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Value Investing to Investing Values: Reliance Naturally Resourceful Limited
2008-06-07 20:17:00 Good example of how overvalued some stocks are.2 Vote(s)
By: Market Buzz
We want more Ken Heebner!
2008-06-03 03:47:00 After submitting Ken Heebner’s CNN Money interview to valueinvestingnews.com, and watching a couple of threads over at gurufocus.com, I was amazed at how many individuals had no idea who is Ken Heebner (manager of the CGMFX). Many shared the views of Contrarian Value Investing reader and commenter Alisa who commented on my Great Value investing ...
Great Value Investing Stories
2008-05-29 05:38:00 Usually I wait till Friday or Saturday morning to post the week’s top value investing news, but this week I could not resist. First on the plate is Ken Heebner’s CNN Money interview. For those not familiar with Ken Heebner, he has one of the hottest (if not the hottest) hand in investing right now. ...
The Weeks Top Value Investing News
2008-05-24 16:20:00 Before posting the weeks top value investing news, I would like to thank the families and the individuals who made the ultimate sacrifice in making America as great as it is. Sometimes we forget how wonderful of a country we have and its not until we visit other countries we realize the luxuries we have. ...
Value Investing Always Bounces Back
2008-05-23 04:10:00 The week’s news has to be crude’s run up to $135/barrel. The problem with value investing news is sometimes good stories fall too quickly as other stories of less quality get submitted. Eventually, the few of us that do vote for stories do not vote up the high quality ones and thus an excellent story ...
VIDEO - Value Investing
2008-05-19 16:11:00 Value Investing No Related Post ShareThis
By: Jutia Group
The weeks top value investing news
2008-05-17 02:25:00 Busy week on the filing front. Most of the Gurus filings have been made public and their holdings are made available at sites like gurufocus.com and stockpickr.com. Personally, I like Gurufocus.com for the way the information is organized and presented. But stockpickr works fine. Finally, kudos to Todd Sullivan at Valueplays for taking 3 out ...
Gurus Loadinig Up On Health Care Stocks
2008-05-15 19:27:00 I guess I was not the only one looking at them. After posting my thoughts on United Healthcare(UNH) and Wellpoint (WLP), I headed over at Gurufocus.com to check out their forum/site and found several gurus loading up on WLP and UNH. First, as posted in the previous post, noted value investor Seth Klarman invested 11% ...
Value Investing Is Simple But Not Easy
2008-05-15 06:19:00 One often hears the Oracle of Omaha (Warren Buffett) say “value investing is simple but not easy”. The million dollar question is….is it true? I will get to the point and say yes it ...
Top Stories On Value Investing News
2008-05-10 04:04:00 To no ones surprise, this week’s value investing news was dominated by Warren Buffett links. Warren Buffett dominated 4 out of the top 5 news links, with the other coming from Charlie Munger’s Wesco Annual Meeting. Throw in the announcement of McGraw-Hill publishing a 75th anniversary edition of Security Analysis and you have a pretty ...
McGraw-Hill announces they will publish 75th Anniversary Edition of Securit
2008-05-08 19:43:00 What a week for value investors. First, Buffett and his cult following headed for Omaha for the annual meeting and then McGraw-Hill announces they will publish 75th Anniversary Edition of Graham and Dodd’s Security Analysis. Of course, the former received more media attention than the latter but in my opinion, the latter is of greater ...
Tracking David Dreman
2008-05-05 04:00:00 One of my favorite things to do is follow the Gurus (Buffett,Greenblatt,etc). With the internet around, it is now easier than ever to see which stocks they are buying. The past couple of weeks David Dreman gave me an idea of what he likes. First, David Dreman appeared on Consuelo Mack’s Wealthtrack on April 11, ...
2008 Berkshire Hathaway Meeting
2008-05-04 15:46:00 The place to be this weekend was Omaha, NE. Investors headed to the heartland to pick apart Warren Buffett and Charlie Munger’s brains. Although the media and blogs will provide great coverage, I had to give kudos to several sources for making things easier for those who could not make the trip to Omaha. First on ...
Let Volatility Be Your Friend
2008-05-02 05:45:00 Readers of this blog will notice that a couple of picks of mine have been in the dog house, while others have performed well in a choppy market. Unfortunately, for the casual web surfer who stumbles onto here, they will focus more on the stocks that have been down. One common characteristic of successful value investors ...
The Weeks Top Value Investing News
2008-04-12 06:12:00 Alcoa’s and GE’s earnings led Wall Street down for the week, but that did not stop value investors submitting great content on valueinvestingnews.com
I would hate to be a bear in this market
2008-04-09 03:10:00 With commodity prices soaring, a housing market that shows no sign of a rebound and billions of write-offs taken, one would figure the market would have crashed by now. Unfortunately, that is not the case for bears in this market.
Trading for a living
2008-04-01 15:36:00 Its been a week since I updated the site. The reason being is I have been trading in and out of stocks like crazy. Also, I have bought every Jim Cramer stock mentioned along with his books. I HIGHLY recommend doing this more often as this falls under Ben Graham’s premise to sell the ...
Magic Formula Investing 101
2008-03-21 23:35:00 Like many individuals, after reading Joel Greenblatt’s The Little Book That Beats The Market I was a bit confused on what to do next. The Magic Formula site provides a screen but does not rank the stocks as stated in the book.They are simply put in alphabetical order. I am not going to ...
Value Investing Today ??????
2008-03-19 21:58:00 Value Investing Today ??????# Author: Charles Brandes # Format:PDF 2.3MB# Page Count: 208 pages# Publisher: McGraw-Hill; 3 edition (September 19, 2003)# Language: English# ISBN-10: 0071417389# ISBN-13: 978-0071417389Updated data and insights to help value investors address the realities of today's marketsOn the heels of recent stock market tumbles and deceptions, value investing--the staple of investing greats from Benjamin Graham to Warren Buffett--has roared back into the spotlight. Value Investing Today returns with a new edition, filled with updated information and advice to give investors the skills and knowledge to become successful value investors.Broader in scope than previous editions, this third edition offers fresh lessons investors can use to uncover stocks that are, for whatever reason, underpriced in relation to their value. Updates to this edition include: * New chapters on the psychology of investing and corporate governance * Expanded discussions on the impor...
Does the magic formula work?
2008-03-14 04:51:00 Ever since its release, much has been written whether or not Joel Greenblatt’s “Magic Formula” works. Joel Greenblatt has consistently said that results should be measured over time and every once in a while there would be stretches where the magic formula does not work.
Berkshire Annual Letters 2001
2008-03-13 12:09:00 It has been a while since I last sumarised the annual letters that Warren Buffett writes to his shareholders. I was halfway through the 2001 letter, and will attempt to round it up here. In that year, Warren Buffett had lukewarm feelings about stocks for the rest of the decade. He felt that the market had ...
5 Most Important Future Moments In Value Investing
2008-03-08 04:44:00 This article is a compliment to the 5 defining moments in value investing history. Thanks to L-Diddy who commented about the idea abd suggested I take a shot at it. Here’s my shot. To celebrate his 80th birthday, Warren Buffett surprises the world and releases his tell all book titled, “Poor Warren’s Almanac: How ...
Garcia Value Fund Performance For February 2008
2008-03-04 03:52:00 The Garcia Value Fund underperformed the S&P 500 by less than 1%. Again, these numbers mean nothing as the fund is still relatively new. I will start paying attention once the fund is 3-5 years old.
Berkshire Hathway 2007 Annual Letter Quotes
2008-03-01 15:48:00 Below are a couple quotes from the Berkshire Hathaway 2007 Shareholder Letter. The words speak for themselves…
Top Store At Value Investing News
2008-03-01 14:39:00 Another volatile week in the market. First couple of days we had gains, but finished the week in the red. This is a good time to start searching for value investing ideas. Nevertheless, the stories came pouring in into Valueinvestingnews.com. Leucadia a 10% Investor in Pershing Square-Reading Leucadia’s 10-k uncovered this Video conference with Mr. ...
Is Monsanto worth more than Home Depot?
2008-02-26 14:02:00 One of Ben Graham’s favorite exercises was comparing stocks with one another. Ben Graham usually did this in several ways. One way was to compare two companies in the same industry. Another, as shown in The Intelligent Investor, was by comparing two companies who were alphabetically connected. The purpose of Graham ...
Top Stories At Value Investing News
2008-02-23 05:09:00 This week was clearly the week of the 13F filings. Sears Holdings (SHLD) received the most attention after value investors like Mohnish Pabrai, Bill Ackman and Bruce Burkowitz reported positions in the struggling retailer. One has to treat SHLD a bit different than any other contrarian stock. The company is still going major renovation ...
5 Defining Moments In Value Investing History
2008-02-21 15:34:00 Surprisingly, Value Investing at one point did not exist. At the turn of the 20th century, Wall Street was a place where insider information and speculation ruled.It was until a man by the name of Benjamin Grossbaum brought structure to a rather lethargic Wall Street. Below is a list of defining moments that in my ...
Welcome to Value Investing: Finding Your Style
2008-02-19 02:34:00 For those people who have not heard of Fast Money, it is a show that brings 5 of Wall Street’s “top” traders and summarizes the day’s action and how to trade the next day. Full of charts,options and interviews with million dollar CEO’s, the show is pretty entertaining. No value investor would touch ...
Top Stories At Value Investing News
2008-02-16 04:14:00 Institutional investment managers who exercise investment discretion over $100 million or more in Section 13(f) securities must report their holdings on Form 13F with the SEC and this week revealed what Warren Buffett bought this past quarter.
4 Underrated Value Investing Books
2008-02-14 05:13:00 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: Value Investing: From Graham to Buffett and Beyond- Bruce Greenwald The Little Book Of Value Investing-Christopher Browne The Intelligent Investor- Benjamin Graham
Interview With William Spetrino Jr. Part II
2008-02-12 02:27:00 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.
Top Stories At Value Investing News
2008-02-09 16:11:00 Below is the weeks top 5 stories from Value Investing News. Included in this week’s edition is Warren Buffett’s take on the credit crunch and a foreign railroad Warren Buffett says has “the best record of any railroad I know of .”
Where to find value investing ideas?
2008-02-05 06:39:00 So you read a couple of value investing books and are ready to put that new knowledge to work, so where do you find that next home run stock? Below are some sources you should consider. The list below is in no particular order; feel free to add to the list.
The Secret To Value Investing
2008-01-26 22:25:00 Have you ever wondered what separates David Dreman, Warren Buffett, Charlie Munger,etc.from the rest of the world? The answer is simple but the force behind it can make the difference between a great investor and an average investor. I am talking about investor psychology, also known as Behavior Finance. SHARETHIS.addEntry({ title: "The Secret To Value Investing", url: "http://www.contrarianvalueinve-sting.com/2008/01/26/the-secret--to-value-investing/" });
United Rentals Is The Name,Value Investing Is The Game
2008-01-23 16:19:00 It is amazing what a volatile market can do. As I experience my first market correction of my short investing career, everything that I have read has prepared me in finding the bargains. The big financials are the obvious choices but finding a small well-run company is where the big money is made. I could ...SHARETHIS.addEntry({ title: "United Rentals Is The Name,Value Investing Is The Game", url: "http://www.contrarianvalueinve-sting.com/2008/01/23/united-ren-tals-is-the-namevalue-investing--is-the-game/" });
Great Value Investing Quotes – Part 5
2008-01-13 02:09:00 Bob Goldfarb (Sequoia Fund) One could logically challenge my conclusion that retaining securities of outstanding companies with excellent growth prospects through periods of overvaluation will turn out to be the most profitable course to follow. One could argue that our investors would have been better off if we had sold Berkshire and Progressive at the end of 1998 and bought them back at much lower prices in subsequent years. However, one of the manylessons that I have learned about investing from Charlie Munger is that finding and buying a great company at a great, or even a good, price is hard enough to do once. Buying a great company at the right time, selling it subsequently at the right time, and then buying it back at the right time would be winning a trifecta of difficult investment decisions. The odds are overwhelmingly against you winning that trifecta.Living through that long dry spell is the price that long-term investors must willinglypay if they believe that they o...
By: Investinternals
Great Value Investing Quotes – Part 4
2008-01-10 18:12:00 Philip Fisher"The stock market is filled with individuals who know the price of everything, but the value of nothing." -Common Stocks And Uncommon Profits"The percentage of investors who own 25 or more different stocks is appalling. It is not this number of 25 or more which itself is appalling. Rather it is that in the great majority of instances only a small percentage of such holdings is in attractive stocks about which the investor has a high degree of knowledge. Investors have been so oversold on diversification that fear of having too many eggs in one basket has caused them to put far too little into companies they thoroughly know and far too much in others about which they know nothing at all. It never seems to occur to them that buying a company without having sufficient knowledge of it may be even more dangerous than having inadequate diversification.""The investor cannot pinpoint just how much per share a particular company will earn two years from now. As a matter of fact,...
By: Investinternals
Great Value Investing Quotes – Part 3
2008-01-09 09:50:00 Ben Graham"In the short run, the market is a voting machine but in the long run it is a weighing machine.""Confronted with a challenge to distill the secret of sound investment into three words, we venture the motto, Margin of Safety.""As long as the earnings power of his holdings remains satisfactory, the investor can give as little attention as he pleases to the vagaries of the stock market. More than that, at times he can use these vagaries to play the master game of buying low and selling high. The investor who permits himself to be stampeded or unduly worried by the unjustified market declines in his holdings is perversely transforming his basic advantage into a basic disadvantage. Price fluctuations have only one significant meaning for the true investor. They provide him with an opportunity to buy wisely when prices fall sharply and to sell wisely when they advance a great deal. At other times he will do better if he forgets about the stock market and pays attention to…the ...
By: Investinternals
The Ultimate value investing wisdom [Digg]
2008-01-08 15:13:00 Sotck and stock market investing! The easiest way to gain wisdom is learn from the wise. Benjamin Graham and Warren Buffet are last word in the value investing world and these are pearls from these great investors.
By: Investinternals
Great Value Investing Quotes – Part 2
2008-01-08 08:21:00 BDV-606697-BDV Charlie Munger"All intelligent investing is value investing - to acquire more than you are paying for. Investing is where you find a few great companies and then sit on your ass."-2000 Annual Meeting"Think about it a little bit more and you'll agree with me, because you're smart and I'm right.""If you don't get this elementary, but mildly unnatural, mathematics of elementary probability into your repertoire, then you go through a long life like a one legged man in an ass kicking contest. You're giving a huge advantage to everybody else.""It’s not given to human beings to have such talent that they can just know everything all the time. But it is given to human beings who work hard at it – who look and sift the world for a mispriced bet – that they can occasionally find one. And the wise ones bet keenly when the world offers that opportunity. They bet big when they have the odds. And the rest of the time, they don’t. It’s just that simple." (Outstanding ...
By: Investinternals
10 - THE ULTIMATE VALUE INVESTING WISDOM
2007-12-31 00:00:00 The easiest way to gain wisdom is learn from the wise. Benjamin Graham and Warren Buffet are last word in the value investing world. Today, our world is curious to know their each moments. There principles and teachings are collectibles and found scattere
Long Term Value Investing with Mutual Funds
2007-11-17 00:00:00 Years ago trading was usually an activity carried out by wealthy individuals from families that had likely been wealthy for generations. It wasn’t uncommon for the corporations of old to be owned and controlled by the members of a single family. However, over time the markets began to accommodate institutions comprised of groups of investors. ...
Growth vs. Value Investing
2007-10-23 15:10:00 In more than 15 years in the financial services industry I worked with many different investment theories and with almost as many different kinds of investors. Some were extremely conservative and would only invest in bonds or CDs while others were aggressive speculators dabbling in various options strategies or betting on the futures market. ...
Value Investing: Boring and Ugly Are Good
2007-10-23 04:24:00 This is the question I hear time and time again, "how do I make money in such a volatile market?" Well, there are lots of strategies out there that will allow you to capitalize on the ups and downs of the market, but to be frank, I don't care for them. It takes so much work to follow technical indicators, watch option prices, or keep my finger on the different charts out there. Not only is it time consuming, there are well paid institutions that have teams of professionals looking to exploit these strategies, leaving the smaller guys hol
Outllok Money Lists 6 growth Stocks - Must Read for Value investing
2007-08-24 09:40:00 http://www.outlookmoney.com/scr-ipts/IIH021C1.asp?sectionid=1-38;categoryid=6&articleid=6-738 Stocks>>Investment Ideas 18 Aug 2007 Get high on growth We list six under-valued stocks that have the potential to grow. Give your portfolio wings with these stocks. But, don’t forget the associated risk. Anand Rawani page 1 of 1 Buy cheap and sell dear. A simple formula for making money. From this obvious thought rose the ...
Benjamin Graham Centre for Value Investing
2007-07-24 06:26:00 Just managed to stumble upon a collection of audios and videos by some prominent value investors. These are recorded from various conferences and lectures, capturing their invaluable thoughts, ideas and philosophies. The collection includes teachings by: Mr. Charles Brandes, CFA, Brandes Investment Partners LP Mr. Francis Chou, CFA, Chou Associates Management Inc. Mr. Peter Cundill, FCA, CFA, The ...
Value Investing versus Growth Investing: Know The Difference
2007-06-11 12:41:00 Typically when you read about investing, you would come across the terms value investing and growth investing. Both mean different things, and what investment style you would use depends on the kind of person you are. I can bet, that most investors do not really understand the difference between value investing and growth investing. If you are one of them, this would be a good time to get it right.Value InvestingValue investing is the strategy of selecting stocks that trade for less than what they are really worth. Value investors keep looking for stocks that are under priced but have excellent financial record. This information can be obtained by looking at the financial statements (balance sheet, income statement). Value investors typically take into consideration attributes like low price to earnings ratio (P/E), price to book ratio (P/B), price to sales ratio (P/S) and high dividend yields. In short, value is defined based on low valuations (low price ratios and high dividend y...
By: Rant About It
The Intelligent Investor: The Definitive Book On Value Investing, Revised E
2007-06-05 10:40:00 The best book on investing ever written, this classic work offers sound and safe principles for investing - principles that have worked for more than the half century since the first edition was published. This revised edition features a new introduction, appendix and chapter updates. Since its original publication in 1949, Benjamin Graham's book has remained the most respected guide to investing, due to his timeless philosophy of 'value investing', which helps protect investors against areas of possible substantial error and teaches them to develop long-term strategies with which they will be comfortable down the road.
Long Term Value Investing with Mutual Funds Posted By : Mika Hamilton
2007-05-18 04:51:00 Years ago trading was usually an activity carried out by wealthy individuals from families that had likely been wealthy for generations. However, over time the markets began to accommodate institutions comprised of groups of investors. Many graduates think that the six months they have before the required scheduled repayment of their various college debts seems like forever. The six months is nothing compared to the years and years of payments ahead of you. A consolidation of student loans can make the monthly much less painful. Read more about finance and student loans. |



