Value Investing News | Investor powered stock market news

Value Investing News is a community driven value investing news site. You can submit links to news items, rate stories, and leave comments.

Warren Buffett reveals what's holding him back from putting Berkshire's $90 billion in cash to work

Rating: 
No votes yet
  • Warren Buffett told CNBC that Berkshire Hathaway has $90 billion in cash, and he's looking to "Buy a big business."
  • Buffett said he thought Berkshire was doing well with $90 billion cash until he saw this week that Apple's cash pile swelled to $256.8 billion in its fiscal second-quarter.
  • "We've got ours here in the United States." Apple keeps most of its cash outside the U.S. for tax purposes.

Warren Buffett brushes off softer iPhone sales, saying Berkshire owns Apple stock for the long haul

Rating: 
No votes yet
  • Billionaire Warren Buffett told CNBC he understands why Apple's iPhone sales were weaker in the latest quarter and said he remains confident in the tech giant's stock.
  • In a CNBC appearance in February, Buffett revealed Berkshire more than doubled its Apple holdings a month earlier, giving the conglomerate a 2.5 percent stake in the Apple's outstanding shares.
  • Buffett said he's encouraged by Apple's appetite for its own stock.

Warren Buffett has sold IBM shares, and 'revalued' tech icon downward, cites 'big strong competitors'

Rating: 
No votes yet
  • Buffett, who owned about 81 million shares of IBM at the end of 2016, sold off about a third of that stake in the first and second quarters of 2017, he told CNBC. "I don't value IBM the same way that I did 6 years ago when I started buying... I've revalued it somewhat downward," Buffett told CNBC. "When it got above $180 we actually sold a reasonable amount of stock."
  • Buffett said IBM hadn't performed the way he had expected - or the way IBM's management had expected - when he first started buying the shares six years ago.

Robinhood Offers Free Stock Trading for Dividend Investors

Rating: 
Average: 5 (1 vote)

Robinhood is a new broker, who lets customers purchase US stocks for no commission. Yes, that is true, customers pay no commissions when they purchase stocks using Robinhood.

Cisco Systems, Inc. (CSCO) Dividend Stock Analysis

Rating: 
Average: 5 (1 vote)

Linked here is a detailed quantitative analysis of Cisco Systems, Inc. (CSCO). Below are some highlights from the above linked analysis:

Company Description: Cisco Systems, Inc. offers a complete line of routers and switching products that connect and manage communications among local and wide area computer networks employing a variety of protocols...

Canam Goes Private

Rating: 
No votes yet
  • It feels like just last month that I was discussing Canam Group as a new potential value investment - because it was.
  • Thanks to extraordinarily lucky timing, I no longer own any shares, as last week the company's management decided to take the company private.
  • Though this kind of situation results in a nice profit, because it will go private I don't really get to see if I was right that the company will recover.

What We're Reading ~ 5/3/17

Rating: 
No votes yet

Hedge-fund manager concedes losing bet against Buffett but hints at ‘doubling down’

Rating: 
No votes yet
  • Nine years ago Ted Seides bet billionaire Warren Buffett that five hedge funds' returns, over a 10-year-period, could beat any gains on the S&P 500.
  • "My guess is that doubling down on a bet with Warren Buffett for the next 10 years would hold greater-than-even odds of victory," Seides wrote.

Why Dividends Matter

Rating: 
Average: 5 (1 vote)

Over the last several years Dividend Stocks have become immensely popular. It seems that every financial adviser or financial publication is proclaiming that you should own dividend stocks. Each are singing the virtues of dividend stocks from their own perspective.

To that I have two questions...

As investors adapt to Trump and rising tensions abroad, Berkshire Hathaway shareholders seek reassurance from Warren Buffett

Rating: 
No votes yet
  • Buffett has said Berkshire owns 10 businesses big enough to make the Fortune 500 list of large U.S. companies on their own.
  • Buffett said in February that boosting disclosure could put many Berkshire businesses at a disadvantage, and that "It's the growth of the Berkshire forest that counts."
  • Buffett says Berkshire is different, in part because he took Munger's advice to buy wonderful businesses at fair prices.

Medtronic Inc. (MDT) Dividend Stock Analysis

Rating: 
Average: 5 (1 vote)

Linked here is a detailed quantitative analysis of Medtronic Inc. (MDT). Below are some highlights from the above linked analysis:

Company Description: Medtronic Inc. is a global medical device manufacturer with leadership positions in the pacemaker, defibrillator, orthopedic, diabetes management and other medical markets...

5 communication tricks Warren Buffett and other successful leaders use to get ahead

Rating: 
No votes yet

Altria is more expensive that you think

Rating: 
Average: 5 (1 vote)

I usually run a screen using my entry criteria over the list of dividend champions regularly. I do this in order to find attractively companies for further research, which could then be added to my portfolio. I ran the screen a few weeks ago for the dividend champions list, which identified approximately fourteen companies for further research. One reader asked me why I hadn’t included Altria (MO) in the list. Check my latest analysis of Altria for more information about the company.

This was a very good question. So good, I decided to write a short post about it.

7 Stocks Using Real Cash To Pay Higher Dividends

Rating: 
Average: 5 (1 vote)

You can’t spend earnings! At first glance, this seems like an odd statement, possibly even incorrect. However, it is not only correct, but an important axiom for all types of investors. Through fraud and manipulation financial statements can be made to look quite impressive, but the cash that arrives in your brokerage account is real.

Destiny of the Republic

Rating: 
No votes yet
  • I plan to spend the rest of my lifetime fixing that! Fantastic books like Destiny of the Republic: A Tale of Madness, Medicine and the Murder of a President really help.
  • President James Garfield seems to have been a great guy.
  • Likely because Garfield became the president, US civil servants now earn their positions, rather than the previous method of patronage.

Pages

Subscribe to Value Investing News RSS