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Adjusted EPS due to tax rate changes

(via www.oldschoolvalue.com)

Wall Street is infatuated with EPS. If a company beats their estimates, the stock price is pushed up higher despite the fact that earnings is so easily manipulated by different accounting methods and hiding and/or delaying expenses.

Taxes also play a big role in the final EPS.

Boeing Co. (NYSE: BA): Q4 Earnings Preview 2009

(via istockwizard.blogspot.com)

Boeing Co. (NYSE: BA) is scheduled to release its financial results for fourth quarter of fiscal year 2009 before the market open on Wednesday, January 27, 2010. Analysts, on average, expect the company to report earnings of $1.36 a share on revenue of $17.57 billion.

Somebody Stop Me Before I Buy Again: Boeing Update

(via bootstrapinvesting.com)

Thoughts on Boeing's future earnings.

Are Defense Stocks Good Defensive Stocks? | Dividends Value

(via dividendsvalue.com)

When the economy and the market starts heading south, many investors start buying Dividend Stocks. They have long been considered a defensive position in turbulent times. Given many investors recent defensive stance, one might ask how about some real defense stocks, as in the Aerospace and Defense?

News of the U.S.’s Demise May Be Premature | Dividends Value

(via dividendsvalue.com)

Quick, who is the world’s largest exporter? China? Japan? Would you be shocked to learn it is the U.S.? Contrary to the “Made in China” stamps on clothing labels in Wal-Mart (WMT) and on the bottom of McDonald’s (MCD) Happy Meal toys, the U.S. still leads the world in exports.

Fairholme Fund's Bruce Berkowitz and Charlie Fernandez in Outstanding Investor Digest

(via www.fairholmefunds.com)

 OID interviews value investors Bruce Berkowitz and Charlie Fernandez of Fairholme Funds.

Fairholme Capital Management 12/31/2008 13F

(via www.sec.gov)

Fairholme Fund's Bruce Berkowitz latest holdings.

Veteran Fund Managers Dust Off And Reload

(via www.forbes.com)

Even the best fund managers lost money last year, but they stay focused on strategies that put them on top. The article discusses the struggles of Mason Hawkins and Staley Cates at Longleaf Partners and Bruce Berkowitz at Fairholme in this tough market.

Dobromir Stoyanov

(via dobromirstoyanov.blogspot.com)

My name is Dobromir Stoyanov. I have two years of professional accounting experience at Sprint-Nextel, Cedar Fair and Kraft Foods. I have also gained management experience at Sungard, while pursuing my Bachelor's Degree at Truman State University.

Big Names, Big Dividend Increases

(via www.dividends4life.com)

Compound interest is what occurs when interest previously earned is added to the principle and is considered when calculating future interest - i.e. earning interest on interest. So, what's more powerful than compound interest? Compound dividends! Compound dividends are like compound interest on steroids - you are not only earning on reinvested dividends, but the dividend rate is increasing.

Looking at the Q3 Portfolios of Bruce Berkowitz, Robert Rodriguez and Mohnish Pabrai

(via enlightened-american.com)

Digging into the portfolios of Berkowitz's Fairholme, Rodriguez's FPA and Mohnish Pabrai.

Fairholme, Pershing, and Sellers - 13Fs released

(via wallstreetsfinest.blogspot.com)

It's that time of year, and some of our favorite managers have just released their 13fs:

The Magic Formula's Top Dividend Stocks

(via www.magicdiligence.com)

In a down market, dividend paying stocks can provide hefty yields in addition to stock price appreciation. Here are the most attractive dividend payers in the Magic Formula Investing screen today.

9 Dividend Stocks At Risk From Pension Plan Deficits

(via www.contrarianprofits.com)

Lynn Carpenter says pension fund deficits could be a major threat to dividend payments. Legislation forces companies to keep private pension plans well funded, meaning some will have to raise large sums of cash at short notice. Lynn picks 9 firms that could soon be forced into making big dividend cuts.

Wall Street’s Other Nostradamus - Tom Au

(via www.1440wallstreet.com)

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.