Value Investing News

Longleaf's Q3 portfolio has been filed. New or increased positions include DTV, BK, IHG, WSH, TWTC, YUM, LVLT, MKL, FIC, RE, WEN, AOC, DELL, and CHK.

Chesapeake Energy Corp. (NYSE: CHK) is scheduled to release its fiscal fourth-quarter 2009 financial results after the market close on Tuesday, February 17, 2010. Analysts, on average, expect the company to report earnings of 69 cents a share on revenue of $2 billion. In the year ago period, the company posted earnings of 73 cents per share on revenue of $2.98 billion.

Longleaf's Q3 portfolio has been filed. New or increased positions include IR, CHK, YUM, DTV, FFH, DIS, TWTC, RE, MKL, BRK.A, FIC, AOC, and FAF.

Sequoia's Q3 portfolio has been filed. New or increased positions include: AAP, PX, AOC, EOG, CACC, BDX, LTR, CB, BMY, CHK, BER, DHR, WMT, PG, V, JNJ, KFT, etc.

Sequoia's (Ruane, Cunniff & Goldfarb) Q2 portfolio has been filed. New or increased positions include SJM, HDB, UPL, GIS, T, PCP, WAG, CHK, DHR, V, BRKb, MTD, KO, PM, JNJ, IRS, MA, JPM, IBM, PG, PEP, FELE, KFT, etc.

Longleaf's Q2 portfolio has been filed. New or increased positions include FAF, DEO, DTV, AOC, DIS, CX, CHK, PHG, FDX, DISCK, BRKa, TWTC, WSH, MKL, FFH, ECA, WEN, and WPO

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.

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.

Chesapeake Energy has been hit harder than most energy stocks but recent deals in 3 of their plays value those plays at $40B, slightly below current EV. That doesn't include their most productive play, the Barnett.

Convertibles issued by many airlines, auto makers, big banks, energy outfits and REITs are trading at deep discounts, and have promising upside.

A look at Aubrey K. McClendon, CEO of Chesapeake Energy's margin call which forced him to sell all his CHK stock and the techniques that the Fairholme Fund uses to evaluate managers.

Buyers of distressed assets find much to like about this market. This article looks at what Bruce Berkowitz, David Winters, Matthew McLennan of First Eagle Global Fund, Marty Whitman, and Shawn Tumulty of the Mutual Discovery Fund are looking for in this distressed market.

Floyd Brown at Investment U says Pickens has a history of being in the right place and the right time and profiting handsomely. Floyd has picked four stocks to help you follow Pickens’ lead into natural gas and wind energy…

Catch the latest edition of the Festival of Stocks at Fat Pitch Financials. This blog digest of last week's blog posts links to several stock reviews and a whole lot more.