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5 Lessons From Michael Burry Lessons from Burry's early blogs to help you improve your investing process
Dr. Michael Burry is a value investor and founder of Scion Capital. He shot to fame in 2008 after becoming one of the first fund managers to bet against the subprime housing market, a story later told in the 2015 film "The Big Short." Read more...
Importance of ROIC: 'Reinvestment' vs 'Legacy' Moats Certain businesses have the advantages of a Legacy Moat but also opportunities to deploy incremental capital at high rates
I’ve talked a lot about the importance of the concept of return on invested capital (ROIC), and how it is a key driver of value in a business. Feel free to go back and read some of those posts here. In this particular post, the discussion is continued. This post is something new for BHI: it’s a guest post written by my good friend Connor Leonard (see his brief bio at the end of the post). Read more...
The Other Side of the Big Short Charlie Munger's lessons from the housing bubble
There have been a lot of discussions since the book “The Big Short” was published and the subsequent production of the eponymous movie. I haven’t read the book yet, but watched the movie and thoroughly enjoyed it. Read more...
The Oracle Shared Insights on Making 50% a Year Managing Small Sums Buffett gives a specific answer to a KU student's question
Many of us are familar with Warren Buffett (Trades, Portfolio)'s confidence in making 50% a year if managing small sums. But less familar to us is how he would go about it because it is rarely discussed. Read more...
Theory Versus Reality Why would Barron's highlight a mutual fund that has stunk up the joint in the 9 years since inception?
The June 27 issue of Barron’s has done it again. With thousands of fund managers to pick from, columnist Leslie Norton chose to spotlight Bruce Geller, CEO of Dalton Greiner Hartman Maher and the firm's GDKM All-Cap Value (DGHMX) mutual fund. Read more...
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Commentaries and Stories

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8 Best Stocks for Value Investors Sabra Health Care and Travelers Companies are great picks  - 8 Best Stocks For Value Investors
I evaluated 42 different companies this week to determine whether they are suitable for Defensive Investors, those unwilling to do substantial research, or Enterprising Investors, those who are willing to do such research. I also put each company through the ModernGraham valuation model based on Benjamin Graham's value investing formulas in order to determine an intrinsic value for each. Out of those 42 companies, only eight were found to be undervalued or fairly valued and suitable for either Defensive or Enterprising Investors. Therefore, these eight companies are the best undervalued stocks of the week. More...

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Barrick Gold's Rally May Resume Soon Company is making strides to reduce its debt  - Barrick Gold's Rally May Resume Soon
Barrick Gold Corp. (NYSE:ABX) fell over 30% in 2015, as the gold price moved from $1,294.40 per ounce to a low of $1,062 per ounce. However, 2016 reveals a different kind of story, as the stock is up more than 100% year to date on the back of improving gold prices. More...

LONG


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Big Alzheimer Flop Creates Buying Opportunity for Eli Lilly Eli Lilly has new drugs in the pipeline that will replace its failed Alzheimer treatment  - Big Alzheimer Flop Creates Buying Opportunity For Eli Lilly
Eli Lilly (NYSE:LLY) made the news for the wrong reasons on Nov. 23 after announcing that its experimental treatment for Alzheimer’s drug, Solanezumab, had failed. If it had been successful, Eli Lilly would have the distinction of researching the first effective disease modifying drug in the world. More...

LONG, PHARMACEUTICAL


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ExxonMobil's Future Growth May Surprise Stockholders Exxon has increased its dividend over the past 33 years, suggesting there is more to come in the future  - ExxonMobil's Future Growth May Surprise Stockholders
Since 2013, oil price per barrel has continued to slide down at a rapid pace. Oil prices have reached an average of $43.30 per barrel this year, a drop of approximately $61 compared to 2013. Because of this, most of the oil stocks faced severe problems over the past two years. More...

LONG


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Apple Finds Its Second Wind in Apple Pay and Apple Music Will the new services provide viable support for iPhone sales?  - Apple Finds Its Second Wind In Apple Pay And Apple Music
With more than half a trillion dollars in market capitalization, Apple (NASDAQ:AAPL) is one of the world’s largest companies but also one of the cheapest, trading at 13.6 times earnings and 2.85 times sales. The company that revolutionized the smartphone world saw its revenues slide due to a slowdown in worldwide smartphone sales this past year. With forecasts for smartphone sales from IDC and Gartner not looking rosy at all for the next few years, Apple will be looking at new product launches and emerging markets to keep smartphone sales moving. Unfortunately, even that may not be enough to match the pace of its growth in the last five to 10 years. More...

LONG


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Top Insider Buys Highlight for Week of Dec. 5 Insiders purchased shares at Salesforce.com and Clorox  - Top Insider Buys Highlight For Week Of Dec. 5
The largest insider buys for this week were for Salesforce.com Inc. (NYSE:CRM), Clorox Co. (NYSE:CLX), TransDigm Group Inc. (NYSE:TDG) and Buckeye Partners LP (NYSE:BPL). More...

WEEKLY, INSIDER


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Searching for Value in the REIT Rubble Leave it to the stock market to do the exact opposite of what you expect it to do.  - Searching For Value In The REIT Rubble
Leave it to the stock market to do the exact opposite of what you expect it to do. Following Donald Trump’s surprise win, stocks have spent the past three weeks pushing higher. More...

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UCB's Vimpat Patent Belgian pharma company's main drug is Vimpat  - UCB's Vimpat Patent
UCB (XBRU:UCB) is a Belgium-based biopharmaceutical and specialty chemical company that specialises in two therapeutic areas: diseases of the central nervous system and immunology. The main central nervous system speciality is epilepsy and the main drug in this area is Vimpat. (UCB revenue mostly comes from four drugs of which Vimpat is one.) More...

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The Only Rule Is It Has to Work Book review  - The Only Rule Is It Has To Work
I continue to be on fire with the book selections as of late, this time with the gem, The Only Rule Is It Has to Work More...

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US Market Indexes End the Week Higher All 3 major indexes reach new highs on Friday  - US Market Indexes End The Week Higher
U.S. market indexes were higher on Friday with all three major indexes reaching new highs. More...

U.S. FINANCIAL MARKET


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David Winters Buys Israeli Defense Company One of the largest weapons makers in Israel David Winters - David Winters Buys Israeli Defense Company
Israel’s largest publicly traded arms and defense company, Elbit Systems Ltd. (XTAE:ESLT), singularly caught the eye of a manager who focuses on fundamental research but who has also tangled with public companies’ boards of late, David Winters (Trades, Portfolio). More...

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Steven Cohen Hikes Bunge Holding by Nearly 1,500% Company working to ensure sustainable food security for future generations Steven Cohen - Steven Cohen Hikes Bunge Holding By Nearly 1,500%
Guru Steven Cohen (Trades, Portfolio), founder of Point72 Asset Management, increased his position in Bunge (NYSE:BG) by nearly 1,500% adding 2,717,200 shares to his portfolio in the third quarter. The trade had a 1.13% impact on Cohen’s portfolio; he now owns 2,901,800 shares of Bunge. More...

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A 3.5% Dividend Yield and Emerging Market Growth Exploring the investment prospects of Unilever  - A 3.5% Dividend Yield And Emerging Market Growth
(Published Dec. 9 by Bob Ciura) More...

DIVIDENDS


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Hershey Has a Sweet Dividend, but Valuation Could Be Too Rich Company can satisfy investors' appetite for income  - Hershey Has A Sweet Dividend, But Valuation Could Be Too Rich
(Published Dec. 9 by Bob Ciura) More...

DIVIDENDS, CHOCOLATE


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Osisko Gold Royalties Gaining Among Investors First Eagle Investment initiated a position during the 3rd quarter First Eagle Investment - Osisko Gold Royalties Gaining Among Investors
Gold continues its downturn. More...

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Bill Ackman Comments on Herbalife Guru stock highlight
On November 1, 2016, Herbalife (NYSE:HLF) reported its third quarter financial results. Modest financial performance in the quarter, disappointing 2017 guidance and the unexpected announcement of a CEO transition caused the stock to decline. HLF stock has traded down more than 33% since the announcement of the company’s settlement with the FTC on July 15th, 2016, a 15% year-to-date decline, as investors have come to increasingly ignore the company’s fraudulent characterization of the FTC settlement. At its December 2, 2016, price of $47.99 per share, HLF currently trades at approximately the price at which we shorted the shares in 2012. More...

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Bill Ackman Comments on Nomad Guru stock highlight
Nomad (NYSE:NOMD) reported Q3 results in late November. More...

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Bill Ackman Comments on Platform Specialty Products Corp Guru stock highlight
In September, Platform (NYSE:PAH) hosted an investor day where it provided a detailed explanation of the secular growth drivers and unique competitive positioning of each of its Performance and Agricultural Solutions businesses, along with long-term guidance of 4% annual organic revenue growth and high-single digit annual EBITDA growth. More...

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Bill Ackman Comments on Valeant Pharmaceuticals International Guru stock highlight
Since our last update in August, Valeant (NYSE:VRX) has bolstered its management ranks, improved dermatology average selling prices (ASPs), stabilized its salesforces, and experienced acceleration in Salix script trends. Despite these positive developments, financial results continue to be challenged as certain unexpected events impacted Valeant in Q3 and weakness in Valeant’s U.S. Diversified Products segment continues to weigh on near- to medium-term earnings. More...

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Bill Ackman Comments on Fannie Mae and Freddie Mac Guru stock highlight
Fannie (FNMA) and Freddie (FMCC)’s underlying earnings continue to progress modestly in the core mortgage guarantee business, while the non-core investment portfolio continues to shrink to a smaller and appropriate level, resulting in a more profitable and lower-risk business model. The strength in underlying earnings growth reflects two factors: (1) an increase in guarantee fees as the fees on new mortgages exceed the average fees on the existing portfolio, and (2) lower credit losses as the portfolio’s credit quality has meaningfully improved since the financial crisis. More...

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