Value Investing News

Wally Weitz's Q1 portfolio has been filed. New positions include TYC, EXBD, PG, AVP, DPS, KNOT, and POT.

What if you don't want to spend your retirement managing and worrying about your portfolio? Put it on Auto Pilot, specifically on a Dividend Investing Auto Pilot. Dividends from a quality, well-diversified portfolio are much more predictable than capital gains and best of all, they are passive.

The Magic Formula Investor keeps track of changes to Joel Greenblatt's Magic Formula Investing website stock screen. The list of changes is a nice starting point for stock research. Here are the latest changes...

Fat Pitch Financials takes a look at the intrinsic value of the three companies that emerged from the recent Tyco International spinoff.

Whitney Tilson and co-manager Glenn Tongue talks about their picks - Resource America Inc. (REXI) , Tyco International Ltd (TYC), and Berkshire Hathaway (BRKa, BRKb).

Bloomberg had a short interview with Whitney Tilson on June 21 2007. Tilson talks about recent market, Tyco, Wal-Mart and McDonald's.

Geoff Gannon comments on being prepared to take advantage of the TYCO spinoff later this month.

TYCO will be spining off two units at the end of this month.

Excerpt: "This week 24/7 Wall St. featured many names that fall within the realm of larger private equity screens as far as potential break-up stocks. That does not mean that they WILL be broken apart or that the companies are certain candidates, but this is one of many screens that firms run."

Fortune Magazine interviews "The Streak" - Bill Miller of Legg Mason who has topped the market for 15 years running. Miller explains his multidisciplinary approach to investing. Click on FULL STORY for the lowdown.