Value Investing News

We have all heard it… Stodgy, for old people, yawn, boring! These have all been used to describe dividend growth investing. As a dividend growth investor, I sometimes think our strategy is the most misunderstood. It seems everyone understands a traders mentality and a high-yield mentality.

You can get a good look at Castle Point's portfolio here:
http://www.rocketfinancial.com/Holdings.aspx?fID=10102

He's obviously very focused on financial services companies. You can also look back over time and see what he held in the past!

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 interviews George of Fat Pitch Financials and Value Investing News. In this 61 minute interview George talks about special situations investing, wide moat investing, social media, and other investing and technology topics.

The most important dividend events of the past week included news that have regulators warned financial companies to restrict dividend increases and stock buybacks for the near future. According to Reuters, executives from Goldman Sachs (GS) and JP Morgan Chase (JPM) have had talks with regulators about returning more cash to shareholders.

Prem Watsa's Fairfax Financial (FFH) puts out 2009 shareholder letter. Book value up 35% in '09. BV = $369.80/share

Last year I introduced the Stock Ideas list and it has proven to be immensely popular. The list consists of Dividend Aristocrats, US Broad Dividend Achievers and U.S. Dividend Champions. Here are some highlights on this year’s changes:

The latest report on the performance of the Fat Pitch Financials Value Portfolio hosted at Marketocracy.

The FPF Value Port outperformed the market in 2009, returning 42.44% versus just 26.47% for the S&P 500.

In response to yesterday's Bridge Street Journal about various financial companies taking big hits due to not heeding the investing advice found in the scriptures, George asked which financials appropriately prepared for the current lending problems.  He noted that it appears that Goldman Sac