Last Update: 12-31-1969

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  • Buffett's Portfolio Managers See More Gains Than Losses This Year

    The two investors Warren Buffett (Trades, Portfolio) hired several years ago to help manage and eventually take over Berkshire Hathaway’s portfolio had a fantastic start, with returns reminiscent of their boss’ virtuosity, but recent results have been more mixed, including so far in 2014.

    Todd Combs, who started in 2011, and Ted Weschler, joining in 2012, have gained more responsibility at Berkshire Hathaway (NYSE:BRK.A)(NYSE:BRK.B) each year. Beginning with several billion dollars each in 2012, both oversaw more than $7 billion of Berkshire’s $127 billion investment portfolio as of early 2014. “They’ve earned it,” Buffett said in his 2013 letter.


  • Private Capital Adds to Stakes in 3rd Quarter

    Private Capital (Trades, Portfolio)’s Value Fund’s clients have enjoyed double-digit returns in the last couple of years. In the third quarter, Private Capital (Trades, Portfolio)’s primary transactions for its own portfolio involved additions to existing stakes.

    Private Capital (Trades, Portfolio)’s most significant third-quarter transaction, however, was the sale of its 399,514-share stake in DeVry Education Group Inc. (NYSE:DV), a Downers Grove, Ill.-based education company, for an average price of $28.42 per share. The deal had a -1.27% impact on Private Capital (Trades, Portfolio)’s portfolio.


  • Carl Icahn's AIG Plan Could End Fed Supervision

    CEO of Loews Corporation James Tisch discussed Carl Icahn's AIG (NYSE:AIG) plan and how it will lead to the end of Federal Reserve supervision, and ultimately to better business long term. He believes state regulators have done a good job regulating insurance companies.


  • Medical Transcription Billing Corp. Insider Buys 20,000 Shares

    Mahmud Haq (Insider Trades), CEO of Medical Transcription Billing Corp. (MTBC), bought 20,000 shares of the company on Nov. 30. The average price per share was $1.34 for a total transaction cost of $26,800. Medical Transcription Billing provides web-based electronic health records, practice management and mHealth solutions. The company has a market cap of $15.71 million and a P/S ratio of 0.50.

    The total volume of insider buys increased from 2014 to 2015, correlating to a decrease in month-end price for the company. There were only two insider buys of MTBC during 2015, amounting to 25,000 shares total. This is higher than the average of 3,566 shares per transaction bought by MTBC insiders in 2014. Haq made one transaction in 2014 of 2,050 shares at an average per share price of $3.34. This transaction has decreased by about 50% in value since then. Steven Snyder (Insider Trades), president of MTBC, bought 5,000 shares on Nov. 30 at an average per share price of $1.33. Snyder also bought 1,000 shares of the company in July 2014, at an average per share price of $5.00. 1449002463642.png 1449002473054.png For more information about insider trades with MTBC, click here.


  • David Tepper's Appaloosa Management Increases Exposure in Industrial Sector

    The New Jersey-based hedge fund Appaloosa Management LP, led by David Tepper, has disclosed an equity portfolio valued at $2.86 billion as of the end of the third quarter of 2015. The equity portfolio is mainly invested in Consumer Discretionary stocks (32%), Transports (17%) and Technology (15%) stocks. The fund’s last 13F filing showed that the fund also raised its exposure in industrials stocks.

    The top three picks in the industrials sector at the end of the quarter were Delta Air Lines Inc. (NYSE:DAL), Owens Corning (NYSE:OC) and JetBlue Airways Corporation (NASDAQ:JBLU). The stocks comprised 9.5%, 4.9% and 4% of the total portfolio.


  • Kimberly-Clark: A Safe and Sound 3% Dividend Yield

    Kimberly-Clark (NYSE:KMB) is one of 52 dividend aristocrats that has provided reliable income increases for decades. In this article, we analyze Kimberly-Clark's dividend, evaluate the company's competitive advantages and review some of the key challenges facing the business.

    We believe that Kimberly-Clark has one of the safest dividend payments you can find, but we would like to see a better price to add the stock to our Top 20 Dividend Stocks or our Conservative Retirees dividend portfolio.


  • Third Avenue's David Barse Discusses REITS and Interest Rates, Global Real Estate

    David Barse, CEO of Martin Whitman (Trades, Portfolio)'s Third Avenue Management (Trades, Portfolio), discusses with Bloomberg how an interest rate increase may affect real estate investment trusts. Barse also comments on portfolio holding Weyerhauser (NYSE:WY), a forest products company. Third Avenue had 12.1% of its equity portfolio invested in real estate at the end of the third quarter, with the largest trading in Hong Kong and Canada: CK Hutchison Holdings Ltd. (HKSE:00001), Brookefield Asset Management Inc. (TSX:BAM.A), Cheung Kong Property Holdings Ltd. (HKSE:01113) and Wheelock and Co. Ltd. (HKSE:00020).

  • Mairs & Power Comments on Vascular Solutions

    Vascular Solutions (NASDAQ:VASC) just continues to deliver strong results. The company is constantly developing strong new products for its sales force to push into the medical instrument market, and its core products have consistently shown strong growth.

    From Mairs & Power Small Cap Fund third quarter 2015 commentary.


  • Mairs & Power Comments on Gentherm

    As the major provider of heated, cooled and vented seats and other solutions for automobile manufacturers, Gentherm (NASDAQ:THRM) continues to benefit from increased penetration of the traditional automobile market while a recent win in the hybrid/electric market creates a significant new opportunity for the company.

    From Mairs & Power Small Cap Fund third quarter 2015 commentary.


  • Mairs & Power Comments on Cray

    Cray (NASDAQ:CRAY) continues to gain significant share in the high performance computing space against the market leader, IBM, as that company continues to reposition itself away from the space. At the same time, Cray is starting to gain traction with commercial sales, in addition to its core government and academic customer base. Cardiovascular Systems has suffered setbacks in significantly growing and cross-training its existing salesforce, which hurt near term performance. Nevertheless, we believe its solution to peripheral arterial disease which can save a patient’s extremities from potential amputation makes a lot of sense and has a lot of room to grow. Likewise recent FDA approval of the company’s solution to dealing with calcified arteries near the heart before angioplasty or stenting also appears to serve an unmet need. Revenue growth has been lumpy as the company attempts to build out these two new markets, but over the long term we expect they will be successful

    From Mairs & Power Small Cap Fund third quarter 2015 commentary.


  • Mairs & Power Comments on Vasco

    We continue to believe that Vasco (NASDAQ:VDSI) will gain its fair share of the data security market with its proprietary solution that dramatically reduces the likelihood that hackers will successfully compromise on-line or mobile login credentials.

    From Mairs & Power Small Cap Fund third quarter 2015 commentary.


  • How Does Market Volatility Usually Affect Investing in Small-Caps? - Royce Funds Commentary

    The post-Financial Crisis period has been an environment largely characterized by above-average returns with few meaningful corrections. Portfolio Manager Jay Kaplan talks about the importance of stock market volatility and the ways in which he attempts to manage risk by paying close attention to valuation and the expectations of Wall Street.

    Watch the video here.


  • Shares of Thor Industries Jump After Impressive Quarter Results

    Thor Industries Inc. (NYSE:THO) designs, manufactures and sells a range of recreational vehicles and related parts and accessories primarily in the U.S. and Canada. Shares of the company have jumped more than 3.5% on Monday's trading after reporting better-than-expected earnings for its first quarter of fiscal 2016.

    Q1 results


  • Wintergreen Fund Buys Reynolds American, Trims Stake in Coca-Cola

    David J. Winters, manager of the Wintergreen Fund (Trades, Portfolio), was formerly the CEO and CIO of Franklin Mutual Advisers. Winters resigned from the fund in order to form Wintergreen, and the following are his most heavily weighted trades during the third quarter.

    Winters increased his stake in Reynolds American Inc. (RAI) by 89.74%, and the deal had an impact of 12.01% on the portfolio.


  • ICICI Bank Worth Accumulating for the Long Term

    ICICI Bank (NYSE:IBN) is India’s largest private sector bank. The Indian central bank recently pointed out that there are clear signs of economic recovery in India. The Indian economy is also likely to gain traction in the coming quarters as the government attempts to lure foreign investments by opening up several sectors to foreign direct investment.

    Amidst economic positives, there are reasons specific to ICICI Bank that make me bullish on the stock and worth holding for the next three to five years. While I am talking about a long-term horizon, I expect the stock to trend even higher in the near term.


  • David Einhorn and Reasons Why Widely Followed Stocks Get Mispriced

    Over the weekend I was reading David Einhorn (Trades, Portfolio)’s book "Fooling Some of the People All of the Time." I’ve had it on my bookshelf for some time, and it has always taken a back seat to other books until I decided to pick it up recently.

    It’s an entertaining read, basically recounting his short thesis on Allied Capital (ALD) in great detail. It is a good book because it provides a glimpse into the significant amount of research and due diligence that a great investor like Einhorn performs in his investment approach.


  • With U.S. Equities Remaining Bullish, How Do You Invest in Gold?

    The U.S. Federal Reserve is widely expected to increase interest rates in the near future as the country’s economic prospects continue to show promise. This has been the story for the last 12 months after ending the quantitative easing program in Q3 last year.

    The U.S. economy has been on a recovery trend since 2011 in the aftermath of the 2008 and 2009 global financial crises. This is illustrated by the nature in which U.S. equities have rallied over the last four years. While there have been dips and rebounds along the way, the overall trend has remained bullish to date as investors continue to be optimistic with regard to the country’s current economic condition.


  • Why Apple Is the Best Retail Stock According to This 15-Point Checklist

    Apple’s (NASDAQ:AAPL) entrance into the brick and mortar retail space began on May 15, 2001 when the company announced that it would open 25 stores in 2001.

    Then just four days after that announcement, it simultaneously opened its first two stores, on the same day, in Tysons Corner in McLean, Va., and the Glendale Galleria in Glendale, Calif.


  • Mario Gabelli on the Current Market Environment

    U.S. financial market indexes ended higher in November. The Standard & Poor's 500 added 0.05% led by the financial sector, which gained 1.99%. Meanwhile, the Dow Jones Industrial Average was up 0.32% led by Home Depot (NYSE:HD), up 8.28%.

    Retail stocks specifically have struggled recently as retailers lower their outlooks for the holiday season, and consumers are spending cautiously as the economy overall continues to improve at a slow pace.


  • Ensco, Atwood Oceanics, Allegheny Technologies Among Van Den Berg's Holdings With High Yields

    Arnold Van Den Berg (Trades, Portfolio) founded Century Management in 1974 and since then the fund has provided separate account money management services for individuals, families, trusts, partnerships, pensions, foundations and businesses. Following are stocks that have high dividends in his portfolio.

    Ensco PLC (ESV)


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