Value Investing News

The latest 10-K filing by Mueller Water Products, Inc.

As a result, a good business that sees its stock go below $10 may simply be sold off for no other reason than the rules governing the mutual funds. As a result, some excellent ideas can be found looking at the under $10 list.

Fairholme Fund's Bruce Berkowitz latest holdings.

Long/short pairs trading arbitrage is meant to be market neutral, and that's valuable now. Here are two good starting points.

A roundup of last week's stock market related blog posts hosted at Fat Pitch Financials.

A post on the price difference between Mueller Water Products (MWA) "A" shares and "B" shares. The shares are identical except that each A share has 1 vote and each B share has 8 votes. Right now, the B shares are selling for $0.34 a share less than the A shares despite having eight times the voting power (A shares: $13.98; B shares: $13.64)

Whitney Tilson reveals the value he finds in spin-offs. He discusses two spin-offs that he likes today, Western Union and Mueller Water Products.

So what is Mueller worth? Using three different valuation methodologies – private market value, peer public company multiples and a sum-of-the-parts analysis, we think Mueller shares are worth in the mid-$20s, versus under $15 today. We think that is plenty cheap for a stable, high-quality business and have been buying aggressively at today’s prices.

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).