Value Investing News

Waste Management Inc. is a Houston-based company that is the largest U.S. trash hauling/disposal concern. Linked here is a detailed analysis and commentary.

Compound interest is what occurs when interest previously earned is added to the principle and is considered when calculating future interest – i.e. earning interest on interest. So, what’s more powerful than compound interest? Compound dividends! Compound dividends are like compound interest on steroids – you are not only earning on reinvested dividends, but the dividend rate is increasing.

The latest 10-K filing by REPUBLIC SERVICES, INC.

Article performs a complete side-by-side comparison of Warren Buffett's stock portfolio and Lou Simpson's stock portfolio. Both invest on behalf of Berkshire Hathaway (BRK.B). Simpson invests for GEICO.

Geoff Gannon goes through Berkshire Hathaway (BRK.B) 13F and separates Lou Simpson's GEICO portfolio from Warren Buffett's own buys and sells. This article lists the 22 stocks in GEICO's portfolio and the amount allocated to each.

When analyzing the dividend increases announced for the past week, I noticed that the data confirms my expectations. Most of the higher yielding stocks that announced dividend increases have had slow distributions growth, with some exceptions. Master Limited Partnerships seem to be on a roll this month.

Are you looking for companies that can sustain and grow their dividend? In making that determination, a company’s Statement of Earnings is one of the last places you should look. Cash is king for the dividend investor and the Statement of Cash Flows is where astute investors begin when they want to understand the viability of a company.

Berkshire Hathaway's Q4 portfolio has been filed. New or increased positions include BNI, WMT, IR, RSG, IRM, BDX, and WFC.