Value Investing News

The Dividend Aristocrats index measures the performance of S&P 500 index members that have followed a policy of consistently increasing dividends every year for at least 25 consecutive years. (Source: S&P)

Since its inception 20 years ago, the dividend aristocrat’s index has outperformed the S&P 500.

Fairholme's Q2 portfolio has been filed. New or increased positions include RRR, JOE, HTZ, HUM, SPR, BRKa, WCG, GD, TAL, HBC, and WTM.

Fairholme Fund's Bruce Berkowitz latest holdings.

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:

Bloomberg article on financial stocks. Quotes Dreman as saying: "We've always been big financial owners. We're buying stocks through the selloff." There are few specifics in this article; it's mostly a general overview of financial stocks and what has hurt them recently.

David Winters discusses Wintergreen Fund's first year of existence. Winters was "delighted" with his fund's 2006 return of 20.1%. Major positions at year end included Consolidated Tomoka (CTO), Reynolds American (RAI), Weyerhaeuser (WY), and HSBC (HBC). Winters also discusses his approach to investing in the letter.