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  • Ford Motors Saw Challenges in 2014, But Confident about 2015 Outlook

    Ford Motor (F) released its fourth quarter and full year earnings recently with net income declining 56% compared with previous year as costs increased while volumes lowered. The automaker is known for being the most profitable American automaker with high operational performance. However, in 2014 the company saw a series of setbacks that bore an impact on its results. Let’s take a look at the Detroit carmaker’s performance and outlook for 2015.


  • A Few Reasons to Invest in This Pizza Company for the Long Run

    Papa John’s (PZZA) is benefiting from its home strategy. Papa John’s has always been working on bringing in new pizzas with new ingredients, and it is glad to see the response from customers. A 7% increase in the sales is a clear indication that customers are accepting Papa John’s pizza. Looking ahead, Papa John’s is expecting solid earnings growth despite certain commodity headwinds.

    What will drive growth


  • Skyworks Solutions Is Set to Get Better in the Long Run

    Skyworks Solutions (SWKS) delivered strong results recently. A solid 59% increase in year over year revenue is a clear indication that the stock has a long way to go in the long term. Looking ahead, Skyworks is expected to accelerate its performance.

    Focus on key initiatives


  • Why The Fresh Market Is a Good Buy Despite Short-Term Weakness

    The Fresh Market (TFM) reported solid numbers for the third quarter, which was mainly driven by its efforts to grow store base and drive customer traffic. Although EPS was below estimates but revenue topped the street expectations with both revenue and net income reporting year over year growth. Led by its strong numbers the stock is currently trading near its 52-wek high with better prospects in the days ahead. Lets have an in depth analysis of this stock.

    Gaining ground


  • Intel: Can Investors Expect Better Times Ahead?

    Intel (INTC) reported solid numbers for the fourth quarter that came above the street expectations. Both profit and revenue grew year over year, which was mainly driven by higher sales of server chips and chips for personal computers. However, the fun was slightly offset by a weak guidance for the first quarter that edged below the consensus estimate . But in the long run Intel seems to be well on track to carry its growth forward.

    What next


  • Why W.R. Grace Is a Good Investment

    W.R. Grace (GRA) reported excellent sales growth and solid margins for all of its 3 key businesses with its cash flow expanding 14% year-till-date. The recent decline in crude oil prices is believed to have no major effect on the company’s catalyst business, since its business is primarily driven by solid end-user demand for plastics and transportation fuels.

    Making good progress


  • NetEase: New Games Will Act as Catalysts Going Forward

    NetEase (NTES) reported significant traction for its strong portfolio of conventional online and expanding mobile offerings in the constantly changing online market place of China. Its three major business segments recorded impressive growth expanding sequentially as well as on year-over-year basis.

    What's driving growth


  • Ken Fisher's Top 5 New Fourth Quarter Stock Buys

    Ken Fisher (Trades, Portfolio) founded Fisher Investments in 1979 and selects stocks he believes will benefit from his analysis of global macroeconomic, political and sentiment factors.

    His diversified portfolio contains 582 stocks, 78 of which are new buys in the fourth quarter, according to his new portfolio released today. The portfolio has a total value of $48.4 billion, and has its greatest weighting in Financial Services at 23.1%, followed by Technology at 16.1%.


  • AIG is A Strong Buy At These Prices

    A) Introduction

    American International Group (NYSE:AIG) has to be one of the most unloved stocks in the entire market. While the company was widely criticized for its role in causing the '08 financial collapse, the government bailout of the company infuriated the entire nation. With that being said, AIG is a different company nowadays. The company has long since repaid its debt to the government (with interest), and the company's restructuring efforts have been successful. The company has posted two straight quarters of revenue and EPS growth, and last quarter's EPS numbers beat consensus estimates by over 12%. While some analysts have recently changed tone on the stock (Credit Suisse downgraded it from 'Outperform' to 'Neutral' on January 8th), we believe the stock offers very attractive value at these prices. We'll start this article with a quantitative breakdown of the company's relative value, then analyze its growth profile, followed by an analysis on how the "smart money" is playing the stock, before concluding with some qualitative analysis and conclusions.


  • Tweedy Browne Fund Q4 2014 Commentary

    Global and international equity market indices (in local currency) moved higher in the 4th quarter despite increasing equity market volatility caused in part by the continued rapid decline in oil prices. With respect to relative performance comparisons, it was a difficult quarter for the Tweedy, Browne Funds largely due to their underweightings in US equities and their overweightings in energy related holdings. The absolute and relative results since inception for all of our Funds remain strong.

    The Funds do not impose any front-end or deferred sales charges. However, the Global Value Fund, Global Value Fund II – Currency Unhedged and Worldwide High Dividend Yield Value Fund impose a 2% redemption fee on redemption proceeds for redemptions or exchanges made within 60 days of purchase. Performance data does not reflect the deduction of the redemption fee, and, if reflected, the redemption fee would reduce the performance data quoted for periods of 60 days or less. The expense ratios shown above reflect the inclusion of acquired fund fees and expenses (i.e., the fees and expenses attributable to investing cash balances in money market funds) and may differ from those shown in the Funds' financial statements.


  • John Keeley Alternative Value Fund Q4 2014 Commentary

    In the fourth calendar quarter of 2014, the KEELEY Alternative Value Fund (KALVX) fell 2.71 percent compared to a 6.09 percent increase for the Russell 2500 Value Index and a 4.93 percent rise in the S&P 500 Index. For the year ending December 31st, 2014 the Fund declined 8.15 percent compared to a 13.69 percent increase by the S&P 500 Index and a 7.11 percent rise by the Russell 2500 Value Index. Although equities rebounded from a challenging third quarter, a number of the issues that facilitated much of the recent volatility continue to exist. The volatility in the price of oil garnered the majority of the attention here in the U.S. although growing concerns about the efcacy of global growth deepened toward the end of the year. Global deationary pressures have become the heart of these concerns and although the European Central Bank (ECB) has communicated their desire to consider Quantitative Easing (QE), it is difficult to project its effectiveness given the structural reforms needed at a local level. Despite the strong bounce in equities during the quarter, and especially in small caps which lagged for much of the year, broadly speaking, investors continued to rotate toward more defensive sectors. In the fourth quarter, the top performing sectors in the Russell 2500 Value Index were traditional safe havens such as utilities, health care, and consumer staples. The Fund trailed the Russell 2500 Value Index during the quarter due in large part to an overweight position in the lagging energy sector and poor stock selection in the nancial sector by the long side of the portfolio. Holdings in the nancial sector were negatively impacted by our lack of interest rate sensitive positions, as REITs did exceptionally well during the quarter. Our lack of REIT exposure is a consistent part of our process as we believe those types of companies do not possess the catalyst / corporate restructuring characteristics that we seek within our investment philosophy. As we mentioned earlier, our overweight position in energy had a negative impact on the portfolio. After making a positive contribution for much of 2014, our holdings succumbed to the pressure from the abrupt price decline in the commodity. Sub-advisor Broadmark Asset Management had difculty hedging the portfolio in such a volatile environment with the market never really nding a consistent direction. Some of their hedges were ill-timed, and the subsequent removal of those hedges were also poorly timed which collectively detracted from the portfolio’s results during the quarter.

    During the fall pullback, Broadmark was able to hedge some of that decline, but the rise in volatility in December was a challenge to performance as their risk-averse approach can at times inhibit performance.


  • Steven Romick's FPA Crescent Fund Fourth Quarter 2014 Commentary

    You should consider the Fund’s investment objectives, risks, and charges and expenses carefully before you invest. The Prospectus details the Fund's objective and policies, sales charges, and other matters of interest to the prospective investor. Please read this Prospectus carefully before investing. The Prospectus may be obtained by visiting the website at, by email at, toll-free by calling 1- 800-982-4372 or by contacting the Fund in writing.

    Past performance is no guarantee of future results and current performance may be higher or lower than the performance shown. This data represents past performance and investors should understand that investment returns and principal values fluctuate, so that when you redeem your investment it may be worth more or less than its original cost. Current month-end performance data may be obtained by calling toll-free, 1-800-982-4372.


  • Comment for Bestinfond Stock Holdings, Investment Philosophies and News --

    Francisco Parames is not running besttinfond any more. He has left Bestinver.  

  • Manual Of Ideas: Henry Singleton, Founder Of Teledyne

    Henry Singleton was the co-founder of Teledyne Technologies (TDY) and ran the firm for over three decades. Manual of Ideas did an over hour long program of a book written on Henry Singleton.


  • Stephen Yacktman Lays Out The Bullish Case For Samsung Electronics Preferred Shares

    Stephen Yacktman thinks common shares of Samsung Electronics are cheap. He thinks the Preferred shares which are basically non-voting common shares are even cheaper.

    At 3 times Enterprise Value to EBITA Samsung does look unbelievably cheap for a megacap high quality company.


  • Donville Kent - January 2015 Letter

  • Gulf Resources (GURE) Soars on Natural Gas Discovery, ImmunoGen (IMGN) and Synaptics (SYNA) Surge on Results

    Gulf Resources, Inc. (GURE)


  • Charles Brandes' 4Q 2014 Commentary - Independent Value Investing: Reflections on an Enduring Strategy

    Commemorating the firm’s 40th anniversary in 2014 was both an accomplishment and a reaffirmation of Brandes Investment Partners’ commitment to value investing and to our clients. In this Q&A, founder and Chairman Charles H. Brandes, CFA, reflects on this important milestone, how he got started in the business and why value’s relevance remains intact today for long-term focused investors.


  • Should You Invest in Whiskey?

    2014 was a big year for spirits, with craft beer taking a bit of the backseat in favor of American whiskey. The market exploded in the past twelve months, and global interest is growing, now more than ever before. Other spirits like tequila and gin also benefited from the decline in market share for beer, but the story of the year was focused on whiskey.


  • Manitowoc: To Separate Their Construction & Food Equipment Businesses

    Manitowoc Company (MTW) has announed that it will seperate its businesses after having activist investors like Carl Icahn (Trades, Portfolio) of Icahn Enterprices (IEP) push for its. Yesterday the company announced that it will seperate their construction and food equipment businesses into seperate into to indepentant, publicly traded companies. The plans to to finalized the tax-free spin-offs in earlier in 2016.


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