LM
Barron's Bearish on Private Equity
More disasters could hit debt-laden companies owned by private-equity shops Apollo, Blackstone and KKR. This week's Barron's cover story looks at 13 troubled deals.
Candidates for a Bounce
A dozen out-of-favor stocks that could rebound this year according to Barron's.
Financial Stocks That Won't Keep You Up at Night - Morningstar Stock Strategist
7 Places in the financial sector to start your due diligence.
Falling Out the First Storey Window
Rick of Value Discipline returns with a great post on the recent market turmoil - "the Chinese 'accident' was more of a scrape or a fender-bender than a full-fledged crash...a fall out of a first storey window." A great post that touches on several important topics mainly focusing on risk and panic or the lack thereof.
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- 3 points
Festival of Stocks #10
This week's festival includes six posts discussing specific stocks, three posts on topics in investing, and a poem. Yes, you read that right. This week's festival concludes with a poem. It's the proverbial cherry on top of this satisfying stock sundae. Stocks mentioned include: Legg Mason (LM), Overstock.com (OSTK), Western Union (WU), Whole Foods (WFMI), Walter Industries (WLT), and Mueller Water Products (MWA).
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- 7 points
Festival of Stocks #6
A roundup of this past week's stock market related blog posts hosted by Stock Market Beat.
Legg Mason: Is it Time to Start Looking?
Rick of Value Discipline applies his usual logical approach to Legg Mason (LM). The result is a solid analytical article that's worth reading. "With an EV/EBIT of 17 times, the stock is not exactly a bargain at first brush, but more normalized levels of profitability likely, I think the stock at least deserves to be on the radar screen."

