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Investing Carnival

104th Edition of the Festival of Stocks

Weekend Reading Links - September 6, 2008

Stock Screen: Warren Buffett Picks

Street Yells Sell! As Lampert Buys Back 4% of Sears

Another Reason to be a Value Investor: Buyouts

Fannie, Freddie, and Preparing for Black Swans

The “Missing” Berkshire Hathaway Letters (1969-1976)

Value In Action: Hammand Power

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CSG

Stocks to Buy in '08

(via online.barrons.com)

Barron's Roundtable members Meryl Witmer, Fred Hickey, Art Samberg and Mario Gabelli share their stock picks for 2008.

Submitted by George on Tue, 2008-01-22 09:12. | Tags:
  • Stock Analysis
  • AEM
  • aeo
  • amx
  • AMZN
  • CSG
  • DISH
  • DTV
  • ENSI
  • FMCN
  • FXY
  • GAP
  • GFA
  • GLD
  • GPC
  • MHK
  • QCOM
  • RIMM
  • TVL
  • UPL
  • WFR
  • WHR
  • Login or register to post comments
  • More info
  • 2 points

Peltz Finds Partner To Fund His Sweet Tooth

(via community.investopedia.com)
Submitted by value sniper on Sat, 2007-12-15 10:51. | Tags:
  • Superinvestors
  • CSG
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  • 3 points

Peltz Increases Stake in Cadbury (CSG)

(via www.secinvestor.com)

Nelson Peltz reportedly raised his stake in Cadbury Schweppes from 3.47% to 4.5%.  The company is spinning off its Americas Beverages unit.

Submitted by George on Wed, 2007-12-12 10:07. | Tags:
  • Shareholder Activism
  • CSG
  • 1 comment
  • More info
  • 3 points

Learning From Eddie Lampert

(via streetcapitalist.com)

I’ve been doing more research on Lampert by looking through some old newspaper articles. I’ve gleaned the following by reading a few older articles on Eddie Lampert, specifically a 1995 Washington Post article.

Submitted by streetcapitalist on Tue, 2007-10-16 05:25. | Tags:
  • Superinvestors
  • BEA
  • BIIB
  • CSG
  • LENS
  • LTD
  • MO
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  • 8 points

Value Investor Conference Transcript

(via valueinvestorconference.com)

Tom Russo.

Submitted by kenkid on Mon, 2007-07-09 15:00. | Tags:
  • Commentary
  • BRB
  • BRKa
  • BTI
  • BUD
  • CSCO
  • CSG
  • HINKY.PK
  • HSY
  • KO
  • MO
  • NESN.VX
  • RMX
  • UN
  • WMT
  • wsc
  • WTB.L
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  • 4 points

The Best and the Brightest

(via online.barrons.com)

Highlights from last week's Ira W. Sohn Investment Research Conference. This report is a bit more detailed than the New York Times article and includes more stocks that were mentioned during the conference. (Subscription required)

Submitted by George on Fri, 2007-06-01 08:06. | Tags:
  • Commentary
  • AIG
  • amt
  • AMZN
  • BKD
  • CSG
  • EMC
  • GE
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  • ICO
  • JNJ
  • JOE
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  • MBI
  • MSFT
  • MWV
  • UNH
  • 1 comment
  • More info
  • 3 points

Peltz Stake Boosts Cadbury Schweppes Shares

(via 13dtracker.blogspot.com)

Peltz owns nearly 3% of Cadbury Schweppes (CSG), according to the company. The disclosure was made in response to market rumors that sent shares surging.

Submitted by Geoff on Tue, 2007-03-13 11:57. | Tags:
  • Superinvestors
  • CSG
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  • 2 points

Looking Abroad for Investment Value

(via news.morningstar.com)

Morningstar has found some intriguing UK investment opportunities. Read the list by clicking on FULL STORY.

Submitted by deepvalue on Mon, 2006-12-11 21:58. | Tags:
  • Commentary
  • BCS
  • CSG
  • GSK
  • LYG
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  • 4 points

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