Value Investing News

Visa Inc. (NYSE: V), the world’s largest electronic payments network, is scheduled to release its fiscal first quarter 2010 earnings after the closing bell on Wednesday, February 3, 2010. Analysts, on average, expect the company to report earnings of 91 cents a share on revenue of $1.92 billion.

Sequoia's Q3 portfolio has been filed. New or increased positions include: AAP, PX, AOC, EOG, CACC, BDX, LTR, CB, BMY, CHK, BER, DHR, WMT, PG, V, JNJ, KFT, etc.

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.

Investment ideas from the 5th annual Value Investing Congress in New York. Includes stock ideas from Bill Ackman, Whitney Tilson, Alexander Roepers, Julian Robertson, David Einhorn, David Nierenberg, and more.

Dividends from a quality, well-diversified portfolio are much more predictable than capital gains and good companies routinely raise their dividends well in excess of the inflation rate.

Market Folly's notes from the first day of the 2009 Value Investing Congress where attendees heard from David Einhorn of Greenlight Capital and Julian Robertson of Tiger Management among other notable speakers.

Sequoia's (Ruane, Cunniff & Goldfarb) Q2 portfolio has been filed. New or increased positions include SJM, HDB, UPL, GIS, T, PCP, WAG, CHK, DHR, V, BRKb, MTD, KO, PM, JNJ, IRS, MA, JPM, IBM, PG, PEP, FELE, KFT, etc.

This article looks at the clue the IPO market provides regarding market valuation. The number and value of IPOs in a given year may help indicate whether or not valuations are high enough to entice companies to issue public shares.

Sounds like my kind of value investor. This blogger details his investment strategy and current holdings.

Heartland Payment Systems is a well-run company in a business with intrinsic moat qualities, but can the company overcome a recent security lapse?

Net 1 UEPS Technologies has developed a system for electronic payments "off the grid". This is a great growth story with the potential for significant long-term growth, but customer concentration and an uncertain future adds risk.

Like Ackman, Chris Hohn seems to like both Mastercard and Visa. Visa appears to be a new position, while his previous stake in Mastercard has increased substantially. Hohn also seems to have increased his stake in the CME Group. These are classic Hohn picks, he seems to gravitate towards companies that possess monopolistic characteristics.

It's that time of year, and some of our favorite managers have just released their 13fs:

Barron's latest ranking of the companies most esteemed by investors highlights some familiar favorites, including No. 1-ranked Johnson & Johnson.