Last Update: 12-31-1969

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  • Berkshire Hathaway: Worth More Than You Think

    Warren Buffett (Trades, Portfolio)’s annual letter to shareholders of Berkshire Hathaway was released last weekend, and as usual, Wall Street has spent the last few days dissecting the letter for any guidance and tips from the Oracle of Omaha on investing and strategy.

    Buffett’s letter to investors has become somewhat of a yearly investment Bible for value investors, and it always contains some interesting nuggets of information -- not necessarily about investing.  

  • Buffett and Bank of America: A Waiting Game

    Warren Buffett (Trades, Portfolio)’s annual letter to shareholders of Berkshire Hathaway was published earlier this week, and over the last few days, investors have been scanning the document for nuggets of advice from the Oracle of Omaha -- as well as trying to predict what his next moves will be.

    One of the standout points made in the letter relates to Berkshire’s ownership of Bank of America warrants and preferred shares. This bet by Buffett is in itself fascinating because it was made post the financial crisis and is a great testament to Buffett’s desire to be greedy when others are fearful.  

  • Garde Capital, Inc. Buys Vanguard FTSE Emerging Markets, Vanguard Intermediate-Termorate Bond ETF, Vanguard FTSE Pacific, Sells iShares iBoxx $ Investment Gradeorate Bond, iShares MSCI China ETF, Barclays Bank Plc iPath ETNs linked to the MSCI In

  • Ken Heebner's CGM Mutual Fund 4th Quarter Commentary

    To Our Shareholders:

    CGM Mutual Fund increased 11.7% during the fourth quarter of 2016, compared to the Standard and Poor’s 500 Index ("S&P 500 Index") which increased 3.8% and the BofA Merrill Lynch U.S. Corporate, Government and Mortgage Bond Index which returned -3.1% over the same period. For the twelve months ended December 31, 2016, CGM Mutual Fund returned 7.6%, the S&P 500 Index returned 12.0% and the BofA Merrill Lynch U.S. Corporate, Government and Mortgage Bond Index returned 2.6%.


  • Valeant Pharmaceuticals Is a Potential Sell

    Valeant Pharmaceuticals Inc. (NYSE:VRX) reported a net loss of $515 million during fourth-quarter 2016 based on generally accepted accounting principles and an adjusted EBITDA of $1.05 billion. For full-year 2016, the company reported a GAAP net loss of $2.4 billion, which translates to a loss per share of approximately $6.94. These values suggest that Valeant has a weakening financial outlook for 2017.

    Brief summary of earnings report


  • Whitney Tilson and the Saga of Lumber Liquidators

    Guru Whitney Tilson (Trades, Portfolio), one of the high-profile investors followed by GuruFocus, has dramatically reversed his opinion about Lumber Liquidators Holdings, Inc.

    Tilson famously shorted Lumber Liquidators twice in the past five years, but now thinks it may have potential as a long name. He hasn’t said a lot on the subject, but this slide from Robin Hood Investors Conference on November 29, 2016 shows his history with the stock, and makes it clear where he stood at the time of the Conference:


  • High Point Bank & Trust Co Buys BNC Bancorp, Vanguard Intermediate-Term Bond, Vanguard Mid-Cap ETF - DNQ, Sells High Point Bankoration, SPDR S&P 500, iShares MSCI Eurozone

  • Why Are Fund Managers Pushing Garbage to Their Investors?

    The title of this says it all. In a new, post election country where Donald Trump is president, several funds have upped the ante on waste management stocks of all shapes and sizes. Insider transactions now total in the hundreds of millions of dollars with several waste management companies. Furthermore, new advancements that have come about due to environmental concerns have also helped fuel the expansion of new ways to address that mounting waste issue the world faces.

    Then again, what do investors think of when they think about waste management? Well, for obvious reasons, Waste Management Inc. (NYSE:WM) generally comes to mind and certainly considering their growth, rightfully so. In fact as of the most recent reporting period ending 12/31/16, results from financial site InsiderMonkey showed major investment from institutional investors.


  • Should Stratasys and 3D Systems Worry about their Place in 3D Printing?

    3D Printing has been the topic of discussion for much of the last 4-5 years with the majority of this debate being focused on what changes 3D printing might bring to our daily lives. From healthcare to Manufacturing to even redesigning and producing 3D printed cars. This is all great talk but as much as a lot of strides have been covered already, there is still a huge chunk left to mull over. This is why Stratasys (NASDAQ:SSYS) and 3D Systems Corporation (NYSE:DDD) still remain attractive propositions to investors.

    Stratasys is braced to announce its financial results for the fourth quarter and full year ended December 31, 2016, on March 9th. Conversely, 3D Systems are poised to release their fourth quarter financial results on Feb 28.


  • Buffett Stocks in Focus: General Motors

    (Published Feb. 28 by Bob Ciura)

    Warren Buffett (Trades, Portfolio)’s investment conglomerate, Berkshire Hathaway (NYSE:BRK.A) (NYSE:BRK.B), has a $148 billion stock portfolio. Buffett has filled his portfolio with high-quality dividend growth stocks.


  • 7 Enlightening Lessons From Berkshire Hathaway’s 2016 Annual Report

    Published February 28th, 2017 by Nicholas McCullum

    On February 25, 2017, Berkshire Hathaway (NYSE:BRK.A) (NYSE:BRK.B) published their 2016 Annual Report. This comes shortly after their February 14th filing of their Form 13F with the Securities Exchange Commission.


  • Sony Is a Buy

    Sony Corp. (NYSE:SNE) displayed healthy performance in 2016 as the stock was up approximately 14%. Moreover, the stock has continued to move upward heading into 2017. The company’s diversified business comprises electronics, entertainment, gaming, financial services and more.

    Recently, Sony reported its third-quarter results. In the third quarter, the company’s Mobile Communications division reported an operating profit of $187 million, whereas its overall sales came in at $2.2 billion. Over the past year, the company sold 15 million smartphone units, which is the lowest number of devices sold since 2012. 


  • Big Money Still Long Valeant

    Valeant Pharmaceuticals International Inc. (NYSE:VRX) reported a better-than-expected quarterly profit this morning as a result of lowered costs and strength in its Bausch and Lomb subsidiary, yet its net loss widened as the company is feeling pricing pressure.

    Valeant has lost a lot of trust in the last two years. This is an understatement since in just 24 months, the stock has dropped over 90% from its highs in the 200 range. It has taken a lot of hedge funds with it, but the roster of gurus that own Valeant remains impressive.


  • A Quality Dividend Aristocrat for Long-Term Income and Growth

    Kimberly-Clark Corp. (NYSE:KMB) has provided investors with reliable income increases for decades.

    In fact, the company is one of the 51 Dividend Aristocrats, which can all be seen here.


  • 5 Undervalued Stocks With a High Beta

    There are a number of great companies in the market today. The ModernGraham valuation model selected five undervalued companies with the highest betas for value investors.

    A company's beta indicates the correlation at which its price moves in relation to the market. A beta greater than one indicates a company is more volatile than the market.


  • Has the Profit Taking on Trump Rally Begun Already?

    U.S. stocks have been enjoying an interesting bullish ride known as the Trump rally in the last couple of months after Donald Trump snagged a surprise victory in 2016 presidential elections. It is no longer news that Wall Street had largely expected Trump's victory to trigger an unprecedented level of volatility and uncertainty that could lead to a stock market crash. The surprising fact however is that stocks have found reasons to soar on the wings of the proposed economic policies of President Trump.

    There's no shortage of news reports about how U.S. stocks rallied on to record highs in the months after Trump's victory. The Dow Jones Industrial Averge (DJI) has crossed the elusive 20,000 milestone. The chart below shows how stocks have soared and how market volatility as seen in the VIX is at record lows since Trump won the election on November 8.


  • Walmart Q4 Earnings Beats Estimates As Online Sales Surge

    Walmart (NYSE:WMT) recently released its fourth quarter 2017 earnings that topped Wall Street estimates, thanks to the solid online sales. The world’s largest retailer also reported its highest same-store sales rise since July 2012. The multinational retailer operates massive department stores and warehouse chains with more than 11,600 outlets across 28 nations. Here’s a lowdown at Walmart’s performance in the latest quarter.

    A look at the numbers


  • Campbell Soup Posted Mixed Results

    Campbell Soup Company (NYSE:CPB), the maker of high-quality soups and simple meals, beverages, snacksrecently reported second quarter results. Although the sales performance was not up to the mark, it performed well in the soup and simple meals businesses. There was an increase in the U.S. soup sales and ready-to-serve items during the quarter. Gross margin increased due to productivity improvements and cost savings initiatives. Campbell Fresh did not fare well due to increased carrot costs due to the adverse impact on crop yields of heavy rains in December and January.

    Second Quarter Performance


  • AngloGold Ashanti's CEO sold shares and the stock tumbled

    Despite the fact that AngloGold Ashanti Limited (NYSE:AU) announced it is reinstating its dividend after a little over three-year suspension, the South African gold stock tumbled on the New York Stock Exchange over week 8.

    After the dividend reinstatement announcement, supported by strong growth in 2016 earnings and free cash flow, AngloGold Ashanti lost 12.56% on the New York Stock Exchange, while gold is up $18.175 per troy ounce or plus 1.47% on the London Bullion Market, from an average price per troy ounce of $1,236.325 on Feb. 20, to an average price per troy ounce of $1,254.500 on Feb. 24.


  • Guerilla Speculation

    The following is an excerpt from our weekly Market Brief. If you’re interested in learning more about Market Briefs and the Macro Ops Hub, click here.


  • Apogee Enterprises Heading for a Bright Future

    Apogee Enterprises Inc. (NASDAQ:APOG) recently reported strong third quarter results. The company updated its guidance for EPS for the year for fiscal 2017. The revenues grew 15% y-o-y. The quarter was marked by strong bottom and topline growth.

    Strong third-quarter results


  • What is the State of Apple Device Sales?

    Apple’s devices segment regained quite a lot of traction during the first quarter as all devices except for iPad returned positive growth figures. Apple has long been iPhone-dependent because it brings in the bulk of revenues. But the trio of iPad, Mac and Services brought in $19.94 billion during the first quarter, accounting for nearly 25% of overall revenues. If these can grow steadily, they can form a huge offset for the company and balance out the iPhone dependence; especially in a world where the potential market for high-end smartphones is becoming smaller and smaller.


  • How to Get the Most Out of the Time You Spend Thinking About Stocks

    Someone emailed me this question:


  • Witness Investors Overpaying for Weibo

    Weibo (NASDAQ:WB), China’s equivalent of Facebook (NASDAQ:FB) and Twitter (NYSE:TWTR), delivered its fourth-quarter and full-year fiscal 2016 results last week. In 2016, the $10.9 billion Chinese social media company delivered 37% sales growth to $655.8 million compared to its previous year of operations. Weibo also had a 211% profit increase to $108 million – representing a profit margin of 16% for the period compared to 7.3% in 2015.*

    *Weibo delivered profit losses in both fiscal years 2013 and 2014.


  • Dow Jones Closes at 20,837.44

    U.S. market indexes were higher on Monday with the Dow Jones and Standard & Poor's 500 reaching new highs.

    For the day, the Dow Jones Industrial Average closed at 20,837.44 for a gain of 15.68 points or 0.08%. The S&P 500 closed at 2,369.75 for a gain of 2.41 points or 0.10%. The Nasdaq Composite closed at 5,861.90 for a gain of 16.59 points or 0.28%. The VIX Volatility Index was higher for the day at 12.09 for a gain of 0.62 points or 5.41%.


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