Last Update: 12-31-1969

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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. (NYSE:MDC), Toll Brothers (NYSE:TOL), Microsoft (NASDAQ:MSFT), Dell (NASDAQ:DELL), Cisco (NASDAQ:CSCO), Applied Materials (NASDAQ:AMAT), Walmart (NYSE:WMT), Wells Fargo (NYSE:WFC), are below: Read more...
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Commentaries and Stories

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First Eagle Global Fund Q2 Commentary 2015
Market Overview More...

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When China Stopped Acting Chinese - John Mauldin
“The one thing I know for sure about China is, I will never know China. It's too big, too old, too diverse, too deep. There's simply not enough time.” More...

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First Eagle Investment Adds to Its Stake in Intevac
First Eagle Investment (Trades, Portfolio) Management, LLC has added to its portfolio position in Intevac, Inc. (NASDAQ:IVAC). On July 29, the firm bought 971,395 shares of the industrial company bringing its total portfolio share position in the stock to 0.05% or 4,676,581 shares. Following the stock buy First Eagle Investment (Trades, Portfolio)’s equity assets under management increased to a total of $41.98 billion. Former portfolio manager Jean-Marie Eveillard has received numerous awards as an investment manager and is known for his value focused investment style. More...

INDUSTRIALS


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What Does Seth Klarman See in A Company That Fell 28% Today?
Ocwen Financial Corporation’s (NYSE:OCN) stock price fell over 28% today. It’s a stock that many Gurus have owned including Kyle Bass, Howard Marks, Paul Tudor Jones, and Joel Greenblatt. Many of them sold out in the March 2015 quarter. At least one Guru, Seth Klarman (Trades, Portfolio), still holds shares. Per GuruFocus, Klarman’s Baupost Group owns 6.25% of OCN’s shares outstanding. Baupost began accumulating in Q3 2014 and bought more in Q1 2015. From what we can tell, Baupost is sitting on a loss over 50%. Of course, we don’t know if the firm hedged with other financial instruments. More...

SETH KLARMAN, OCWEN FINANCIAL CORPORATION, OCN MORTAGE LOANS


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Are We Value Investors? Seth Klarman - Are We Value Investors?
We were recently talking to a fellow investment manager and somewhere in the conversation - quite nonchalantly - they mentioned that we weren't really value investors. I laughed at the comment and asked why they thought that was the case. They stated (and I paraphrase here) that essentially we were growth-at-a-reasonable price investors because we didn't invest in true value companies. They went on to say our companies were too successful (measurement wise), had not suffered recent operational or strategic crises, and were too richly valued to be considered truly "value" stocks. More...

Value investing


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John Hussman Shakes Up Portfolio in Second Quarter John Hussman - John Hussman Shakes Up Portfolio In Second Quarter
Stock market analyst and mutual fund owner John Hussman (Trades, Portfolio) made his reputation by predicting the Great Recession of 2008-2009. In the second quarter of 2015, he shook up his Top 10 holdings by volume. More...

John Hussman


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Capitalize On Canada’s Wireless Oligopoly Now with BCE’s 5.2% Dividend Yield  - Capitalize On Canada’s Wireless Oligopoly Now With BCE’s 5.2% Dividend Yield
Canada has a population of over 35 million. The wireless telecommunications industry in Canada is similar to that in the United States. The difference is the Canadian wireless telecommunications industry is smaller by a factor of about 10 – due to the differences in population between the two countries. More...

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Energy Guru Steven Kopits – The Current Price Of Oil Isn't Sustainable
Who is Steven Kopits of Princeton Energy Advisors? More...

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5 Low PE Stocks for the Defensive Investor – July 2015  - 5 Low PE Stocks For The Defensive Investor – July 2015
There are a number of great companies in the market today. By using the ModernGraham Valuation Model, I've selected the five lowest PEmg (price / normalized earnings) companies reviewed by ModernGraham. Each company has been determined to be undervalued and suitable for the Defensive Investor according to the ModernGraham approach. This is a sample of one screen that is included in ModernGraham Stocks & Screens. Defensive Investors are defined as investors who are not able or willing to do substantial research into individual investments, and therefore need to select only the companies that present the least amount of risk. Enterprising Investors, on the other hand, are able to do substantial research and can select companies that present a moderate (though still low) amount of risk. Defensive Investors may More...

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Every Asset Class Looks Expensive (And It's Because Of Low Interest Rates) – Aswath Damadoran
Everwhere you look today assets look expensive. More...

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Warren Buffett's Family Secretly Funded A Birth Control Revolution
Katherine O’Reilly, a certified nurse midwife in her 30s, works full time at the Mesa County Health Department’s clinic in Grand Junction, Colo., and she’s eager to show off the clinic’s stash of one of the most effective forms of birth control. First, though, she has to get out her electronic badge to unlock a heavy wood door with a paper sign, “PLEASE KEEP DOOR CLOSED AT ALL TIMES!!!” She surveys shelves packed with boxes of gloves and gauze, then walks over to an unmarked metal cabinet. She opens it and bends down to look at the bottom shelves. “There they are!” she says, as if they’d been hiding from her. More...

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Why We're Still Bearish on Ballard Power Systems Inc.  - Why We're Still Bearish On Ballard Power Systems Inc.
It's been three months since the publication of our initial bear thesis on Ballard Power Systems Inc. (NASDAQ:BLDP), and it's time to review the risk-reward nature of the position now that the stock has fallen over 38% and hit new 52-week lows: More...

SHORT, ENERGY, FUEL CELLS


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Samsung's Smartphones Falter as Rivals Circle
Samsung’s continued domination of the smartphone niche is facing a major scare from other quarters in the industry. For a long time, the technology company has dominated the smartphone niche, but that edge seems to be losing its leverage over the rest of the players in the market. Indeed, the latest statistics show that Samsung (SSNLF) has lost traction against rivals such as Apple (NASDAQ:AAPL), whose iPhone devices are selling steadily and HTC (HTCXF), whose owners are looking to acquire a respectable market segment. More...

SMARTPHONES


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DineEquity Gets Tastier
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 (NYSE:DIN) is one of the largest full-service restaurant companies in the world. More...

LONG


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Aaron's Inc. Is Strong But Overvalued
Aaron's Inc. (NYSE:AAN) has shown fairly stable earnings over the last few years, which may garner some attention from prospective investors; however, Benjamin Graham, the father of value investing, taught that the most important aspect to consider is whether the company is trading at a discount relative to its intrinsic value. It is through a thorough fundamental analysis that the investor is able to make a determination about a potential investment's merits. More...

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Arquitos Capital Partners – Q2 2015 Presentation
Dear Partner: More...

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Liberty Broadband ValueX Vail 2015 Presentation From Brennan Asset Management
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Procter & Gamble Makes for an Attractive Investment
Procter & Gamble (NYSE:PG) is one of the largest and among the fastest-growing consumer goods companies across the world with its presence felt in more than 180 countries. The company deals in consumer-packaged goods. Across the world, PG serves around 4.8 billion people. The company operates in five segments – Health Care, Beauty, Family Care, Grooming and Home Care. More...

LONG


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Donald Yacktman Talks At Google – "Viewing Stocks As Bonds"
Donald Yacktman (Trades, Portfolio) has a general line of thinking for his investment approach. More...

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The Federal Open Market Committee Keeps Rates Unchanged in July
Janet Yellen and the Federal Open Market Committee concluded their July meeting on Wednesday, July 29. In the FOMC’s statement following the meeting the FOMC reported it would again keep the federal funds rate unchanged. The meeting’s statement and previous media discussions by Federal Reserve officials point to a rate hike before the end of the year which now leaves only the September, October and December meetings. More...

U.S. ECONOMY


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