"These are the top five stocks that have reached their 52-week lows last week were Exxon Mobil Corp, The Bank of New York Mellon Corp, News Corp, EBay Inc, and MetLife Inc."

Paul Moore is a new tech investing expert with The Smart Profits Report. He says the best way to beat the bear is to follow the money. In a bear market cash is king. It allows companies a number of options that support their share price…

Can Gannett turn around it's decreasing revenue, compressing margins, falling return on capital, and dropping stock price? An analysis of Gannett, the largest newspaper publisher in the U.S.

The Media sector contains a wide range of business models, some very attractive to the Magic Formula, and some very unattractive. In this article I examine each of the sub-sectors, separating the wheat from the chaff, and explain what to look for in a good MFI Media company.

Why not sell no-moat companies and buy wide-moat companies if they trade at similar multiples?

A nice discussion of "economic moats" and four ways they are created. However, I don't agree that there are only four types of moats. The article missed at least one other type, toll bridges. I'm surprised Sellers didn't mention that one in his article. Are there any others types missing?

Link to Consuelo Mack's most recent edition of WealthTrack - with author of the Warren Buffet Way, and Fund Manager, Robert Hagstrom.
Also includes some personal thoughts

An interview with Bill Miller.

One of the most common mistakes investors make is failing to differentiate between a good company and a good stock.

Morningstar chats with the Oak Value Fund co-manager Larry Coats. Here is video-1 and video-2.

Barrons also interviews with Larry recently ...

Excerpt: "There's no need to reinvent the wheel. Buffett, the smartest investor ever, has done a lot of work for us when he buys a position and then discloses his holdings. Studying in the footsteps of the master and his disciples, but using that as a starting point for your own research, will end up being a very lucrative practice."

If you always wondered what the network effect is and how it provides a durable competitive advantage, I suggest you read this article from the Internet sector. O'Reilly defines Web 2.0 as harnessing the network effect in computer applications.

Build applications that harness network effects to get better the more people use them.

Value Investing News is also a Web 2.0 application that aims at harnessing the collective research of value investors to provide a high quality news source for investors.

This edition of the Festival of stocks is hosted at Fat Pitch Financials and includes fifteen entries.

Mason Hawkins and Staley Cates report establishing a position in eBay in the Longleaf Partners Fund. Does this mean eBay is a value stock?

With the recent market run-up in the past 60 days, there still exists a few bargains -- at least according to Morningstar analyst, Haywood Kelly.