A Flurry of Appearances for Bruce Berkowitz : Circle of Competence

Fat Pitch Financials Portfolio Mid-Year Update 2008

Market Monitor interview with James Grant, Editor of Grant's Interest Rate Observer

The Failure (and Success) of Heuristics : Circle of Competence

Festival of Stocks #1

Now Available: The Four Filters Invention of Warren Buffett and Charlie Munger

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Stock Market Investing 101 - How Can Stocks Make You Money?

The Decline and Fall of the American Empire

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INTC

Magic Formula Business Sector #5: Hardware

(via www.magicdiligence.com)

The Hardware sector consists of a number of industries selling commodity products, and one industry with some good moat potential. That's not to say there are not opportunities here, and this article helps to locate them.

Submitted by MagicDiligence on Thu, 2008-05-08 21:39. | Tags:
  • Stock Analysis
  • AAPL
  • AMAT
  • CSCO
  • DELL
  • FDRY
  • FORM
  • GRMN
  • INTC
  • KLAC
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  • 3 points

Barron's 2008 Roundtable – Part III

(via online.barrons.com)
Submitted by George on Mon, 2008-01-28 10:43. | Tags:
  • Commentary
  • AVT
  • BAC
  • CHK
  • DVN
  • ELRN
  • ESV
  • FIS
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  • HIG
  • INTC
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  • 3 points

Cheapest Stocks in 16 Years Draw Investors Amid Rout

(via www.bloomberg.com)

Seems like everyone is talking about this article on how the stock market is at its cheapest point since 1991. I'm not so sure, but it doesn't really matter anyways if you are examining individual companies.

Submitted by George on Mon, 2007-07-30 13:50. | Tags:
  • Commentary
  • ADM
  • INTC
  • MRK
  • SYMC
  • T
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  • 3 points

Cheapest Stocks in 16 Years Draw Investors Amid Rout (Update1)

(via www.bloomberg.com)

money managers are ready to buy.

Submitted by kenkid on Sun, 2007-07-29 14:31. | Tags:
  • Commentary
  • BRK
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  • 0 points

Tis the Season to be Jolly, or is It?

(via www.investorsdailyedge.com)

No, it’s not Christmas in July, for those of you like me who remember when retailers would do “Christmas in July” sales. The season I am referring to is the earnings season that kicked off two weeks ago with Alcoa’s earnings report.

Submitted by atrbovich on Tue, 2007-07-24 11:08. | Tags:
  • Commentary
  • AA
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  • INTC
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  • 1 point

Growth and Value

(via www.controlledgreed.com)

A quick post to a new article that discusses how growth stocks can become value stocks and vice versa.

Submitted by Steven on Mon, 2006-10-16 14:11. | Tags:
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  • INTC
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  • 1 point

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