Value Investing News

Fairholme's Q4 portfolio has been filed. New or increased positions include C, BNI, CIT, CMCSK, RF, CMCSA, MI, BRKa, ACF, HUM, WLP, HTZ, SPR, FUR, RRR, JOE, and LUK.

Like virtually everything else in this world Dividend Stocks can be placed into a few categories based on their historic performance and expectations for the future. Here are three broad categories and some representative selections from each:

In 2008 the dividend aristocrats’ index outperformed the S&P 500 by 15.50 percent. The dividend aristocrates lost 21.55% in 2008 versus the 37.00% loss for the S&P 500. In December Standard and Poor’s updated their Dividend Aristocrats list. The companies which were added were:

The good news is that the worst of the liquidity crisis seems to be over. After a slow start the Federal Reserve Board under Chairman Ben S. Bernanke has done an outstanding job containing the panic in the financial system and dispelling the fear of a total meltdown.

I was looking at the front page of Value Investing News last night (October 17, 2007), and the New 52-Week Lows list jumped out at me. This list is packed with top quality companies, many of which have sustainable competitive advantages.