A good list of stocks for further consideration by value investors.

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

The SEC just released an updated list of Berkshire Hathaway’s stock holdings as of 09/30/2008. The Oracle of Omaha, who is the main capital allocator for Berkshire added to the following positions:

Oil prices have been caught up in widespread panic selling of recent months. It remains a scarce and essential commodity. This means it is only heading in one direction over the long term. Greg Guenthner recommends following oil guru Richard Rainwater ’s cue and buying into oil stocks with both hands.

There have always been companies that stand head-and-shoulders above their peers and the competition. They are loved by their shareholders, hated by the competition and known by all. Who are these companies and how can I find the next great company? All the great companies have something in common. Let's look at a few of them:

The general rule when buying and selling energy and commodity names is the reverse to other stocks; "buy when P/E ratios are high and sell when P/E ratios are low". This strategy would work like a charm right now, if and only if, the energy and commodity bull market is coming to a close.

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…

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.

The American public needs to be educated about the difference between 'excise tax', 'excess profit tax', and 'windfall profit tax'. The term 'windfall profit tax' is being misused for political reasons.
Is there a case for a true 'windfall profit tax' today?

A review of "Profit from the Peak" - a book written by a pair of energy analysts that offers a comprehensive overview of our energy crisis, the possible solutions, and the investment opportunities.

The Canadian oil sands and the oil industry in Canada in general is rather large. There are a number of producers operating mines throughout the region, mostly in the Alberta oil sands region and as well in the Saskatchewan region of the country. More

Commodities across the board have been increasing in price as supply struggles to keep up with growing global demand. We may be shoveling out more and more money to pay for life’s essentials, but there’s no reason investors that shouldn’t have the opportunity to profit from and hedge these price spikes, too.

It seems that the market does not want to recognize the true value in ConocoPhillips (COP), despite its strong fundamentals, solid Financial & operational results and the fact that Buffett and Soros believe in their prospects.

Barron's cover story this week that looks at 10 potentially inexpensive stocks that may be worth investing in this down market.

A story on the Value Investing Congress West. The theme this year appears to have been about maintaining patience in this hot market.