren Buffett couldn’t consistently deliver 46% returns year in and year out. The sage of Omaha is good…but not that good. (Ok, there was a stretch in the 1960s when he really did generate those kinds of returns, but we won’t split hairs.) More...

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IVA International Fund Q4 2014 Review
The IVA International Fund (Trades, Portfolio) Class A (NAV) (“the Fund”) ended the quarter on December 31, 2014 with a return of -2.19% versus the MSCI All Country World Index (ex-U.S.) (“Index”) return of -3.87%. This brings our year-to-date return to 1.15% versus the Index return of -3.87% for the same period. More...

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Hennessy Japan Small Cap Fund Q4 2014 Comments and Opinions (Q&A)
In December 2014, Prime Minister Shinzo Abe was reelected by a landslide, securing up to four more years of a stable political environment and giving the government time to implement the “Three Arrows” program. In the discussion below, the portfolio management team of the Hennessy Japan Fund and Hennessy Japan Small Cap Fund (Trades, Portfolio) addresses the country’s economic progress and potential prospects over the coming year. More...

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Hennessy Japan Fund Q4 2014 Comments and Opinions (Q&A)
In December 2014, Prime Minister Shinzo Abe was reelected by a landslide, securing up to four more years of a stable political environment and giving the government time to implement the “Three Arrows” program. In the discussion below, the portfolio management team of the Hennessy Japan Fund and Hennessy Japan Small Cap Fund (Trades, Portfolio) addresses the country’s economic progress and potential prospects over the coming year. More...

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Francis Chou Comments on Sears Holdings Corp
As we have indicated before, we believe that Sears Holdings (SHLD) is a misunderstood story. There are many moving parts but we believe Sears Holdings’ intrinsic value lies in its real estate assets. It also has other valuable assets such as Kenmore, Craftsman and Diehard. Being a traditional department store has become a tough business during the last decade but, according to management, Sears is transitioning its historic focus on running a brick and mortar department store into a business that provides and delivers value by serving its members in the manner most convenient for them: whether in store, at home or through digital devices. More...

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Chou RRSP Fund 2014 Annual Shareholder Letter
Dear Unitholders of Chou RRSP Fund (Trades, Portfolio), More...

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Leith Wheeler Canadian Equity Fund Buys 3 New Stocks Leith Wheeler Canadian Equity Fund - Leith Wheeler Canadian Equity Fund Buys 3 New Stocks
Leith Wheeler Investment Counsel is a $16 billion value investing fund based in Canada, where investment firms are required to disclose holdings every six months. Managers at Leith Wheeler invest in companies that have a good business model and management team, looking for a margin of safety and holding for the long term. More...

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Warren Buffett Discusses His New Foray Into Auto Dealerships and The 3G Kraft Acquisition Warren Buffett - Warren Buffett Discusses His New Foray Into Auto Dealerships And The 3G Kraft Acquisition
Warren Buffett (Trades, Portfolio)'s latest purchase of a family built business was a large automobile dealership business. With it comes 78 auto dealerships and an operation built by an owner manager. More...

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Mairs & Power Growth Fund Q4 2014 Commentary
Investors could be forgiven if they looked back on 2014 as a year of mixed signals. Concerns about slowing growth in China, a possible recession across Europe and increasing tensions with Russia over their aggressive moves against Ukraine all contributed to market uncertainty. On the other hand, earnings continued to exceed expectations and the rapid decline in energy prices put a tailwind behind the U.S. economy, rewarding investors with the sixth year in a row of positive returns and the longest run since the bull market of the 1990s. More...

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McDonald’s Latest Breakfast Strategy to Revive U.S. Sales
McDonald’s (MCD) will begin providing an all-day breakfast menu. Presently the Big Mac maker serves breakfast until 10:30 a.m. According to Business Insider, the company will first start offering consumers all-day breakfast menu at various locations in San Diego in April. If the test receives a positive response and turns out to be successful, the company shall start implementing the program in other restaurants locations as well. Let’s dig in to know the reason behind this move and the challenges that lie ahead. More...

RESTAURANTS, FAST CASUAL CHAINS, BREAKFAST


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Carl Icahn Increases Stake in a Small Cap Which Has Experienced a Steep Decline in EPS
Undoubtedly Carl Icahn is one of the best investors in the world and one of my favorite hedge fund gurus. He founded Icahn Capital LP, which had $31.89 billion under management at Dec. 31, 2014. The investor reported increasing his stake in Federal-Mogul Holdings Corporation (FDML), a $2.01 billion market cap, according to GuruFocus Real Time Picks. More...

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Duration: To Hedge Or Not To Hedge – PIMCO
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Mairs & Power Small Cap Fund Comments on Donaldson
Minneapolis-based Donaldson (DCI) is a long time Mairs and Power holding, familiar to the firm but new to the Small Cap Fund. The manufacturer of filtration systems and replacement parts in a variety of industries was affected by recent weakness in off-highway vehicle (and Donaldson filters) sales creating an attractive opportunity for the Small Cap Fund to initiate a position in the stock. More...

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Mairs & Power Small Cap Fund Comments on Oasis Petroleum
Oasis Petroleum (OAS) (oil exploration and production) was the worst performing stock for the year. While the company was able to earn phenomenal returns on wells drilled in North Dakota’s Bakken at $100+/barrel oil prices, the economics significantly degrade when oil is less than $50 a barrel. More...

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Mairs & Power Small Cap Fund Comments on Gentherm
Gentherm (THRM) (heating and cooling technology primarily utilized in automobile seats) was also a top performer for the year, though the stock was among the lowest performers in the fourth quarter as some of its business is tied to energy efficiency. Longer term, the company still appears well positioned regardless of what happens with oil prices. More...

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Mairs & Power Small Cap Fund Comments on Vasco Data Security
Vasco Data Security (VDSI) (password authentication hardware and software) led Fund performance for both the quarter and the year. While the company derives most of its revenue outside the U.S., headlines of data breaches at major U.S. corporations are driving consumer demand for better protection of their private information, and Vasco’s data security products are helping the company penetrate the U.S. market. More...

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Mairs & Power Small Cap Fund Q4 2014 Commentary
Investors could be forgiven if they looked back on 2014 as a year of mixed signals. Concerns about slowing growth in China, a possible recession across Europe and increasing tensions with Russia over their aggressive moves against Ukraine all contributed to market uncertainty. On the other hand, earnings continued to exceed expectations and the rapid decline in energy prices put a tailwind behind the U.S. economy, rewarding investors with the sixth year in a row of positive returns and the longest run since the bull market of the 1990s. More...

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BlackBerry’s Recovery Continues in Tune with John Chen’s Turnaround Plan
Canadian tech major BlackBerry (BBRY) gave the investors a pleasant surprise as it came out with its fiscal 2015 fourth-quarter and full-year earnings. For the quarter the company reported a bottom line that was in the green – a refreshing and reassuring change after several quarters of losses (excluding the third quarter which also saw positive earnings). However, for the full year the net income was still negative. So, what was it that made investors smile? Well, the much-improved bottom line. Last year, the full year loss came to a flabbergasting $5.9 billion which was reduced to only $304 million this year – that’s surely a great improvement especially considering the time span in play. Let’s take a look at the numbers and other significant developments. More...

TECHNOLOGY, SMARTPHONE, EARNINGS, JOHN CHEN, TURNAROUND, SECURITY SOFTWARE, HARDWARE


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Mairs & Power Balanced Fund Q4 2014 Commentary
Investors could be forgiven if they looked back on 2014 as a year of mixed signals. Concerns about slowing growth in China, a possible recession across Europe and increasing tensions with Russia over their aggressive moves against Ukraine all contributed to market uncertainty. On the other hand, earnings continued to exceed expectations and the rapid decline in energy prices put a tailwind behind the U.S. economy, rewarding investors with the sixth year in a row of positive returns and the longest run since the bull market of the 1990s. More...

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Poor Charlie's Counterattack  - Poor Charlie's Counterattack
Charlie Munger (Trades, Portfolio) - at the last annual meeting of the Daily Journal Corporation (DJCO) - where Charlie is Chairman - said some pithy stuff about Valeant (and implicitly the CEO J Micheal Pearson). To quote: More...

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