Value Investing News

Sequoia's Q4 portfolio has been filed. New positions include: WSH, ATLS, STRA, ACGL, FSC, AZO, MRK, KMR, CMCSK, LMT, LH, ORCL, APA, MMM, SLB, RHI, TROW, LOW, ADP, VAR, and YBTVA.

As consumers delay in purchasing new cars, they are forced to perform additional maintenance on their existing cars. The primary beneficiary of this phenomenon and one of the few industries experiencing success in this downturn are retail auto parts companies such as Autozone (AZO).

Have we hit bottom? The U.S. unemployment crisis has changed the purchasing habits for the American consumer. The Investment U Research Team gives us two stocks that are benefiting from the recession and this new way of life .

Today many people follow The Oracle of Omaha... professional value investors, stock holders of Berkshire Hathaway, the media such as Fox Business News...

...this might be a good time for an up date on Sears Holdings $SHLD considering they just released earnings...

An on going follow up on Sears Holdings and the man at the Helm Eddie Lampert.

Lampert and ESL Investments added another 165k shares in AutoZone (AZO).

imagine?

here is the agreement

Seems like there was more to than meets the eye here

Will not happen

Western Sizzlin' announced a share buyback authorization today, which is terrific news for shareholders.  In this article I explain why that make sense for WEST and all undervalued companies.

autozone....

Some big time value investors are investing in the auto industry

Question: There seems to be a pattern of ESL making investments in retail given positions in companies like KMART, AUTOZONE, and SEARS. This seems surprising since Buffett would consider retail to be one of the not so great businesses. What do you see that Buffett does not and why do you like retail so much?

Answer: Actually, investing in retail for ESL has been an opportunistic thing and a relatively recent phenomenon.