Value Investing News

Sequoia's Q4 portfolio has been filed. New positions include: WSH, ATLS, STRA, ACGL, FSC, AZO, MRK, KMR, CMCSK, LMT, LH, ORCL, APA, MMM, SLB, RHI, TROW, LOW, ADP, VAR, and YBTVA.

I typically try to summarize each week’s dividend increases in the news by outlining the company that raised distributions and whether it is an achiever or not. Just because I list a stock in an article however does not mean I am recommending it.

There have always been great companies that stand head-and-shoulders above their peers and the competition. Just as all great companies have have something in common, great dividend companies also have something in common.

We are not about to pay $216.09 to own a $147 stock. Or are we?

We offer a quick analysis of the Washington Post Company's assets and conclude that its current market price is far below its intrinsic value.

The fundamental economics of some industries lend themselves to above-average long-term growth and profit potential for investors. Here are two of them.

Part 2 in my filtering process of 2008 Forbes Best Small Companies. Number 16 - 32 was reviewed with only 3 making the cut to the next stage.