Last Update: 12-31-1969

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  • Whitney Tilson: Berkshire Hathaway Worth $267,000 A Share

    Overview



    Whitney Tilson (Trades, Portfolio) sent out an email to his investors were he discuss a variety of topics ranging from Berkshire Hathaway (NYSE:BRK.A) to the total return of the stock market. Mr. Tilson in the letter said that that Berkshire Hathaway estimated business value increased to $267,000/share.   


  • FPA Capital Fund Second Quarter 2015 Commentary

    Introduction

      


  • Management Thinks They Are The Stars At CoStar Group, I Disagree

    We hear on a regular basis about the quality of work environments that some businesses provide for their employees. I understand the need to take care of good people lest the best leave for greener pastures. However, the primary reason for any business to exist and the most important function of management is to return value to the shareholders. Simply put, in my view, management that fulfills their primary duty should be richly rewarded; management that does not, should not be.


    When a business is recognized as “One of the Best Places to Work”, most people probably assume that is a good thing. In the case of CoStar Group, Inc. (CSGP), it appears to be a superb place to be employed, especially if you are one of the top 5 executives in the business.

      


  • Dividend Filters in All-In-One Screener: Stocks That Have Historical High Dividend Yield


  • Jeremy Grantham Q2 2015 Letter – Ten Quick Topics To Ruin Your Summer



  • Mark Mednansky, CEO of Del Frisco's Restaurant Group Inc., Buys 5,000 Shares of Company Stock

    Mark Mednansky (Insider Trades), CEO of Del Frisco’s Restaurant Group Inc. (DFRG), bought 5,000 shares of the company on July 27, 2015. The average price per share was $14.40, for a total transaction of $72,000. Del Frisco’s Restaurant Group is a collection of 47 restaurants that vary from Sullivan’s Steakhouse, a great neighborhood place, to Del Frisco’s Grille, a modern take on a classic bar. DFRG’s market cap is $349.40 million, and P/S ratio is 1.07.


    Mednansky bought 23,000 shares of the company in five transactions since July 2012. His first transaction increased about 10% since the purchase. DFRG CFO Thomas Pennison (Insider Trades) also bought 6,850 shares of the company at an average price of $14.47 per share on July 27, 2015. Additionally, DFRG Director Ian Carter (Insider Trades) bought 13,750 shares of the company on the same day. The average per share price was $14.49. There have been 10 insider buys totaling 49,600 shares of the company, and eight insider sells totaling 18,005,667 shares since July 2012. 10% owner of DFRG John Grayken (Insider Trades) made five of the eight insider sells in 2013. Grayken sold out all his 13,244,667 shares of the company from March to December 2013. The number and frequency of insider buys of the company are inversely related to the month-end price. 1438114149899.png 1438114156908.png

      


  • Ariel Focus Fund: 2Q Commentary

    Ariel Focus Fund commentary for the second quarter ended June 30, 2015.


    For most of the second quarter, stocks were up fairly nicely at home and abroad – until the final few sessions. As news out of Puerto Rico and especially Greece worsened, stocks fell sharply. In the last two trading days of the quarter, the foreign stock MSCI EAFE Index dropped -2.97%, the U.S. large-cap S&P 500 Index fell -1.81%, and the U.S. small-cap Russell 2000 Index retreated -2.01%. To our minds, these selloffs were not based on economic exposures but on an expansive sense of risk and, ultimately, on fear. The volatility extended to other asset classes: long U.S. bonds were up roughly +1.5% while high-yield bonds were off about -0.5% in those two days. Altogether, it meant most major stock indexes we track had roughly flat returns.

      


  • Paul Singer Sells More Than One-Third of Stake in Fortress Biotech

    Guru Paul Singer (Trades, Portfolio), who founded Elliot Management in 1977, sold more than one-third of his stake in Fortess Biotech Inc (NASDAQ:FBIO), a biopharmaceutical company with offices in New York and Massachusetts, on July 17. That was the day the company announced that its subsidiary, Altamira Bio, attained a license to develop the treatment of hyposialylation disorders.

    The transaction had a -0/05% impact on Singer's portfolio.  


  • Rubalcava Capital ValueX Vail 2015 Presentation – Quantitative Float Analysis



  • Herb Singh's hhgregg Presentation From Value X Vail 2015



  • Mariko Gordon's Highest-Performing Stocks

    Mariko Gordon (Trades, Portfolio), CFA, is the founder of Daruma Capital Management. She started the firm in 1995 with zero assets. The firm is 100% employee-owned and manages $2.3 billion for public and corporate pension plans, endowments, foundations and individuals.


    Her portfolio is composed of 48 stocks and has a total value of $2,237 million with 5% Q/Q turnover; the following are the stocks of her portfolio with the highest return since her last trade on Q1 2015

      


  • Kirby Corporation: This Tanker Company Is A Buy

    Kirby Corporation (NYSE:KEX) is the largest barge operator in the country (second largest worldwide) and operates in two segments: Marine Transportation and Diesel Engine Services. Marine Transportation (70% of sales) carries bulk products through barges and towing vessels, while the Diesel Engine segment offers a suite of mechanic and repair services to energy and agricultural businesses. Collectively, this produces $281 million in profit on $2.5 billion in sales.


      


  • Why Chipotle Mexican Grill Still Deserves the Premium

    Americans spend approximately $680 billion per year on fast food. The fast-food industry has grown at a staggering pace over the past few years and is expected to sustain its upward trajectory. While the fast-food market is growing, health awareness among people is also increasing. A fundamental shift is occurring in the food industry as many people are opting for healthier food. Thus, it doesn’t come as a surprise that the U.S. organic food market is expected to grow at a CAGR of 14% till 2018.


    One company that is nicely positioned to benefit from both these trends is Chipotle Mexican Grill (NYSE:CMG). Chipotle has been a great growth stock for investors over the years and is still going strong.

      


  • A Half-Hour Conversation With Jeff Gundlach and Bill Miller From Delivering Alpha

    One man is perhaps the world's most respected bond manager. The other is a man who once held the longest consecutive streak of outperforming the S&P 500.


    Together they have some very interesting opinions.

      


  • The Value In Private Equity – Carlyle Group CEO David Rubenstein

    Twenty-five years ago David Rubenstein co-founded the Carlyle Group. Today the firm manages $190 billion for its clients.


    Describing Rubenstein as successful would be a massive understatement.

      


  • This Mexican Fast-Casual Food Giant is here to Stay

    Chipotle Mexican Grill Inc. (NYSE:CMG) has been doing the restaurant business for about 20 years. Today, Chipotle continues to offer a focused menu of burritos, tacos, burrito bowls (a burrito without the tortilla) and salads made from fresh, high-quality raw ingredients, prepared using classic cooking methods and served in a distinctive atmosphere.


    Despite hailing from an “unhealthy industry,” CMG is growing popular. Chipotle is seeking better food from using ingredients that are not only fresh, but that, where possible, are sustainably grown and raised responsibly with respect for the animals, the land and the farmers who produce the food. In order to achieve this vision, CMG focuses on building a special people culture that is centred on creating teams of top performers empowered to achieve high standards. This people culture not only leads to a better dining experience for the customers, it also allows developing future leaders from within.

      


  • Peter Lynch Portfolio 29 - Trade Alert

    Put this one in your Pipeline

    We bought units of an MLP today, averaged down on KORS

    Contrarian investing is a difficult task. You need true conviction to be confident enough to buy when others see nothing of value.

    Boardwalk Pipeline Partners L.P. (NYSE:BWP) made me a lot of money in 2014 after it tanked following a large dividend cut. Master Limited Partnership Units (like shares) got clobbered when quarterly distributions dropped by 81.2%.

    BWP plunged from above $30 to about $12 almost overnight. Yield-oriented investors sold in disgust and were replaced by people with a different orientation. Within months the stock ran back up to north of $20. I took profits.

    Our Peter Lynch Portfolio 29 was able to buy 226 BWP this morning at just $13.30. At that price we're paying only 15.5x this year's still depressed earnings while receiving a better than 3% yield.

    BWP traded as high as $18.13 not long ago. Prospects for a substantial rebound in both earnings and distributions could drive BWP much higher over time.

    Barring unexpected problems downside appears quite modest.

    The $3,005 purchase price came out of our cash reserve fund.

    After much consideration I could not resist adding an additional 50 shares of Michael Kors (KORS) @ $38.95 each to our previous, very underwater position. The extra $1,947.50 investment averages down from our original cost basis.

    Disclosure: Long BWP units, Long KORS shares in my personal accounts

      


  • What If You Got Paid To Hold Yahoo! Core?

    Yahoo! (NASDAQ:YHOO) is rarely touted as its glory days are behind it. It is still one of the most frequently visited portfolio of websites in the U.S. The cash cows in its portfolio of properties being Yahoo! Search, Yahoo! Mail, and Yahoo! News. Under new CEO Marissa Mayer, the company has offloaded nonstrategic assets and is outsourcing some of its underlying technology, like that powering its search engine. Display advertising makes up close to 40% of revenue and search advertising another ~40%. After initial enthusiasm expressed by the market, lately the stock has sold off back into bargain territory:


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  • Google Inc. Is Fairly Valued

    Google Inc. (NASDAQ:GOOGL) has shown steady earnings growth over the last few years, which may garner some attention from prospective investors. However, Benjamin Graham, the father of value investing, taught that the most important aspect to consider is whether the company is trading at a discount relative to its intrinsic value. It is through a thorough fundamental analysis that the investor is able to make a determination about a potential investment's merits.


    The model is inspired by the teachings of Benjamin Graham and considers numerous metrics intended to help the investor reduce risk levels. The first part of the analysis is to determine whether the company is suitable for the very conservative defensive investor, or the less conservative enterprising investor, who is willing to spend a greater amount of time conducting further research.

      


  • Ken Fisher's Top Buys in Q2 2015

    Ken Fisher (Trades, Portfolio) is the chief executive officer and chief investment officer of Fisher Investments and his portfolio has a total value of $49,932 million. The following are his most heavily weighted trades during the second quarter of 2015 :


    He increased his stake in Roche Holding AG (RHHBY) by 409.71% with an impact of 0.80% on his portfolio. The company is a pharmaceutical and diagnostic company. It researches and produces medicines in oncology, infectious diseases, immunology and neuroscience. It has more than 66 new molecular entities in its pipeline.

      


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