Today

• Menu Nicola Guida commented on Nicola Guida's article 1 hr ago

  Graftech International: Uncertainty Creates Opportunity
  Introduction I recently became interested in Graftech International Ltd. (EAF) after reading a June 2019 Mohnish Pabrai (Trades, Portfolio)...
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  Nicola Guida 01-28 00:15
  

  • Hello Pps.aujla,
    
    Pabrai is already quite overexposed to EAF, but we will learn it soon! 
    
    Thanks for commenting!
    
    Best Regards, Nicola
    

  Comment
• Menu jeni commented on valuefan's topic 1 hr ago

  export to excel
  It would be nice to be able to export the data (buys, sells. holds) to excel. This could be an option you could charge for, if you like.
  View all 7 comments

  jeni 01-28 00:14
  

  • Hi, great to see your website. I like the content and the research done behind every aspect of your blog. It looks great and very knowledgeable. Keep it up the good work. Oracle
    

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• Menu Nicola Guida commented on Nicola Guida's article 1 hr ago

  Graftech International: Uncertainty Creates Opportunity
  Introduction I recently became interested in Graftech International Ltd. (EAF) after reading a June 2019 Mohnish Pabrai (Trades, Portfolio)...
  View all 3 comments

  Nicola Guida 01-28 00:13
  

  • Hello Bruce,
    
    thank you for your comment!
    
    Brookfield is currently in the process of selling some of their shares (the company took Graftech private in 2015 for an amount o around $700M, so they made at least 5x on their investment).
    
    So this adds some temporary downard pressure on the stock, but IMO it's not changing the value proposition. On a potitive note, both BAM and the minority shareholders benefit from the huge baybacks.
    
    The real risk for the minority shareholders here is that they could take Graftech private again at a depressed price, but I see this scenario as highly unprobable as it would postpone the realization of its value: they can earn much more just by letting Graftech wisely allocate capital and thrive.
    
    Best Regards, Nicola
    

  Comment
• Menu jeni commented on reports.droy's article 1 hr ago

  Oracle Makes A New Innovation In Data Handling
  This year has been the year of technology; from smartphones to Big Data, all segments of technology have been rapidly evolving and has been action...
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  jeni 01-28 00:08
  

  • I want you to thank for your time of this wonderful read!!! I definitely enjoy every little bit of it and I have you bookmarked to check out new stuff of your blog a must read blog!! Oracle Autonomous Database
    

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• Menu jeni commented on reports.droy's article 2 hr ago

  BIG DATA Banking on SQL Courtesy Oracle
  SQL is under R.I.P. tombstone, is it a myth or truth??? For quite some time now the world has declared the death of one of the most used programming...
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  jeni 01-28 00:02
  

  • It’s very excellent information and more real facts to provided that post.Thank you for sharing this information. 1z0-931
    

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Yesterday

• Menu jeni commented on gurufocus's article 2 hr ago

  Writers Compensation Program - Writers Wanted
  In order to encourage value investors to share their investment ideas and research on GuruFocus.com with their value peers, GuruFocus is looking for...
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  jeni 01-27 23:57
  

  • I just want to say that you have made a great effort in making this post which is appreciable. I have learned a lot from this post which will help me a lot in future. certsout
    

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• Menu jeni commented on kbodawala's topic 2 hr ago

  Email to Investor Relations Dept. of Carnival Cruise Lines.
  I am posting a recent email I sent to Beth Roberts of Carnival Cruise lines investor relations dept. I encourage all CCL investors to call her and...
  View all 1 comment

  jeni 01-27 23:51
  

  • This post is really useful and helpful to know more about the things which you have shared. https://www.certsout.com/1z0-931-test.html
    

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• Menu pps.aujla commented on Nicola Guida's article 3 hr ago

  Graftech International: Uncertainty Creates Opportunity
  Introduction I recently became interested in Graftech International Ltd. (EAF) after reading a June 2019 Mohnish Pabrai (Trades, Portfolio)...
  View all 2 comments

  pps.aujla 01-27 22:51
  

  • Mohnish Pabrai (Trades, Portfolio) very likly will add some more under $11.50...
    

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• Menu Doug Taylor commented on Robert Abbott's article 6 hr ago

  High Returns From Low Risk: An Investing Paradox
  Many market participants believe in the efficient market hypothesis, which holds that all relevant market information is available to all market...
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  Doug Taylor 01-27 19:42
  

  • Hi for the authors conceot if lower risk do they determine it from margin of safety on fundamentals? Thanks
    

  Comment
• Menu Bruce Bohannon commented on Nicola Guida's article 7 hr ago

  Graftech International: Uncertainty Creates Opportunity
  Introduction I recently became interested in Graftech International Ltd. (EAF) after reading a June 2019 Mohnish Pabrai (Trades, Portfolio)...
  View all 1 comment

  Bruce Bohannon 01-27 18:30
  

  • Suggest anyone looking to go long here weigh the Risks of BAM ovning nearly 70% as majority shareholder.  I'm a Huge Fan of Mohnish however.  Next Earnings are set to be announced 2/6/20.
    

  Comment
• Menu Stepan Lavrouk posts: 8 hr ago

  Warren Buffett: Complex Accounting Is a Warning Sign
  There are many skills that value investors need to have in order to be successful in their field. Risk management, having a good head for numbers and industry knowledge are all important. So is having a solid...
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• Menu Margaret Moran posts: 9 hr ago

  Coronavirus Fears Reveal Weakness in the Energy Sector
  The...
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• Menu Dilantha De Silva posts: 9 hr ago

  Coronavirus and Its Impact on Markets
  The positive momentum of 2019 carried into 2020, and markets were continuing to soar on the back of softening trade tensions between the U.S. and China, earnings beats by banks and the expectations for the American economy to grow in the next...
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• Menu Bram de Haas posts: 9 hr ago

  Seth Klarman Sees a Resurgence of Value
  <span...
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• Menu Sydnee Gatewood posts: 10 hr ago

  Jerome Dodson Comments on Charles Schwab
  Charles Schwab (SCHW) contributed 104 basis points to the Fund’s return, as its stock rose from $41.53 to $47.56 for a total return of 16.4%. The return on our average cost, however, was significantly higher at 52%. How is this possible, you...
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• Menu Sydnee Gatewood posts: 10 hr ago

  Jerome Dodson Comments on American Express
  Credit card–issuer American Express (AXP) boosted the Fund’s return by 110 basis points, as the stock rose from $95.32 to $124.49 for a total return of 32.5%. The shares moved higher throughout the year, as the company delivered...
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• Menu Sydnee Gatewood posts: 10 hr ago

  Jerome Dodson Comments on Hanesbrands
  Hanesbrands (HBI), a leading manufacturer of undergarments and athletic apparel, contributed 131 basis points to the Fund’s return, as its stock rose from $12.53 to $14.85 for a 23.0% total return. Stronger-than-expected performances in the...
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• Menu Sydnee Gatewood posts: 10 hr ago

  Jerome Dodson Comments on Qualcomm
  Qualcomm (QCOM), the leading manufacturer of mobile phone chips, contributed 141 basis points to the Fund’s performance, as the stock soared from $56.91 to $88.23 for a total return of 60.7%. The stock saw its biggest one-day jump in nearly 20...
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• Menu Sydnee Gatewood posts: 10 hr ago

  Jerome Dodson Comments on Mattel
  Toy-manufacturer Mattel (MAT) added 144 basis points to the Fund’s performance, as its stock rose from $9.99 to our average selling price of $12.00 for a total return of 8.5%. The stock rallied to a high of $17.07 to start the year, as...
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• Menu Sydnee Gatewood posts: 10 hr ago

  Jerome Dodson Comments on Cummins
  Cummins (CMI), a leading maker of diesel engines, added 179 basis points to the Fund’s performance. Its stock rose from $134 to $179, for a total return of 38.1%. Although total orders for Class 8 trucks fell during the year, the company’s...
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• Menu Sydnee Gatewood posts: 10 hr ago

  Jerome Dodson Comments on Celgene
  Biopharmaceutical company Celgene (CELG) boosted the Fund’s return by 257 basis points, as its stock jumped from $64.09 to our sale price of $92.45, for a total return of 50.6%. The company develops therapies that treat blood cancer and...
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• Menu Sydnee Gatewood posts: 10 hr ago

  Jerome Dodson Comments on Nvidia
  NVIDIA Corporation (NVDA) added 291 basis points to the Fund’s performance, as its stock rose from $134 to $235 for a total return of 77.0%. The company started the year down over 50% from its recent highs, after the cryptocurrency bubble...
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• Menu Sydnee Gatewood posts: 10 hr ago

  Jerome Dodson Comments on Micron Technology
  Micron Technology (MU) added 421 basis points to the Fund’s return, as its stock climbed from $31.73 to $53.78 for a total return of 69.5%. The company makes memory semiconductors used in PCs, smartphones and data servers. Despite more supply...
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• Menu Sydnee Gatewood posts: 10 hr ago

  Jerome Dodson Comments on Lam Research
  Next was Lam Research (LRCX), a competitor to Applied, which added 518 basis points to the Fund’s return, as the stock rose from $136 to $292 for a 119.3% total return. Despite the weak market for memory chips, Lam grew its installed base of...
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• Menu Sydnee Gatewood posts: 10 hr ago

  Jerome Dodson Comments on Applied Materials
  Our biggest winner was Applied Materials (AMAT), a leading maker of equipment used to manufacture semiconductors. The stock contributed 524 basis points to the Fund’s return, as the stock rose from $32.74 to $61.04 for a total return of 89.9%....
  Comment
• Menu Sydnee Gatewood posts: 10 hr ago

  Jerome Dodson Comments on Regeneron Pharmaceuticals
  The one that hurt us the most cut 99 basis points off the Fund’s return. This stock was Regeneron Pharmaceuticals (REGN), which is a very interesting case. The stock actually went up during the year from our cost of $335 to $375 by the end of...
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• Menu Sydnee Gatewood posts: 10 hr ago

  Jerome Dodson's Parnassus Endeavor Fund 4th-Quarter Commentary
  As of December 31, 2019, the net asset value (“NAV”) of the Parnassus Endeavor Fund (Trades, Portfolio) – Investor Shares was $38.19, and after taking dividends into account, the total return for the year was 33.29%. This compares to...
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• Menu Sydnee Gatewood posts: 11 hr ago

  FPA Capital Comments on Ambarella
  Ambarella (AMBA) (“AMBA” or “Company”) is a fabless semiconductor company focused on high-end image signal processing and computer vision (CV) systems on a chip (SoCs). The Company’s long-term strategy is focused on computer vision...
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• Menu Sydnee Gatewood posts: 11 hr ago

  FPA Capital Comments on The Cheese Cake Factory
  The Cheesecake Factory (CAKE) (“CAKE” or “Company) is a Calabasas, CA – based restaurant company with over 200 Cheesecake Factory locations. The Company has one of the leading sales per square foot metrics of almost $1,000 in sales per...
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• Menu Sydnee Gatewood posts: 11 hr ago

  FPA Capital Comments on Allegiant Travel
  Allegiant Travel Company (ALGT) (“ALGT” or “Company) is a Las Vegas, NV – based ultra low cost airline. Its business model is quite different from the rest of the top US airlines as it offers low frequency flights for leisure travelers,...
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• Menu Sydnee Gatewood posts: 11 hr ago

  FPA Capital Comments on Centene
  Centene Corporation (CNC) (“Centene” or “Company”) is a St. Louis, MO - based Medicaid managed care company. The Company, for the most part, services government-sponsored healthcare programs. It is the largest Medicaid managed care...
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• Menu Sydnee Gatewood posts: 11 hr ago

  FPA Capital Fund's 4th-Quarter Commentary
  The FPA Capital Fund (Trades, Portfolio) (“Fund”) focuses on value investing. The Fund is an absolute value fund that, when enough opportunities do not present themselves (usually...
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• Menu dirt2624 commented on Rupert Hargreaves's article 12 hr ago

  Warren Buffett's 1974 Advice on Market Selloffs
  Warren Buffett (Trades, Portfolio) started managing money for outside investors in 1957. After he graduated from college, he went to work with his...
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  dirt2624 01-27 13:55
  

  • Those index levels for the Dow Industrials seem quite a bit off. It got to 1000 a few times in the late 1960s and early 1970s but was cut in half in 1974 - got to over 800 in the early 1980s before taking of on its current run in 1982 thru to today with several very large pull-backs. I may be an old coffin dodger but if memory serves - I should be able to figure out why I am in the basement looking for - what was it I came down here for??? LOL
    

  Comment
• Menu Robert Stephens, CFA posts: 12 hr ago

  Why Alarm.com Can Deliver Stock Price Growth
  The home security company is investing in new products that could improve its efficiency and competitive...
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• Menu jhbounds: Why am in getting "Guest User has expired" notices????? I have had my subscription for almost two years. 13 hr ago
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• Menu Rupert Hargreaves posts: 14 hr ago

  Warren Buffett's 1974 Advice on Market Sell Offs
  , <a...
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• Menu Sydnee Gatewood posts: 14 hr ago

  4 Transportation Companies to Consider as Coronavirus Outbreak Intensifies
  Market indexes headed into the last week of January lower as fears regarding the coronavirus outbreak in China intensified. CNBC reported on Monday that airline stocks tumbled as a result of the outbreak, which has 2,862 confirmed cases so far...
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• Menu Alberto Abaterusso posts: 14 hr ago

  A Trio of Value Opportunities to Consider
  Investors searching for value opportunities may want to consider the following securities, as they do not appear expensive. Their earnings are trading for less than 20 times their price, they have a consistent history of earnings and sales...
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• Menu Alberto Abaterusso posts: 15 hr ago

  3 Fast Growing CapEx Stocks
  Capital expenditures (aka CapEx) are funds that a company usually uses to...
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• Menu Tiziano Frateschi posts: 15 hr ago

  5 Predictable Stocks With a Margin of Safety
  , a Premium feature, the following companies have high business predictability ratings and a wide margin of...
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• Menu Joy Hu posts: 16 hr ago

  52-Week Company Lows
  The price of Exxon Mobil Corp. (XOM) shares has declined to...
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• Menu John Dorfman posts: 16 hr ago

  It’s a Screwy January, Not Going by the Book
  “There’s one problem,” my father said....
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• Menu Joy Hu posts: 16 hr ago

  Weekly CEO Buys Highlight
  Cantel Medical Corp. (CMD) President and CEO George L. Fotiades bought...
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• Menu Nicola Guida posts: 16 hr ago

  Graftech International: Uncertainty Creates Opportunity
  I recently became interested in Graftech International Ltd. (EAF) after reading a June 2019 <a href="https://www.gurufocus.com/StockBuy.php?GuruName=Mohnish+Pabrai"...
  Comment
• Menu quickbooks_support12 commented on Holly LaFon's article 20 hr ago

  Leith Wheeler Comments on Owens Corning
  Owens Corning (NYSE:OC) outperformed in the fourth quarter and for the full year as improving results through the year led to upward revisions in...
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  quickbooks_support12 01-27 06:01
  

  • Very detailed and meticulous article.Thank you for sharing. 
    
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• Menu fmofana commented on PRNewswire's article 01-27 02:01

  Biohaven's Verdiperstat Receives FDA May Proceed Letter To Initiate Trial In Amyotrophic Lateral Sclerosis Conducted By The Healey Center For ALS At Mass General
  PR Newswire NEW HAVEN, Conn., Jan. 22, 2020 NEW HAVEN, Conn., Jan. 22, 2020 /PRNewswire/ -- Biohaven Pharmaceutical Holding Company Ltd....
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  fmofana 01-27 02:01
  

  •  My first symptoms of ALS occurred in 2011, but was diagnosed in 2013. I had severe symptoms ranging from shortness of breath, balance problems, couldn't walk without a walker or a power chair, i had difficulty swallowing and fatigue. I was given medications which helped but only for a short burst of time, then i decided to try alternative measures and began on ALS Formula treatment from Akanni herbal centre t, It has made a tremendous difference for me (Visit www. akanniherbalcentre .com). I had improved walking balance, increased appetite, muscle strength, improved eyesight and others.
    

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• Menu fmofana commented on PRNewswire's article 01-27 01:53

  Biohaven's Verdiperstat Receives FDA May Proceed Letter To Initiate Trial In Amyotrophic Lateral Sclerosis Conducted By The Healey Center For ALS At Mass General
  PR Newswire NEW HAVEN, Conn., Jan. 22, 2020 NEW HAVEN, Conn., Jan. 22, 2020 /PRNewswire/ -- Biohaven Pharmaceutical Holding Company Ltd....
  View all 1 comment

  fmofana 01-27 01:53
  

  •  My first symptoms of ALS occurred in 2011, but was diagnosed in 2013. I had severe symptoms ranging from shortness of breath, balance problems, couldn't walk without a walker or a power chair, i had difficulty swallowing and fatigue. I was given medications which helped but only for a short burst of time, then i decided to try alternative measures and began on ALS Formula treatment from Akanni herbal centre t, It has made a tremendous difference for me (Visit www. akanniherbalcentre .com). I had improved walking balance, increased appetite, muscle strength, improved eyesight and others.
    

  Comment

2020-01-26

• Menu Alberto Abaterusso posts: 01-26 16:44

  A Trio of High-Quality Stocks
  To increase your chances of finding high-quality companies, you can do one thing: follow Benjamin Graham’s recommendations. The father of value investing recommended investors look for stocks with a current ratio of more than two and a higher...
  Comment
• Menu Alberto Abaterusso posts: 01-26 16:36

  3 Stocks With Fast-Growing Earnings
  The S&P 500 Index has grown its annual earnings per share (not adjusted to inflation) by 32.5% over the past five years (about a 6.5% increase every year), producing a 65.2% increase in...
  Comment
• Menu Steven Chen posts: 01-26 15:59

  A Well-Moated, High-Return Bet on One of the Worst Industries in the Stock Market
  "Now let's move to the gruesome. The worst sort of business is one that grows rapidly, requires significant capital to engender the growth, and then earns little or no money. Think airlines. Here a durable...
  Comment
• Menu mabelgoodrich commented on Mayank Marwah's article 01-26 10:34

  Walmart Introduces Warehouse Robots to Speed Up Online Grocery Sales
  On Jan. 8, Walmart (WMT) introduced the Alphabot, which is an automated 20,000 square foot fulfilment system that integrates human labour and robot...
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  mabelgoodrich 01-26 10:34
  

  • i like this robotic
    

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• Menu mabelgoodrich commented on Graham Griffin's article 01-26 10:08

  1,000 Entrepreneurs: Ken Aldrich on 30 Years of Venture Capital and 50 Successful Businesses
  Over the last three decades, Ken Aldrich has successfully invested in over 50 businesses and has personally co-founded almost a dozen himself. He...
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  mabelgoodrich 01-26 10:08
  

  • I like this article
    

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• Menu dorothyiscool commented on Robert Abbott's article 01-26 04:00

  Howard Marks: Cycles Present Opportunities
  “You Can’t Predict. You Can Prepare.” To introduce his chapter on cycles and cyclicality, Howard Marks (Trades, Portfolio) borrowed that...
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  dorothyiscool 01-26 04:00
  

  • I must say that I am really shocked, this guide explains everything perfectly well and in the simplest manner possible. Well done sir, you are an amazing writer for sure! Happy Wheels, Flappy Bird Unblocked, Run 2 Unblocked and Impossible Quiz Unblocked...
    
    P.S. Please let me know if there are going to be more cycles present opportunities. Looking forward to your updates!
    

  Comment

2020-01-25

• Menu yashavantha3905 commented on Julie Young's article 01-25 21:18

  US Indexes End Mostly Flat Again on Thursday
  The Dow Jones Industrial Average closed at 29,160.09 on Thursday with a loss of 26.18 points or -0.09%. The S&P 500 closed at 3,325.54 for a gain of...
  View all 1 comment

  yashavantha3905 01-25 21:18
  

  • thanks this is very useful and good content http://gbpluss.com/wp-admin/post.php?post=47&action=edit
    

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• Menu Shuda Xia posts: 01-25 18:52

  Stocks That Fell to 3-Year Lows in the Week of Jan. 24
  Exxon Mobil declined to...
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• Menu Shuda Xia posts: 01-25 18:38

  Top Insider Buys Highlight for the Week of Jan. 24
  Fastenal director bought 18,000...
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• Menu Andres392 commented on Marketwired's article 01-25 11:19

  Transaction in Own Shares
  Transaction in Own Shares 09 December 2019 • • • • • • • • • • • • • •...
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  Andres392 01-25 11:19
  

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• Menu jafarabidi009 commented on Holly LaFon's article 01-25 01:45

  Warren Buffett's 2-Hour Interview With CNBC
  Warren Buffett (Trades, Portfolio), chairman and CEO of Berkshire Hathaway (BRK.A)(BRK.B), joined CNBC's Becky Quick for a wide-ranging interview...
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  jafarabidi009 01-25 01:45
  

  • Super bowl liv will be played between Chiefs vs 49ers this year. Watch Superbowl stream with friends
    

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2020-01-24

• Menu Sydnee Gatewood posts: 01-24 15:46

  Ray Dalio Commentary: The 3 Things an Entrepreneur-CEO Must Do Well
  There are three things an entrepreneur-CEO must do well to be successful: 1) envision a new and better way of doing things, 2) build that out by building and running one’s organization so that it works excellently, and 3)...
  Comment
• Menu Margaret Moran posts: 01-24 14:33

  American Express Hits Record High Before Credit Scores Change
  Analysts were expecting $11.36 billion in revenue and $2 in earnings per share for the quarter, but the...
  Comment
• Menu Sydnee Gatewood posts: 01-24 12:50

  Matthews Japan Fund Comments on Yamaha Motor
  We also initiated a position in marine-boat engine and motorcycle manufacturer Yamaha Motor (TSE:7272). The company is a global leader in marine engines amid a structural shift to outboard motors and...
  Comment
• Menu Sydnee Gatewood posts: 01-24 12:49

  Matthews Japan Fund Comments on TDK Corp
  Regarding new holdings, we initiated a position in electronic-component maker TDK (TSE:6762). The company's recent driver of earnings was the batteries business, where it commanded a leadership position in...
  Comment
• Menu Sydnee Gatewood posts: 01-24 12:48

  Matthews Japan Fund Comments on Pigeon
  Baby-product company Pigeon (TSE:7956) also was a major detractor to performance for the fourth quarter and the full year. The company revised down its full-year guidance in December due to a decline in inbound sales and an unfavorable Japanese...
  Comment
• Menu Sydnee Gatewood posts: 01-24 12:48

  Matthews Japan Fund Comments on Seria
  The largest detractor from performance for 2019 was dollar-shop retailer Seria (TSE:2782). Seria long enjoyed much higher operating margins than its peers. Competition intensified, however, while the overall...
  Comment
• Menu Sydnee Gatewood posts: 01-24 12:47

  Matthews Japan Fund Comments on Sony
  Media and technology conglomerate Sony (SNE) also contributed to performance in the fourth quarter. We meaningfully increased our weight in the company in the first quarter of 2019 when Sony shares were...
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• Menu Sydnee Gatewood posts: 01-24 12:47

  Matthews Japan Fund Comments on Lasertec
  Turning to individual securities, Lasertec (TSE:6920) was the top contributor to Fund performance for both the fourth quarter and full-year 2019. Leading-edge development in areas such as extreme ultraviolet...
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