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Hedge Fund Links ~ 2/24/17

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  • The content provided within this blog is property of MarketFolly.com and any views or opinions expressed herein are those solely of MarketFolly.com and do not represent that of any firm or institution.
  • MarketFolly.com is not an investment advisor of any kind, so do not consider anything on this page to be legal, tax, or investment advice.
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Dividend Achievers Offer Income Growth and Capital Appreciation

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The NASDAQ US Broad Dividend Achievers Select Index is comprised of a select group of securities with at least ten consecutive years of increasing annual regular dividend payments. There are 272 companies in this index today. You can find all those holdings as of February 2017 at the following location.

Peter Lynch, the legendary manager of the Fidelity Magellan Fund has mentioned the following about dividend achievers:

Best Stocks Below Their Graham Number - February 2017

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One popular approach to investing based on Benjamin Graham's methods is to use the so-called "Graham Number." There are some important differences between the Graham Number and the Graham Formula, but using the Graham Number is definitely useful even if the investor only uses it as a screening tactic.

Jeff Ubben & Paul Hilal: Future of Shareholder Activism Panel at Reuters Live

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  • At the Reuters Live Newsmaker Event, a panel on The Future of Shareholder Activism featured Jeff Ubben of ValueAct Capital and Paul Hilal of Mantle Ridge and they were later joined also by Zach Oleksiuk of BlackRock and Richard Brand of law firm Cadwalader.
  • Thinks it's useful for Directors of companies to go on a 'listening tour' to hear what people think about the company first.
  • Thinks there will be a convergence of private equity style and activist style investing in the future.

JANA Partners Files 13D on Tiffany & Co

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  • Barry Rosenstein's activist hedge fund JANA Partners has filed a 13D with the SEC regarding Tiffany & Co. Per the filing, JANA now owns 4.9% of Tifany with over 6 million shares.
  • This is a newly disclosed position for JANA. The filing notes they were buying throughout January and into early February, with the bulk of their buying coming at between $77.19 and $83.15.
  • They're working together as a group with Francesco Trapani who they've nominated to the board.

Viking Global Discloses Calithera Bioscience Stake

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  • Reas Halvorsen's hedge fund firm Viking Global has filed a 13G with the SEC regarding shares of Calithera Bioscience.
  • Per the filing, Viking now owns 7.8% of the company with over 1.6 million shares.
  • This is a newly disclosed equity position for Viking and the filing was made due to activity on February 8th. You can view the rest of Viking Global's portfolio here.

Dividend Coverage Ratios: How Safe is Your Dividend?

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How Safe is Your Dividend?
Dividend Coverage Ratios allow analysts to evaluate the safety of a company’s dividend. Many investors concentrate on the dividend yield but don’t give sufficient attention to the safety of that dividend.

Exxon Mobil (XOM) Stock Analysis

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Exxon Mobil (XOM) has paid a dividend since 1911 and increased its dividend for 34 consecutive years; qualifying the company as a Dividend Aristocrat and Dividend Champion.

5 Undervalued Canadian Stocks for Intelligent Investors - February 2017

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There are a number of great companies in the market today. By using the ModernGraham Valuation Model, I've selected the most undervalued Canadian companies reviewed by ModernGraham. Each company has been determined to be suitable for the Defensive Investor and/or the Enterprising Investor according to the ModernGraham approach.

United Technologies Corp. (UTX) Dividend Stock Analysis

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Linked here is a detailed quantitative analysis of United Technologies Corp. (UTX). Below are some highlights from the above linked analysis:

Company Description: United Technologies Corp. is an aerospace-industrial conglomerate with a portfolio that includes Pratt & Whitney jet engines, Otis elevators and Carrier air conditioners, among other products. In November 2015, UTX sold its Sikorsky helicopter division to Lockheed Martin...

March 2017 Stocks & Screens Now Available!

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Inside this monthly PDF report and spreadsheet is a listing of all the companies reviewed by ModernGraham in a handy table with some key figures, including dividend yield information. It then proceeds to screen the companies regarding different topics. This is a great tool for your research into value investing opportunities.

What We're Reading ~ 2/22/17

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  • The content provided within this blog is property of MarketFolly.com and any views or opinions expressed herein are those solely of MarketFolly.com and do not represent that of any firm or institution.
  • MarketFolly.com is not an investment advisor of any kind, so do not consider anything on this page to be legal, tax, or investment advice.
  • MarketFolly.com is not responsible for any 3rd party links or content.

Warren Buffett & Bill Gates' Talk at Columbia University 2017

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  • The content provided within this blog is property of MarketFolly.com and any views or opinions expressed herein are those solely of MarketFolly.com and do not represent that of any firm or institution.
  • MarketFolly.com is not an investment advisor of any kind, so do not consider anything on this page to be legal, tax, or investment advice.
  • MarketFolly.com is not responsible for any 3rd party links or content.

8 Dividend Stocks With A 15% Yield In 15 Years

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I know very little about hockey, but I have always loved this quote:

I skate to where the puck is going to be, not where it has been."
- Wayne Gretzky

It can be applied to so many things in life, including investing in Dividend Growth Stocks. Just as Gretzky has a vision as to where the puck is going, investors need to have a similar vision, and not get caught up on short-sighted distractions...

Charlie Munger Q&A After Daily Journal Meeting 2017

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  • Last week we highlighted Charlie Munger's talk at the Daily Journal annual meeting for 2017.
  • Embedded below is the video playlist of Munger's Q&A session after the Daily Journal meeting.
  • Be sure to also check out Charlie Munger's talk at the Daily Journal annual meeting for 2017 as well.

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