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Stake Reductions Have Greater Impacts on Columbia Wanger's Portfolio Than New Buys Guru sells nearly half of stake in filtration company
Columbia Wanger (Trades, Portfolio) bought eight new stakes in the fourth quarter, but the guru reduced its holdings in just as many companies that had greater impacts on Columbia Wanger (Trades, Portfolio)’s portfolio. Read more...
Tom Gayner Discusses His Evolution as an Investor Markel has often outperformed similar firm Berkshire Hathaway
Tom Gayner (Trades, Portfolio) is co-CEO at Markel Corporation, a holding company for insurance, reinsurance, and investment operations around the world. The company has often been compared to Berkshire Hathaway (NYSE:BRK.A) (NYSE:BRK.B) in the way it operates. Markel is an insurance company that uses a value investing philosophy and invests its float in other businesses. You can see in the graph below how Markel has outperformed Berkshire over the last five years. Read more...
Dreman Makes 3 Noteworthy Acquisitions in 4th Quarter Guru purchases stakes in Aircastle, Aflac, Bloomin Brands
David Dreman (Trades, Portfolio), founder, CIO and chairman of Dreman Value Management LLC, made two dozen new buys in the fourth quarter, but most were comparatively small. Only three exceeded 13,000 shares or had an impact greater than 0.07% on his portfolio. Read more...
Cubic Corp. Insider Purchases 2,000 Shares Company reported let loss of 20 cents per share in 1st quarter
John Thomas (Insider Trades), executive vice president of Cubic Corp. (CUB), bought 2,000 shares of the company on Feb. 10. The average price per share was $31.46, for a total transaction cost of $62,920. Cubic Corp. designs, integrates, and operates systems, products, and services focused in transportation, defense training, and secure communications markets. The company has a market cap of $850.17 million and a P/S ratio of 0.60. Read more...
Bill Ackman Reports Owning Stake in Euro Food Company Nomad Nomad shares have fallen considerably year to date
Bill Ackman (Trades, Portfolio), the investor whose Pershing Square has suffered double-digit losses over the past year, has owned a large chunk of Nomad Foods Ltd. (NYSE:NOMD), he reported today. Read more...
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Commentaries and Stories

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Stake Reductions Have Greater Impacts on Columbia Wanger's Portfolio Than New Buys Guru sells nearly half of stake in filtration company Columbia Wanger - Stake Reductions Have Greater Impacts On Columbia Wanger's Portfolio Than New Buys
Columbia Wanger (Trades, Portfolio) bought eight new stakes in the fourth quarter, but the guru reduced its holdings in just as many companies that had greater impacts on Columbia Wanger (Trades, Portfolio)’s portfolio. More...

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5 Undervalued Companies Near 52-Week Lows - February Ashland and WestRock are trading at attractive valuations  - 5 Undervalued Companies Near 52-Week Lows - February
There are a number of great companies in the market today. By using the ModernGraham Valuation Model, I've selected the five undervalued companies reviewed by ModernGraham trading closest to their 52-week low. Each of these companies has been determined to be suitable for the Defensive Investor according to the ModernGraham approach. More...

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10 Most Undervalued Companies for the Enterprising Investor - February Stock ideas for value investors  - 10 Most Undervalued Companies For The Enterprising Investor - February
There are a number of great companies in the market today. By using the ModernGraham Valuation Model, I've selected the 10 most undervalued companies reviewed by ModernGraham. Each company has been determined to be suitable for the Enterprising Investor according to the ModernGraham approach. More...

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Tom Gayner Discusses His Evolution as an Investor Markel has often outperformed similar firm Berkshire Hathaway Tom Gayner - Tom Gayner Discusses His Evolution As An Investor
Tom Gayner (Trades, Portfolio) is co-CEO at Markel Corporation, a holding company for insurance, reinsurance, and investment operations around the world. The company has often been compared to Berkshire Hathaway (NYSE:BRK.A) (NYSE:BRK.B) in the way it operates. Markel is an insurance company that uses a value investing philosophy and invests its float in other businesses. You can see in the graph below how Markel has outperformed Berkshire over the last five years. More...

MARKEL


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Eaton Vance: 4 Reasons to Take a Good Look The solid, dividend-paying company is fairly priced at today's levels  - Eaton Vance: 4 Reasons To Take A Good Look
Eaton Vance (NYSE:EV) is a solid dividend-paying company that has sold off from a 2015 high of about $42 to around $28 today. For patient investors, this sell-off has created a potential long opportunity worth further study. Why? More...

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This South African Company Is More Valuable Than Chesapeake Energy A close look at Kumba Iron Ore  - This South African Company Is More Valuable Than Chesapeake Energy
The graph below is definitely not an apple to apple comparison, but I ended up comparing the two secondary to their almost $1 share prices. Nevertheless, both are trading at massive discounts and are completely hated by Mr. Market. As of today, the global stock index (MSCI All-Country World Index) has entered the bear market territory. More...

VALUE INVESTING, LONG


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Dreman Makes 3 Noteworthy Acquisitions in 4th Quarter Guru purchases stakes in Aircastle, Aflac, Bloomin Brands David Dreman - Dreman Makes 3 Noteworthy Acquisitions In 4th Quarter
David Dreman (Trades, Portfolio), founder, CIO and chairman of Dreman Value Management LLC, made two dozen new buys in the fourth quarter, but most were comparatively small. Only three exceeded 13,000 shares or had an impact greater than 0.07% on his portfolio. More...

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Cubic Corp. Insider Purchases 2,000 Shares Company reported let loss of 20 cents per share in 1st quarter  - Cubic Corp. Insider Purchases 2,000 Shares
John Thomas (Insider Trades), executive vice president of Cubic Corp. (CUB), bought 2,000 shares of the company on Feb. 10. The average price per share was $31.46, for a total transaction cost of $62,920. Cubic Corp. designs, integrates, and operates systems, products, and services focused in transportation, defense training, and secure communications markets. The company has a market cap of $850.17 million and a P/S ratio of 0.60. More...

JOHN THOMAS, CUBIC CORPORATION, INSIDER TRADES


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Bill Ackman Reports Owning Stake in Euro Food Company Nomad Nomad shares have fallen considerably year to date Bill Ackman - Bill Ackman Reports Owning Stake In Euro Food Company Nomad
Bill Ackman (Trades, Portfolio), the investor whose Pershing Square has suffered double-digit losses over the past year, has owned a large chunk of Nomad Foods Ltd. (NYSE:NOMD), he reported today. More...

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Mohnish Pabrai Cuts Losses With Struggling Steelmaker Posco Investor's only new 4th quarter investment is Berkshire Hathaway Mohnish Pabrai - Mohnish Pabrai Cuts Losses With Struggling Steelmaker Posco
Value investor and author Mohnish Pabrai (Trades, Portfolio) purchased a new holding in Berkshire Hathaway (NYSE:BRK.B) during the fourth quarter — his only new investment during the period. Pabrai also threw in the towel with another notable holding, South Korean steel maker Posco (NYSE:PKX). More...

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Ray Dalio Invests in Nearly 4 Dozen New Stakes Guru acquires shares of Berkshire Hathaway Ray Dalio - Ray Dalio Invests In Nearly 4 Dozen New Stakes
Guru Ray Dalio (Trades, Portfolio) bought nearly four dozen new stakes in the fourth quarter. His largest acquisitions were in technology stocks, but many were in health care and related products, oil and gas and food and beverages. More...

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Daniel Loeb Buys Axalta, Morgan Stanley, Chubb Third Point investor shows new positions started in recent quarter Daniel Loeb - Daniel Loeb Buys Axalta, Morgan Stanley, Chubb
Daniel Loeb (Trades, Portfolio) made three new additions to his portfolio in the fourth quarter: Chubb Ltd. (NYSE:CB), Morgan Stanley (NYSE:MS) and Axalta Coating System Ltd. (NYSE:AXTA). More...

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Tweedy Browne Trims Stakes in Financial Stocks Most noteworthy reductions included Wells Fargo and Bank of New York Mellon Tweedy Browne - Tweedy Browne Trims Stakes In Financial Stocks
Guru investment advisory and fund management firm Tweedy Browne (Trades, Portfolio) neither bought nor sold stakes in the fourth quarter and added to only a handful. Nearly all of its activity involved reductions of stakes in its portfolio. More...

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Prem Watsa's 5 Largest New Buys 'Canada's Warren Buffett' releases updated portfolio Prem Watsa - Prem Watsa's 5 Largest New Buys
Prem Watsa (Trades, Portfolio), whose investing of the float of his Canadian insurance conglomerate has drawn comparisons to Warren Buffett (Trades, Portfolio) and Berkshire Hathaway (NYSE:BRK.A)(NYSE:BRK.B), revealed the new fourth-quarter investments he made on Friday. More...

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Chubb Merger With ACE Creates Strong Insurance Firm Both companies have long history of dividend increases  - Chubb Merger With ACE Creates Strong Insurance Firm
Chubb (NYSE:CB) is one of the best-managed insurance companies in the world. Prior to the merger of CB and ACE, these companies had raised their dividends for 33 and 22 consecutive years, respectively. With a forward-looking payout ratio below 30%, we expect the combined company’s dividend growth to continue for many more years. More...

DIVIDEND ARISTOCATS, DIVIDEND, DIVIDEND STOCKS, LONG, STOCKS, FINANCIALS


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Baron Emerging Market Fund 4th Quarter Letter Fund gained 3.41%, outperforming the benchmark Ron Baron - Baron Emerging Market Fund 4th Quarter Letter
Dear Baron Emerging Markets Fund Shareholder: More...

BARON EMERGING MARKET FUND FOURTH QUARTER LETTER,


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Brexit Threat - Market Commentary From Causeway Capital Sarah Ketterer's Causeway evaluates the downside risk of a UK withdrawal from the EU, including implications for the UK financial sector Sarah Ketterer - Brexit Threat - Market Commentary From Causeway Capital
In mid‐2016, UK voters will likely go to the polls to decide on a British exit, or “Brexit,” from the European Union (EU). If the electorate choose the “leave” option, this may place a drag on both the UK economy and stock market. UK‐listed firms in the financial sector would likely incur a setback to their earnings from economic disruption. However, the extent and duration of any ill winds from the “leave” option remain difficult to quantify. The specific terms of how a withdrawal from the EU would be implemented have not reached the public. Causeway believes the risk of a Brexit in the next five years is low. However, we include the possibility of a Brexit in our downside scenario analysis for UK financial sector portfolio holdings. We estimate that the share prices of our clients’ UK financial holdings already incorporate a significant amount of downside risk. More...

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Warren Buffett: 'I Am Not Worried' About Market Buffett had positive outlook at recent dinner Warren Buffett - Warren Buffett: 'I Am Not Worried' About Market
A Chicago lawyer had Warren Buffett (Trades, Portfolio) over to his house for dinner Thursday night and a guest commemorated the exceptional event with a press release for his firm. But embedded in the description of general bonhomie that characterized the night were some comforting words from Buffett on the volatile market 2016 brought: More...

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Primecap Management Trims Transocean, Buys Xencor The fund's largest trades during the 4th quarter Primecap Management - Primecap Management Trims Transocean, Buys Xencor
PRIMECAP Management (Trades, Portfolio) was founded in September 1983 and manages Vanguard Capital Opportunity Fund, and Vanguard PRIMECAP Core Fund. The following are some of its most heavily weighted trades during the the fourth quarter, according to GuruFocus Real-Time Picks. More...

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Keeley Funds Comments on Marriott Vacations Worldwide Corp Guru stock highlight
The second largest detractor was Marriott Vacations Worldwide Corp. (VAC) which fell over 16 percent and cost the Fund 28 basis points in performance. Despite a number of business channels remaining strong, such as their resort management, rentals, and financing businesses, lower revenue and a stronger U.S. dollar had a negative impact on their earnings. The company also lowered its sales guidance placing additional pressure on their shares. More...

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