Value Investing News

American Express Company (NYSE: AXP) is scheduled to release its fourth quarter earnings for 2009 after the market close on Thursday, January 21, 2010. Analysts, on average, expect the company to report earnings of 54 cents per share on revenue of $6.12 million

Reviewing Warren Buffett's portfolio using a ModernGraham approach. Seems like he doesn't follow Benjamin Graham anymore. Discuss.

Recently, Morningstar analysts studied funds that invest in stocks with wide moats. They found that the funds proved relatively resilient during the rough markets of the past year.

Fairholme Fund manager Bruce Berkowitz is going on the offensive and buying up value stocks that he says are ready to bounce back.

Berkshire Hathaway (BRK-B) just posted its 13-F filing with the SEC, which lists changes in its stock positions.

I've changed my whole thought process, this article shows how to integrate macro economic truths with micro investing actions.

A look at Warren Buffett's portfolio to see if the companies follow Benjamin Graham's requirements of the Enterprising and Defensive Investors as described in The Intelligent Investor.

Sequoia's (Ruane, Cunniff & Goldfarb) Q1 portfolio has been filed. New or increased positions include OMC, MA, BER, GOOG, KALU, MGA, KFT, GGG, CAT, VMC, AXP, WMT, BRKb, etc.

In the corporate world executives receive high amounts of compensation including salary, stock options, restricted stock, perks and many others, which in some cases could amount to millions of dollars. It is often argued that executives of large Fortune 500 corporations get a large paycheck as an incentive to perform well in order to reward shareholders with increased wealth.

It was another slow week for dividend increases, as few well knows companies raised their dividends. There was some surprising news from American Express (AXP), one of the largest holdings of billionaire Warren Buffet. The provider of charge and credit payment card products surprised Wall Street by maintaining its current dividend of $0.18/share.

We look at Greenblatt's, Buffett's, and Munger's arguments for portfolio concentration. For those who make it their profession to beat the market’s returns, concentration is an important component of success.

Through a combination of expensive errors, experience, and a commitment to continued investing education, I've slowly come to realize that the best long-term investments are in companies in growing industries that possess long-term, sustainable competitive advantages.

With market averages down over 50% from their peak, one might expect to find bargain prices on some desirable "castles." Yet, even in today's markets, we find that the best castles are not yet cheap.

Barron's Andrew Bary believes a slew of savvy preferred stock and bond investments by Warren Buffett can help revive his company's sagging stock.

A look at Buffet's other holdings...