DEO

Southeastern Asset Management (Longleaf) files 13F for June 30th, 2009

(via www.rocketfinancial.com)

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

A Smaller Version of Berkshire Hathaway: Markel Corporation

(via stockmanmarc.blogspot.com)

Markel Corporation is a smaller version of a Berkshire Hathaway. It operates in the same fashion...

Best International Dividend Stocks

(via www.dividendgrowthinvestor.com)

By purchasing international stocks one essentially receives income in a different currency, which is a decent hedge against a possible devaluation of the US dollar. Another benefit of shopping for quality dividend stocks abroad is the huge potential for economic growth and development that both established and emerging economies posses.

Top-Shelf Staples Stocks on Sale - Morningstar

(via www.kqzyfj.com)

These consumer goods firms should weather the downturn and are currently trading at discount prices.

Mini Berkshire "Markel Corp" Files 13F-HR

(via stockmanmarc.blogspot.com)

Tom Gayner who runs Markel Corp Investment arm scales back on holdings but increased a few positions

The Stock Screen - Q3 2008

(via www.thestockscreen.com)

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

why would anyone buy stocks now?

(via themoneygardener.blogspot.com)

Investing should be really simple, you buy low and sell high. The problem is that when the 'low' is available, stocks are about as attractive as the girl who did the 100 meter dash in the 90 meter gym. Has the five letter word 'S-T-O-C-K' become a four letter word yet...?

OakValue Fund Letter to Shareholders

(via www.oakvaluefund.com)

David Carr and Larry Coats address what ishappening in the market, how the their fund is positioned, and how they are responding to these events.

Diageo, Happy Hour On The Cheap

(via www.thediv-net.com)

The trouble with trying to find dividend growth stocks to invest in during the onset of a recession or 'recessionary economic conditions' as we are currently in, is that the stocks of companies that should stand up well to these type of conditions are not cheap.

A Four-Point Investing Plan to Beat the Bear

(via www.contrarianprofits.com)

William Patalon III has a four-point plan to beat the bear this time round: 1) Load up on high dividend stocks; 2) Buy gold; 3) Stick to ‘global titan’ companies; and 4) Stay relaxed…

recession pricing

(via themoneygardener.blogspot.com)

With the S&P 500 index now re-visiting levels not seen since 2004, it is no surprise that several great companies with long histories of earnings and dividend growth are getting down to some notable lows.

4 Ways To Recession Proof Your Portfolio

(via www.contrarianprofits.com)

William Patalon III says there are four solid ways to protect your portfolio from these forces: 1) Buy dividend-paying stocks; 2) Buy gold; 3) Buy companies focused on overseas market; and 4) Don’t panic…

The following extract is taken from a research report published over the weekend by Money Morning…

Attractively Valued International dividend stocks

(via dividendgrowth.blogspot.com)

Ever since the broad market indexes entered into bear market territory and the dollar stopped falling against most of the major currencies, I have been checking the international dividend achievers list for bargains. I came up with the following dividend stocks list, using the followoing screen criteria:

Diageo (DEO) Dividend analysis

(via www.thediv-net.com)

Diageo is an international dividend achiever. It has been increasing its dividends for the past 10 consecutive years. From the end of 1997 up until August 2008 this dividend growth stock has delivered an annual average total return of 10.90 % to its shareholders. Diageo is the first international dividend company that I have analyzed in my pursuit of international exposure for my stock portfolio.

In His Image: An Insurer With Buffett-Like Charms

(via online.barrons.com)

This week's Barron's looks at insurer, Markel. Markel's shares are down, but the company shares Berkshire like attributes that are worth considering.