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Investor Jim Rogers Tells Fox Business Agriculture Is “Going to Be One of the Great Industries of Our Time”
Chairman and CEO of Rogers Holdings Jim Rogers spoke with FOX Business Network (FBN) about the United States deficit and the path the nation and individuals need to take in order to prosper. Rogers said that the U.S. economy will not recover until we “accept reality, stop spending money we don’t have, go down to a lower level, and start over.” He went on to say that particularly in such an uncertain economy, “you should invest in only what you know, otherwise keep your money in cash.” Excerpts from the interview are below: Read more...
GuruFocus Interview with Fairfax CEO Prem Watsa
GuruFocus had an opportunity to speak with Prem Watsa, chairman and chief executive of Fairfax Financial Holdings, a $7.7 billion Toronto-based firm, where he has delivered a 5-year cumulative return of 176%, compared to 12.2% of the S&P 500. In 2008, when the market was spiraling to a loss of 37%, he achieved a 21% return for his clients. Read more...
Answers from Tom Gayner's Interview with GuruFocus
Tom Gayner, a renowned valued investor, is president and chief investment officer of Markel Corp and president of Markel Gayner Asset Management, the investment subsidiary of Markel Corp., since 1990. He manages about $2 billion. Read more...
Walter Schloss: The Essence of Value Investing
Here are some notes taken from the life of Walter Schloss, once an office roommate of Warren Buffett. He is still alive and kicking at 95, and is one of the investors who inspires me the most. He had several points in common with Philip Fisher and Philip Carret, some of his contemporary investing legends; they lived very long; invested since very young until late in life; and never looked for extreme fortune or fame. He also led a simple life and, until recent interviews, still invests his personal money. His life incarnates the essential substance of value investing. Read more...
GuruFocus Interview with Investor Arnold Van Den Berg
Arnold Van Den Berg is a value investor with 43 years of industry experience and founder of $2 billion firm Century Management. A short time ago, GuruFocus readers asked him their investing questions. His responses, in which he discusses MDC Holdings Inc. (MDC), Toll Brothers (TOL), Microsoft (MSFT), Dell (DELL), Cisco (CSCO), Applied Materials (AMAT), Walmart (WMT), Wells Fargo (WFC), are below: Read more...
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Carl Icahn Reduces Stake in CVR Refining He Increased in June Carl Icahn - Carl Icahn Reduces Stake In CVR Refining He Increased In June
Carl Icahn (Trades, Portfolio) sold 975,000 shares of CVR Refining LP (CVRR) on July 24, according to Real Time Picks. He had just increased the position by 1,638% to 104,290,764 shares on June 30. More...

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This Acquisition Will Help Priceline Magnify Its Dominance
Restaurant reservation specialist Opentable (OPEN) has been acquired by Priceline (PCLN). As a result of this merger, the likes of Groupon (GRPN) and Yelp (YELP) will now confront serious threats to their business. Give us a chance to see what Opentable will bring to Priceline's business, and why it is a smart acquisition. More...

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IVA International Fund Second Quarter 2014 Review
The IVA International Fund (Trades, Portfolio) Class A (NAV) (“the Fund”) ended the quarter on June 30, 2014 with a return of 2.50% compared to the MSCI All Country World Index (ex-U.S.) (“Index”) return of 5.03%. This brings our year-to-date return to 4.46% versus the Index return of 5.56% for the same period. More...

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Ciena's Is a Turnaround Stock That Investors Should Consider
Ciena (CIEN) has at last left its weakness behind. The systems administration supplies organization was in troubled times several months back because of several factors. Dubious infrastructure spending, an analyst minimization, and negative vibes from industry bellwether and adversary Cisco (CSCO) hosed the mind-set in the industry, pressuring Ciena's shares. Presently, it has made a dynamite rebound. More...

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ARM Holdings Is a Solid Bet to Profit From Growth in PCs and Mobile
ARM Holdings (ARMH) is one of the prime players in mobile and PC market, as it licenses its innovation for numerous devices. Be that as it may, ARM's performance in 2014 has left a ton to be desired. The organization has lost almost 20% of its market value so far this year, despite the fact that it reported solid earnings growth in the first quarter. Furthermore, ARM's valuation is very expensive, as the stock trades at 106 times last year's earnings. However, because of the way that its engineering is used across various devices, it could be a decent purchase on the pullback, especially because of its prospects and fundamentals. More...

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This Diversified Semiconductor Stock Is a Sound Investment
Fairchild Semiconductor (FCS) wasn't fit as a fiddle at the close of 2013. Feeble orders from Samsung (SSNLF), one of its biggest customers, kept Fairchild down, and it was not able to take advantage of its supplier relationship with Apple (AAPL). More...

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Westport Select Cap Fund Comments on Zebra Technologies Corp
The Fund made one new purchase during the quarter, Zebra Technologies Corp (ZBRA), Class A shares (“Zebra”). This company has established a leading position in data collection and product identification and announced the acquisition of a unit of Motorola Solutions, Inc. This deal will expand Zebra’s market position into mobile and network solutions while doubling the company’s size and adding significantly to its earnings per share. More...

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ADTRAN Can Bounce Back in the Long Run
ADTRAN (ADTN) has been injured by slower telecom spending in the U.S. this year. In spite of the fact that the organization's universal sales have been developing at a quick pace, it isn't discovering the same footing in the domestic business sector. Prior, it looked like ADTRAN will profit from At&t's Project VIP take off. Be that as it may, this hasn't been the case so far. More...

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Westport Select Cap Fund Comments on Precision Castparts Corp
Precision Castparts Corp. (PCP), the Fund’s second largest position, was off 6%, costing 61 basis points. There are questions regarding the future organic growth rate of the commercial aircraft industry and the company. This comes despite the company’s continuing profit improvement as it integrates recent acquisitions. More...

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Westport Select Cap Fund Comments on IPG Photonics Corp
IPG Photonics Corp. (IPGP) fell 11.4 %, costing 81 basis points as investors continue to be concerned about second half demand from China for the company's precision laser products. More...

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Westport Select Cap Fund Comments on DeVry Education Group Inc
DeVry Education Group, Inc. (DV), our for-profit education stock, rose over 19%, adding 117 basis points. The company’s diversification efforts have cushioned the negative impact of continued declines in student enrollments at the main operating unit, DeVry University. More...

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Westport Select Cap Fund Comments on Big Lots Inc
The off-price retailer, Big Lots, Inc. (BIG), added 154 basis points. The company’s shares gained over 41% as new management’s merchandising changes showed early signs of success. More...

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Why United States Steel Is on a Comeback Trail
United States Steel (X) at long last came back to profitability as the final quarter gave a highly required achievement to the steelmaker. The results without a doubt boosted the organization's stock that developed 40% in the last one year and outperformed its opponent Nucor (NUE) by a vast margin, however Nucor’s revenue in the last reported quarter jumped 10%. This shows the strong trust the investors and business sector keep up in the organization while the steel producer forecasts strong prospects in the long run. More...

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Westport Select Cap Fund Comments on Universal Health Services Inc
The second largest contributor to first half performance was Universal Health Services, Inc. (UHS), Class B shares, the fund’s largest position. The operator of acute care and mental health hospitals gained nearly 18% and contributed 182 basis points. First quarter earnings exceeded estimates, reflecting the early positive impact of the Affordable Care Act (also known as “Obamacare.”) More...

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Westport Select Cap Fund Comments on United Rentals Inc
During the first half of 2014, four stocks contributed 1% or more to performance. The leader was United Rentals, Inc. (URI), which rose 34% and added 201 basis points iii. Already the largest factor in the rental of equipment used in non-residential construction, the company announced the acquisition of National Pump Company. This purchase will expand the company’s position in the fast growing energy sector, and is projected to be highly accretive to earnings. More...

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A Look at the Week's Top Dividend Growers  - A Look At The Week's Top Dividend Growers
During the past week, GuruFocus recognized four companies as dividend growers. In order to be qualified for this list, the company had to: More...

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Westport Asset Management’s Westport Select Cap Fund Second Quarter 2014 Commentary
During the second quarter, the Westport Select Cap Fund’s Class R shares rose 2.76%, ahead of the Russell 2000® Index’s gain of 2.05%. For the first six months of 2014, the Westport Select Cap Fund’s Class R shares outperformed the Russell 2000® Index with a return of 4.94%, compared to a return of 3.19% for the Index. More...

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Westport Fund Comments on Zebra Technologies Corp
A new position was also established in Zebra Technologies Corp., Class A shares (“Zebra”) (ZBRA), a provider of industrial products used for data collection and automatic identification systems. When Zebra announced in mid-April that it would purchase the mobile-computing services unit of Motorola Solutions, Inc., its share price declined. Investors were concerned with the historical performance of this Motorola, Inc. unit, the fact that it was approximately the same size as Zebra and that the cash transaction would transform Zebra’s balance sheet from debt-free to heavily leveraged. Both companies offer bar code and radio frequency identification used to control inventories but service different end markets. The Motorola Solutions, Inc. unit will enhance mobile and network capabilities. More...

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Westport Fund Comments on Bed Bath & Beyond Inc
Bed Bath & Beyond, Inc. (BBBY) was added to the portfolio after it provided a disappointing outlook for the remainder of the fiscal 2014 year. The focus of investor concerns is on the company’s ability to improve multi-channel sales by expanding its internet marketing capabilities. The company is a retail leader in domestic merchandise and household furnishings. More...

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Westport Fund Comments on MasterCard Inc
The largest detractor among the Fund’s holdings was MasterCard, Inc., Class A shares (MA), at minus 45 basis points from a 12% decline in its share price. After an excellent performance in 2013 where earnings growth outpaced expectations and the stock price responded accordingly, 2014 has seen continued earnings growth but a reduction in the price/earnings multiple iii attached to those earnings. The imposition of financial sanctions against Russia for its annexation of Crimea raised questions about MasterCard Inc.’s long term presence in Russia and its earnings growth. However, the outlook is positive as transactions in many countries will continue to move from paper based systems for commerce to electronic transactions. More...

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