How To Make Money On Stocks That Are Not Quite Cheap Enough To Buy

(via www.magicdiligence.com)

n today's fairly valued market, there are still ways to make money while waiting for valuations to retreat to more reasonable levels. Here is one such strategy.

Why do value stocks outperform growth stocks?

(via valuestockguide.com)

Value stocks tend to outperform growth stocks over long term. This is well known. The reason is often deceptively simple.

JANA's Barry Rosenstein on Activist Investing: Interview

(via www.marketfolly.com)

JANA Partners' Barry Rosenstein talked with CNBC today about activist investing and touched on his stake in Walgreen's (WAG).  Rosenstein says that the company has a "lot of levers to pull, including tax inversion."  Shares of WAG jumped during the interview and WAG is apparently JANA's...

Jeff Ubben on Valeant Pharmaceuticals and Microsoft: Interview

(via www.marketfolly.com)

ValueAct Capital's Jeff Ubben appeared on CNBC today to talk about some of his positions.  The activist investor talked about his stakes in Microsoft (MSFT) as well as his long-term holding in Valeant Pharmaceuticals (VRX), which is in the news today in a big way.

Late yesterday, we flagged...

Dividend Growth Stocks: Don't Touch These 5 Dividend Stocks!

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

Has someone near and dear to you responded with a 'I was only trying to help' after royally messing something up? Have you ever tinkered with a computer, smart phone or something else only to learn it no longer works and you are not sure how to fix it? Our dividend stock investments can suffer the same fate if we provide them with too much of the wrong type of attention.

On fire Sprue shouldn't burn out

(via www.iii.co.uk)

Smoke alarm and carbon monoxide detector designer Sprue Aegis's results confirm the company is turning its technological advantage into competitive advantage.
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How Accenture is Using Share Buybacks to Maximize Returns

(via www.oldschoolvalue.com)

Cash Flows from Financing Activities on the Statement of Cash Flows are the window to the soul of the company. Because it is last section of the last financial statement, a lot of people never get into it or use it. This Cash From Financing section provides a simple insight into how friendly a...

Why Indexes are Capitalization-Weighted

(via alephblog.com)

Are index funds that are capitalization-weighted the best funds to invest in?  No.  So why do we talk about index funds so much?  Because they represent the average dollar in the market.  In principle, everyone could invest in a comprehensive index fund, and there would be no effects on the market....

Pershing Square Acquires Allergan Stake, Working With Valeant Pharmaceutical To Propose Merger

(via www.marketfolly.com)

Bill Ackman's hedge fund firm Pershing Square Capital Management has just filed a new 13D with the SEC regarding shares of Allergan (AGN).  Per the filing, Pershing Square now owns 9.7% of the company with over 28.8 million shares.  This is a brand new position for Ackman and the filing...

Lone Pine Capital Almost Doubles Michael Kors Stake

(via www.marketfolly.com)

Steve Mandel's hedge fund firm Lone Pine Capital has filed a 13G with the SEC regarding their position in Michael Kors (KORS).  Per the filing, Lone Pine now owns 5.5% of the company with over 11.2 million shares.

They've almost doubled their stake recently as this marks an increase in their...

Daniel Miller's Pitch on Bon-Ton Stores & Rowan: Value Investing Congress Las Vegas

(via www.marketfolly.com)

We've posted up notes from the Value Investing Congress in Las Vegas and next up in the series is Daniel Miller of Gabelli's Focus Five Fund.  His presentation entitled "Investing in Conviction" pitched Bon-Ton Stores (BONT) and Rowan (RDC).

Daniel Miller's Value Investing Congress...

Ackman Cuts Beam Stake Yet Again

(via www.marketfolly.com)

In what has seemingly become routine selling, Bill Ackman's hedge fund firm Pershing Square has filed another amended 13D with the SEC regarding their Beam Inc (BEAM) stake.

Per the filing, they've basically cut their stake in half since their last sales only a few weeks ago.  As we've...

What We're Reading ~ Hedge Fund Links 4/21/14

(via www.marketfolly.com)

Lone Pine admits lousy quarter but reaffirms strategy [II Alpha]

Hedge funds suffer worst start to year since crisis began [FT]

Viking Global hits a few bumps and ponders a new vehicle [II Alpha]

Largest hedge funds vulnerable to 2008 repeat [Risk]

What a hedge fund failure looks like [All...

Eric Sprott's Presentation at Value Investing Congress Las Vegas

(via www.marketfolly.com)

We've posted up notes from the Value Investing Congress in Las Vegas and next up in the series is Eric Sprott of Sprott Asset Management who presented "Investment Opportunity of Your Lifetime."

Eric Sprott's Presentation at Value Investing Congress Las Vegas

•    Eric talked about...

Parallels Between Great Investors and a Renowned Sushi Chef: Jiro Dreams of Sushi

(via www.marketfolly.com)

At first glance, it may seem odd to compare a sushi chef to an investor.  But as you'll see by the end of this post, they both share a common goal: to become masters of their craft.

Jiro Dreams of Sushi is a documentary about renowned sushi chef Jiro Ono in Tokyo, Japan.  His restaurant,...