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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...
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...
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...
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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Commentaries and Stories

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Jeff Ubben Continues Buying Shares of Allison Transmission Jeff Ubben - Jeff Ubben Continues Buying Shares Of Allison Transmission
Jeff Ubben (Trades, Portfolio), founder of ValueAct Holding LP and formerly of Blum Capital, has consistently increased his position in Allison Transmission (ALSN) in the month of October, reporting buying an additional 100,000 on Oct. 15, according to GuruFocus Real Time Picks. More...

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Eastman Chemical Co: Stock Price Still has Room to Grow  - Eastman Chemical Co: Stock Price Still Has Room To Grow
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Eastman Chemical


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Value Partners Classic Fund Q3 2014 Commentary
The Chinese equity markets began the third quarter on a bright note as stocks posted strong gains in July and August. However, we saw a steady retreat in September as the release of weaker macro data, combined with political protests in Hong Kong, put additional pressure on the markets. Value Partners (Trades, Portfolio) Classic Fund rose 7.7% in the third quarter while the Hang Seng Index stayed flat and the MSCI China Index was up 1.4%. In the past year, the Fund gained 17.0%. For reference, the Hang Seng Index and MSCI China Index were up 4.3% and 4.6%, respectively, over the same period. More...

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Hennessy Japan Fund Q3 2014 Commentary
The resurgence of the Japanese equity market has been underway since Prime Minister Shinzo Abe’s term began in 2012. What should investors expect from the economy and stocks going forward? Below, the portfolio management team addresses these questions and more. More...

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Baker Hughes: Time to Capitalize On The Dip In Oil Sector
The dip in the oil sector globally has brought smiles to consumers' faces due to reduced gas prices that allow them to enjoy more miles on the road. But on the other hand, it has increased the worry lines on the foreheads of investors, as they are unable to see the bottom end yet and are clueless as to what to do. Not to mention that the nature of business in the oil sector is quite different than the other production-oriented sectors, since the business is more dependent on the ever-changing global economic affairs. It is not a product which can be produced in the close perimeters of the factory and then placed on the shelves of the stores to be sold to consumers at free will. More...

INVESTMENT IDEA, OIL SECTOR, BAKER HUGHES, FORWARD EARNINGS, BUSINESS ANALYSIS, FUTURE PROSPECTS, BUY RECOMMENDATION


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Mairs & Power Small Cap Fund Comments on Cardiovascular Systems
During the quarter, the Fund added medical device maker Cardiovascular Systems (CSII), one of the few remaining small public medical device companies based in the Twin Cities. The company has a strong position in treating peripheral arterial disease with its proprietary atherectomy equipment. A recent approval in significantly calcified coronary arteries opens up a substantial new market opportunity that the company is working hard to commercialize. More...

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Mairs & Power Small Cap Fund Comments on Chart Industries
Chart Industries (GTLS), which manufactures compressed and liquid natural gas tanks and heat exchangers, has detracted from performance during the third quarter as well as on a year-to-date basis. Longer term, the demand for Chart’s natural gas equipment should increase as significant new natural gas discoveries in the U.S. and overseas will likely keep prices in check relative to oil and diesel alternatives. In the short term, though, the market and infrastructure for these natural gas devices has been slower to develop in the U.S. than hoped. The company’s China-based operations have slowed significantly in keeping with that country’s current economic stumbles. More...

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Mairs & Power Small Cap Fund Comments on Apogee
Apogee (APOG), a commercial glass plating and framing company, has been another strong contributor to performance this year. Currently, Apogee looks ready to benefit from increased demand for commercial construction thanks to a more positive employment outlook and reduced interest in off-shoring American jobs. More...

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Mairs & Power Small Cap Fund Comments on Vasco Data Security
Vasco Data Security (VDSI), a password authentication hardware and software company, continued to lead performance in the quarter and for the year. Through vigorous promotion of its competitive line of data security products, Vasco is making significant headway into the U.S. market. Well publicized data breaches at a growing list of major U.S. corporations is apparently driving consumers to seek out firms like Vasco in their urgency to find better protection for their private data. More...

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Mairs & Power Small Cap Fund Q3 2014 Commentary
With ISIS on the march, the Eurozone’s fits and starts and a potential U.S. confrontation with Russia in the air, third quarter performance could have been expected to take a time-out from this year’s domestic advances. Instead, the Standard & Poor’s Total Return Index rose 1.13% for the third quarter gaining 8.34% year-to-date. Then, defying the consensus of market analysts who thought rates would go up and bond prices would decline, the Barclay’s Government/Credit Index also delivered a slight gain of 0.17% for the period with a 4.12% advance year-to-date. More...

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Bill Frels Comments on Medtronic Inc
Healthcare company Medtronic, Inc. (MDT) detracted slightly from performance during the period. Pending a shareholder vote later this year or in 2015, Medtronic is expected to merge with medical device supplier Covidien Plc and change its legal domicile to Ireland. Your Growth Fund portfolio managers are pleased to report that we have completed our valuation for Medtronic. As of October 7, 2014 we believe combined Medtronic/Covidien to be $8 per share more valuable than shares of Medtronic alone. More...

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Bill Frels Comments on Wells Fargo
Another strong contributor to performance was Wells Fargo (WFC). Having weathered the financial crisis of 2008-2009 better than most, Wells Fargo has emerged as the go-to bank for depositors in search of a safe haven. With its consumer-friendly reputation, as well as a knack for achieving significant loan and deposit growth, Wells Fargo has been able to leverage its positive brand profile to attract new customers. More...

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GuruFocus Membership Now Covers Latin America and African Markets
We have just added the coverage of Latin America and African Markets into GuruFocus Global Membership. You can now subscribe these individual markets. You will get a $100 discount for every region you add to your subscription. More...

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Bill Frels Comments on Target
Retailer Target (TGT) experienced a positive news cycle during the third quarter due to the public enthusiasm surrounding its new CEO, Brian Cornell, who has taken the high road in announcing positive changes concerning transparency and corporate accountability. While still underperforming as of the third quarter, Target seems set to advance, and indeed the stock was already rallying later in the quarter. More...

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Bill Frels Comments on Johnson & Johnson
Due to the expansion of its pharmaceutical business, Johnson & Johnson (JNJ) contributed better-than- expected performance during the period. Sales soared by 21% due to almost a dozen recent drug launches and improving profitability, which may support a robust acquisition strategy that could reportedly beat management’s goal of 4.5% growth in annual drug sales through 2017. More...

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Bill Frels' Mairs & Power Growth Fund Q3 2014 Commentary
With ISIS on the march, the Eurozone’s fits and starts and a potential U.S. confrontation with Russia in the air, third quarter performance could have been expected to take a time-out from this year’s domestic advances. Instead, the Standard & Poor’s Total Return Index rose 1.13% for the third quarter gaining 8.34% year-to-date. Then, defying the consensus of market analysts who thought rates would go up and bond prices would decline, the Barclay’s Government/Credit Index also delivered a slight gain of 0.17% for the period with a 4.12% advance year-to-date. More...

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Mairs & Power Balanced Fund Comments on Donaldson Co Inc
A case in point is portfolio holding Donaldson & Co., Inc. (DCI), one of the leading international manufacturers of high-tech filtration solutions for engines. For the past century, despite interest- rate shocks, stock market corrections and world wars, Donaldson has prospered and grown. Faced with a global slowdown in construction projects, Donaldson’s sales growth slowed and its stock price declined – while earnings held their ground and even increased slightly. To Mairs & Power, nothing fundamental changed for Donaldson. Our assessment of the firm’s long-term growth prospects is still supported by the quantitative data and our qualitative findings that matter most in our selection process. Rather, the impact of short-term, negative market perceptions on consistently growing companies like Donaldson offers us an incentive to add to a position we already like at an attractive price. More...

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Mairs & Power Balanced Fund Comments on Graco Inc
In the industrials camp, Graco (GGG) was among the portfolio’s below-average performers – even though it managed to deliver above-average growth for the year. Supplying technology and expertise for the management of fluids in both industrial and commercial settings, Graco has a global client base grounded in manufacturing, construction and maintenance. With a stock price that appeared overvalued in 2013, the company now looks much more attractive after the market knocked out some of its excess in the recent period. Despite trimming it somewhat last quarter, Graco still represents a substantial holding for the Fund. More...

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A Long Recommendation for Darden Restaurants David Dreman - A Long Recommendation For Darden Restaurants
In this article, let's take a look at Darden Restaurants, Inc. (DRI), the nation's largest casual dining restaurant company, which owns and operates more than 2,100 restaurants that generate over $8.5 billion in annual sales. More...

Restaurants, Darden Restaurants, Dining, Food


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Minerals Technologies Reports 49% Growth in Q2 2014
Minerals Technologies Inc. (MTX), last month, reported record second quarter diluted earnings per common share of $0.94 from continuing operations, a 49 percent increase over the $0.63 recorded in the same period in 2013. More...

MINERALS AND MINING, Minerals Technologies


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