GOOG

Sokol Pegs Berkshire’s Utility ROE at 11% et al.

(via gregspeicher.com)

Buffett is on record that Berkshire Hathaway will invest billions in the utility business going forward. Understanding the regulated utility business and its rates of return are necessary to estimate Berkshire’s intrinsic value and what the company may look like in ten years.

Research In Motion Limited (RIMM) - Can BlackBerry Keep Up?

(via www.magicdiligence.com)

Research In Motion (RIMM), the makers of BlackBerry smartphones, has great growth prospects, excellent financial strength, and solid business momentum. But can the company compete with the new wave of smartphones from Google and Apple?

Why the Dollar Price of a Stock Doesn't Matter - A Basic Lesson

(via www.magicdiligence.com)

A common beginning stock investor mistake is to shy away from stocks with high dollar prices. But what is really important, and how can car shopping help us understand stock shopping?

The Forbes Top 150 Companies Ranked in Magic Formula Fashion

(via www.magicdiligence.com)

The Forbes Top 150 Companies list ranked by Magic Formula Statistics. Which large global companies are both cheap and highly efficient with capital?

What Will It Take for Google Shares to Steam Ahead to an All-Time High?

(via www.alphaprofit.com)

Google’s dominance of the Internet has translated into ample gains for Google shareholders since the IPO. Now, a few chinks are appearing in Google's armor. What lies ahead for GOOG stock?

Google Inc. (NASDAQ: GOOG): Q4 Earnings Preview 2009

(via istockwizard.blogspot.com)

Online search giant Google Inc. (NASDAQ: GOOG) is scheduled to release financial results for the fourth quarter after the market close on Thursday, January 21, 2010. Analysts, on average, expect the company to report earnings of $6.43 per share on revenue of $4.89 billion.

MFI Stock Review: ValueClick (VCLK)

(via www.magicdiligence.com)

ValueClick is one of the largest pure Internet marketing firms. While competition is strong and management is less-than-stellar, ValueClick's price, excellent business model, and potential to be acquired make it a tepid buy.

MFI Stock Review: Nathan's Famous (NATH)

(via www.magicdiligence.com)

Yes, it's the company that sponsors the hot dog eating contest. It's also a Magic Formula small-cap stock worth biting into, with a cheap valuation, good business model, and strong balance sheet.

Added and Updated Valuations – 11/2/09 | ModernGraham.com

(via www.moderngraham.com)

A list of the valuations that were added or updated on ModernGraham this week.

Ideas from the 2009 Value Investing Congress New York

(via www.fatpitchfinancials.com)

Investment ideas from the 5th annual Value Investing Congress in New York. Includes stock ideas from Bill Ackman, Whitney Tilson, Alexander Roepers, Julian Robertson, David Einhorn, David Nierenberg, and more.

Value Investing Congress: Notes From Day 1 (Einhorn, Robertson, Greenblatt)

(via www.marketfolly.com)

Market Folly's notes from the first day of the 2009 Value Investing Congress where attendees heard from David Einhorn of Greenlight Capital and Julian Robertson of Tiger Management among other notable speakers.

Six things I learned from the financial crisis

(via www.dividendgrowthinvestor.com)

In order for investors to become better at allocating capital, it is important to learn from ones mistakes. I have identified several mistakes, which could have saved investors billions had they known about them in the first place:

Apple: The New Microsoft

(via finance.yahoo.com)

In a decade, Apple has gone from niche-market roadkill to a company whose growing dominance and competitive tactics in a booming market are thrilling investors, angering competitors, and drawing regulatory scrutiny.

A New Value-Focused Podcast

(via www.completegrowth.com)

Complete Growth Investor (CGI) has launched a new weekly value investing podcast with CGI analysts Tom Jacobs, Jason Fitnich, Jeff Annello and Davy Bui.

This past week, we discussed the market rally from a different perspective than you might hear on CNBC. Previous weeks, we looked at Premier Exhibitions in-depth, examined the financials industry, and handicapped Google vs Microsoft.

Over 250K Fundamental Stock Charts

(via blog.ycharts.com)

Today, we’re releasing the beta version of YCHARTS to enable investors to visualize massive amounts of fundamental market information in real-time.

YCHARTS is your market visualization engine for fundamental analysis.