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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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Weekly CEO Sells Highlight: Globus Medical Inc, Diplomat Pharmacy Inc, Zendesk Inc, and Amicus Therapeutics Inc.
According to GuruFocus Insider Data, these are the largest CEO sales during the past week: Globus Medical Inc, Diplomat Pharmacy Inc, Zendesk Inc, and Amicus Therapeutics Inc. More...

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DineEquity is offering a Yummy Menu to Its Investors
With more than 3,600 restaurants combined in 18 countries, more than 400 franchisees and approximately 200,000 team members (including franchisee- and company-operated restaurant employees), DineEquity (DIN) is one of the largest full-service restaurant companies in the world. More...

LONG


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Apple Stock Looking Attractive at Current Levels
Apple Stock Looking Attractive at Current Levels More...

APPLE AAPL


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Bruce Berkowitz Speaks With The University Of Miami
In 2012 value contrarian investor Bruce Berkowitz (Trades, Portfolio) sat down for a conversation at the University of Miami School of Business Administration. More...

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How Oil Prices And The Dollar Are Helping This Contrarian Investor Find Opportunities
Imagine a world in which a lender has to pay a borrower in order to enjoy the priviledge of lending to them. More...

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Value Partners Classic Fund Comments on Tasly Pharmaceutical Group Co Ltd
Tasly Pharmaceutical (“Tasly”) (SHSE:600535) is a leading traditional Chinese medicine (TCM) developer and distributor with a focus on the treatment of cardiovascular and cerebrovascular diseases. Given the high potential of essential drug tendering ramp-up in most provinces in 2015 in China, Tasly will likely continue to enjoy strong sales growth going forward. The company has a strong potential for product internationalization to drive future growth. Its Compound Danshen Dripping Pills is undergoing a Phase III clinical trial in the US and could potentially become the first TCM product to enter the US market as a prescription drug. More...

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Value Partners Classic Fund Comments on Ping An Insurance Group
Ping An Insurance (“Ping An”) (HKSE:02318) is a leading provider of insurance service in China. It is one of the first Chinese non-state-owned financial conglomerates that provide insurance (both life and non-life), banking, securities, trust and asset management services to customers in the country. In the current tough operating environment, Ping An is well-positioned amongst peers given its superior agency force and multi-product platform. More...

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Value Partners Classic Fund Comments on Industrial And Commercial Bank Of China
Industrial & Commercial Bank of China (“ICBC”) (HKSE:01398) is the largest commercial bank in China in terms of assets and deposits. An extensive network of over 17,000 branches and a huge customer base gives it both scale and funding advantages. ICBC has a liquid balance sheet, low exposure to interbank, excess reserves and industry high capital adequacy. More...

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Cabot Oil & Gas Is a Smart Long-Term Buy
Cabot Oil & Gas (COG) illustrated solid fourth quarter results with impressive top line and bottom line growths. During the year, Cabot bought 4.3 million shares of its common stock and enhanced its Eagle Ford position by adding nearly 40,000 total acres. More...

Cabot, Oil, Gas


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Value Partners Classic Fund Comments on Chongqing Changan Automobile Co Ltd
Chongqing Changan Automobile (“Changan”) (SZSE:200625) is one of the largest automakers in China. It owns a joint venture with Ford. The joint venture Changan Ford has contributed to the majority of the company’s profits and launched in 2013 two locally manufactured sports utility vehicles (SUV) models, aiming to participate in the fastest-growing passenger vehicle segment. Ford is determined to ramp up production capacity to double their current production volume by 2015 and also expects to bring more new models to China and gain market share. In 2014, the company delivered a sales volume growth of about 20%, continuing to shine among peers. More...

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Value Partners Classic Fund Comments on China Vanke Co Ltd
China Vanke (SZSE:000002) is China’s largest developer of residential properties in terms of contracted sales. It has over 300 projects that are located in over 60 cities in mainland China. We see China Vanke’s land bank as one of the most diversified among its peers, which may help it deliver faster sales growth. In 2014, its contracted sales rose 26% despite a decline in the overall Chinese property market, which further solidifies its leading position in the industry. Being the largest homebuilder in China, it may benefit from the more accommodative policy environment in China since mid-2014, and the interest rate cuts in November 2014 has further helped reviving homebuyers’ confidence. More...

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Value Partners Classic Fund Comments on China Taiping Insurance Holdings Co Ltd
China Taiping Insurance (“CTI”) (HKSE:00966) engages in the underwriting of direct life insurance business, property and casualty insurance business, and reinsurance business. The company has seen peer-beating growth in life NBV (new business value) in 2014 on the back of specific advantages in terms of its large scale agent recruitment. With a focus on life insurance, it is also well positioned to benefit from measures by the Chinese government to let the insurance industry play a bigger role in the social security network in the medium to long term. More...

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Value Partners Classic Fund Comments on China Life Insurance Co Ltd
China Life Insurance (“China Life”) (HKSE:02628), together with its subsidiaries, is the largest integrated insurer in China. It has the most extensive distribution and service network among all insurance companies in China, covering life insurance, property & casualty insurance, pension plans (corporate annuity), asset management and industrial investment. Following its management's efforts to scale down bancassurance and focus on growing agency over the past few years, China Life is finally able to execute on its much needed changes and restore its growth profile. Meanwhile, it is expected to benefit from better investment returns and improving business performance amidst rate cut cycles. More...

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Value Partners Classic Fund Comments on CGN Power
Listed in Hong Kong in December 2014, CGN Power (HKSE:01816) is the leading nuclear power producer in China with the biggest total installed capacity as of June 2014. Its nuclear power stations are strategically located in economically developed regions in China that have a strong demand for electricity. Within China’s energy spectrum, nuclear power is unique in that it has the lowest earnings volatility. As the Chinese government supports clean energy development, CGN Power is well positioned to benefit from the potential growth of the nuclear power industry in the coming years. More...

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Value Partners Classic Fund Comments on Lijun International Pharmaceutical
Lijun International Pharmaceutical (“Lijun”) (HKSE:02005) is a healthcare company that has been one of our top holdings and key performance contributors. It is one of the top three largest makers of infusion products in China. Intravenous infusion solutions are a critical component of China’s developing healthcare system, and Lijun has experienced stable double-digit growth in the past five years. While Lijun’s competitors focus on the lower end of the market, Lijun pioneers in producing non-PVC soft bag injections with a market share of over 30%. The advantages of non-PVC soft bag injections over traditional glass-based injection bottles include lower weight for transportation and lower risk of breakage. Therefore, we expect non-PVC soft bags to grow faster than the overall market. In addition, Lijun operates the largest “single-factory” production facility for large-volume infusion products, giving it cost advantage with economies of scale. Lijun’s strong branding and low-cost production also help the company to generate a gross margin of over 50% in the first half of 2014. On the back of an experienced management More...

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Value Partners Classic Fund Q4 2014 Commentary
Value Partners (Trades, Portfolio) Classic Fund (the “Fund”) finished 2014 on a high after a relatively volatile year. Chinese equities drifted lower in the first half of the year, only to rally towards the end as the Shanghai-Hong Kong Stock Connect and a loosening monetary stance helped drive equity markets higher. The Fund delivered a positive return of 13.5% for the year. For reference, the Hang Seng Index gained 5.5% for the year while the MSCI China Index rose 8.0%. More...

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Does Cisco Systems Belong in a Dividend Stock Portfolio?  - Does Cisco Systems Belong In A Dividend Stock Portfolio?
The Nasdaq Composite crossed 5,000 this year, reaching that threshold for the first time in 15 years. It’s been a long road, but investors in the index can finally put the dot-com boom and bust behind them. More...

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Insiders Recently Bought EAGL And LPI  - Insiders Recently Bought EAGL And LPI
The All-In-One Guru Screener, can be used to find the most insider buys over the past week by clicking on the insiders tab and changing the settings for All Insider Buying to "1,000,000+ shares at $5,000,000" and Duration to "over the past 7 days." More...

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Bill Miller Is Bullish On Zulily – Thinks We Are In A Long-Lasting Bull Market
Remember when Bill Miller was the man who had beaten the S&P 500 for a record consecutive number of years? More...

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Vanguard Health Care Fund Comments on Covance Inc
We eliminated our position in Covance (CVD), a contract research organization that works with biopharmaceutical companies to help manage their clinical trial process, after LabCorp announced in the fall that it would acquire the company. More...

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