Value Investing News

After earnings announcements from Alcoa Inc. (NYSE: AA), Intel Corporation (NasdaqGS: INTC) and JP Morgan Chase Co. (NYSE: JPM) did not live up to expectations and their stocks fell, the market is beginning to get a little nervous. We have seen the market have some recent sharp declines on these earnings, each following day it has bounced back and recovered most of its losses.

Alcoa Inc. (NYSE: AA), the biggest US aluminum maker, will officially kick off the fourth quarter earnings season after the market close on Monday, January 11, 2010. Analysts, on average, expect the mining giant to report earnings of 7 cents a share on revenue of $4.81 billion. In the year ago quarter, the company reported a loss of 28 cents per share on revenue of $5.69 billion.

Billionaire value investor Charlie Munger always says INVERT INVERT

to find out his investing mistakes check out one investors 18 month journey

Dogs of the Dow is a strategy popularized by Michael O’Higgins where the ten highest yielding stocks in the Dow Jones Industrials Average are selected at the end of the each calendar year. Higher Yields typically works as a contrarian indicator as a way to identify bargains where the stock price has gotten low in relation to the dividend.

The current economic crisis is creating unique buying opportunities for some of the blue chip companies that are trading at historic price lows. Alcoa (AA), which is the largest aluminum producer in the US, is currently trading at below $7.00 per share. Alcoa’s stock has not been this low since the early 90’s.

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.

The recent buyout of Alpha Natural Resources Inc. (ANR) by Cleveland Cliffs Inc. (CLF) could ignite more than $50 billion worth of M&A deals in the U.S. coal industry over the next few years as Mainland China rushes to solve a major energy shortfall.

Predicting future growth requires looking beyond the numbers. Joe Ponzio recommends using Phil Fisher's Point 1, which is to determine if a company has products or services with sufficient market potential to make possible a sizable increase in sales for at least several years.

Analysis of Alcoa Incorporated.

No, it’s not Christmas in July, for those of you like me who remember when retailers would do “Christmas in July” sales. The season I am referring to is the earnings season that kicked off two weeks ago with Alcoa’s earnings report.

Much has been said of the run up in the past twelve months of both the Dow and the S&P to all time highs. But, even after this impressive run, are the stocks in those averages more expensive than last year, or are they still bargains?

Excerpt: "This week 24/7 Wall St. featured many names that fall within the realm of larger private equity screens as far as potential break-up stocks." THIS IS PART II