Commentary

HSBC Insurance Unit Up For Bid [Morning Update]

(via www.valuewalk.com)

Every morning the Street of Walls team puts out an update on market levels, today’s top stories, and active M&A deals.
Today’s Top Stories:

Buffett’s Gold View: …“this type of investment...

Whitney Tilson up 12.6% YTD: NFLX Biggest Winner

(via www.valuewalk.com)

From Whitney Tilson:
Our fund rose 12.6% in January vs. 4.5% for the S&P 500, 3.6% for the Dow and 8.1% for the Nasdaq.
 
On the long side, we had many big winners including Netflix (73.5%), Pep...

Dividend Growth Stocks: 6 High-Yield Financial Services Stocks With Rising Dividends

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

Before the 2008 financial meltdown, names like Bank of America (BAC), Citigroup, Inc. (C), U.S. Bancorp (USB) and Wells Fargo & Company (WFC) were held in many dividend growth portfolios. And why not? They paid a good yield and grew their dividend on a regular basis. Now their yields range between 0.5% and 1.7%. There is a lesson to be learned here...

Diamond Foods update: Restatements and Price Collapse ($DMND, $PG)

(via www.frankvoisin.com)

I wrote about the Diamond Foods (NASDAQ: DMND) back in November, noting the controversy surrounding the bizarre “momentum” payments ostensibly made to help walnut growers for the...

How To Disable Facebook Timeline [VIDEO]

(via www.valuewalk.com)

While surfing the YouTube, I came across to a video that explained the exact trick I have posted earlier as a guide on – ‘How to Disable/Remove Facebook Timeline’. Although the...

Chris Christie Says `Disgusted by Union Leader’

(via www.valuewalk.com)

New Jersey Governor Chris Christie speaks about the leadership of the state’s largest teachers’ union, “Life’s not always fair,” Vincent Giordano, executive director of...

Foxconn Website Hacked By Swagg Sec

(via www.valuewalk.com)

A hacker group calling themselves Swagg Sec has leaked a huge amount of internal data from the website of the multinational electronics manufacturing company Foxconn. By looking at their...

Bruce Berkowitz “Sears Intrinsic Value is the $64 Question”

(via www.valuewalk.com)

Interview with Bruce Berkowitz, released today by Fairholme Funds. First the fund holdings, which have two things in common; most were down in 11, and most are financials.
TOP HOLDINGS BY ISSUER * *...

Advertisement:

Ben Bernanke’s Economy: The Numbers Tell A Story

(via www.valuewalk.com)

…After his recent Capital Hill rounds and a new year off to a good start with strong market and employment numbers, many of Fed Chairman Ben Bernanke’s critics may want to start thinking...

Advertisement:

The Nature of Value Investing

(via www.valuewalk.com)

In some ways the expression value investing… may be regarded as a rather meaningless label because it would be an irrational act to invest in something that has no value. The investor decides...

Portugal: Her Own Worst Enemy

(via www.valuewalk.com)


To watch the Portugal debt crisis unfold is to wish someone would whisper these old, wise words in her ear:  “We have found the enemy and she is us.”  That’s right:  it’s not dismal debt...

Goldman Sachs PR Man Retires, Joins Recent List of Departures

(via www.valuewalk.com)

On Wednesday, Goldman Sachs announced that its top public relations executive, Lucas van Praag, will retire from the firm in March. Goldman’s chief executive and chairman, Lloyd C. Blankfein,...

Howard Mark’s Recommended Reading List Added to ValueWalk

(via www.valuewalk.com)

A new page consisting of Howard Mark’s favorite books has been  added to ValueWalk.
The page can be found here. Make sure to also check out our Howard Marks Resource Page.…
We are not...

Banks Return to Collateralized Derivatives Market

(via www.valuewalk.com)

Banks are using the low interest environment to once again snatch up mortgage related products that many believe helped cause the financial meltdown of 2008.  They are also starting to securitize the...

Letters to a Young Analyst

(via www.frankvoisin.com)

Tom Brakke of The Research Puzzle has written a series of seven “letters to a young analyst” that provide advice and guidance to those early in their career as investment analysts. They...

Advertisement: