GOOG

Sequoia's (Ruane, Cunniff & Goldfarb) Q1 portfolio has been filed. New or increased positions include OMC, MA, BER, GOOG, KALU, MGA, KFT, GGG, CAT, VMC, AXP, WMT, BRKb, etc.

Fox Business had a great interview with all 3 of these guys, together, yesterday. I've provided links to all 8 segments since they're not linked together in one place on the Fox Business site.

Google is down nearly 50% from its 52 week high; it hasn’t been this cheap since 2005! Opportunities like this come around only once in a lifetime. Here we explore this line of reasoning and conclude that it leads to poor investing.

Through a combination of expensive errors, experience, and a commitment to continued investing education, I've slowly come to realize that the best long-term investments are in companies in growing industries that possess long-term, sustainable competitive advantages.

Have we hit bottom? The U.S. unemployment crisis has changed the purchasing habits for the American consumer. The Investment U Research Team gives us two stocks that are benefiting from the recession and this new way of life .

One of the most persuasive tests of high quality is an uninterrupted record of dividend payments...

I always enjoy this time of year. The Christmas music, decorations, family gatherings, holiday plays and stock picks. Stock picks? Yes, 'tis the season for stock predictions! Here are some excerpts and picks from several of the experts:

A good list of stocks for further consideration by value investors.

Since1995 this strategy would have turned $100 dollars into $1,434, as a comparison the same $100 dollars would only be worth $318 in a buy and hold approach. This strategy suffered a maximum drawdown of -17% versus a -80% maximum drawdown with a buy and hold approach in the NASDAQ 100.

Their may be only one Warren Buffett, but their are a number of companies/individuals that are doing a pretty good job of imitating him and his returns.

Seasonal patterns are a great way to get an edge on the stock market. Historically November is the best performing month for the S&P. Since 1950 the S&P has been up 39 times out of the past 57 years, 68% of all months were positive, the average percentage change for the month is 1.8% with election years doing a little better with an average percentage change of 2%.

With most of the commentary focused on the financial industry and the economy at large, we thought it could be useful to highlight the kind of market cap destruction that has hit the famous ‘Tech Trio’.

ValueClick has a great business model and an attractive price. Only competition and the lack of a built-in moat prevent it from being a Top Buy.

A roundup of last week's stock related blog posts.

Barron's latest ranking of the companies most esteemed by investors highlights some familiar favorites, including No. 1-ranked Johnson & Johnson.