(This article originally appeared on The DIV-Net) Berkshire Hathaway’s 13-F revealing a big sell off of JNJ, created a huge wave of news about whether Buffett has gone sour on the business. With everyone offering tremendous terms to Buffett in order to borrow from his horde of cash, I wouldn’t be surprised if he is getting [...]
Continue reading...28. February 2009
Here is a round up of this weeks best articles I came across in no particular order and don’t forget to visit The DIV-Net for great daily Dividend and Value Investing articles from a host of great authors. Recommended Articles Stock Analysis Related ARKR : Value in off-balance-sheet leases presented by Blogvesting FLIR Systems, Inc. (Nasdaq: FLIR): Stock of [...]
Continue reading...26. February 2009
As previously mentioned, the big cause of concern related to VVTV was its upcoming redemption of GE Capital’s preferred stock which would have wiped out most, if not all, of VVTV’s cash and put it close to bankruptcy. Instead they have been able to restructure the preferred stock to the following conditions: An upfront cash [...]
Continue reading...25. February 2009
Below is a neat Feb 23 article published in Value Investor Insight written by Seth Klarman. The document is a bit hard to read but valuable lessons in value investing. Maybe it’s called “value” investing because we are always trying to learn valuable lessons that traders and speculators never consider. Also consider reading this article by Vitaliy [...]
Continue reading...24. February 2009
The updates to the premium intrinsic value spreadsheet has finally been released. There have been many fixes as well as the inclusion of additional graphs that I find helpful but the biggest update of all is the “Assessment” section. This new tab allows the user to “assess” the quality of the company quickly. Points are assigned [...]
Continue reading...24. February 2009
Market Folly is a great blog that provides regular updates on the movements of famous money managers. Today, they posted an update on Bill Ackman’s latest 13-F filing. I found the 3 positions he reduced to be interesting. Dr. Pepper Snapple Group (DPS): Reduced position by 51% Wendy’s (WEN): Reduced position by 15% Sears Holdings Corp (SHLD): Reduced [...]
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28. February 2009
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