117th Edition of the Festival of Stocks
A roundup of stock related blog posts from Thanksgiving week.
Six Promising Dividend Increases in the News
Not all companies are conserving cash in this difficulat credit environment; there were several dividend increases which reiterate my opinion that the dividend cuts might not spread to the non-financial sector.
Stock Analysis: Sovran Self Storage, Inc. (SSS)
Sovran Self Storage Inc. is a self-managed real estate investment trust that owns self-storage facilities, mainly in the East, Midwest, Arizona, and Texas. Linked here is a detailed analysis and commentary.
AutoNation Inc.
This economic slowdown will cause many companies in the auto sector to go under. As such, stocks related to this industry have taken a huge hit over the last year or so. This offers us the opportunity to buy companies that will outlast the recession at large discounts to their intrinsic values.
Puget Energy: Price Drop On No News
An update on the PSD arbitrage and although the price has been dropping recently without any news, there has been some activity behind an opposing party, the commission and PSD. A brief look at the filings.
Capital Crossing Preferred (CCPCN) and HealthShares ETF Liquidation
Is it profitable to invest in liquidation special situations? A look at Capital Crossing and a liquidating ETF.
Basics of the Graham Value Approach
An intro to the Benjamin Graham investment philosophy. There are several other articles on the site about the details of the ratios Graham used.
Does This Market Have A Bottom?
Each time the market rallies, the question is asked 'Was yesterday the bottom?' Up to this point the answer has been a resounding 'No' as the market quickly resumed its downward slide. Recently, a columnist asked some Wall Street pros, what they are looking for that will tell them the worst is over.
Must See: Bruce Berkowitz
Every once in a while a value investor will go out of his way to let the public know what goes on behind their mind. Bruce Berkowitz recently did that by holding a public conference call. Thanks to Gurufocus for posting the video up and bringing it to everyone’s attention. Its over an hour long so I suggest you listen to it when you have some free time. Enjoy
Magic Formula Weekly Roundup 11/29
Weekly roundup of stocks moving in and out of the Magic Formula Investing screen.
Stocks Lose Money In Bear Markets...Or Do They?
It's no secret that value investors (including us) believe the market is overly optimistic when times are good, and far too pessimistic when times are bad. As a result, there are profit opportunities for those with a long-term outlook. But when we say long-term, are we talking decades, or just a couple of years?
40 Value Stocks that Graham Would Buy
Ben Graham, the father of Value Investing and teacher of Warren Buffett, was also a successful investor in 20th century. The four bread and butter strategies, employed by his firm, the Graham-Newman corporation between 1926 and 1956 included arbitrages, related hedges, liquidations and Net-Current-Asset or Bargain issues.
Forbes Best Small Companies Screen | Old School Value
Part 2 in my filtering process of 2008 Forbes Best Small Companies. Number 16 - 32 was reviewed with only 3 making the cut to the next stage.
Value Investing: Learn How
Very rarely do value investors reveal their methodologies. We all understand the concept of buying cheap, and applying a margin of safety, but how do the pros actually calculate a company's intrinsic value? Finally, here's an opportunity to see the valuation techniques employed by real value investors.
Having Trouble Buying in this Market?
You might be hesitating to invest because you are unsure how much further the markets will decline. It would be ideal to have a precognitive or clairvoyant ability that would allow us to predict the lowest possible price for a stock, buy it, and then watch the price soar upwards soon after making the investment. The problem is, to my knowledge, no one has demonstrated such an ability.

