The Week’s Best at VIN

During the great bear market of 1974, Warren Buffett was asked by a rather staid fellow how he felt. ‘Like an over-sexed guy in a whorehouse,’ he replied. ‘Now is the time to invest and get rich.’

I’ve had the good fortune of a friend loaning to me Seth Klarman’s Margin of Safety. The following are my notes on the chapter entitled “At the Root of a Value-Investment Philosophy” where Klarman writes about the three central elements to a value-investment philosophy.

Sir John M. Templeton, a Tennessee-born investor and philanthropist who amassed a fortune in global stocks and gave away hundreds of millions of dollars to foster understanding in what he called “spiritual realities,” died on Tuesday in Nassau, the Bahamas, where he had lived for decades. He was 95.

By the end of the year, Time Warner Cable (TWC), will be a stand alone entity after being spun off from Time Warner Inc. (TWX). TWC is a publicly traded company as it currently stands, 84% owned by its parent, Time Warner Inc. The carve-out occured early in 2007, trading between $36-43, but has plummeted down into the $20’s since.

My posts the next few weeks will focus on what I consider to be attractive names in the Financial Sector.

Some may have wondered what is the connection between Dividend and Value Investing. The connection does not necessarily exist in all cases. For example, an investor selecting investments based solely on dividend yield, is not considering the value aspect of the equation.

New way of research. Analysis from an independent side. Both bullish and bearish points reviewed + valuation.

Todd at ValuePlays notifies us that Bruce Berkowitz just filed a 13G/A for his 10.6% stake in Mohawk Industries (MHK).

A look at Templeton’s 10 maxims and how they fit into today’s markets.

This short post by Todd Sullivan includes a video of Warren Buffett and Bill Gates being interviewed on Fox Business. The topic is missed acquisition opportunities.

Fortune lists 40 stocks on which a person can retire. The list includes eight stocks they label as “deep value.”

recently stumbled upon this article from William P. Bengen “DETERMINING WITHDRAWAL RATES USING HISTORICAL DATA”. The basic idea behind this research is that year over year fluctuations in annual returns could drastically change the standard of living of retired individuals, who rely on their investments for income.

Stock Analysis of Eli Lilly and Co. (LLY). The analysis includes a detailed PDF.

Canadian food retailing stocks have gone on sale, says star value manager Gaelen Morphet, first vice-president of Canadian equities at CIBC Global Asset Management.

Detailed Stock Analysis of the Exxon Mobil Corporation (XOM)

Now will people look at Dow?

Barely one day in, the Sun Valley conference has already helped to produce a multibillion-dollar merger deal — but not the kind you might expect. Dow Chemical has agreed to buy Rohm & Haas for $18.8 billion, with a big slug of financing from Warren Buffett, the legendary value investor who recently arrived in Sun Valley.

Investor Shelby Davis of the Clipper Fund used to say that the four most expensive words in investing are: “This time it’s different.”