Last Update: 12-31-1969

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' s Profile & Performance

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Top Ranked Articles

FPA Capital Fund Sells Apollo Education, Helmerich & Payne Largest sales by the fund in second quarter
FPA Capital Fund (Trades, Portfolio) has a concentrated portfolio and invests primarily in undervalued small-to-mid cap companies. During the first quarter, the firm sold shares in the following stocks: Read more...
Swedish Holding Company Investor AB Is a Textbook Value Stock Investor AB holds a portfolio of publicly traded and privately held investments
Investor AB (IVSBY, IVSBF) is a Swedish holding company that has been in operation for over 100 years. The stock trades at a small discount to NAV and has grown NAV nicely over the last 20 years. Read more...
Nintendo Takes a Nosedive After Revealing it Doesn't Actually Own Pokémon GO The company decreased in market value Monday after revealing game was made by American-based start-up.
Shares in Nintendo (TSE:7974) have tumbled by almost 18% after the company issued a statement indicating the wild success of Pokémon Go would have virtually no impact on earnings. Read more...
Arnold Van Den Berg Buys 6 New Stocks, Gets More Bullish on Oil Companies His firm expects $70 oil
During the second quarter, founder of Austin-based Century Management Arnold Van Den Berg (Trades, Portfolio) cut back on his sizable positioning in gold miners while increasing holdings in health care and oil. Read more...
Should You Expect More Upside From NVIDIA? NVIDIA's plus point is its diversified business
NVIDIA’s (NVDA) valuation may be a bit stretched right now, but given the company’s prospects, I think the stock deserves to trade at a premium. NVIDIA has its presence in many high growth markets, and since I have covered most of those markets in my previous articles, I’ll be focusing on a new one in this article. Read more...
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Commentaries and Stories

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Companies Hit 52-Week Highs 5 companies have achieved milestones  - Companies Hit 52-Week Highs
According to GuruFocus' list of 52-week highs, these stocks have reached their 52-week highs. More...

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Notes on Credit Acceptance Corp A sketch on a prospective investment  - Notes On Credit Acceptance Corp
I recently made a list of a few shareholder letters I want to read, and one that I completed a few days ago was Credit Acceptance Corp (NASDAQ:CACC). This post is not a comprehensive review of the business, as I just started reading about the company. But I thought some readers might be interested in some initial notes. More...

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Arnold Van Den Berg Buys 6 New Stocks, Gets More Bullish on Oil Companies His firm expects $70 oil Arnold Van Den Berg - Arnold Van Den Berg Buys 6 New Stocks, Gets More Bullish On Oil Companies
During the second quarter, founder of Austin-based Century Management Arnold Van Den Berg (Trades, Portfolio) cut back on his sizable positioning in gold miners while increasing holdings in health care and oil. More...

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5 Rules to Buy Low and Sell High in the Stock Market Most investors are buying high and expecting to sell higher  - 5 Rules To Buy Low And Sell High In The Stock Market
Every investor claims to buy low and sell high in the stock market. No one can argue against this being a good approach. In reality, what most investors are doing is buying high and expecting to sell higher. More...

VALUE INVESTING, OUT-OF-FAVOR, STOCK MARKET


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GE: A Strong Dividend Growth Investment Through 2018 GE’s financial engineering and business restructuring has forced it to freeze dividends, but that’s not the full story  - GE: A Strong Dividend Growth Investment Through 2018
It’s hard for a dividend investor to pass up an opportunity like General Electric (NYSE:GE). The company has the right ingredients in the right measure to make it attractive enough for any type of investor. More...

LONG


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Verizon Seeks to Improve AOL Business With Yahoo! Acquisition Pioneer Internet company has weakening market cap; telecom company looks for synergies John Paulson - Verizon Seeks To Improve AOL Business With Yahoo! Acquisition
Verizon Communications Inc. (NYSE:VZ) announced a near $5 billion acquisition of Yahoo! Inc. (NASDAQ:YHOO) on July 25. With declining financials, the pioneer Internet company is likely to face bankruptcy in the short term. By acquiring Yahoo!, the management team at Verizon can produce synergies that benefit both companies in the short term. More...

JOHN PAULSON


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Swedish Holding Company Investor AB Is a Textbook Value Stock Investor AB holds a portfolio of publicly traded and privately held investments  - Swedish Holding Company Investor AB Is A Textbook Value Stock
Investor AB (IVSBY, IVSBF) is a Swedish holding company that has been in operation for over 100 years. The stock trades at a small discount to NAV and has grown NAV nicely over the last 20 years. More...

EUROPE, INVESTMENTS


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FPA Capital Fund Sells Apollo Education, Helmerich & Payne Largest sales by the fund in second quarter FPA Capital Fund - FPA Capital Fund Sells Apollo Education, Helmerich & Payne
FPA Capital Fund (Trades, Portfolio) has a concentrated portfolio and invests primarily in undervalued small-to-mid cap companies. During the first quarter, the firm sold shares in the following stocks: More...

FPA CAPITAL


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Matthews Japan Fund Comments on Relo Group Guru stock highlight
Stock selection accounted for the majority of the Fund’s outperformance. During the second quarter, the financials sector was again the leading source of relative performance. Our strategy to focus on unique and growing financial services firms, while avoiding more traditional names in banking and real estate, has been a significant driver of outperformance for the Fund. Corporate welfare and real estate management company Relo Group (TSE:8876), credit guarantee company eGuarantee and M&A advisory firm Nihon M&A Center all contributed positively to Fund performance. Additionally, our core holdings in the internet sector such as health care information service company M3 and fashion e-commerce company Start Today continue to deliver impressive returns. However, we have turned a bit more cautious on these names as strong performance has resulted in elevated valuation levels. More...

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Matthews Japan Fund Comments on Nitori Holdings Guru stock highlight
During the quarter, we tilted the portfolio further towards companies that are strong yen beneficiaries while not compromising on medium-term growth potential and franchise quality. Nitori Holdings (TSE:9843) is one such example. As the leading furniture retailer in Japan, Nitori has been consolidating market share in the country by expanding further into urban areas and delivering innovative products that have stimulated consumer demand. Nitori also plans to steadily increase its presence in China where, we believe, they have an advantage in terms of product offering, perception of quality and price in a very fragmented Chinese furniture retail industry. As a major importer, Nitori stands to benefit from a stronger yen over time. More...

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Matthews Japan Fund 2nd Quarter Commentary Market and outlook discussion Matthews Japan Fund - Matthews Japan Fund 2nd Quarter Commentary
For the first half of 2016, the Matthews Japan Fund (Trades, Portfolio) returned 6.27% (Investor Class), while its benchmark, the MSCI Japan Index, returned -5.41%. For the quarter ending June 30, 2016, the Matthews Japan Fund (Trades, Portfolio) returned 6.05% (Investor Class), while its benchmark, the MSCI Japan Index, returned 1.03%. More...

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First Eagle Investments Comments on Liberty Global Guru stock highlight
Liberty Global (NASDAQ:LBTYA), which owns the dominant cable-TV network in Europe, declined along with other companies that have leverage in their capital structure. We have been comfortable with the level of leverage and we also believe the company has opportunities for long-term earnings, but we have concerns about short-term volatility in its generation of free cash flow. More...

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First Eagle Investments Comments on Microsoft Guru stock highlight
Microsoft (NASDAQ:MSFT) also declined at the end of the quarter in reaction to the company’s acquisition of LinkedIn. The price Microsoft paid may have looked expensive on an enterprise value/EBITDA basis, but we think LinkedIn’s EBITDA margins could potentially move up meaningfully over time. More...

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First Eagle Global Value Team 2nd Quarter Commentary Review of holdings and quarter First Eagle Investment - First Eagle Global Value Team 2nd Quarter Commentary
Market Overview More...

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Ford, General Motors and the Myth of Peak Auto Sales The spell is broken; the myth is false; there was no auto peak and subsequent crash, as many analysts predicted  - Ford, General Motors And The Myth Of Peak Auto Sales
Automakers around the world are going through a terrible time at the hands of investors. Market sentiment is so bearish on the industry that not even Toyota (NYSE:TM), the largest company by market capitalization, and Tesla (NASDAQ:TSLA), the best disruptor in the industry, are being spared. More...

LONG, AUTOMOBILE, AUTOMOTIVE, CONSUMER GOODS


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Should You Expect More Upside From NVIDIA? NVIDIA's plus point is its diversified business  - Should You Expect More Upside From NVIDIA?
NVIDIA’s (NVDA) valuation may be a bit stretched right now, but given the company’s prospects, I think the stock deserves to trade at a premium. NVIDIA has its presence in many high growth markets, and since I have covered most of those markets in my previous articles, I’ll be focusing on a new one in this article. More...

LONG, TECHNOLOGY


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Return Obsession The investors' obsession with returns - and what to do about it Warren Buffett - Return Obsession
How often do you hear about investing returns? More...

LONG, INVESTING


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Akre Focus Fund Commentary 2nd Quarter 2016 Chuck Akre and managers discuss 'bumpy' quarter Chuck Akre - Akre Focus Fund Commentary 2nd Quarter 2016
Akre Focus Fund Commentary More...

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Mario Gabelli Comments on Xylem Inc. Gabelli shareholder letter
Xylem Inc. (NYSE:XYL) (1.2%) (XYL – $44.65 – NYSE) is a global leader in the design, manufacturing, and application of highly engineered technologies for the transportation, treatment, and testing of water. The company is expected to benefit from favorable long term fundamentals in the water industry, driven by scarcity, population growth, aging of the infrastructure, and the need to improve water quality. Further, with a large installed base of pumps and systems, the company is well positioned to increase aftermarket revenue, which currently represents roughly 40% of total revenues. Xylem’s attractive business mix also generates strong cash flow, which is expected to support acquisitions across geographies and end markets and increase returns to shareholders. XYL is expected to generate 8%-12% earnings per share growth through 2020 as it accelerates its capital deployment strategy globally. More...

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Mario Gabelli Comments on Waste Management Inc. Gabelli shareholder letter
Waste Management Inc. (NYSE:WM) (1.0%) (WM – $66.27 – NYSE) is the largest non-hazardous waste collection and disposal company in the United States. The company collects waste for commercial, industrial, municipal, and residential customers throughout the United States, and operates 249 landfills, 297 transfer stations, 104 recycling facilities, and 122 landfill gas-to-energy facilities. WM has focused on improving profitability by increasing return on capital and cash flow at each of its operations, through cost cutting and price increases. In addition, the company is looking for new environmentally friendly ways to increase returns from garbage, such as landfill gas. The company has a history of returning its strong cash flow to shareholders, both through dividends and its large share repurchase program. More...

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