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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...
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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ReneSola: Move into LED Lighting Is Another Growth Driver
ReneSola (SOL) is a solar PV company that I looked at in my recent piece here and I am bullish on the stock. The company is positioned to make the best of opportunities that are going to unfurl going forward, the most promising being the rising demand for solar and renewable energy emerging markets in India and China. The company has improved upon revenues, shipment and gross margin year-over-year. More...

ReneSola


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Skyworks Solutions: A Semiconductor Manufacturer That Can Be Included In Your Porfolio
Skyworks Solutions (SWKS) designs, develops, manufactures, and markets analog and mixed signal semiconductors globally. It has a rich product portfolio that includes amplifiers, attenuators, battery chargers, circulators, DC/DC converters, and more. More...

Skyworks Solutions


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Value Investing Professor Aswath Damodaran Looks At Acquistion Valuation Warren Buffett - Value Investing Professor Aswath Damodaran Looks At Acquistion Valuation
Warren Buffett (Trades, Portfolio) makes a lot of deals. He makes a lot of good deals. More...

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Laddered Bond Portfolios: Built To Perform In A Rising Interest Rate Environment – Thornburg Investment Management
As the Federal Reserve prepares to embark on a path of interest rate policy normalization, fixed income investors are finally facing the beginning of a cycle they have feared for the better part of a decade. Yet with answers come more questions, and while investors can reasonably expect a series of Federal Funds rate increases (hereafter, “Fed Funds”), the pace, magnitude and ripple effects on various segments of the broader fixed income market are open to interpretation. Periods of increasing interest rates, long anathema to fixed income investors, seem to be frequently misunderstood and can lead to binary and often counterproductive decision-making behavior. Here we examine the impact of rising rate environments on various fixed income investment strategies as measured by periods in which both of the following occurred: the Fed was in a tightening cycle, i.e., hiking Fed Funds, and the bond market reacted strongly, which we define as an increase in 10-year U.S. Treasury yields of greater than 100 bps (1%) over the course of 12 months. More...

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Warren Buffett Explains The Key To The Great Success Of His Partners 3G Capital Warren Buffett - Warren Buffett Explains The Key To The Great Success Of His Partners 3G Capital
At this year's annual shareholder meeting Warren Buffett faced some tough questions about the way his partners at 3G Capital go about their business. More...

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Will Disney Stocks Remain Positive?  - Will Disney Stocks Remain Positive?
An entertainment company operating worldwide, The Walt Disney Co. (DIS) was founded in 1924 and is headquartered in Burbank, California. The company is currently operating in five segments, which include Studio Entertainment, Parks and Resorts, Media networks, Consumer Products and Interactive. Its cable networks include one of the most famous TV channels like ESPN, a sports channel, Disney channels, UTV, Hungama and ABC family. It also owns theme parks and resorts in many parts of the world. In short, DIS is a complete entertainment company catering to the needs to different market segments with distinct demand. The key competitors of the company are NBC (NBC) Universal Media, LLC, Twenty-First Century Fox, Inc. (FOXA) and Time Warner, Inc. (TWX). Comparing Disney’s performance with that of its competitors we find out that financially DIS is by far one of the strongest corporations in the industry. It provides employment to 180,000 people worldwide, and its major competitors jointly provide 52,600 jobs. More...

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Whitney Tilson Provides An Updated Intrinsic Value Estimate For Berkshire Hathaway
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Why is Amazon Growing so Fast?
With a market capitalization of $195.59 billion, Amazon (AMZN) is a Wall Street darling. The company has in the past 10 years taken giant strides towards growth and expansion. The market price of its stock has over the past five years grown by an impressive 236%. The total assets of the company have increased by 68% and total revenues by 45% in the last three years. Amazon’s sales have increased beyond the $60 billion mark in recent years. The reasons behind the impressive growth rate, which the company has successfully maintained in the past decade, are not hard to see. The company’s impressive financial performance can be attributed to its founder Jeff Bezos’ aggressive expansion and growth strategy. He founded the corporation in 1994 and has taken almost all the investment decisions of the company. Bezos, the master financial strategist, in his letter to the shareholders, described that the company’s ability to delight customers was the key to the success of Amazon. He is a believer in devising and implementing an aggressive growth strategy aimed at attracting the highest possible number of customers into buying from Amazon. Bezos termed the market in More...

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Apache's Portfolio Optimization Will Help It Deliver Strong Growth
Apache Corporation (APA) has oil wells in some key locations, providing it with numerous stack pay prospects and a major long-term competitive advantage for the company. The management at Apache has proactively minimized its drilling operations, G&A, well costs and rented operating expenditures to counter a sharp decline in the oil prices. More...

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Goodyear Tire & Rubber's New Products Will Drive Growth
Goodyear Tire & Rubber's (GT) Assurance All-Season tire introduced in 2014 is estimated to reach sales of 1 million units earlier than any preceding new product. Similarly, its commercial truck business registered a solid year with fleets continually leveraging its exceptional products and strategic key business solutions. More...

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First Solar Will Continue Getting Better in the Long Run
First Solar (FSLR) is in advanced stages of negotiations with SunPower to develop a joint YieldCo vehicle which is estimated to add a range of key solar generation assets to the company’s already robust project portfolio. More...

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EXCO Resources Can Get Better in the Long Run
EXCO Resources (XCO) looks pretty solid on its restructuring plan. This plan focuses on boosting liquidity position, rationalizing asset portfolio, minimizing costs and developing better risk programs such as hedging policies that protects the company under the low oil and natural price environment. These restructuring moves will enable the company to generate investment friendly cash flows from its assets in the long run. More...

EXCO Resources


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One Healthcare REIT Spin-Off You Need to Look At
In November 2014, Newcastle Investment Corp. (NCT) spun-off its senior-living communities into a separate entity called the New Senior Investment Group Inc. (SNR). New Senior is the only pure-play, publicly-traded senior housing REIT available today. More...

SENIOR,REST,HOUSING,HEALTHCARE,SPINOFF


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Will Activists Unlock Value In This Net-Net?
Solitron Devices (SODI) produces semiconductors, mainly for the US military. It trades slightly below (~20%) NCAV and cash is a big part of the balance sheet. The current assets are of really high value, because approximately 90% of the company's sales have been to customers whose products are sold directly to the US government. Therefore, I am not concerned about receivables and the value of inventory. The company also trades at an EV/EBIT multiple of just 4.6, even though the company earned a decent ROE in the past. Currently ROE is 7.7% and 18.6% if you exclude cash, but it has been much higher in the past. More...

LONG, NETNET, NCAV, SODI, SOLITRON


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This Semiconductor Company is a Buy For The Long-Term
Cypress Semiconductors (CY) is a semiconductor company that offers mixed-signal programmable solutions, specialized semiconductor memories, and integrated semiconductor solutions globally. Recently, Cypress and Spansion (CODE) completed an all-stock, tax-free merger transaction valued at approximately $5 billion. This merger creates a $2 billion global leader in MCUs and specialized memories for embedded systems, while being the number 1 in SRAMS and NOR flash and number 3 in MCU’s and memories for the automotive market. More...

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Broadcom: A Tech Stock Worth Buying For Long Term
Broadcom Corporation (BRCM) provides semiconductor solutions for wired and wireless communications, including voice, video, data, and multimedia connectivity in the home, office, and mobile environments. The stocks have registered a gain of around 47% during the past year, clearly outperforming the 20% gains of NASDAQ. The chip-maker has beaten EPS estimates for six times in a row and in nine out of ten times in the past. Let’s take a look at the underlying business of the company and what it holds for investors. More...

Broadcom


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EP Energy: Strong Operational Execution Makes This Oil Stock a Smart Investment
EP Energy (EPE) anticipates delivering a 4 percent increase in the total oil production for 2015 in the range of 94.5 to 109.5 thousand barrels of oil equivalent per day (MBoe/d) compared to the production during the mid-point of 2014. Also, the mid-point of 56,000 to 64,000 barrels of oil per day is 10 percent above the 2014 level. More...

EP Energy


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Avago Technologies: On Track to Deliver Strong Gains This Year
Avago Technologies (AVGO) wrapped up fiscal 2014 on a strong note. Looking ahead, Avago anticipates mid-single digit growth in enterprise storage and low-to-mid single digit growth in industrial. The company anticipates low single-digit sequential growth in revenue for the first-quarter 2015. Let us look at the growth potential for Avago under these market segments in 2015 and beyond. More...

Avago Technologies


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Matthews China Fund Adds Three Hong Kong Stocks Matthews China Fund - Matthews China Fund Adds Three Hong Kong Stocks
The Matthews China Fund (Trades, Portfolio) purchased three new stocks and sold out of two positions — all traded on the Hong Kong stock exchange — according to GuruFocus Real Time Picks. More...

MATTHEWS CHINA FUND, CHINA, ASIA, HONG KONG


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Daniel Loeb's Third Point First Quarter 2015 Commentary
First Quarter 2015 Investor Letter More...

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