dow

Whitney Tilson (T2 Partners) files 13F for September 30th, 2009

(via www.rocketfinancial.com)

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.

Special Situations Real Money Portfolio March 2009 Update

(via www.fatpitchfinancials.com)

 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.

Warren Buffett tarnished as Main Street oracle

(via www.thestar.com)

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

Dow Chemical Receives Option to Extend Loans: Some Thoughts

(via valueplays.blogspot.com)

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.

Paying Attention To Dividends More Important Than Ever

(via disciplinedinvesting.blogspot.com)

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.

How Might A Small-Cap Warren Buffet Act?

(via stockmanmarc.blogspot.com)

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

3M (MMM) and Manulife (MFC) Answer The Leadership Call

(via dividendsvalue.com)

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.

Big Names and Dividend Cuts Make The News

(via dividendsvalue.com)

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.

Double-Digit Dividend Securities In the News

(via www.dividends4life.com)

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.

Arbitrage Opportunities – CEG and ROH

(via www.dividendgrowthinvestor.com)

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

Todd Sullivan's - ValuePlays: Dow Chemical Insiders Buy More Shares

(via valueplays.blogspot.com)

Dow Chemical insider are snapping up shares

Industry, Consumers Feel Pinch as Dow Slips Further

(via www.babypips.com)

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.

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…

Todd Sullivan's - ValuePlays: Dow Chemical Director Hess Buys More Shares

(via valueplays.blogspot.com)

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.

Despite Recent Weakness, Buffett's Berkshire Hits Buyout Trifecta

(via www.peridotcapitalist.com)

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.