Value Investing News

The latest 10-K filing by WELLPOINT, INC

Fairholme's Q4 portfolio has been filed. New or increased positions include C, BNI, CIT, CMCSK, RF, CMCSA, MI, BRKa, ACF, HUM, WLP, HTZ, SPR, FUR, RRR, JOE, and LUK.

Analyzing Warren Buffett's stock picks.

* U.S. Bancorp (USB)
* USG Corporation (USG)
* Union Pacific Corp (UNP)
* United Parcel Service (UPS)
* United Health (UNH)
* Wabco Holdings (WBC)
* Wal-Mart (WMT)
* Washington Post (WPO)
* Wells Fargo (WFC)
* Wellpoint (WLP)
* Wesco Financial Corp (WSC)

Berkshire Hathaway (BRK-B) just posted its 13-F filing with the SEC, which lists changes in its stock positions.

 OID interviews value investors Bruce Berkowitz and Charlie Fernandez of Fairholme Funds.

Fairholme Fund's Bruce Berkowitz latest holdings.

This short article updates readers on the latest moves by Bruce Berkowitz's Fairholme Fund. I didn't realize Leucadia has been removed from the fund's holdings until reading this article.

Digging into the portfolios of some well-known value investors.

A look at the third quarter changes made by Warren Buffett in the Berkshire Hathaway portfolio.

Out of 38 holdings in BRK-A’s portfolio 12 companies are dividend aristocrats, one is a dividend champion and three are dividend achievers. Only 5 of his holdings do not play any dividends at all.

Warren Buffett, the student of the now famous father or value investing Ben Graham, is the greatest stock investor of our times. He has built his flagship company, Berkshire Hathaway from a small mill to a diversified conglomerate with a total market cap of 175 billion dollars.

In the following article that I wrote for Forbes.com I describe why we believe that HMO stocks like United Healthcare (UNH) and Well Point (WLP) (we own both) are incredible buys. Stocks had a small run since I wrote it, but their valuations are still compelling.

Today is the day that the 13F’s are released for funds managing over $100m. Below is a list of 4 picks that I find interesting: WCG, SATS, WLP, AMWD

Morningstar analyst, Justin Fuller, reviews the changes to Berkshire Hathaway's portfolio in this first part of a two article series.