Last Update: 1969-12-31

Number of Stocks:
Number of New Stocks:

Total Value: $0 Mil
Q/Q Turnover: %

Countries: USA
Details: Top Buys | Top Sales | Top Holdings  Embed:

' s Profile & Performance

Profile

Total Holding History

Top Ranked Articles

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...
» More Articles

Commentaries and Stories

  • Currently 0.00/5

Rating: 0.0/5 (0 votes)

A Broadcasting Company Headed For Growth
Analysts forecast that the Global Broadcasting and Cable TV market, to grow at a CAGR of 5.28% over the period 2012-2016. One of the key factors contributing to this market growth is the increasing amount of TV advertising. The Global Broadcasting and Cable TV market has also been witnessing the increasing use of interactive TV. According to MarketLine, the worldwide broadcasting and cable TV industry is expected to reach around $475 billion in 2015, showing growth of 27% annually. Out of this total market, TV advertisement contributes around 44%. More...

  • Currently 0.00/5

Rating: 0.0/5 (0 votes)

Insiders Are Buying Polaris Minerals
1 The Company More...

LONG,CONSTRUCTION


  • Currently 0.00/5

Rating: 0.0/5 (0 votes)

Review of the week’s big stories
Stock markets closed the week marginally down from record highs as talk of lofty valuations and financial bubbles continued. With indices up 100% over the past five years the worry is that investors are becoming complacent about risks and that second quarter earnings seasons will fail to meet sky high expectations. However earnings season got off to a good start with several companies reporting strong results. Alcoa reported surging profits on Tuesday that smashed consensus forecasts. Excluding the impact of special items, net income was $216 million, or $0.18 per share, more than double sequentially and nearly triple year-over-year and smashed consensus forecasts of $0.12 per share. The company reported strength in its value added aircraft and automotive business and reported productivity gains across all segments totalling $556 million. Additionally the company reported a bullish outlook. Based on rising truck orders and backlogs, Alcoa increased its 2014 estimated growth for the North America commercial transportation market to a range of 10 to 14 percent while the company continues to project 2014 global aerospace growth of 8 to 9 percent driven by robust demand for both large commercial aircraft and regional jets. Wells Fargo met expectations with earnings and beat on revenue. It was the first big bank to report earnings with the others reporting next week. The bank reported earnings of $1.01 a share, up 4% on the previous year, with core lending up 7%, deposits up 9% and non performing assets down 14%. CEO John Stumpf also painted a positive picture reporting, "Our results also reflected strong credit quality driven by an improved economy, especially the housing market, and our continued risk discipline. We are committed to both maintaining strong capital levels and returning more capital to our shareholders." In an interim update Chevron reported that it expected second quarter earnings to be higher than first quarter as a result of gains on asset sales and an absence of impairments in the prior quarter. Finally, Fastenal Co. reported second-quarter earnings increasing almost 8% as revenue improved 12%. Fastenal, which sells nuts, screws, tools and other industrial and construction supplies, has faced slowing sales-growth momentum in recent quarters. However the company reported improvements in both sectors with manufacturing sales up 11.2% and construction up 7.5%. Fastenal said it still plans to open roughly 35 to 40 stores in total this year. The author is a blogger for SurgingEarnings.Com Risk Disclaimer: This article does not constitute a recommendation to buy or sell. Investing in stocks or other securities and derivatives is a high risk activity and not suitable for everyone. It is strongly recommended that individuals should consult with a SEC registered investment adviser prior to making any investment decisions. Disclosure: The author holds no positions in any of the stocks mentioned nor has any intentions to initiate any in the next 72 hours. More...

LONG


  • Currently 0.00/5

Rating: 0.0/5 (0 votes)

GLD: Sell While You Still Have A Chance
As investors reposition for changing expectations at the Federal Reserve, Dollar-weakness has hit extremes and the SPDR Gold Trust ETF (GLD) has moved to its highest levels in a month. As gold is priced in Dollars, the inversely correlated relationship between these two assets looks more pronounced than at any time in recent memory. More...

RICHARD COX: BUY GOLD, BUY SILVER, GOLD PRICES, PRECIOUS METALS, SILVER PRICES, US DOLLAR, FEDERAL RESERVE, CENTRAL BANKS, INTEREST RATES, INFLATION, STOCK MARKETS, S&P 500, DOW JONES, NASDAQ, FOREX,


  • Currently 0.00/5

Rating: 0.0/5 (0 votes)

3 End-Of-Year Buys In Energy Stocks
Recent market uncertainty prompted by the continued Federal Reserve tapering discussion and the government shutdown in the U.S. has led to downwardly revised growth expectations as we head into next year. These expectations for renewed weakness in consumption and manufacturing present a clear negative for energy markets, as demand traditionally suffers in these types of slowing markets. But when we look at the broader trends in oil prices, it is clear that investors are reluctant to accept that these macroeconomic uncertainties will have a substantive effect on fourth-quarter market valuations. Even with the short-term declines we have seen in oil, correlated ETFs like the United States Oil Fund LP ETF (USO) are still showing strong gains on the year: More...

RICHARD COX: BUY GOLD, BUY SILVER, GOLD PRICES, PRECIOUS METALS, SILVER PRICES, US DOLLAR, FEDERAL RESERVE, CENTRAL BANKS, INTEREST RATES, INFLATION, STOCK MARKETS, S&P 500, DOW JONES, NASDAQ, FOREX,


  • Currently 0.00/5

Rating: 0.0/5 (0 votes)

This Blood Management Company Can Be A Safe Investment
The market for blood plasma has shown unremitting growth in the past years growing at a compound annual growth rate of approximately 10% over the past decade, and is projected to expand steadily in the years to come. The blood plasma market represents a US$11.7 billion global industry of which an estimated US$1.7 billion is sold in Asia, including China and India. Not just the blood plasma, but even the blood collection is also anticipated to grow with a CAGR of 10.11% through 2016, an increase in the aging population, growing number of cancer therapies, and rise in surgical operations are among few reasons responsible for this growth of blood plasma and blood collection equipment market. More...

  • Currently 0.00/5

Rating: 0.0/5 (0 votes)

3 Questions To Assess The Strength of Network Effects for Wide-Moat Compounders  - 3 Questions To Assess The Strength Of Network Effects For Wide-Moat Compounders
Like most investors, I prefer a structured approach to guide my investment selection process. In that regards, Morningstar’s grouping of economic moats into five categories (intangible assets, cost advantage, switching costs, network effect, efficient scale) has been extremely useful to me, in determining the source of competitive advantages for the potential wide-moat compounders I have shortlisted. More...

  • Currently 0.00/5

Rating: 0.0/5 (0 votes)

Now is Not the right time to Invest in LinkedIn!
In the last ten years, social media has exhibited a phenomenal growth starting from the good old days of Orkut and Yahoo Chat to having a social app/site for each aspect of human life. LinkedIn (LNKD) is a perfect example of a company that has carved out a niche market for itself by appealing to professional aspect of human life and as such distinguished itself from other social media giants like Facebook and Twitter. Of late however, it has been witnessing a slowdown in revenues and income owing to various factors like core business model, competition, market scenario etc. Currently trading at an exorbitant forward multiple of around 69, let us see if LinkedIn presents a buying opportunity. More...

SHORT, TECHNOLOGY


  • Currently 0.00/5

Rating: 0.0/5 (0 votes)

Royce Funds Commentary: Hong Kong: A Rich Market for Long-Term Investors
While largely out of favor, we are finding Hong Kong-listed Chinese companies that possess the characteristics we typically look for in our investments—high returns on invested capital, strong balance sheets, and attractive dividend yields. Portfolio Managers Jim Harvey and Dilip Badlani run through some names they currently like and talk about why the market is still appealing. More...

  • Currently 0.00/5

Rating: 0.0/5 (0 votes)

Brian Rogers' T Rowe Price Equity Income Fund Q2 2014 Commentary
U.S. stocks rose in the second quarter of 2014, adding to first-quarter gains and lifting large-cap indexes to new all-time highs in June. Equities climbed amid signs that the economy was recovering from a first-quarter economic contraction driven by harsh weather and inventory corrections. Corporate merger and acquisition activity was supportive, as were signs that Russia wanted to de-escalate tensions with Ukraine, whose eastern region is experiencing violent separatism. Investors were undeterred by the Federal Reserve's continued tapering of its asset purchases or by rising oil prices late in the quarter in response to a sharp increase in sectarian violence in Iraq. More...

  • Currently 0.00/5

Rating: 0.0/5 (0 votes)

Baron Funds Second Q2 2014 Shareholder Letter
Baron Capital got its start investing in small cap stocks. Today, we have 13 Funds across all asset classes, including three small cap Funds. The investment approach is the same, grounded in our long-established, consistently applied methodology developed by founder Ron Baron (Trades, Portfolio). We combine fundamental, bottom-up research with a long-term perspective to find companies with open-ended growth opportunities, sustainable competitive advantages, and visionary management, at an attractive valuation. More...

  • Currently 3.00/5

Rating: 3.0/5 (1 vote)

To Avoid Big Losses, You Must Recognize The Limits Of Exponential Growth
I would like to thank those of you who endured the first installment in this 4-article series on overvalued businesses and have actually returned to subject yourselves to the second piece; I sincerely hope you both enjoy it. More...

AVOID AMZN


  • Currently 0.00/5

Rating: 0.0/5 (0 votes)

Weekly CFO Sells Highlight: American Tower Corp, Western Refining Inc, Foot Locker Inc.
According to GuruFocus Insider Data, the recent CFO sales were: American Tower Corp, Western Refining Inc, and Foot Locker Inc. More...

  • Currently 0.00/5

Rating: 0.0/5 (0 votes)

Rising LED Light Market Stimulating CREE’s Growth
The LED lighting market is anticipated to grow 45% per year through 2019. The LED lighting market at $4.8 billion in 2012 is anticipated to go to $42 billion by 2019. This anticipated market size has provided a driving force to companies like CREE. The Company remains focused on product innovation and to expand its product offering. CREE is continually engaged in development of low cost next generation LED bulb, with new price points leading to LED adoption. The company adopts a reinvesting policy from its profits to fund additional marketing investments and generate even more awareness that the Cree LED bulb pays for itself. More...

  • Currently 0.00/5

Rating: 0.0/5 (0 votes)

To Avoid Big Losses, You Must Recognize The Limits Of Exponential Growth
I would like to thank those of you who endured the first installment in this 4-article series on overvalued businesses and have actually returned to subject yourselves to the second piece; I sincerely hope you both enjoy it. More...

AVOID AMZN


  • Currently 0.00/5

Rating: 0.0/5 (0 votes)

Insider Trading: Not Pointing the Way Lately  - Insider Trading: Not Pointing The Way Lately
The normally reliable Thomson Reuters Insider SELL/BUY Ratio: More...

RETAILING,EQUITIES,RESEARCH,BARRON'S


  • Currently 0.00/5

Rating: 0.0/5 (0 votes)

To Make Big Profits, You Must Avoid Big Losses
I hope you will indulge me by taking the time to read this 4-article series on overvalued businesses and how the “professionals” recommend them and consider if these are really the type of current valuations to projected future prospects that present investment opportunities that you truly believe to be compelling. If your answer to the question is no, then you should really be asking yourself why most people seem to believe that the small, individual investors can’t beat the market? I think it is because the “professionals” spend a great deal of time and money trying to convince us that we can’t so we will continue to pay them to do it for us. More...

SHORT, COMMERCIAL REIT'S


  • Currently 0.00/5

Rating: 0.0/5 (0 votes)

U.S. Equity Markets Fall from Record High Levels
After reaching record highs in the first half of the year U.S. equity markets have met some resistance. Instead of pushing towards 18,000 for the Dow Jones Industrial Average and 2,000 for the S&P 500, indexes retreated this week. It appears markets have met their high resistance level following a strong June employment report from ADP and the Bureau of Labor Statistics. The DJIA was down 0.7% and the S&P 500 was down 0.9% for the July 11 week. More...

U.S. EQUITY


  • Currently 0.00/5

Rating: 0.0/5 (0 votes)

Steven Leuthold - Investing In The Despised (Uranium Miners, Chinese Water Companies and Pharma)
I don't know about you, but I love off the beaten path contrarian ideas. More...

  • Currently 0.00/5

Rating: 0.0/5 (0 votes)

GMO 7 Year Asset Class Return Forecast - June 2014

Add Notes, Comments or Ask Questions

User Comments

No comment yet

Get WordPress Plugins for easy affiliate links on Stock Tickers and Guru Names | Earn affiliate commissions by embedding GuruFocus Charts
GuruFocus Affiliate Program: Earn up to $400 per referral. ( Learn More)
Free 7-day Trial
FEEDBACK
Email Hide