Value Investing News

A review of the returns made on the recent Anheuser-Busch merger arbitrage opportunity.

A look at the third quarter changes made by Warren Buffett in the Berkshire Hathaway portfolio.

The dividend stocks which helped the dividend aristocrats' index outperform S&P 500 in 2008 include:

The year-to-date return for this portfolio based on the research at Fat Pitch Financials Contributor's Corner is an impressive 16.04%. The annualized rate of return is 24.98% since inception. This update discusses how opportunities in merger arbitrage are opening up now that hedge funds are deleveraging.

Out of 38 holdings in BRK-A’s portfolio 12 companies are dividend aristocrats, one is a dividend champion and three are dividend achievers. Only 5 of his holdings do not play any dividends at all.

After the massive losses, stock valuations are looking good. Better opportunities may also lie in convertibles, bank loans, swaps, and merger arbitrage.

Warren Buffett, the student of the now famous father or value investing Ben Graham, is the greatest stock investor of our times. He has built his flagship company, Berkshire Hathaway from a small mill to a diversified conglomerate with a total market cap of 175 billion dollars.

No longer priced for perfection, Hansen Natural looks cheap relative to growth prospects and past results.

The latest Berkshire Hathaway 13F was just filed. It appears Warren Buffett increased his position in IngersollRand, SanofiAventis and added a new position in NRG Energy. It also appears the holdings in AnheuserBusch were reduced.

Reuters and WSJ today reported that BUD agreed to be acquired by Belgium Based Interbrew for a little under 50 billion dollars. The $70/share bid would create the largest brewing company in the world.

Anheuser-Busch Cos Inc (NYSE:BUD) has agreed to be acquired by rival InBev NV for $49.91 billion in a deal that will create the world's largest brewer, the Wall Street Journal said on Sunday.

A real life example that shows the true power of dividend growth investing.
A dividend growth investor shares his story about how the dividends he receives today are more than what he originally paid for the stock!

Now that the markets are in bear market territory several questions come to mind.
1. How long will the bear market last?
2. Should one invest in stocks now?
Also, a table on length of last nine bear markets.

Buffett talks about inflation, his charity lunch, and how he is a "spectator" only in the InBev Anheuser Busch takeover talks. The article includes a video of the interview.

Can you imagine Budweiser as anything but an American company? Scary isn't it? While it seems unlikely, this deal has a good chance of going through. This first bid they made was just to get a reaction, the next will be a lot bigger. I found out how high InBev is willing to go, click through to find out.