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Which Bank will be next? Follow the dividend cuts

By Dividend Growth... on Wed, 2008-10-01 09:50
(via www.dividendgrowthinvestor.com)

I received a lot of e-mails from subscribers on Monday after the collapse of Wachovia, asking me which bank I believe will be the next to fail. Most investors are afraid they will wake up next Monday morning with a worthless financial stock, whose deposits have been sold to another institution.

Whitman's glass-half-full take on market

By George on Thu, 2008-09-18 10:42
(via www.theglobeandmail.com)

Marty Whitman, the octogenarian dean of deep-value investing, sees great bargains to be snapped up from the current stock market meltdown. "It's a great time," enthused the 83-year-old founder of New York-based Third Avenue Management LLC before speaking yesterday at a conference organized by AIC Ltd.

Third Avenue Value Fund Letter

By alesia on Fri, 2008-08-22 17:21
(via marketprognosticator.blogspot.com)

I just read through the third quarter shareholder letter from Marty Whitman at the Third Avenue Value Fund. Some tidbits from the letter:

Third Avenue Funds Second Quarter 2008 Shareholders Letter

By George on Tue, 2008-06-24 09:28
(via www.thirdavenuefunds.com)

Marty Whitman shares his value investing insights in this latest letter. This master of distressed investing is taking advantage of the situations in the financial and bond insurer sectors.

Moody's Likely to Cut MBIA and Ambac Ratings

By George on Wed, 2008-06-04 15:51
(via can-turtles-fly.blogspot.com)

Comments on the breaking news that Moody's will likely cut MBIA and Ambac ratings. Why now? What should these bond insurers do?

Ambac Kicked Out of S&P 500

By George on Tue, 2008-06-03 20:46
(via can-turtles-fly.blogspot.com)

Could the booting of Ambac from the S&P 500 create a value opportunity with this troubled bond insurer?

Ackman Buys More Sears, No Longer Short Ambac

By TS on Thu, 2008-05-15 11:41
(via valueplays.blogspot.com)

He is covering the short bets

Beware of Blind Contrarianism!

By streetcapitalist on Mon, 2008-04-07 04:30
(via streetcapitalist.com)

Price is what you pay, value is what you get. Those words aren’t mine, they belong to Warren Buffett. For now though, they remain incredibly relevant to the type of investment environment we’re in.

MBIA Still Whining About Ackman

By TS on Wed, 2008-02-27 23:41
(via valueplays.blogspot.com)

You have to read this letter

Ackman Podcast on MBIA and Ambac

By TS on Sun, 2008-02-24 10:01
(via valueplays.blogspot.com)

This is worth the time..

Ackman's Insurer Plan: The Best so Far

By TS on Wed, 2008-02-20 21:01
(via valueplays.blogspot.com)

Ackman calls the bond insurers bluff..

Buffett Sees No Credit Crunch, Forecasts Lower Dollar

By George on Thu, 2008-02-07 00:52
(via www.bloomberg.com)

This article discusses several comments by Warren Buffett today from Toronto on the credit crunch, the U.S. dollar, inflation, and the bond insurance business.

Ackman's Latest Letter to NY Insurance Commissioner and SEC

By TS on Thu, 2008-01-31 23:28
(via valueplays.blogspot.com)

You have to read this 20 page letter

Street Capitalist Portfolio Outperforms

By streetcapitalist on Wed, 2008-01-30 15:48
(via streetcapitalist.com)

As a whole, the Street Capitalist portfolio is up 12.82% over the course of less than 5 months. During the same period, the S&P 500 is down -6.46%. I’m quite satisfied with this type of out performance of my benchmark. In the future I’d like to make a few more changes:

Valuing Bond Insurers

By George on Fri, 2008-01-25 09:44
(via www.secinvestor.com)

Goldman Sachs looks at the value of bond insurers under three different scenarios.