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  • Arnold Schneider is buying these 9 stocks

    Arnie Schneider is President, Chief Investment Officer and Principal of Schneider Capital Management Corp. In both first quarter 2016 and second quarter 2016 the guru bought shares in the following stocks:


    Commercial Vehicle Group Inc. (CVGI)

      


  • Yahoo’s Security Breach Poses More Opportunity for Cyber Security

    This news hit the press over the last few days and to much dismay, there are many questions still left to be addressed. Yahoo (YHOO) announced last Thursday that it was the victim of a massive hacking attack, not this month or this year but in 2014 and it was likely “state sponsored,” i.e. another country could be behind this mega hack. The tip-off came about when some 200million accounts had related data being sold on the dark web. This has ended up snowballing into what has now become a breach of “at least 500 million user accounts.”


    And according to sources, proposed buyer of Yahoo, Verizon (VZ) didn’t learn of the hack until last Tuesday, just a few days before it announced the hack to the world. This continues to beg the question of how much cyber security protocol is needed to prevent massive breaches like these? It has been all too common that we see large market leading organization fall victim to outside hacking or internal crack in the corporate armor.

      


  • Tom Russo's 2nd Quarter Semper Vic Partners Investor Letter

    TO: LIMITED PARTNERS OF SEMPER VIC PARTNERS, L.P.

      


  • Ruane Cunniff cuts Allergan, Berkshire, IBM

    Ruane Cunniff (Trades, Portfolio) are value investors focused on the intrinsic value of business. He manages a portfolio composed of 118 stocks with a total value of $10,499 million. During the second quarter the guru traded the following stocks.

    The investor reduced his shares in Berkshire Hathaway Inc Class A. (BRK.A) by 19.52% and with an impact of -2.78% on the portfolio.  


  • Deutsche Bank if Over Levered

    Deutsche Bank (NYSE:DB) has gotten itself into trouble by levering up its balance sheet. The company holds over $1 trillion in assets and only a sliver of that has to go bad to put the bank out of business.

      


  • Is Chevron's Dividend Still Safe?

    Chevron (NYSE:CVX) looks enticing when taking a cursory look at the historical dividend statistics.

      


  • FedEx Shows Strong Q1 Results, Synergies from TNT Acquisition Building Up

    Fedex reported stronger than expected first quarter earnings last week, posting adjusted EPS of $2.90 on the back of $14.66 billion revenues against the market’s expected EPS of $2.81 and revenues of $14.61 billion. The stock price has risen from $162.65 on September 20 to around $175, a nice jump of 7.5%.


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  • PayPal Moving Fast to Get Venmo to Keep Its Lead in Mobile Wallets

    Mobile wallets are the payment technology of the future. We are still in the early stages of mobile-based payments, as most of our online payments still happen through laptops and desktops. But the transition will happen at some point as more people start spending more time on their mobile devices. The slowdown in PC sales is another factor which will make sure that in the future, the bulk of online payments will be processed via mobile devices.


    Several tech majors have announced their entry into this space, with Apple taking the lead with Apple Pay, Google following it up with Google Wallet/Android Pay and Samsung also jumping into the race. As a financial services operator, PayPal is the only company outside of the tech circle to have a significant stake in the mobile payments domain. All four companies have decided to work with Visa and MasterCard, which means the competition will be between just the four of them, while the card companies stay behind the screen.

      


  • Alternative Investments Gone Wrong: The Story of the Dallas Police Pension Plan

    Alternative investments can both reduce risk and boost returns in a well-constructed portfolio, particularly at a time when traditional investments like stocks and bonds are expensive and priced to deliver disappointing returns.


    But the key word here is can. Alternative investments can deliver that holy grail of higher risk-adjusted returns if chosen carefully and in prudent allocations. But if done poorly, alternative investments can just as easily take a wrecking ball to a portfolio and destroy years’ worth of gains.

      


  • Caxton Associates purchases Teck Resources

    Caxton Associates (Trades, Portfolio) LP was originally founded in 1983, by legendary hedge fund manager Bruce Kovner. Kovner retired from running the firm in 2012, and since then Andrew E. Law has taken over as the chairman and ceo of the investment firm. During the second quarter Andrew E. Law purchased a 1,269,000 share stake in Teck Resources (NYSE-TCK) at an average price of $10.29 per share. Since the purchase Teck Resources market price has taken off gaining an estimated 79%.


    Teck Resources is headquartered in Vancouver, British Columbia. It is a diversified resource company that focuses on copper, zinc, steel making, coal, gold, and energy. The company’s operations began in 1913, when Teck-Hughes Gold Mines Ltd was formed to develop a gold discovery in Teck Township, on the shoes of Kirkland Lake, Ontario. Teck Resources has since expanded its operations to becoming Canada’s largest diversified resource company with operations and projects in Canada, the United States, Chile, and Peru.

      


  • Recreational Vehicle Companies Have Soaring Returns

    Among the industries for U.S. companies, the auto industry contains several companies that have high returns on equity and high returns on assets. Two recreational vehicle companies, Polaris Industries Inc. (NYSE:PII) and Thor Industries Inc. (NYSE:THO), had historically increasing returns, suggesting that the recreational vehicle industry offers good value opportunities for investors.


    Five different return ratios

      


  • Asset Based Analysis: Does It Work?

    This article appeared first on The Stock Market Blueprint Blog.


    Asset based analysis is one of the oldest and most fundamental ways to determine the intrinsic value of a stock.

      


  • Where Are The Customers Yachts?

    Earlier this year I attended my first Berkshire Hathaway (NYSE-BRK.B) meeting that was held in Omaha. During the meeting, Warren Buffett (Trades, Portfolio) described a book, which he claimed that he read back in 1940 when he was just 10 years old called “Where Are the Customers' Yachts: or A Good Hard Look at Wall Street”. Warren Buffett (Trades, Portfolio) is getting older, but he can still retain knowledge at a very high level, and he still has an extremely accurate and precise memory.

    Where are the customers yachts is a fairly fast read it's 170 pages. The book was originally published in 1940, and it's interesting to note that certain human behavioral tendencies remain the same as some 76 years after the book was originally published, while it is also clear that our stock analysis through modern information and technolgy has evolved 10-fold compared to the information that was being passed around and used nearly 8 decades ago.  


  • Lands’ End CEO Steps Down

    Federica Marchionni, CEO of Lands’ End Inc. (NASDAQ:LE), announced she was stepping down on Monday. Her resignation marks the departure of the company's second CEO since it diverged from Sears Holdings Corp. (NASDAQ:SHLD) in 2014.


    Marchionni has been with the clothing manufacturer since February 2015. A former executive at Ferrari and Dolce & Gabbana, she arrived with the vision of transforming the company, known for its outdoorsy apparel, to a more fashion forward brand. She added slimmer-fitting clothing, stiletto heels and a new line of athletic wear to the company’s product line. These efforts have not resonated well with loyal customers.

      


  • Empire Company: Canadian Grocer Paying Dividends Since 1963

    Whether you’re looking for your weekly meals or want to build a passive income empire, an enterprise like Canadian-based Empire Company (TSX:EMP.A) can assist in either.


    The company’s history dates back to 1963, but its related subsidiaries have now been serving customers for over a century.

      


  • AMD’s Pullback Is a Golden Opportunity

    AMD (NASDAQ:AMD) has been a laggard performer for many years, but the company has turned its fortunes around this year. While several factors have contributed to its rise, it has been the success of its Polaris architecture that propelled it to multi-year high levels. A couple of months ago, the company launched three new graphics processors specifically for mainstream users. All three cards, RX 480, RX 470 and RX 460, are priced in the range of $100 to $200.


    However, the most significant is flagship RX 480, as it is able to power high-end VR headsets, comprising the Oculus Rift and HTC Vive. It can certainly be said that majority of the company’s rally is due to the launch of these GPUs.

      


  • Can Facebook Go Higher?

    Despite the fact that Facebook (NASDAQ:FB) is hovering near all-time highs, I think the stock can still move higher as long as the company carries on reporting strong growth. Although investors should expect less upside from these levels considering the company's market cap has crossed the $360 billion mark, the stock is still a good buy.


    Monthly Active Users Are Growing at a Healthy Rate

      


  • Dump FireEye Before It Gets Worse

    FireEye (NASDAQ:FEYE) has been in a downtrend for over a year now and it still does not look like the stock has bottomed out. The company is facing many problems and is being outsmarted by the competition in the cybersecurity space. Investors should be really cautious holding onto FireEye and new investors should definitely not try to catch this falling knife.


    Problems Are Not Over for FireEye

      


  • 15 Questions With Wilhelm Hertzog



  • Bruce Berkowitz Interview With CNBC

    Overview:


    Bruce Berkowitz (Trades, Portfolio) founder and fund manager of Fairholme Capital Management sat down with CNBC for an interview Friday. During the interview, Berkowitz discussed topics ranging from his investments to his views on the presidential elections.

      


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