Value Investing News

The markets have seen some significant gains since their March lows. Each time this occurs there is a new round of experts calling the bottom. Time and time again the market throws them a cruel twist and heads lower. Will this time be different?

Not many companies fortunes are as closely tied to the stock market as those in the insurance industry. When the market is climbing, insurers will often soar beyond the market, and will fall harder when the market declines. With the market upturn is now a good time to consider insurance companies?

The last thing you want to see is a letter from the government. It is never good news. Either you are being drafted, they want more money from you or you are under investigation. In the case of Manulife Financial Corp. (MFC), Canada’s largest insurance company, it was the latter.

By purchasing international stocks one essentially receives income in a different currency, which is a decent hedge against a possible devaluation of the US dollar. Another benefit of shopping for quality dividend stocks abroad is the huge potential for economic growth and development that both established and emerging economies posses.

So far in 2009, the Dividend Aristocrats have under-performed the S&P 500. However there are several dividend stocks that have done quite well and beat the S&P 500 index, and some of those companies just might surprise you!

For many investors, the glass is always half full. Even in the darkest of times, they always see the bottom just around the corner and it really doesn’t take much good news to get them into the buying mood. The month of March provided those investors with a lot to celebrate, and they did!

On Tuesday, U.S. Treasury Secretary Timothy Geithner called for a new program aimed at unfreezing credit markets. The the markets were underwhelmed. In the midst of the turmoil, an American Aristrocrat and a Canadian Achievier stood tall.

Through November 21, 2008, Berkshire Hathaway's (BRK.A) year-to-date return was -36.4%. Since last December 11th when Class A shares hit its record high of $151,650, it has lost nearly half its value closing at $77,500 on Thursday; its lowest level since August 2003. This has not gone unnoticed by shareholders. Some investors have lost confidence in the ability of BRK to pay its debts.

Most people would agree that an asset allocation should include a defined percentage dedicated to international investments. As a dividend investor, this has been one of the more difficult allocations within my portfolio. I have identified several difficulties in locating, acquiring and owning international stocks:

The latest roundup of some of the best stock related blog posts made last week.

A detailed stock analysis of Manulife Financial (MFC)

The Oct 2008 update of my leveraged dividend portfolio.

A second confession in a value investors' series of investing mistakes

Manulife Financial Corporation is a life insurance company with customers in the United States, Canada and Asia. It is the holding company of The Manufacturers Life Insurance Company and John Hancock Financial Services. Linked here is a detailed analysis and commentary.

A series of 10 core concepts that I’m focused on to better protect my investments from risk during this difficult period.