Here are the week’s top stories at Value Investing News. It is a Lampert /Buffett buffet.
1. Sears Holdings: It About Brands, Not Stores
Todd Sullivan makes the case that Sears does not need to make the “big splash”
2. Buying American Eagle Outfitters
Excerpt: “The company has a market cap of approximately $4.76 billion with nearly 215 million shares outstanding. The dividend yield is less than 2%. The balance sheet is strong, and there’s nearly $3 a share of cash.”
I agree that AEO looks cheap I own Jan 2010 Calls.
3. Wow
I review my portoflio and briefly look over some new ideas
4. Picks from a Patient Investor – David Katz, Matrix Advisors Value
Justin Fuller of Morningstar meets with the CIO of the Matrix Advisors Value Fund, David Katz, to discuss some of his stock picks.
6. First Eagle Funds Update Call featuring Jean-Marie Eveillard (Transcript)
First Eagle Funds Update Call featuring Jean-Marie Eveillard.
7. The Berkshire Hathaway Portfolio
Justin Fuller, equity strategist and manager of Morningstar’s Ultimate Stock-Picker’s Portfolio, checks in with Berkshire’s holdings for the Ultimate Stock-Picker’s Portfolio.
8. Bill Ackman’s Presentation at 2007 Ira Sohn Conf. – Who’s Holding the Bag?
Bill Ackman’s Presentation at 2007 Ira Sohn Investing Conference.
9. A Buffett investment that wasn’t
Stories about the Berkshire billionaire buying into CarMax were not quite what they seemed, reports Fortune’s Alex Taylor III.
10. Freddie Mac new casualty of US mortgage crisis
Shares in Freddie Mac lost almost a quarter of their value today after the mammoth American mortgage giant plunged into a $2 billion quarterly loss and hired Lehman Brothers and Goldman Sachs to explore “very near term” opportunities to raise cash.
