Here are the week’s top stories at Value Investing News
1. Brush Up on Sherwin-Williams (SHW), But Still Too Soon to Buy
Although Sherwin has performed well, the market hasn’t rewarded it – and here’s why that troublesome trend is going to continue.
2. Business Wire Canada Opening Reception: A Conversation with Warren Buffett
Business Wire Canada Opening Reception: A Conversation with Warren Buffett
3. Value Investing Congress Blog » Good Things Come to Those with Patience
Excerpt: “Noven Pharmaceuticals (Nasdaq: NOVN) recently made significant changes to its board of directors and senior management. The company hired a new CFO, accepted the resignation of its long time Chairman and CEO Robert C. Strauss, and appointed Wayne P. Yetter as its new Chairman. We applaud these actions and believe a tremendous amount of value will come from the changes.”
4. Examples Of Bad Magic Formula Stocks
Some poor choices under Greenblatt’s Magic Formula screen. Lists some criteria for determining a good Magic Formula stock from a bad one.
5. Graham’s investing philosophy
According to Benjamin Graham (1894-1976), investors should make market fluctuations their friends, rather than get carried away by the market sentiment. Investors should not try to time the market, as the stock market movement is always unpredictable. In this article, we will look into some key elements of Graham’s investing philosophy.
6. Pzena Investment Management Fourth-Quarter Newsletter Commentary
Value investing may be rewarding in the long term, but can be painful in the short term. Can that be avoided? And is now the wrong time for value?
7. Updated Berkshire Hathaway Holdings
It looks like Berkshire Hathaway added Kraft, Trane, Sanofi Aventis, and more.
8. Buffett Buys Kraft
Crafty Buffett submits an SEC filing on Valentine’s Day announcing his love for Kraft.
9. Cal-Maine Foods: Omelette or Bad Egg?
At under 8 P/E and 17% earnings yield, the largest egg producer in the U.S. looks like a bargain. But what lies beneath the shell that makes this a risky stock?
10. 4 Underrated Value Investing Books
A quick search on Amazon.com for the term “Value Investing” turned up 2,970 books. At the top of the list, the usual suspects appear:
11. How Lee Ainslie does it
The maverick hedge fund manager delegates and controls stock selection.
12. Amgen – Big Growth Potential, Bargain Price
Despite near term challenges related to concerns over it’s blockbuster anemia drugs, Amgen’s huge R&D budget, deep pipeline, and the bright outlook for biotechnology make it an attractive buy for any portfolio.
13. Some market players see scope for value investing
Investment guru Warren Buffet had once said: “Price is what you pay, value is what you get.” As bears refuse to give up the grip on markets, investors are resorting to value investing. Value investing essentially means buying companies whose stock prices appear cheap when viewed against its fundamental intrinsic value.
14. Look Who’s Buying Now
Fortune asked 13 money managers about the current downturn, and what they’re buying (or not buying) now. Including : John Neff , Leon Cooperman, Michael Steinhardt, Whitney Tilson …etc.
15. Magic Formula Investing: January 2006 – December 2007 Performance to Date
The hate e-mail can stop!! This blog has been investing real money in the magic formula for over 2 years. 2007’s results and results since inception are now posted!
16. More Picks from Third Avenue – Third Avenue’s Focus on the Balance Sheet
In part two of the chat, Curtis Jensen, Third Avenue Management’s co-chief investment officer, talks the fund firm’s focus on analyzing the balance sheet, as well as a couple of financial stocks that have recently been in the news.
17. Whitney Tilson on Sears Holdings (video)
“What you have is a collection of brands and assets”.. Whitney Tilson
18. Interview With William Spetrino Jr. Part II
After great reviews, many in the value investing forum requested a second interview with William Spetrino Jr. The people requested it and we have delivered.
19. Wit and wisdom of Omaha’s sage
After an interview with the Financial Post, Warren Buffett, chairman of Berkshire Hathaway Inc., yesterday answered questions from some of Bay Street’s top investor relations professionals. He shared more on his views on the markets, politics and the economy.
20. Whitney Tilson on retailers, Sears Holdings
Whitney Tilson on retailers, Sears Holdings, C …
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Patriots are 19-0 to Nicaraguan kids
The NFL donated 290 Patriots hats and an equal number of team jerseys trumpeting the slogans “Super Bowl Champions, 19-0” to impoverished children from two small communities in southern Nicaragua.