Value Investing News

Many investors are closely following the developments in Kraft's hostile bid for Cadbury. Kraft believes an acquisition of Cadbury will help drive growth by creating the world's largest confectionery company with meaningful revenue and cost synergies.

Several companies rewarded their patient investors with dividend raises.

For years Heinz ran commercials describing their product as ’slow good’. It was an obvious inference to ’so good’ and that it was worth waiting on. Investing in dividend stocks in very similar. You certainly won’t find sudden wealth on any given day, but over time the dividends will pay off.

These consumer goods firms should weather the downturn and are currently trading at discount prices.

It is great when companies follow through and pay their regular dividends at the appointed time. But it is even more important for companies to follow through and raise their dividend at the appropriate time. Unfortunately, fewer companies are increasing their dividends. This week there were a few:

We try to buy businesses at big discounts to what they're worth, focusing mostly on out-of-favor or forgotten stocks, the ones nobody wants until they start going up," Mark Boyar explains. Once described as "the most patient man on Wall Street," Mr. Boyar has outperformed the S&P 500 during the past decade with a compounded annual growth of better than 2-to-1 (roughly 11.9%, versus 5.3%).

It look's like Tilson's Focus Fund has added USG, Premier Exhibitions, Dell, M.D.C. Holdings, Canadian Tire Corporation, and Wendy's International. It looks like Lear Corporation and H.J. Heinz Company stock was sold.