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Editor's Picks
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Barry Cohen
Pharma M&A Has Slowed to a Crawl
(Status: Pending)
Amid coronavirus fears, only slowing giants like Gilead and Biogen are likely to look for buys
Stocks:
LLY
Mar 11, 2020
Margaret Moran
Is Now the Time to Buy Energy Stocks?
(Status: Pending)
The price war has energy stocks plummeting, but that may not mean value buys are ahead
Stocks:
XOM
Mar 10, 2020
Margaret Moran
3 Sectors Holding Up Well Despite Market Selloffs
(Status: Pending)
Companies in these industries have seen less bearish sentiment compared to the broader US market
Mar 10, 2020
β β β β β
James Li
Prem Watsa Expands Grip on Atlas Through Company Reorganization
(Status: Pending)
Canadian guru reports real-time trade
Stocks:
ATCO
TSX:FFH
Mar 10, 2020
β β β β β
Smead Capital Management
Beware Lazy and Sleepy Investors
Investors have been awoken to the carnage of the last three weeks. These circumstances, while unenjoyable, may be hiding the actual problems with today's market
Stocks:
DIS
Mar 10, 2020
β β β β β
Sydnee Gatewood
Chuck Royce's Firm Sails Away With OneWater Marine
(Status: Pending)
Small-cap specialist invests in newly public boat retailer
Stocks:
ONEW
Mar 10, 2020
Rupert Hargreaves
Warren Buffett and Seth Klarman: Ignore Book Value Cost
(Status: Pending)
Thoughts on intrinsic value from Klarman and Buffett
Stocks:
BRK.A
BRK.B
Mar 10, 2020
β β β β β
Dilantha De Silva
Sectors to Watch Out For As Oil Crashes
(Status: Pending)
The declining energy prices will benefit a few industries
Stocks:
DAL
Mar 10, 2020
Robert Abbott
Book of Value: Shady Influences
(Status: Pending)
Our emotions can be used to manipulate us into acting against our own interests
Mar 10, 2020
James Li
4 High-Quality Tech Companies as Coronavirus Fears Smash Markets Worldwide
(Status: Pending)
Stocks have high financial strength and profitability and are trading below Peter Lynch earnings line
Stocks:
INTC
TPE:2428
ROCO:3611
TSE:3848
Mar 09, 2020
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Margaret Moran
MS Global Franchise Fund's Top 4th-Quarter Buys
(Status: Pending)
Fund adds to its holdings in health care, tobacco and technology
Stocks:
TMO
PM
ADP
BDX
Mar 09, 2020
Sydnee Gatewood
5 Energy Companies to Consider as Markets Continue to Tumble
(Status: Pending)
Oil price war creates further market volatility
Stocks:
MMP
USAC
PXD
MPC
COG
Mar 09, 2020
Thomas Macpherson
The Enduring Power of Cash
(Status: Pending)
No matter how many corrections a value investor rides out, the lessons of holding cash can always be reinforced
Mar 09, 2020
β β β β β
John Dorfman
2 CEOs Make Million-Dollar Buys
(Status: Pending)
Heads of Continental Resources, Stewart Information loaded up on shares in February and March
Stocks:
CLR
STC
THG
HIG
Mar 09, 2020
Mark Yu
Why Ordinary Retail Investors Should Not Buy Buffett's Occidental Petroleum
(Status: Pending)
Thoughts on why the highly leveraged oil company is less desirable compared to a stalwart Big Oil company
Stocks:
OXY
XOM
BRK.A
BRK.B
Mar 09, 2020
β β β β β
Nathan Parsh
3 High Yield Utility Stocks You Can Buy Today
(Status: Pending)
As the market selloff continues, utility stocks, which hold up well in recessions, are offering higher yields
Stocks:
D
DUK
SO
Mar 09, 2020
β β β ββ
Robert Abbott
Book of Value: The Visceral Market Hypothesis
A professor from Columbia Business School takes on academic finance and the Efficient Market Hypothesis
Mar 09, 2020
The Science of Hitting
From Long-Term Investing to Market Timing
(Status: Pending)
Some thoughts on handling short-term volatility
Mar 09, 2020
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Steven Chen
Copart: A Great Business in a Great Niche
(Status: Pending)
The company operates in a leading marketplace, has a high barrier to entry, is founder-led, has superior capital allocation and a natural hedge
Stocks:
CPRT
KAR
Mar 08, 2020
β β β β β
Nathan Parsh
5 High-Yield Financial Stocks to Buy Thanks to the Coronavirus
(Status: Pending)
Markets have plunged in recent weeks, but disciplined investors can take advantage of the selloff and buy high-yielding names at cheaper prices
Stocks:
AFL
BNS
JPM
PRU
TD
Mar 08, 2020
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