Value Investing News

Company Profile

Transocean (RIG) is one of world’s largest offshore drilling contractors, accounting for approximately half of world’s supply of deepwater drilling rigs. The company traces its roots to the early 20th century and in the course of its history pioneered many technologies critical to modern offshore drilling.

Transocean (RIG) is one of world’s largest offshore drilling contractors, accounting for approximately half of world’s supply of deepwater drilling rigs. The company traces its roots to the early 20th century and in the course of its history pioneered many technologies critical to modern offshore drilling.

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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This short article is a bimonthly news update of stocks for value investors 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 discount to intrinsic value

It is a great time of year! The Christmas music, decorations, family gatherings, holiday plays and stock picks. Stock picks? Yes, ’tis the season for stock predictions! Virtually every financial writer will pen an article selecting his or her top picks for the upcoming year. I enjoy reading them and the logic behind the picks.

Weighed by the oil spill, valuation metrics for energy stocks are at historically low levels. Some stocks in this sector are enticing contrarian plays. However, the best way to profit from this sector actually lies far from the oil patch!

When you purchase individual stocks, risk is inherit. Sometimes bad things sometimes happen to good stocks. Sometimes it is difficult when a strong leader leaves a company and creates a void that just can’t be filled. So how do you guard against these situations and disasters similar to what BP (BP) and their shareholders are currently facing?