Value Investing News

In an exclusive interview today with Huffington Post and Yahoo! News, Buffett told Willow Bay that he disagreed with the recent statement by New York Times columnist and Nobel Prize winning economist Paul Krugman that we are "in the early stages of a third depression."

Geoff Gannon interviews George of Fat Pitch Financials and Value Investing News. In this 61 minute interview George talks about special situations investing, wide moat investing, social media, and other investing and technology topics.

China Sky One Medical (CSKI) features great growth prospects, a solid balance sheet, and a good industry. But fear has pushed the stock price to unfathomable depths. MagicDiligence uses research and logic to look into the primary arguments made against the company... and finds them deeply lacking.

Li Lu is an investor who has been making quite a bit of noise in the past couple of months. That’s what happens when Charlie Munger lets you invest his money. Along with providing clients of Himalaya Capital with outstanding returns, he’s also the individual who pointed Charlie Munger and Warren Buffett towards BYD.

When it comes to dividends, investors either immediately grasp the concept or dismiss it altogether. After all dividend payments are more stable than price returns. In addition to that, dividends have accounted for 40% of average annual total returns since the 1920s. Reinvested dividends on the other hand have accounted for over 90% of total stock market returns since 1871.

The investment returns of most fund managers are generally compared against a common benchmark. This provides for an objective evaluation of their performance over a period of time. A common benchmark for most mutual fund managers is the total returns of the S&P 500 index. This benchmark is also useful for comparison to dividend investors as well.

One asset class that dividend investors could use in order to diversify their portfolios is real estate. The sector includes rental real estate on residential buildings, offices, malls etc. Owning a piece of rental real estate outright however comes with headaches, such as dealing with tenants and not being properly diversified.

When you purchase individual stocks, risk is inherit. Sometimes bad things sometimes happen to good stocks. Sometimes it is difficult when a strong leader leaves a company and creates a void that just can’t be filled. So how do you guard against these situations and disasters similar to what BP (BP) and their shareholders are currently facing?

McDonald's Corporation is the largest fast-food restaurant company in the world. Its restaurants serve a varied, yet limited, value-priced menu in more than 100 countries around the world. Linked here is a detailed analysis and commentary.

Weekly roundup of stocks moving in and out of Joel Greenblatt's Magic Formula Investing screens.

A new study shows that a lesser-used valuation metric, the gross profits-to-assets ratio, might have value.

Genuine Parts Co is a leading wholesale distributor of automotive replacement parts, industrial parts and supplies, and office products. Linked here is a detailed analysis and commentary.

The Forbes Top 150 Companies list ranked by Magic Formula Statistics. Which large global companies are both cheap and highly efficient with capital?

Berkshire Hathaway sold positions in Wellpoint, United Health Group, Travelers, and SunTrust Bank. The company also reduced positions in Kraft, CarMax, Costco, Gannett, Johnson & Johnson, M&T Bank, Moody’s, Conoco Philips, and Proctor & Gamble.

Detailed notes from the 2010 Value Investing Congress in Pasadena, CA on May 4th and 5th.