Last Update: 12-31-1969

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  • A Cheap Aristocrat With 40 Straight Years of Dividend Growth

    Pentair (NYSE:PNR) is a lesser known dividend aristocrat that most recently boosted its dividend by 5%, representing its 40th consecutive year of dividend increases.

      


  • John Rogers' Ariel Investments Monthly Commentary - January

    This January there have been two hot news topics: the volatile and declining stock market and the 2016 Presidential race. As for the market headlines, some report it as the worst open to a stock market year ever, but it certainly is not the worst January return in history. In politics, both primary races are more heavily contested than one would have imagined at first blush. Here, we have no desire to be partisan or to predict any outcome. Our point is simply to emphasize that while the stock market and the political arena might sizzle in the short term, only the long term really matters.

      


  • Low Prices a Cause for Champagne, Not Concern

    The markets continue to be hammered and there is a distinct odor of fear hanging over the markets. We are trying to back bounce this afternoon as investors rush to buy tech as it looked “cheap” to them. I have no idea how you get "cheap" out of these valuations, but traders will trade even if it doesn’t make sense. The fact that the price is down does not mean an issue is cheap, but that is a lesson a lot of folks need to learn for themselves.


    I wrote the other day that if you are a long-term value investor still in the accumulation phase of your life, lower prices are more of a cause for champagne rather than concern. I was reading the Carlyle Group (NASDAQ:CG) call transcript today, and David Rubenstein expressed the right mindset for this market. He told his investors that “We expect a tougher environment over the next few years, but it is in this environment that we expect to see the best opportunities. For the past two years, we have highlighted the challenge of high asset values and the impact that that has had on our investment phase. We think today and in the near future from a new deal standpoint valuations will be more to our liking.”

      


  • AIG Nominates John Paulson, Icahn Pick to Board of Directors

    Insurance giant American International Group Inc. (NYSE:AIG) today announced that it would expand its board of directors to accommodate two new seats and nominated fund managers John Paulson (Trades, Portfolio) and Samuel Merksamer to fill them.


    The board of directors agreed to increase its number of seats from 14 to 16 and to vote on Paulson, the president of Paulson & Co. and Merksamer, managing director of Icahn Capital LP, at the 2016 annual meeting of shareholders in May.

      


  • HCP: Is the Dividend Safe?

    HCP (NYSE:HCP) released its fourth-quarter and full-year results on Feb. 9.


    The market did not like the results. HCP stock fell from $34 per share down to $28 per share in one day. The company’s stock has declined ~28% over the last week.

      


  • Alphabet and Benchmark Lead the Balance Sheet Powerhouses

    Alphabet Inc. (NASDAQ:GOOG)(NASDAQ:GOOGL), the parent to Google, is back on my Balance Sheet Powerhouse list for a fifth time.


    This list honors companies that show unusual financial strength. I have compiled it 12 times, 2001-2006 and 2011 to the present.

      


  • Brandes Makes a Variety of Reductions in 4th Quarter

    Charles Brandes (Trades, Portfolio), chairman of Brandes Investment Partners, reduced 89 stakes in his portfolio in the fourth quarter. His most noteworthy reductions crisscrossed the globe and spanned an investing spectrum that included several in oil and gas companies but also touched on banking and financial services and technology stocks.


    Brandes made his most significant fourth-quarter reduction in his stake in Embraer SA (NYSE:ERJ), a Brazilian aerospace and defense company. Brandes trimmed his stake by more than 8%, selling 980,533 shares for an average price of $29.38 per share. The transaction had a -0.37% impact on Brandes’ portfolio.

      


  • Wilbur Ross on the Global Market

    Wilbur Ross (Trades, Portfolio) appeared on Fox Business on Wednesday to discuss current happenings in the global market, as well as Federal Reserve Chairwoman Janet Yellen's hearing on Capital Hill.


    Fox Business interview:

      


  • CF Industries Among Stocks Trading Below Peter Lynch Value

    According to GuruFocus' All-in-One Screener, several gurus are focusing on stocks whose Peter Lynch fair value is far above the current price. The following stocks are trading with a wide margin of safety, and at least five gurus are shareholders.


    CF Industries Holdings Inc. (CF) is trading at about $27 per share, and the Peter Lynch value gives the stock a fair price of $57.49, giving the current price a margin of safety of 53%. It is now trading with a PE ratio of 7.17, higher than 86% of companies in the Global Agricultural Inputs industry and is currently 60.97% below its 52-week high and 2.45% above its 52-week low.

      


  • Fundamental Investor Richard Snow's Top 5 New Stocks

    Richard Snow (Trades, Portfolio) is the founder, president and chief investment officer of Snow Capital, where he initiated nine new positions in the fourth quarter, according to his portfolio update disclosure Wednesday.


    Snow’s firm adheres to a fundamental, bottom-up stock picking process, seeking financially attractive companies with temporarily depressed stock prices due to negative events unrelated to their long-term potential. Snow Capital Management has both a hedge fund and mutual funds, as well as separately managed account strategies, with approximately $4.6 billion in total assets under management as of Oct. 31.

      


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