Tag: buffett

Warren Buffett told CNBC’s Becky Quick his opinion of the bailout plan over the weekend, “It’s what I would do if I were there.”

Analysis of Buffett’s recent investment in Goldman Sachs and how dividends play a role.

Festival of Stocks – Many posts on individual stocks and the ongoing financial crisis

One of our readers asked about my thoughts on Trident Microsystems (Nasdaq: TRID). Trident is an electronics company that designs and manufactures integrated circuits for different digital media products such as digital television and liquid crystal displays.

Analysts cite a large drop in same store sales, and there is a fear out there that Build-A-Bear is a fad whose time has now passed.

Amisco’s stock price is at $1.64, which is down 84% from the $10.15 price in April 2004. The P/B on Amisco’s stock is currently just 0.38.

Nordic American Tanker is not a dividend achiever but a component of the NYSE Composite and Zacks Yield Hog index. From the end of 1999 up until September 2008 this dividend stock has delivered an annual average total return of 29.10 % to its shareholders. The stock gained 19 % value so far in 2008.

Have you ever pondered the concept of forever or infinity?

Warren Buffett tells CNBC he’s making a $5 billion investment in Goldman Sachs because “the price was right, the terms were right, and the people were right.” Best quote: “Why buy a Wall Street firm after his difficult experience with Salomon in the early 1990s? “The pain has worn off,” he joked.”

Todd Sullivan thinks Goldman Sachs is raising money in order to pick up some cheap assets. I’m thinking Buffett saw some cheap assets as well by providing the financing.

When investors purchase their initial position in a stock, it is usually after their most rigorous research. Once a stock is in their portfolio, some investors relax on the research for subsequent purchases. Each and every time you purchase a stock, you should run it through the same process as if you were buying it for the first time.

Colgate-Palmolive Company (Colgate) is a consumer products company, whose products are marketed throughout the world. Colgate’s Oral Care products include toothpaste, toothbrushes, oral rinses, dental floss and pharmaceutical products. Linked here is a detailed stock analysis and commentary.

Since cars are big-ticket items, a drop in spending has manifested itself with utmost clarity in the auto retail space. US motor vehicle sales were down some 18% in June year over year. As a result, many car retailers have been punished in the market.

Some are once again questioning Warren Buffett’s current investments, but Whitney Tilson comes continues to defend him.

I guess if you read as many annual reports as Saj and I have in the past few months you get hungry for some excitement! So to quench this desire, I decided to skip directly to the note disclosure on goodwill and intangibles! The interesting part between these items ended up residing with the disclosure on intangibles.

Nokia is an international dividend achiever. From the end of 1999 up until September 2008 this dividend stock has delivered an annual average total return of 5.00 % to its shareholders. Nokia’s share price has not recovered yet form its all time highs in the early 2000. The stock has lost over 45% of its value so far in 2008.

Walter J Schloss answers questions at the Ben Graham Center for Value Investing February 12, 2008.

The DIV-Net’s Investing Carnival #13 with posts on dividends, value investing, stock analysis, general market commentary and real estate

Archer Daniels Midland is a dividend aristocrat as well as a component of the S&P 500 index. It has been increasing its dividends for the past 33 consecutive years. From the end of 1999 up until September 2008 this dividend stock has delivered an annual average total return of 6.50 % to its shareholders. The stock has lost over half its value so far in 2008.

Summary of the Lehman Brothers bankruptcy coverage including a link to the official Lehman Brothers’ press release.

Todd Sullivan comments on Bank of America CEO Ken Lewis’ decision to takeover Merrill Lynch.

On BusinessWeek.com, S&P’s Howard Silverblatt has a great screen with the selection criteria that Warren Buffet uses for his portfolio. Stock Screen: Buy ‘Em Like Buffett

The McGraw-Hill Companies Inc. is a leading information services organization serves worldwide markets in education, business, industry, other professions and government. Linked here is a detailed analysis and commentary.

The articles listed in the reading links contain some of the best dividend and value investing insights found on the web. They were written by various members of the Dividend Investing and Value Network (DIV-Net) over the past week.

Join Jae Junand the members of Div-Net in this weeks Investing Carnival # 11

Five characteristics to check for to determine if a potential investment is truly a great business.

The typical dividend aristocrat is a mature company with wide moat that has weathered the storms of many boom and bust cycles while continuing to increase dividend payments to shareholders. These companies as well as the dividend champions are the cornerstone to my dividend strategy.

There have always been companies that stand head-and-shoulders above their peers and the competition. They are loved by their shareholders, hated by the competition and known by all. Who are these companies and how can I find the next great company? All the great companies have something in common. Let’s look at a few of them:

A look at the Treasury’s plan for Fannie Mae and Freddie Mac, plus Guy Spier of Aquamarine Capital Management’s guidelines for protecting your portfolio from Black Swans

Diageo PLC (public limited company in the UK) is an international producer of premium alcohol based brands, including Smirnoff vodka, Johnnie Walker Scotch whiskies, Captain Morgan rum, Baileys Original Irish Cream liqueur, JeB scotch whisky, Tanqueray gin and Guinness stout.

Caterpillar Inc. is the world’s largest producer of earthmoving equipment, is also a big maker of electric power generators and engines used in petroleum markets. Linked here is a detailed stock analysis and commentary.