Value Investing Seminar [recording]

(via www.oddballstocks.com)

I recently participated in a Value Investing Seminar hosted by Marketfy.  It was an enjoyable experience for both me and listeners I've talked to.

In my presentation I covered my investment process, an oddball stock highlighted in the Oddball Stocks Newsletter, my rationale for investing in...

JANA Partners Ramps Up Hertz Stake, Files 13D

(via www.marketfolly.com)

Barry Rosenstein's hedge fund firm JANA Partners has filed a 13D with the SEC regarding their stake in Hertz Global Holdings (HTZ).  Per the filing, JANA now owns 7% of HTZ with over 32 million shares (including options to purchase 11.37 million shares).

They've increased their position size...

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Bridger Capital Increases Position in The Medicines Company

(via www.marketfolly.com)

Roberto Mignone's hedge fund firm Bridger Capital has filed a 13G with the SEC regarding their stake in The Medicines Company (MDCO).  Per the filing, Bridger now owns 5.1% of MDCO with over 3.3 million shares.

This means they've boosted their stake by over 1.44 million shares since the end...

The New House of Money: Jim Chanos' Interview With Steven Drobny

(via www.marketfolly.com)

Steven Drobny has released a chapter from his new book, The New House of Money. Chapter 2, The Biggest Short, features an interview with short seller Jim Chanos of hedge fund Kynikos Associates.

Embedded below is the chapter from The New House of Money:

You can find out more about the book...

8 Stocks Compounding Shareholders' Wealth With Increased Dividends | Seeking Alpha

(via seekingalpha.com)

Some goals for building wealth would include putting kids through college, paying off mortgages, helping family members and enjoying a financially worry-free retirement. If you don't have a generous relative or wealthy parents, you will need to devise a plan to help you reach your goals. My plan includes great dividend stocks that increase their dividends each year.

4 Extremely Cheap Stocks That Are Generating Tons of Cash

(via www.magicdiligence.com)

Cash generation is the lifeblood of business. Valuation is the key to investing. Here are 4 stocks with free cash flow yields exceeding 24%.

The best dividend stocks for 2015

(via valuestockguide.com)

Looking forward to which dividend stocks are best positioned to perform well in 2015 based on their valuations.

Performance - Week Ending 10/17/2014

(via waxink.blogspot.com)

Before you take the advise of experts, remove their hand from your wallet.

Portfolio Strategies: Foreign stocks and low information stocks

(via www.oddballstocks.com)

Most investors hold the majority of their portfolios in domestic stocks.  This isn't a surprise, investing domestically is familiar, and feels 'safer' than investing abroad.  For investors willing to explore the unfamiliar I believe there are advantages to geographically diversifying a...

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Checklist: Finsbury Food feeds on Fletchers

(via www.iii.co.uk)

The acquisition of rival baker Fletchers will double the size Finsbury Food, putting it in a stronger position in a competitive market. Maybe it’s paying too much...
read more

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Meeting the “Bond King”

(via alephblog.com)

It was winter in early 1995, and I was wondering if I still had a business selling Guaranteed Investment Contracts [GICs].  Confederation Life had gone insolvent the August prior, and I noticed that fewer and fewer stable value funds wanted to purchase my GICs, because our firm was small, and as...

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I Quit My Job. I’m All in Old School Value.

(via www.oldschoolvalue.com)

Scared. Thrilled. It’s both at the moment. After a brief 10 year corporate career, I’m calling it quits. It’s taken three painstaking years to get my wife on board with the idea of pursuing old school value full time and working to grow this into a much bigger value investing...

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Viking Global Updates Wayfair Stake

(via www.marketfolly.com)

Andreas Halvorsen's hedge fund firm Viking Global has filed a 13G with the SEC regarding Wayfair (W).  Per the filing, Viking now owns 12.6% of the company with 1,750,236 shares.

It should be noted that Viking also filed a Form 3 regarding Wayfair indicating that they previously owned Class B...

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JANA Partners Exits QEP Resources

(via www.marketfolly.com)

Last month, we drew attention to the fact that hedge fund JANA Partners had reduced its QEP Resources stake.  With a newly filed 13D, Barry Rosenstein's activist firm has disclosed that they no longer own a stake in the company.

The filing was made due to activity on October 13th. ...

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Verizon Communications Inc. Is Focused On Generating Cash And Lowering Debt

(via seekingalpha.com)

Verizon Communications Inc. is the largest U.S. wireless carrier, Verizon also offers wireline and broadband services primarily in the northeastern U.S. Linked here is a detailed analysis and commentary...

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