Value Investing News

The latest 10-K filing by UNITEDHEALTH GROUP INC

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

Six months after the passage of “Obamacare,” in a September 10, 2010 press release from the Department of Health and Human Services, HHS Secretary Kathleen Sebelius issued a warning to health insurers who were making claims that the Patient Protection and Affordable Care Act (PPACA) would lead to increased healthcare costs and thus insurance premiums:

Have you ever wondered just where are all the get-rich-now infomercial millionaires? I know several people who have purchased one or more of these get-rich-now kits, but I don't know of anyone who actually got rich from purchasing the kit. Warren Buffett and Bill Gates didn't build their fortunes with a get-rich-now kit. They worked hard built it steadily over time.

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This is a short video summary of the new book and its 30 intrinsic value valuation case examples. Valuations - 30 Intrinsic Value Estimations in the style of Warren Buffett and Charlie Munger is available here:
http://www.amazon.com/Valuations-Intrinsic-Estimations-Buffett-Charlie/d...

Medical diagnostic laboratories have solid fundamental growth drivers, and their stock prices are historically cheap due to what looks like short-term problems. Which of the "big 2" labs - Quest and LabCorp - looks like the most attractive Magic Formula investment?

Bud Labitan is a fellow value investor and the author of Valuations – 30 Intrinsic Value Estimations in the Style of Warren Buffett and Charlie Munger. I recently met with him on the campus of Purdue University Calumet at the School of Management.

Ben: Interesting. What moved you to finally put one together?
Bud Labitan: As a book, "Valuations" came about in my mind after I had posted a few example valuations at seekingalpha.com. I wanted a book that showed cases on how to sensibly value a business.

Few companies can afford to consistently boost dividends. The ones that can do it are characterized by strong competitive advantages and are widely recognized brand names. Consumers are willing to pay a higher price for the quality of the goods or services which those companies provide, which drives sales and profitability for the corporations.

At some point in the future will we look back at our actions today and refer to them as our greatest missed opportunity? A successful dividend growth strategy takes time. Unfortunately, many income investors don’t have the luxury of time on their side and must focus on high-yield investments to meet current expenses. These high-yield investments are often accompanied by high-risk.

Berkshire Hathaway sold positions in Wellpoint, United Health Group, Travelers, and SunTrust Bank. The company also reduced positions in Kraft, CarMax, Costco, Gannett, Johnson & Johnson, M&T Bank, Moody’s, Conoco Philips, and Proctor & Gamble.