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Rupert Hargreaves
The TCI Fund With 18% Annual Returns Is Worth Following
(Status: Pending)
A look at one of the world's best-performing hedge funds
Stocks:
GOOG
GOOGL
CP
CNI
Aug 29, 2019
Sydnee Gatewood
Ronald Muhlenkamp's Firm Buys 2 Stocks in 2nd Quarter
Firm invests in homebuilder and DowDupont spinoff
Stocks:
MTH
CTVA
Aug 29, 2019
Mark Yu
Being the Largest Airline in Your Homeland Does Not Guarantee Investment Returns
Airlines that have beaten market expectations and generated good balance sheet figures have not been cheered for
Stocks:
AAL
DAL
RYAAY
ZNH
CEA
Aug 29, 2019
James Li
Charles de Vaulx's Top 5 Buys of the 2nd Quarter
(Status: Pending)
Top buys include Warren Buffett's conglomerate and Weibo parent company
Stocks:
SINA
BRK.A
BRK.B
XSWX:CFR
QRTEA
Aug 28, 2019
Robert Abbott
Strategic Value Investing: Free Cash Flow to the Firm Model
(Status: Pending)
Value a stock with the FCFF model and learn about the WACC
Stocks:
WMT
Aug 28, 2019
James Li
6 Seth Klarman Stocks With Low Price-Earnings Ratios
(Status: Pending)
Stocks include Buffett's Synchrony Financial
Stocks:
AR
CBS
SYF
NXST
BMY
Aug 28, 2019
β β β β β
John Dorfman
Micron and Allstate Have Value Plus Momentum
Newton's first law says that a body in motion will maintain a constant speed and direction, unless acted on by an outside force
Stocks:
MU
ALL
BIO
Aug 28, 2019
Stepan Lavrouk
Howard Marks: Why Do Financial Disasters Happen?
(Status: Pending)
It comes down to an inability to accurately forecast risk
Aug 28, 2019
Sydnee Gatewood
Mawer Canadian Equity Fund Buys 2 Stocks in 2nd Quarter
(Status: Pending)
Fund invests in REIT and convenience store chain
Stocks:
TSX:CHP.UN
TSX:ATD.B
Aug 28, 2019
Rupert Hargreaves
David Einhorn's General Motors Story Shows the Benefits of Buying With a Margin of Safety
Some thoughts on Einhorn's General Motors trade
Stocks:
GM
Aug 28, 2019
β β β β β
The Science of Hitting
Why Growth May Not Lead to Investment Success
Growing industries are not necessarily a great hunting ground for investors
Aug 28, 2019
β β β β β
Mark Yu
Having China Exposure Is Not a Reason to Dump a Stock
Stock performance of Broadcom, Costco and Yum China remain resilient despite an ongoing trade war
Stocks:
COST
AVGO
Aug 28, 2019
Bram de Haas
Mario Gabelli on Viacom-CBS and Other Positions
GAMCO investor talks stock picks in media as well as in an infrastructure theme
Aug 28, 2019
James Li
Mawer New Canada Fund Buys 5 Stocks During 1st Half of Year
(Status: Pending)
Fund releases interim portfolio report as of June
Stocks:
TSX:NEO
TSX:HLS
TSX:ACQ
TSX:CGY
Aug 27, 2019
β β β β β
Holly LaFon
4 Warren Buffett Stocks Tumble to Near 52-Week Lows
Some Buffett picks are severely on sale while most of his portfolio gains
Stocks:
KHC
AAL
WFC
BK
Aug 27, 2019
β β β β β
Robert Abbott
Strategic Value Investing: Free Cash Flow Models
(Status: Pending)
'Free cash models provide a way to estimate intrinsic value when dividends are low or nonexistent or when they are unreliable'
Stocks:
JNJ
WMT
Aug 27, 2019
James Li
6 Metals and Mining Stocks Gurus Agree On
(Status: Pending)
Most-broadly-held stocks in precious metals as gold nears 6-year high
Stocks:
GOLD
NUE
AU
AEM
NEM
Aug 27, 2019
β β β β β
John Engle
WeWork Is a Corporate Governance Nightmare
As the co-working business approaches its IPO, investors have more than financials to worry about
Aug 27, 2019
Stepan Lavrouk
What Exactly Is the Trump Administration's Trade Policy?
(Status: Pending)
Confusing rhetoric from the White House could undermine negotiations
Aug 27, 2019
Sydnee Gatewood
5 Stocks These Socially Responsible Gurus Agree On
(Status: Pending)
Common holdings of Al Gore and Jerome Dodson as of the 2nd quarter
Stocks:
XRAY
CTSH
MSFT
CERN
NVDA
Aug 27, 2019
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