Value Investing News

Sounds like my kind of value investor. This blogger details his investment strategy and current holdings.

In general, a typically dividend growth investor will look for a corporation that has increase its dividend consistently for at least last 10 years. It is always good to wait for 10 years worth of dividend history. However, I would also like to evaluate corporations that have started showing signs of dividend growth early on, and see how it stands in my analysis.

Investors have given up on trading-exchange stocks like NYSE Euronext. That makes this a good time to buy according to Barron's.

Like Ackman, Chris Hohn seems to like both Mastercard and Visa. Visa appears to be a new position, while his previous stake in Mastercard has increased substantially. Hohn also seems to have increased his stake in the CME Group. These are classic Hohn picks, he seems to gravitate towards companies that possess monopolistic characteristics.