Submitted by VINBot on Wed, 2015-02-18 15:32
The tools and practice of valuation is intimidating to most laymen, who assume that they do not have the skills and the capability to value companies. In this talk, I propose to lay out four simple propositions about valuation. The first is that ...
Submitted by VINBot on Wed, 2015-02-18 14:23
Enterprise Value: The Price of a Business via CSInvesting
This will be the first in a series of educational pieces on analyzing businesses. The purpose is for the reader to then apply the concepts and principles to his or her own investing. Begin ...
Submitted by VINBot on Wed, 2015-02-18 14:10
Coho Capital Management year-end letter to partners.
Also see Coho Capital Up 53% In 2013, With Gains In GM, HIG Warrants
January 30, 2015
Please find attached your year-end statement for 2014. Coho Capital returned 27.32% gross in ...
Submitted by VINBot on Wed, 2015-02-18 13:45
Davis International Fund annual review for the year ended December 2014.
Davis Advisors’ approach to international investing
Since its inception eight years ago, Davis International Fund has been managed with the same investment philosophy, resear...
Submitted by VINBot on Wed, 2015-02-18 13:20
Wilbur Ross, chairman of WL Ross & Co., talks about investment opportunities in Europe and strategy. Ross, speaking with Betty Liu on Bloomberg Television’s “In the Loop,” also discusses Greece’s negotiations with euro...
Submitted by VINBot on Wed, 2015-02-18 11:19
Nobel Prize-winning economist Robert Shiller told CNBC on Wednesday he’s thinking about shifting his personal money away from U.S. stocks.
Robert Shiller: I May Get Out Of US Stocks; Buying Spain, Italy
The post Robert Shiller: I May Get...
Submitted by Dividends4Life on Wed, 2015-02-18 07:28
General Dynamics is the world's fourth largest military contractor and also one of the world's biggest manufacturers of corporate jets. Linked here is a detailed analysis and commentary...
Submitted by VINBot on Wed, 2015-02-18 07:19
Submitted by Dividends4Life on Tue, 2015-02-17 07:35
I currently track over 250 dividend growth stocks in my D4L-Database and have determined some of the lower rated stocks could be buys if the companies simply chose to increase their dividends. For various reasons their management has elected keep a low payout ratio and deploy the excess cash elsewhere. To identify the companies with ample room to increase their dividend payout, I used the following criteria...
Submitted by Ken Faulkenberry on Mon, 2015-02-16 08:57
Dividend King Johnson & Johnson (JNJ) Stock Analysis w/ 29 Point Quantitative and Qualitative Screening Metrics plus SWOT Analysis.
Submitted by Dividends4Life on Mon, 2015-02-16 07:24
Readers of this space know that the primary focus of my dividend portfolio is to create ever-increasing income money machine by investing in dividend growth securities. This means that sometimes I will choose a lower yielding security with better dividend growth prospects over a higher yielding security. As one that values diversity, I also invest in some high yield securities. However, any dividend stock that I invest in must have an increasing dividend. Below are companies that have recently made their shareholders take notice with higher cash dividends...
Submitted by Ken Faulkenberry on Fri, 2015-02-13 09:02
Dividend King Genuine Parts (GPC) Dividend Stock Analysis w/ 29 Point Quantitative and Qualitative Checklist plus SWOT Analysis
Submitted by Dividends4Life on Fri, 2015-02-13 07:40
Submitted by Dividends4Life on Thu, 2015-02-12 07:25
Sysco Corporation is a large distributor of food and related products, primarily to the foodservice or food-away-from-home industry. Linked here is a detailed analysis and commentary...
Submitted by Ken Faulkenberry on Wed, 2015-02-11 09:14
Dividend King 3M (MMM) Dividend Stock Analysis w/ 29 Point Quantitative & Qualitative Checklist plus SWOT Analysis.