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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...
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Roundtable Contributor Brian Rogers Reports His Top Five Stocks of the First Quarter  - Roundtable Contributor Brian Rogers Reports His Top Five Stocks Of The First Quarter
Brian Rogers of the T. Rowe Price Equity Income Fund recently released his first quarter portfolio updates which report that he has six new holdings, 11 increases, 12 reductions and four stocks that he sold out of. The guru’s most recent portfolio holds 117 stocks valued at $27.736 billion. More...

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Steven Romick's Top Five Highlight Technology Sector Steven Romick - Steven Romick's Top Five Highlight Technology Sector
Steven Romick is the portfolio manager of First Pacific Advisors Crescent Fund. The fund’s investment objective and strategy reports that they “seek to generate equity-like returns over the long-term, take less risk than the market and avoid permanent impairment of capital.” More...

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Texas-Based Yacktman Fund's Top First Quarter Holdings Donald Yacktman - Texas-Based Yacktman Fund's Top First Quarter Holdings
Yacktman Fund just released its first quarter portfolio. The fund is run by the legendary fund manager Don Yacktman and his son Steve. Over the duration of the first quarter the guru-rated fund purchased two new stocks, holding on to a total of 44. This portfolio was valued at $11.215 billion as of the close of the first quarter. The following five stocks represent the Yacktman Fund (Trades, Portfolio)’s top five portfolio holdings. More...

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A Few Reasons Why Ulta Salon Is a Good Buy
Ulta Salon, Cosmetics & Fragrance (ULTA) is seeing solid improvements in revenue, earnings and comparable-store sales, but its shares are still down. So, one has to evaluate whether Ulta is a good opportunity after its drop or its peers such as Sally Beauty Holdings (SBH) and Avon Products (AVP) are better picks. More...

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3 Dollar Stores to Consider for Your Portfolio
The economic recovery is still inconsistent and consumers are scheming their spending. Moreover, there is no relief from payroll taxes. Hence, consumers are looking for attractive discounts and searching store to store to grab the best offer while shopping for consumables. As isevident from quarterly results of dollar stores like Dollar General (DG), Family Dollar (FDO), and Dollar Tree (DLTR), these companies depend mostly on consumables for driving traffic to stores. More...

CONSUMER GOODS


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Cirrus Logic Is a Long-Term Investment
Cirrus Logic (CRUS) recently released its results with a disappointment due to a shift in the pricing structure and the product mix. To the dissatisfaction of the investors, Cirrus revenue dropped 29%. The adoption of voice as a key interface for mobile devices is expected to improve Cirrus performance in the future as quoted by CEO Jason Rhode. Apple (AAPL), a major customer of Cirrus, continues to grow on account of new devices and penetration into new markets that makes Cirrus positive regarding its future despite weak results. Cirrus is also targeting the new market of wearable devices. More...

TECHNOLOGY


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Investor Steven Romick's Top 5 Increases of First Quarter Steven Romick - Investor Steven Romick's Top 5 Increases Of First Quarter
FPA Crescent Fund’s Steven Romick (Trades, Portfolio) in the first quarter preferred to have cash ready to put to work in case volatility hit the markets, rather than buy new stocks. He believes a period of volatility – and the low-priced opportunities it would bring with it – could occur soon. More...

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I Feel Bullish on the Third Largest U.S. Gas Distribution Utility and the Fourth Largest Gas Pipeline Company
NiSource Inc. (NI) is an energy holding company that engages in three business segments: Gas Distribution Operations (39% of 2013 segment operating income), Gas Transmission and Storage Operations (39%) and Electric Operations (23%). At Dec. 31, 2012, the company served more than 3.3 million natural gas customers and approximately 458,000 electric customers. More...

LONG, GAS, OIL, ENERGY, ELECTRIC


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SAP is Moving Forward
Germany-based SAP AG ADR (SAP) is the world’s leading independent software vendor as well as enterprise resource planning (ERP) software. SAP’s solutions help global enterprises, small and large, to improve customer relationships, enhance collaboration and improve their efficiency. Almost the total revenue of the company is generated from two segments: on-premise software and services. The service segment represents fees earned from providing customers with technical support services and unspecified software upgrades, updates, and enhancements, and reported approximately 81.1% of revenues in 2013. Software revenue is generated from fees earned from the sale or license of software to customers. Geographically, the company works two large segments: in Europe, Middle East and Africa which generated 46% of total revenues as of 2012, and the Americas segment, which contributed 37%. More...

LONG, TECH, SOFTWARE, INDEPENDENT


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Bloomin’ Brands Is a Better Buy Than Darden Restaurants
Darden Restaurants (DRI) has been sailing through troubled waters for quite some time. Its dismal performance continued when the company reported its second-quarter results. Let us take a deeper look at its performance and its prospects compared to peers. More...

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Amazon Is Getting Ready to Shake Things Up, Beware Samsung!
The world’s largest online retailer Amazon (AMZN) is looking to make its first foray into the cellular world. It has been rumored that the company will be revealing its first smartphone this June. Whispers about Amazon’s latest project, nicknamed "Project Aria," had been floating for over a year now. More...

TECHNOLOGY, SMARTPHONE, ANDROID, IPHONE, KINDLE, NITENDO, HTC, LG


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Will Samsung’s New S5 Flourish in an Increasingly Competitive Mobile World?
After years of record profit growth, tech giant Samsung (SSNLF) has launched its new Galaxy S5 smartphone in 125 markets around the world including U.S., Europe, Latin America and Asia last Saturday. The newest model, a subtle challenge to Apple’s (AAPL) 5S, has been suggestively designed to capture market interest worldwide. For this purpose the S5’s price is comparatively on the lower end of the spectrum, in comparison to Samsung’s other models, and so far it seems to be working. More...

TECHNOLOGY, SMARTPHONE, IPHONE, ANDROID, GALAXY S5


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Westport Asset Management Comments on Albemarle Corp.
Albemarle Corp. (ALB) was sold when it became clear that the markets for a number of its products were unlikely to develop as planned. More...

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Westport Asset Management Comments on Core Laboratories
And finally, Core Laboratories N.V. (CLB), a unique and highly regarded oil service company, was sold in January with a gain of 87% for the 15 month holding period. It was originally purchased when its share price experienced a sharp decrease after reporting disappointing earnings for the third quarter of 2012. More...

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Westport Asset Management Comments on Brown & Brown
Brown & Brown, Inc. (BRO), the insurance broker, was sold after it met its price objective and pricing for some insurance lines was viewed as unlikely to increase further, barring calamities that would consume large amounts of industry capital. More...

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Westport Asset Management Comments on Bed Bath and Beyond
Bed Bath and Beyond, Inc. (BBBY) was added to the portfolio during the quarter in response to a significant reduction in its stock price when it reported third quarter fiscal 2014 results and gave a disappointing outlook for the remainder of the fiscal year. Nonetheless, this premier provider of domestic merchandise and household furnishings remains a market leader and continues to improve its multi-channel sales (an expansion of internet marketing capabilities). More...

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Westport Asset Management Comments on MasterCard Inc.
The greatest disappointment in the quarter was from MasterCard, Inc. (MA) whose stock price declined 10.6% and negatively impacted performance in the quarter by 37 basis points. This negative performance is attributable to results for the fourth quarter of 2013 coming in below estimates. The company decided to invest additional money in support of new customers which reduced earnings. The outlook for MasterCard, Inc. and Visa Inc. is positive as the volume of business increases when countries move from paper based systems for commerce to electronic ones. More...

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Westport Asset Management Comments on EOG Resources Inc.
The exploration and production company EOG Resources, Inc. (EOG) was the primary driver for this sector's performance, contributing 63 basis points with a nearly 17% stock price gain for the quarter. More...

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Westport Asset Management Comments on FEI Company
The third large contributor was FEI Company (FEIC), a producer of electron microscopes, whose shares were up over 15% and added 104 basis points. The company continues to benefit from its unique market position and growing acceptance of new products. More...

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Westport Asset Management Comments on DeVry Education Group Inc.
DeVry Education Group Inc. (DV) was up over 19% and added 110 basis points. This for-profit education company reported December quarter earnings that exceeded analysts' estimates and indicated that new student enrollment at its largest operating unit could soon improve. More...

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