A good list of stocks for further consideration by value investors.

A look at the third quarter changes made by Warren Buffett in the Berkshire Hathaway portfolio.

If we truly are headed into a deep recession domestically as well as globally, the stocks of companies that provide goods and services that we are unlikely to go without during a recession are probably a good bet to continue to grow earnings and dividends throughout a slowdown.

Out of 38 holdings in BRK-A’s portfolio 12 companies are dividend aristocrats, one is a dividend champion and three are dividend achievers. Only 5 of his holdings do not play any dividends at all.

Can't handle the market volatility? Worries about your portfolio keeping you up at night? You've come to the right place.

Whitney Tilson, managing partner of hedge fund T2 Partners and noted value investor, says investors have an opportunity to buy some of the world's best companies at discount valuations.

Tilson's "sleep easy" portfolio:

Johnson & Johnson engages in the manufacture and sale of various products in the health care field worldwide. Linked here is a detailed analysis and commentary.

This article look back at how Tom Au, author of A Modern Approach to Graham & Dodd Investing, made some great predictions in 2007 on the Dow stocks.

Warren Buffett, the student of the now famous father or value investing Ben Graham, is the greatest stock investor of our times. He has built his flagship company, Berkshire Hathaway from a small mill to a diversified conglomerate with a total market cap of 175 billion dollars.

Global health care company and perennial dividend grower, Johnson & Johnson (JNJ) announced yesterday that they grew their third quarter earnings by 10.4% over 2007. Sales were up across the board and were largely driven by international efforts. Generic drugs are having a negative impact on J&J's pharmaceutical business. Johnson managed to grow consumer sales by 13% driven primarily be U.S.

Most investors were scared from the severe drops in global stock markets last week, caused by the freezing of the debt markets and the global recession fears which the tightening of the credit markets might cause. Most stocks have suffered double digit percentage losses since the start of the year, even after yesterdays record rally. It’s no place to panic however.

Each day I hear disgruntled comments due to losses and see many people looking for an out. "The fact is people are scared and the only thing they're doing is selling," said Ryan Detrick, senior technical strategist at Schaeffer's Investment Research. As a dividend and value investor, these are the times we live for - value priced stocks and golden dividends.

Bare Escentuals has favorable growth prospects in mineral cosmetics, but this no-moat company faces stiff competition and has shaky financial health.

The typical dividend aristocrat is a mature company with wide moat that has weathered the storms of many boom and bust cycles while continuing to increase dividend payments to shareholders. These companies as well as the dividend champions are the cornerstone to my dividend strategy.

Floyd Brown says there are five pharmaceutical companies offering outstanding dividend yields in a growing sector. And with most negative sentiment already priced into the stocks, downside risk is limited…