Value Investing News

This short article is an update of stocks that we follow in our “Margin of Safety Portfolio.” These are stocks identified to have a durable competitive advantage and, based upon our intrinsic valuation models and fundamental analysis, are trading at a substantial discount to intrinsic value.

Current trends and events
■New strategic partnerships at Microsoft;
■HP’s webOS will go open source;

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The latest 10-K filing by MASTERCARD INC

You can get a good look at Castle Point's portfolio here:
http://www.rocketfinancial.com/Holdings.aspx?fID=10102

He's obviously very focused on financial services companies. You can also look back over time and see what he held in the past!

I have written an article that outlines the credit card industry and explains how american express is superior to companies like Visa and MasterCard.

Using deep-in-the-money call LEAPs to leverage returns on non-dividend paying undervalued stocks.

MasterCard Inc. (NYSE: MA) is scheduled to release fourth quarter 2009 earnings on Thursday, February 4, 2010. Analysts, on average, expect the company to report earnings of $2.46 a share on revenue of $1.30 billion. In the year ago quarter, the company reported earnings of $1.87 per share on revenue of $1.22 billion.