Value Investing News

Before the 2008 financial meltdown, names like Bank of America (BAC), Citigroup, Inc. (C), U.S. Bancorp (USB) and Wells Fargo & Company (WFC) were held in many dividend growth portfolios. And why not? They paid a good yield and grew their dividend on a regular basis. Now their yields range between 0.5% and 1.7%. There is a lesson to be learned here...

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 goes through Berkshire Hathaway (BRK.B) 13F and separates Lou Simpson's GEICO portfolio from Warren Buffett's own buys and sells. This article lists the 22 stocks in GEICO's portfolio and the amount allocated to each.

In his 2004 letter to the shareholders of Berkshire Hathaway, Warren Buffett admitted that he made a mistake by not selling certain stocks that were “priced ahead of themselves.” The article explores lessons from this episode that you can use to improve your investment results.

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.

Lender Processing Services is riding the historic wave of mortgage defaults, and with continuing high rates of late mortgages and a building backlog of foreclosures, business looks good for 2010 as well. But there are some real risks to consider before investing.

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

Berkshire Hathaway's Q4 portfolio has been filed. New or increased positions include BNI, WMT, IR, RSG, IRM, BDX, and WFC.

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

Wells Fargo & Company (NYSE: WFC), the nation's fourth-largest bank, is scheduled to release financial results for the fourth quarter before the market open on Wednesday, January 20, 2010. Analysts, on average, expect the company to report net loss of 2 cents per share on revenue of $21.92 billion.

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