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20 per page
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Margaret Moran
Spinoffs Roundup: These Companies Could Unlock Value in 2020
(Status: Pending)
The newly independent businesses include Carrier, Arconic
Stocks:
MSGE
CARR
OTIS
ARNC
BIPC
Jun 05, 2020
β β β β β
James Li
IVA International Fund's Top 5 Buys in the 1st Quarter
(Status: Pending)
Fund's new buys include a brewer and an aviation company
Stocks:
XBRU:ABI
XPAR:PUB
XMAD:AENA
XPAR:SW
Jun 05, 2020
Robert Abbott
NVR: Worth the Attention of Value Investors
(Status: Pending)
The homebuilder ticks all the boxes in the Buffett-Munger screener
Stocks:
NVR
Jun 05, 2020
β β β β β
James Li
Revisiting the GuruFocus Predictability Rank: 2010-2019 Backtest Study
(Status: Pending)
GuruFocus' business predictability rank still has high correlation with average total return
Stocks:
AAPL
BRK.A
BRK.B
Jun 05, 2020
β β β β β
Sydnee Gatewood
The Wasatch International Growth Fund's Top 5 Trades
(Status: Pending)
Fund releases 1st-quarter portfolio
Stocks:
GLOB
OSL:TGS
TSE:7956
TSE:7716
OCSE:RBREW
Jun 05, 2020
Rupert Hargreaves
Berkshire Hathaway: A Premium Business Deserves a Premium Multiple
(Status: Pending)
A look at Berkshire's insurance advantage
Stocks:
BRK.A
BRK.B
Jun 05, 2020
β β β β β
Robert Stephens, CFA
Benjamin Graham on Risk Versus Reward
(Status: Pending)
Changeable investor sentiment could produce buying opportunities
Jun 05, 2020
The Science of Hitting
Ollie's: Back to Being Loved
(Status: Pending)
A look at the company's first-quarter results
Stocks:
OLLI
Jun 05, 2020
β β β β β
Margaret Moran
These Unpopular Industries Are Making a Comeback
(Status: Pending)
As the stock market rallies, some sectors are coming back into favor while others are not
Jun 04, 2020
β β β β β
Robert Abbott
Jones Lang LaSalle: A Strong Record of Predictable Growth, but a Mushy Balance Sheet
(Status: Pending)
This Buffett-Munger Screener stock has its strengths, but is it compelling at this price?
Stocks:
JLL
Jun 04, 2020
β β β β β
Graham Griffin
Oakmark International Small Cap Fund's 1st Quarter New Buys
(Status: Pending)
Fund buys into Wynn Macau, Software and dorma+kaba Holding
Stocks:
XTER:SOW
XBRU:ONTEX
CRTO
Jun 04, 2020
β β β β β
Barry Cohen
Pliant Therapeutics Shares Have Climbed 44% Since This Week's IPO
(Status: Pending)
Several other biotechs lined up to go public as life sciences companies gain higher profiles due to fight against the coronavirus
Stocks:
PLRX
JNJ
BMY
Jun 04, 2020
Stepan Lavrouk
Seth Klarman: Investors Are Like Relief Pitchers
(Status: Pending)
They have to be able to take the pressure
Jun 04, 2020
β β β β β
Sydnee Gatewood
Causeway International Value Fund's Top Trades of the 1st Quarter
(Status: Pending)
Fund invests in Spanish bank and Japanese industrial manufacturing company
Stocks:
XMAD:BBVA
TSE:6301
LSE:RDSB
TSE:9433
XSWX:CFR
Jun 04, 2020
The Science of Hitting
Ulta Beauty: Adjusting to Retail Channel Shifts
(Status: Pending)
A look at the company's first quarter results
Stocks:
ULTA
Jun 04, 2020
β β β β β
Margaret Moran
AMC Doubts Its Ability to Survive Covid-19 Shutdown
(Status: Pending)
America's largest theater chain sees lower demand potentially outlasting liquidity
Stocks:
AMC
CNK
Jun 03, 2020
β β β β β
James Li
Top 6 Buys of Bernard Horn's Polaris Fund in the 1st Quarter
(Status: Pending)
Fund's buys include boost in Tyson and five new holdings
Stocks:
TSN
DAL
LH
HRB
XTER:HEI
Jun 03, 2020
Robert Abbott
Choice Hotels: A Solid Buffett-Munger Stock
(Status: Pending)
A high-predictability stock with a moat, manageable debt and a reasonable price
Stocks:
CHH
Jun 03, 2020
Margaret Moran
Oakmark International's Biggest 1st-Quarter Trades
International fund sells Prosus, invests in Prudential
Stocks:
LSE:PRU
LSE:BNZL
XTER:BAYN
XAMS:PRX
Jun 03, 2020
Dilantha De Silva
A Few Possible Reasons Behind Bill Ackman's Sale of Berkshire
(Status: Pending)
The guru dumped class B shares of Warren Buffett's conglomerate
Stocks:
BRK.A
BRK.B
Jun 03, 2020
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