Yesterday

• Menu Holly LaFon posts: 7 hr ago

  Bill Gross Talks Tapering
  <div class="nobrtable"><object id="cnbcplayer" height="380" width="400" classid="clsid:D27CDB6E-AE6D-11cf-96B8-444553540000" codebase="http://download.macromedia.com/pub/shockwave/cabs/flash/swflash.cab#version=9,0,0,0" ><param name="type"...
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• Menu Holly LaFon posts: 8 hr ago

  4 Stocks Leon Cooperman Is Buying
  
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• Menu Holly LaFon posts: 13 hr ago

  Southeastern Asset Management Provides Dell Update
  Southeastern Asset Management continues to believe that the Michael Dell / Silver Lake management buyout proposal undervalues the company and its prospects going forward. Southeastern and Icahn Associates have been working diligently to provide a...
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• Menu Holly LaFon posts: 13 hr ago

  Dodge & Cox Analysts Discuss Corporate Bond Investing
  Tony Brekke and Adam Rubinson, analysts and portfolio managers focused on corporate bond investing at Dodge & Cox, discuss valuations in the broad corporate bond market, adjustments they've made in their corporate bond portfolio in response to changing...
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2013-06-18

• Menu Holly LaFon posts: 06-18 17:09

  Top Stocks of John Paulson’s Real Estate Recovery Fund, Up 27%
  approved by the Office of the Commissioner of Insurance for the State of Wisconsin, Fannie Mae and Freddie Mac, provides borrowers with a more affordable insurance option, for higher quality loans, than they could find with the FHA." In the first...
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• Menu Holly LaFon posts: 06-18 14:08

  James Montier Interview on Investing in the Current Climate and 'Pockets' of Opportunity
  The opportunity in bonds One such opportunity is Treasury bonds, which Bernstein said serve as an effective diversifier to equities. Treasury bonds have been negatively correlated to equities in the recent past, he said, and they can reduce the risk...
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• Menu Holly LaFon posts: 06-18 11:43

  The Evolution of International Small-Cap Investing at Royce
  Portfolio Manager and Director of International Research David Nadel provides a close look at Royce’s involvement in international small-caps, stemming from our initial positions in the mid-1990s through developing proprietary metrics for looking at...
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• Menu guruhl updated album 06-18 10:49

  

  Default Album
  total 39 pictures
• Menu Charles Mizrahi posts: 06-18 10:40

  Relevance of Graham 79 Years Later
  Most books about investing usually have very short shelf lives. In many cases, they hit the bookshelves right at the peak of customer enthusiasm and then quickly lose their relevance. It certainly is a challenge to write something new, and even harder to...
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• Menu guruhl updated album 06-18 10:37

  

  My Album
  total 173 pictures
• Menu guruhl updated album 06-18 10:36

  

  Default Album
  total 36 pictures

2013-06-17

• Menu Holly LaFon posts: 06-17 17:20

  David Tepper's Biggest-Winning Stocks
  Appaloosa hedge fund manager David Tepper is known for outsized returns and good timing on his purchases, earning much of his wealth foreseeing and correctly playing the housing crisis and subsequent financial recovery. In his last television...
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• Menu Holly LaFon posts: 06-17 17:19

  Guru John Buckingham - Don't Expect Fed Tapering at This Meeting
  John Buckingham, CIO at Al Frank Asset Management, does not expect Fed tapering because the economy is not growing fast enough: <div class="nobrtable"><object id="cnbcplayer" height="380" width="400"...
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2013-06-14

• Menu Holly LaFon posts: 06-14 16:18

  Bill Nygren Returns 34%, Thinks These 3 Stocks Are Undervalued
  
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• Menu Holly LaFon posts: 06-14 11:29

  Jeremy Siegel on US Markets
  <div class="nobrtable"><object id="cnbcplayer" height="380" width="400" classid="clsid:D27CDB6E-AE6D-11cf-96B8-444553540000" codebase="http://download.macromedia.com/pub/shockwave/cabs/flash/swflash.cab#version=9,0,0,0" ><param name="type"...
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2013-06-13

• Menu Holly LaFon posts: 06-13 17:28

  PIMCO's El-Erian Opines on Japan
  <div class="nobrtable"><object id="cnbcplayer" height="380" width="400" classid="clsid:D27CDB6E-AE6D-11cf-96B8-444553540000" codebase="http://download.macromedia.com/pub/shockwave/cabs/flash/swflash.cab#version=9,0,0,0" ><param name="type"...
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• Menu Holly LaFon posts: 06-13 16:40

  Bruce Berkowitz Buys Fannie Mae and Freddie Mac - Other Gurus, Financials and Risk
  . Fannie Mae and Freddie Mac are secondary mortgage market government-sponsored enterprises that entered government conservatorship in 2008 on fear that they would go bankrupt due to defaulted mortgage assets from the U.S. housing crisis. Fannie Mae in...
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• Menu Holly LaFon posts: 06-13 11:13

  John Rogers' May Commentary - What's Attractive and New Buys
  As we look back upon our own monthly commentaries thus far in 2013, we find a recurring theme: What appears attractive to us and to the broad investment community right now? In January, we wrote about the relative allures of stocks and bonds—and the...
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• Menu Holly LaFon posts: 06-13 10:27

  Bill Nygren of Oakmark Discusses Stock Picks, Says Stocks Are 'Modestly Undervalued'
  Investing guru Bill Nygren talks about Omnicom (OMC), Texas Instruments (TXI), Oracle (ORCL), Parker Hannifin (PH), Delphi (DLPH), JPMorgan (JPM), Capital One (COF) and AIG (AIG): <div class="nobrtable"><object id="cnbcplayer" height="380"...
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2013-06-12

• Menu Holly LaFon posts: 06-12 16:49

  Are Donald Yacktman's New Buys Undervalued?
  Yacktman Asset Management’s Donald Yacktman looks for good, low-priced businesses that he holds for the long term. Using this strategy, he has earned prodigious returns for investors on the firm’s $22 billion in assets under management. When...
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• Menu Holly LaFon posts: 06-12 13:48

  John Thain: 2008-style crisis can absolutely still happen
  John Thain, former chairman and CEO of Merrill Lynch and COO at Goldman Sachs, told Bloomberg Television's Erik Schatzker and Sara Eisen on "Market Makers" today that a crisis like the one in 2008 could "absolutely" happen again." Thain said, "If...
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• Menu Holly LaFon posts: 06-12 13:30

  Diamond Hill Capital 2013 Annual Letter to Shareholders
  
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• Menu Holly LaFon posts: 06-12 11:35

  Keeley Funds All Cap Value Funds Semi-Annual 2013 Commentary
  In the first quarter of 2013, the KEELEY All Cap Value Fund (KACVX) climbed 14.55 percent compared to a 12.26 percent increase for the Russell 3000 Value Index. Over the trailing six month period ending March 31, 2013, the Fund rose 18.74 percent...
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• Menu Holly LaFon posts: 06-12 11:32

  Keeley Funds Semi-Annual Letter to Shareholders
  Dear Fellow Shareholder, Despite a number of fearful macroeconomic headlines that caused many investors to position themselves conservatively, much of the past six months has proven to be a strong period for risk assets. Equities rose sharply in the...
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2013-06-11

• Menu Holly LaFon posts: 06-11 16:45

  Best Performing Gurus of Past Six Months are John Paulson, First Eagle and Michael Price
  Celebrated for his record payday in 2010, John Paulson has more recently been noted for the deterioration of his gold fund, wherein he lost 28% in the first quarter. This followed double-digit losses in his flagship funds, the Advantage Funds, in 2011...
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• Menu Holly LaFon posts: 06-11 10:59

  Ken Fisher for Forbes - Why Canada Is a Buy
  Some people consider hedge funds to be the smart money on Wall Street. But recent moves by a few notable fund managers have me wondering whether the group shouldn’t be considered the new greater fools of the market. I’m talking about hedge hogs as...
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2013-06-10

• Menu Holly LaFon posts: 06-10 16:30

  Actively Managed Small-Cap Funds Have an Edge - Royce Funds Commentary
  Although 10-year Treasury rates rose last month, the strong performance of certain cyclical sectors within small-cap looks to us like investors may be showing a bit more confidence in areas favored by many active investment approaches.No matter how one...
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• Menu Holly LaFon posts: 06-10 15:57

  Sarah Ketterer's Top New Stock Buys for Causeway International Value Fund
  Sarah Ketterer’s Causeway International Value Fund (CIVIX) is populated by companies with market capitalizations over $750 million that have undergone rigorous bottom-up analysis. “We believe that companies derive their value from the contribution of...
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• Menu posts: 06-10 11:29

  Baron Funds Comments on Rackspace Hosting Inc.
  Rackspace Hosting, Inc. (RAX) is a leading hosting and cloud computing service provider. During the quarter, Rackspace completed the transition of its infrastructure to "Open Stack," an open-source cloud orchestration project initiated by Rackspace and...
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• Menu Holly LaFon posts: 06-10 11:28

  Baron Funds Comments on lululemon athletica Inc.
  lululemon athletica, Inc. (LULU), a manufacturer and retailer of yoga inspired apparel, was a detractor for the period. The company had some quality issues with its Luon fabric, which is used in many of its yoga pants. As a result, the company is short...
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• Menu posts: 06-10 11:16

  Ron Barons Comments on Shutterfly Inc.
  Shutterfly, Inc. (SFLY) is the leading provider of personalized photo-based products. Shares of Shutterfly were up 47.9% in the first quarter on the back of strong fourth quarter results and an equally optimistic outlook for 2013. The company gained...
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• Menu posts: 06-10 11:16

  Ron Baron Comments on Guidewire Software Inc.
  Shares of Guidewire Software, Inc. (GWRE), a leading provider of core systems software to the global P&C insurance industry, outperformed during the first quarter after reporting significantly better-than-expected financial results. We believe that...
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• Menu Holly LaFon posts: 06-10 11:15

  Ron Baron Comments on Liquidity Services Inc.
  Liquidity Services, Inc. (LQDT) brings efficiencies through online auctions to a large, but fragmented, reverse supply chain industry consisting of returns, damaged goods and capital asset sales. Shares of Liquidity Services were down significantly...
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• Menu posts: 06-10 10:51

  Baron Funds Comments on ICON PLC
  Other purchases in the quarter include ICON plc (ICLR), which is a CRO (Contract Research Organization) providing outsourced drug research to the pharmaceutical industry. We observed from our investment in Covance that the industry is turning, so we...
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• Menu Holly LaFon posts: 06-10 10:51

  Baron Funds Comments on SunCoke Energy Partners
  SunCoke Energy Partners, LP (SXC) is a neat special situation. The company is a leading manufacturer of metallurgical coke, a key ingredient sold to the steel industry. Though it serves cyclical end markets, SunCoke's business is annuity-like and stable....
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• Menu posts: 06-10 10:39

  Baron Funds Comments on Madison Square Garden Co.
  Shares of The Madison Square Garden Co. (MSG), the spinout from Cablevision, which owns professional sports teams (the New York Knicks and the New York Rangers), venues (Madison Square Garden and Radio City Music Hall), and cable networks (MSG and Fuse),...
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• Menu posts: 06-10 10:38

  Baron Funds Comments on Lumber Liquidators Holdings
  Lumber Liquidators Holdings, Inc.(LL) , the specialty retailer of hardwood floors, has been an incredible performer, rising another 33% in the first quarter, after gaining about 200% last year. The company continues to put up double digit comparable...
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• Menu posts: 06-10 10:38

  Baron Funds Comments on Polypore International
  Polypore International, Inc. (PPO), the maker of separators for lithium and lead aid batteries, fell 13.6% in the quarter after the company reported poor earnings. Lithium market sales were disappointing in both consumer and electric vehicle end markets,...
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• Menu posts: 06-10 10:38

  Baron Funds Comments on United Natural Foods Inc.
  Shares of United Natural Foods, Inc. (UNFI), the leading national distributor of natural and organic foods, declined 8% in the quarter. Growth moderated for some of the company's customers and industry players, off the torrid pace of the year before, and...
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• Menu posts: 06-10 10:38

  Baron Funds Comments on Mercury Systems Inc.
  Mercury Systems, Inc. (MRCY), the provider of signal and imaging processing for defense electronics contractors, continued to trade poorly because of pending cuts to the U.S. government's defense budget soon to be implemented with sequestration passed....
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• Menu Holly LaFon posts: 06-10 10:38

  Baron Funds Comments on DigitalGlobe Inc.
  DigitalGlobe, Inc. (DGI) operates a fleet of high orbit satellites that sell high resolution unclassified earth images to government and commercial clients. In early 2013, DGI completed the acquisition of its direct competitor (GeoEye) to create a...
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2013-06-07

• Menu Holly LaFon posts: 06-07 17:30

  Hotchkis & Wiley Q2 Newsletter: The State of the High Yield Market Fundamentals, Technicals, & Valuation
  During our regular meetings with investors, the question we are asked most often is a rather simple one: "What is your outlook for the high yield market?" The question's form can take one of several iterations (e.g. Are you bullish or bearish and why?...
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• Menu Holly LaFon posts: 06-07 17:27

  Bill Nygren on Buybacks, David Herro on Emerging Markets in Insights from Oakmark
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• Menu Holly LaFon posts: 06-07 16:09

  Are David Einhorn’s New Buys Undervalued?
  We can’t say for sure what investing guru David Einhorn’s exact analysis process is, but we can use some metrics to gauge the valuation of his holdings. Einhorn’s Greenlight Capital hedge fund rose 8.8% this year through May 31, 2013 compared to...
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• Menu Holly LaFon posts: 06-07 13:56

  Key Investing Takeaways from Warren Buffett’s 2013 Shareholder Meeting
  Warren Buffett and Charlie Munger hosted Berkshire Hathaway's annual shareholder meeting last month in Omaha, including several hours of conversation with panelists and investors. (See the transcript here.) Below are some of the highlights. On Choosing...
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2013-06-04

• Menu guruhl uploaded a new picture 06-04 17:01

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2011-11-30

• Menu guruhl uploaded a new picture 11-30 12:49

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