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  • John Hussman purchases stake in Nike Inc

    John Hussman (Trades, Portfolio) purchases a 100,000 shares of Nike Inc during the first quarter

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  • Tesla Acquiring SolarCity Is a Disastrous Idea

    Tesla (NASDAQ:TSLA) recently announced that it is interested in buying SolarCity (SCTY) is a stock exchange deal that would value SolarCity at roughly $26-$28. Tesla’s CEO Elon Musk has called the deal a “no-brainer” and says the deal would greatly benefit Tesla.


    The Street obviously disagrees with Musk as Tesla has dropped over 10% since the announcement was made. To put into perspective, Tesla lost over $3 billion in market cap, whereas SolarCity gained just $400 million. Clearly, the market has valued the deal at -$2.6 billion and I would have to agree.

      


  • The Complete Investing Guide

    The Complete Investing Guide



    The Complete Investing Guide

      


  • Frank Sands Raises Stake in Splunk in 1st Quarter

    Frank Sands (TradesPortfolio) bought 324,774 shares of Splunk Inc. (NASDAQ:SPLK) at an average price of $45.09 per share in the first quarter.


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  • Alphabet and Bank Stocks Lead Buying List for Bill Nygren

    As the market has fallen following the United Kingdom’s vote to exit the European Union, investors are becoming fearful of what may be in store and where to invest in the current market environment. While the U.K. is not shutting down, its new negotiation of trade agreements will challenge its own trade balance, allow for other countries to take a stronger lead and weaken its currency.


    Since Friday’s U.K. exit announcement, the leading U.S. indexes have fallen about 2.5% while the FTSE 250 is down 7.61%. Stocks in Europe could fall farther; however, it seems the U.S. is recovering with the drop in U.S. stock valuations primarily a factor of surprise. Although the leading indexes have lost approximately 2.5% since Friday, they were up nearly 2% in the four trading days prior to the U.K. exit vote.

      


  • Thoughts on the Brexit - Third Avenue Management

    On June 23, 2016, the United Kingdom held a referendum which resulted in the majority of voters expressing a will for the United Kingdom to sever its existing arrangement with the European Union (“EU”). By voting to abandon the existing terms of its relationship with the EU, the referendum result has opened a host of European economic and sovereignty considerations which are likely to linger for some time. Uncertainty will be the norm as the long-term impacts of Brexit unfold.

    At Third Avenue Management (Trades, Portfolio) we have steered through political and macroeconomic upheaval in our more than 30 years of investing. Events similar to “Brexit” in terms of shock value are simply facts of life for investors. As a result of these hard-earned experiences we have learned not to rely upon specific macroeconomic forecasts but instead strive to prepare for the unexpected. In this pursuit we favor companies with strong financial positions, modest valuations, and are mindful of fundamental risks such as currency mismatches. While these approaches do not fully minimize short-term stock price volatility, they do, in our view, reduce fundamental risks which could lead to permanent impairment of our capital. We also strive to exercise prudence with regard to position sizing and geographic and industry exposures.  


  • Dividend Growth Stocks for Intelligent Investors

    Dividend growth investing is a popular approach that can fit within the ModernGraham methods. This is a look at companies reviewed by ModernGraham that have grown their dividends annually for at least the last 20 years.


    Recently, I began tracking the number of years a company has grown its dividend, and providing that information in my individual company valuations. I have covered 365 companies since that tracking began. Eventually I will have this data on each of the more than 550 companies covered by ModernGraham so this list should continue to grow for the next few months.

      


  • Watch Out for Square Windows - Mawer

    On January 10, 1954, BOAC Flight 781 was on its way to Singapore from London when it stopped to refuel in Rome. It had only been flying for twenty minutes when it exploded in mid-air. All thirty five passengers onboard died. It was the second deadly airborne crash of this particular aircraft design, the de Havilland Comet, to occur in just over one year. The crashes eventually prompted national investigations.


    What had caused the planes to explode? At first, foul play or mid-flight fires were suspected. Eventually, however, investigators concluded that the crashes were most likely a result of metal fatigue in the airframes, a result of one fundamental design flaw: the Comet had square windows.

      


  • Pickens Makes 7 1st-Quarter Deals That Impact Portfolio by 2% or More

    T Boone Pickens (Trades, Portfolio) made seven transactions in the first quarter that had impacts of at least 2% on his portfolio, and all but the top two were in the oil and gas industry.


    Pickens’ largest deal of the quarter was the purchase of 118,973 shares of Emerson Electric Co. (NYSE:EMR), an electrical equipment company based in Ferguson, Missouri, for an average price of $48.11 per share. The transaction had a 3.34% impact on Pickens’ portfolio.

      


  • Century Management's Perspective on the Brexit Vote

    After months of headlines about the so-called Brexit vote, last Thursday, June 23, the United Kingdom (“UK”) voted 52% to 48% to leave the European Union (“EU”). The issues fueling the frustration and unhappiness of so many British citizens with the previous status quo are three-fold:

      


  • Watsco Is a Stock to Consider

    Watsco (NYSE:WSO) is the largest distributor of air conditioning, heating and refrigeration equipment and related parts and supplies in the HVAC/R distribution industry, currently operating 565 locations in the U.S., Canada, Mexico and Puerto Rico with additional market coverage on an export basis to Latin America and the Caribbean. This network has been built over the last 25 years and serves 88,000 active customers. Watsco is developing and investing in technologies to enable sales via ecommerce, online marketplaces and through the retail sales channel.


    The company reported a record first quarter and witnessed consistent growth in both residential and commercial markets. It also welcomed increased sales of higher-efficiency replacement systems.

      


  • Global Security and Aerospace Company Is Worth a Closer Look

    Lockheed Martin (NYSE:LMT) is a global security and aerospace company headquartered in Bethesda, Maryland, that employs approximately 125,000 people worldwide and is principally engaged in the research, design, development, manufacture, integration and sustainment of advanced technology systems, products and services.


    As a global security, aerospace and information technology company, the majority of Lockheed Martin's business is with the U.S. Department of Defense and federal government agencies. In fact, Lockheed Martin is the largest provider of IT services, systems integration and training to the U.S. government. The remaining portion of Lockheed Martin's business is comprised of international government and some commercial sales of products, services and platforms.

      


  • The Market Value Fluctuations of the 10 Largest Companies

    I thought I’d put up a quick post with an interesting chart that might provide some food for thought. Considering the volatility in the past few days that was created by the surprising results of the “Brexit” referendum where the U.K. voted to leave the European Union, I thought this might be a timely topic to think about. In the past I’ve discussed how sometimes even the largest cap stocks can get mispriced from time to time (see here and here).


    I was preparing a slide presentation recently for a friend of mine at Google who is in charge of a value investing club for Google employees (and also the person who organizes the outstanding Investor Talks at Google series). One of the topics I was commenting on was the idea that even large cap stocks can get significantly mispriced from time to time. Some people refer to this concept as “Time Arbitrage” — basically being able to look out two to three years when much of the market is focused on the next quarter or two. This behavioral concept is the largest advantage that individual investors have — should they choose to capitalize on it.

      


  • Freddie Mac Issues Monthly Volume Summary for May 2016


  • CTD Holdings Announces Joint Presentation With UCSF Benioff Children's Hospital Oakland on Patient Experience in Compassionate Treatment Program


  • Falco Announces Exercise of Oustanding Warrants


  • Osisko Gold Royalties to Commence Trading on the New York Stock Exchange


  • SinglePoint, Inc. Announces Senate Approval of Daily Fantasy Sports Bill; Predicts DraftFury to Become Top Player in Multi-Billion Dollar DFS Market


  • DXI Announces Closing of First Tranche of Private Placement


  • Harte Gold Corp.: Sugar Zone Mine-70,000 Tonne Bulk Sample Program and Exploration Update


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