Value Investing News

Pfizer’s (PFE) 50% dividend cut, along with General Electric (GE) and Dow Chemical (DOW) trying to convince their shareholders that they won’t cut their dividends dominates the business news. What is being overlooked is the steady stream of companies raising their dividends, as good companies do.

Five reasons why Sally Beauty Holdings is a fat pitch of a spinoff opportunity. Joel Greenblatt would be proud of this one.

Also see the latest performance number for the Special Situations Real Money Port.