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Happenings in the Credit Markets - January 2012

(via www.distressed-debt-investing.com)

So, things change fast apparently.  A little over a week ago I wrote that: "On the credit side, things feel pretty customary on the new issue front. High yield and bank debt deals are not 3-5x oversubscribed like they are in "go-go" markets.  There has been a pretty good amount of supply...

Jamie Dimon Arrogant Possibly Guilty of Negligence

(via www.valuewalk.com)

Jamie Dimon, CEO of JP Morgan Chase, is currently at the 0.01% conference in Davos, Switzerland. Jamie Dimon conducted a lengthy interview… with CNBC, where he discussed...

InfoGraph: Presidential Candidates on the Issues

(via www.valuewalk.com)

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FYI: Moynihan Wont Tell Employees to Leave

(via www.valuewalk.com)


Bloomberg Television’s Erik Schatzker spoke to Bank of America CEO Brian Moynihan this morning, live from Davos, Switzerland.

Moynihan said that talks to cut employees’ pay are...

East Coast Asset Management's Q4 Letter: Embracing Uncertainty

(via www.marketfolly.com)

Christopher Begg is out with East Coast Asset Management's Q4 2011 letter to investors. In it, he discusses the concept of embracing certain uncertainties. He writes,

"We observe a general misclassification between uncertainty and risk. Looking forward, we also anticipate the general perception...

Dividend Growth Stocks: 26 Confident and Secure Companies Boosting Dividends

(via www.dividend-growth-stocks.com)

Dividend growth investing is a long-term strategy. A growing dividend is a sign that the company is becoming more valuable. Companies that consistently increase dividends tend to have steadily rising share prices and the best way to benefit from this is to buy and hold the stocks. Diversification and a focus on blue-chip stocks provides insurance for the few companies that don't pan out.

More PE10 Shortcomings

(via www.barelkarsan.com)

The PE10 is a useful ratio that aids the investor in determining the relative price level of the aggregate stock market. But as discussed on this site a few days ago, the metric is far from perfect,...

L.B. Foster Company: Shareholder Friendly But Great Uncertainty ($FSTR)

(via www.frankvoisin.com)

L.B. Foster Company (NASDAQ: FSTR) is a manufacturer and distributor of products for the rail, construction, energy and utility markets, including rail, ties, joints, fasteners, piling, and pipes....

Biggest Discount to the Value Investing Congress Expires Tomorrow

(via www.marketfolly.com)

We wanted to let readers know that the Spring Value Investing Congress is right around the corner on May 6th & 7th. This year it's taking place in Omaha, Nebraska right after Warren Buffett's annual meeting at Berkshire Hathaway at the CenturyLink Center. Now you can squeeze two value...

Does Warren Buffett's Secretary Really Make Over $200,000?

(via www.cnbc.com)

As President Obama again made the argument that it's not fair Warren Buffett's secretary pays a higher tax rate than her billionaire employer does, a Forbes contributor gets some attention with a post headlined "Warren Buffett's Secretary Likely Makes Between $200,000 and $500,000/Year."  But is there really a strong argument to support that conclusion?

GE, Gibson Dunn vs. SEC & Me Take II

(via steventowns.proxyexchange.org)

Serendipitously on Martin Luther King, Jr. Day, I was able to relay great news for shareowners of General Electric (GE) and all publicly-traded companies. The SEC ruled the prior week that GE cannot omit my critical proposal (hyperlink appears in full article view; see page 2 of PDF) requesting its board reexamine dividend policy. GE has [...]

A Look At The Shiller PE10

(via www.valueinvestinghq.com)

BMC Software Should Get Back to $50

(via www.magicdiligence.com)

BMC Software is an enterprise business software company focusing on IT management products. Predictable and recurring revenues, wide operating margins, robust cash flow, high switching costs, and favorable growth prospects for the industry make this an attractive business and the stock is selling near a 5-year low valuation.

Some write ups and links I like

(via www.whopperinvestments.com)

After my long vacation, I’ve been catching up on a bunch of posts and write ups. I got 85% through the list and then realized I should be sharing my favorites with you. So here are my favorites from the last 15% of write ups I’ve read recently but decided not to write about (for...

Automobile Industry of Pakistan: Stories of Success

(via www.valuewalk.com)

In times of great distress for Pakistan, where various influential sectors have been facing the wrath of global recession, escalating inflation and deteriorating value of rupee against dollar; the...

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