Value Investing News

Tilson's Q3 portfolio has been filed. New positions include KFT, FFH, OCN, COF puts, SPG puts, BKS, XOM, DOW puts, GHQ, XLF puts, PETM, CSWC, DJCO, and FL.

 The Special Situations Real Money Portfolio was up 4.5% last month and is now generating a 22.11% annualized rate of return since inception. The discussion include the Rohm & Haas buyout and a net-net play in Movado Group.

When things are good your a Hero, when things go sour everyone turns their back and finds more dirt...

Dow Chemical (DOW) and Rohm & Haas (ROH) have confirmed they are back at the bargaining table. Todd Sullivan shares his thoughts regarding how the change in Dow's loan terms impacts this deal.

Any dividend investor knows cuts have been coming at a fast and furious pace. Not all the cuts are from the financial sector though. Dividend paying stocks in the S&P 500 Index lost a great deal of ground to the non-payers in February.

Today many people follow The Oracle of Omaha... professional value investors, stock holders of Berkshire Hathaway, the media such as Fox Business News...

On Tuesday, U.S. Treasury Secretary Timothy Geithner called for a new program aimed at unfreezing credit markets. The the markets were underwhelmed. In the midst of the turmoil, an American Aristrocrat and a Canadian Achievier stood tall.

Pfizer’s (PFE) 50% dividend cut, along with General Electric (GE) and Dow Chemical (DOW) trying to convince their shareholders that they won’t cut their dividends dominates the business news. What is being overlooked is the steady stream of companies raising their dividends, as good companies do.

Dividend investing is similar to growing a mango tree. Things move slowly at first. It appears as if your efforts are in vain, but eventually the process begins to produce fruit (dividends). Just as picking fruit from a the tree does not harm it, living off dividends does not damage the investment.

CEG and ROH continue to trade at steep discounts to their acquisition price.

Dow Chemical insider are snapping up shares

The effects of the market turmoil are reflecting in fundamental economic reports. US retail sales dropped by 1.2% and the Philly Fed Manufacturing Index came in at -37.5, a decline nearly 4 times greater than analyst estimates.

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…

In a just released SEC filing, Dow Chemical Director John Hess purchased an additional 30,900 shares on Monday at $32.35 for a total of $999k.

Things have not been great lately for Warren Buffett and Berkshire Hathaway (BRKA) shareholders. BRK stock has dropped more than 20% since December and large Buffett holdings in the financial services area such as American Express, Wells Fargo, Moody's, and U.S. Bancorp are hurting his equity portfolio.