Value Investing News

Longleaf's Q3 portfolio has been filed. New or increased positions include DTV, BK, IHG, WSH, TWTC, YUM, LVLT, MKL, FIC, RE, WEN, AOC, DELL, and CHK.

Longleaf's Q3 portfolio has been filed. New or increased positions include IR, CHK, YUM, DTV, FFH, DIS, TWTC, RE, MKL, BRK.A, FIC, AOC, and FAF.

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

Although DISH Network is a solid cash producer and earns good returns on capital, growth going forward will be difficult and the company carries an onerous debt load.

A roundup of last week's stock market related blog posts hosted at Fat Pitch Financials.

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

2006 Annual Report from Mason Hawkins' Longleaf Partners. (This is a link that will bring you to Vinvesting where you can click on the actual PDF link - I didn't want to surprise anyone with a PDF!).

An article from The Globe and Mail on Francis Chou, "one of Canada's most successful mutual fund managers and also one of the most modest...both a top stock picker and a record-setting bond manager." The article mentions Sears Holdings (SHLD) among other names. This short article gives a little background information on Chou as well as a few of his past purchases.

This week's Barron's discusses the comeback of tech, China funds, Canadian National Resources, Tellabs, Dell as a value play, DaimlerChrysler, and developments in the telecom sector.