Today

• Menu GuruFocus posts: 5 hr ago

  Bill Nygren Buys Forest Laboratories, DirecTV, UnitedHealth, Apple, Sells Discovery Communications, Viacom
  Bill Nygren, the manager of Oakmark Fund and Oakmark Select Fund, has been bullish. He is seeing positive activities such as higher dividends, share buybacks and acquisitions. He also believes that EPS growth will be higher than net income growth because...
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Yesterday

• Menu Intelligent Speculator posts: 05-22 07:11

  Dividend Yield on Cost Is Irrelevant
  There are some expressions used that I just don’t get. Maybe it’s me that’s way off, or maybe those that mention it don’t know what they’re talking about. Today, I mentioned one of those in a newsletter that I sent out and wanted to get your...
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• Menu Dividend Growth Investor posts: 05-22 07:07

  Not all P/E ratios are created equal
  My favorite companies to invest in are those that have strong competitive advantages, which allow them to have an easily distinguishable product or service. This allows companies to have pricing power. This pricing power comes from the strong brand name...
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2013-05-21

• Menu GuruFocus posts: 05-21 12:02

  Are You Looking for Higher Returns? Then Try Our NEW Screening & Valuation Tool for Free
  Over $200,000.00 have been spent to enhance the capabilities of our system. The result is Guru Focus Global Membership. Finally, the potential for higher returns that are found abroad these days is now within your grasp in a well presented manner....
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• Menu whopper investments posts: 05-21 09:30

  NCAV investing: it works, except when it doesn’t… $MEAD
  Big news in net-net land today, as tiny net net Meade (MEAD) agreed to be taken private for $3.45. The agreement represents a more than a double from yesterday’s closing price, so more than a few value investors are probably feeling pretty good right...
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• Menu Dividend Growth Investor posts: 05-21 07:40

  Are we in a REIT bubble?
  Low rates have made investors hungry for yield. As a result, traditional higher yielding investments such as utilities and real estate investment trusts are getting bid up by investors. If this madness continues, the possibility that many investors will...
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2013-05-20

• Menu GuruFocus posts: 05-20 17:12

  Download the WordPress Plug-ins for Easy Affiliate Links
  GuruFocus just released two WordPress plug-ins which will automatically add your affiliate links to stock symbols and Gurus’ names in your posts. This will save you a lot of time. You don’t need to manually put the affiliate links on. If your stock...
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• Menu gurufocus updated album 05-20 14:38

  

  Default Album
  total 13 pictures
• Menu gurufocus updated album 05-20 14:37

  

  Default Album
  total 12 pictures
• Menu Charles Sizemore posts: 05-20 12:34

  Triple-Dip Recession in France…What Now?
  The numbers came in last week: France is in recession again, for the third time in five years. A triple-dip recession. Sacre bleu! There is some debate as to whether this is a double-dip or a triple-dip recession; that mini-recession in 2012 was...
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• Menu Gordon Pape posts: 05-20 10:47

  Car Rental Companies Are in High Gear
  Contributing editor Glenn Rogers is back with us this week and once again he has travel on his mind. Glenn is a successful businessman, entrepreneur, and investor who has worked in both Canada and the U.S. He now resides in southern California. Here is...
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• Menu GuruFocus posts: 05-20 10:28

  John Hussman: Not In Kansas Anymore
  On overvalued, overbought, overbullish conditions Last week, Investors Intelligence reported that the percentage of bullish investment advisors moved to 54.2% (from 52.1% the prior week) with just 19.8% of advisors bearish. The Shiller P/E (S&P 500...
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• Menu Dividend Mantra posts: 05-20 08:06

  Two Reasonably Appealing Stock Ideas
  I recently wrote about the difficulties that us value/dividend investors face in allocating capital to equities right now. The S&P 500 is up 17% YTD and we're only a little more than five months into the year. Are many companies worth 17% more now than...
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• Menu Dividend Growth Investor posts: 05-20 08:04

  Clorox Hikes Dividends, but is it a buy at current levels?
  One aspect of dividend investing that is very appealing to me is the consistency of dividend increases for many of the dividend champions I own. I realize how I take these raises for granted, in the rare event when a stock I own freezes or cuts...
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2013-05-19

• Menu gurufocus and greg_c99 became friends 05-19 11:17
• Menu Investing Caffeine posts: 05-19 08:32

  No Free Lunch, No Free Sushi
  Everybody loves a free lunch, myself included, and many in Japan would like free sushi too. Despite the short term boost in Japanese exports and Nikkei stock prices, there are no long-term free lunches (or free sushi) when it comes to global financial...
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2013-05-18

• Menu GuruFocus posts: 05-18 08:03

  May Buffett-Munger Bargain Newsletter is Released
  The Buffett-Munger Bargain Newsletter May issue is ready for download. This month's newsletter is about an actual Buffett stock, Tesco plc. At first glance, the stock seems reasonably priced. An analysis of the fundamentals shows the company has...
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2013-05-17

• Menu Charles Sizemore posts: 05-17 10:20

  Want Dividend Growth? Go for Big Tech Over Utilities
  Investors are starved for yield. It’s not exactly breaking news. With traditional savings vehicles such as savings accounts, CDs, and bonds yielding next to nothing, investors have been flocking to dividend-paying stocks for years. On the surface,...
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• Menu Dividend Growth Investor posts: 05-17 08:38

  Should you invest in Wells Fargo (WFC)?
  In order to identify attractively valued dividend stocks, I follow a monthly screening process, where I go through the list of dividend champions and dividend achievers to look for bargains. In addition, I often stumble upon quality income stocks during...
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2013-05-16

• Menu GuruFocus posts: 05-16 08:35

  Bruce Berkowitz Buys Chesapeake Energy, Berkshire Hathaway Inc, Sears, Sells CIT, MBIA, Wells Fargo
  Bruce Berkowitz had a good year in 2012. That was after a miserable 2011. It seems that the redemption of funds have stopped and he could buy some more stocks. He hasn’t done much buying over the past year due to redemption. But he did buy back some...
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• Menu GuruFocus posts: 05-16 08:19

  George Soros Buys Google, Liberty Global, Sells Citigroup, AIG, GE, Apple
  George Soros just reported his first quarter portfolio. He seems to be bullish as he has bought more stocks than sold. He added to his positions in Google, Liberty Global, etc., bought into Virgin Media, Qualcomm, Netflix, etc. He sold out GE, Morgan...
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• Menu Barel Karsan posts: 05-16 07:48

  IFON You Up With A Deal
  InfoSonics (IFON) was already a deep net-net when it reported results earlier this week. But after reporting an EPS loss of 5 cents, the shares were pulverized, causing the company to lose almost one-third of its market cap, or 16 cents per share. Blood...
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2013-05-15

• Menu GuruFocus posts: 05-15 18:05

  Warren Buffett Buys Wells Fargo, Chicago Bridge & Iron Co., VeriSign, Sells General Dynamics, Archer-Daniels Midland, Mondelez
  Warren Buffett’s investment company Berkshire Hathaway just reported its first quarter portfolio. Berkshire bought more Wells Fargo, VeriSign, DirecTV, DaVita HealthCare Partners, National Oilwell Varco, Inc., Wal-Mart Stores Inc, sells General...
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• Menu Vitaliy Katsenelson posts: 05-15 17:56

  Tweets from Omaha During the Berkshire Hathaway Meeting
  Traditions. As you get older your life slowly starts turning into a series of traditions. (I write this word and I think of Tevye the milkman in Fiddler on the Roof singing it.) And over the years, the beginning of May has turned into a wonderful...
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• Menu GuruFocus posts: 05-15 17:34

  Long Positions From Famed Short Seller Jim Chanos: Buys FXI, Apple, CNH Global NV, MasterCard Incorporated, Visa
  Famed short Jim Chanos just reported his first quarter portfolio. Most notably he bought into beaten down Apple and Chinese ETF FXI. Chanos has been known for shorting China for years. Buying FXI might be a way to hedge his short positions in China. He...
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• Menu GuruFocus posts: 05-15 15:42

  Leon Cooperman’s Bullish Buys: Linn Energy, Chimera Investment, Occidental Petroleum, Qualcomm, Merck, Citigroup
  Renowned hedge fund manager Leon Cooperman reported the first quarter portfolio of his firm Omega Advisors. Omega Advisors. As of 03/31/2013, Omega Advisors owns 81 stocks with a total value of $6.5 billion. Apparently he is very bullish as he has bought...
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• Menu whopper investments posts: 05-15 08:07

  Taking advantage of $EBIX volatility
  An upfront warning: this is much different than my normal investment wheelhouse. Options involve risk of serious loss. Do your own diligence, etc. Last week, I posted that I thought the EBIX merger arb was potentially attractive. If that post wasn’t...
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• Menu Dividend Growth Investor posts: 05-15 07:55

  Why would I not sell dividend stocks even after a 1000% gain?
  In a previous article I wrote on when to sell dividend stocks, many investors were absolutely furious that I would not even think about selling after a stock I own goes up 1000% in value. The reality is that this would depend on the circumstances, but...
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2013-05-14

• Menu GuruFocus posts: 05-14 17:37

  Seth Klarman Buys BP, AIG, Elan Corp, Sells News Corp., Oracle
  Renowned value investor Seth Klarman just reported his first quarter portfolio. Seth Klarman buys BP, AIG, Elan Corp, Rovi Corp, Idenix Pharmaceuticals, Inc., Directv, sells News Corp, Oracle, Genworth Financial Inc, Allied Nevada Gold Corp, Ituran...
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• Menu GuruFocus posts: 05-14 12:34

  David Tepper says stocks are cheap based on the Fed model. How predictive is the Fed model?
  David Tepper was on CNBC this morning arguing that stocks are historically cheap: [Tepper> said the post showed “when the equity risk premium is high historically, you get better returns after that.” He continued, “So we’re at one of the highest...
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• Menu whopper investments posts: 05-14 09:01

  Whistler Blackcomb $WB and the curious case of minority interest
  Yesterday, I put up a post on Winland (WELX) that accidentally put the ticker as “WEXL” instead of “WELX.” Of course, this was a mistake on my part. But it got me thinking about a post I’ve been meaning to put up for a while on the importance...
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• Menu Dividend Growth Investor posts: 05-14 08:51

  Attractively valued dividend stocks to consider today
  With the stock market hitting all-time highs pretty much every day, there are not that many stocks that have low valuations today. Some of my favorite companies such as Coca-Cola (KO) are trading at over 22 times earnings, which is above what I am...
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2013-05-13

• Menu Dividend Monk posts: 05-13 08:56

  Realty Income (O): Historically High Valuation with a Correspondingly Low Dividend Yield
  Realty Income Corp. (O) is a Real Estate Investment Trust (REIT) that purchases established retail real estate sites and holds long-term contracts with tenants. Rent collected goes mainly toward distributions to shareholders. -Seven Year Revenue...
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• Menu Jae Jun posts: 05-13 08:25

  Jim Chanos is Shorting Seagate. Should You?
  At the Ira Sohn conference on Wednesday, Jim Chanos gave a presentation on being short Seagate (STX). Chanos has been negative on the entire PC industry citing the explosion in smartphones and tablets are eroding PC sales. In June 2012, he called HP...
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• Menu Dividend Growth Investor posts: 05-13 08:21

  The Case for owning Digital Realty Trust (DLR): When Hedge Funds Don’t Know What they are talking about
  On Thursday, shares of Digital Realty Trust (DLR) fell sharply after hedge fund manager Jon Jacobson discussed their short opinion on the company at an Ira Sohn Conference. I did not attend the conference, and all of my information about the short thesis...
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2013-05-11

• Menu GuruFocus posts: 05-11 12:13

  May Magic Formula Newsletter: This Magic Formula Stock Has a Dividend Yield Over 6.5%
  This month's magic formula pick returns to an industry we've dipped our toe into twice before. Both of the previous picks have been home runs with one up over 30% in under six months and the other up almost 200% in less than a year. This month's pick...
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2011-04-08

• Menu gurufocus wrote a new blog 04-08 10:43

  1

  New Feature Announcement: New Key Statistics Module, Z-Score And F-Score
  New Feature Announcement: New Key Statistics Module, Z-Score And F-Score
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2010-10-18

• Menu gurufocus created a new poll 10-18 21:34

  35

  How do you like our new design? Comments are welcome
  like it
  it's ok
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2010-08-19

• Menu gurufocus shared a website 08-19 06:23

  1

  http://www.gurufocus.c ... %3Fdo%3Dshare

  The Google Doc spreadsheet shared by Adib
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