For years, investors have bemoaned the low dividend yield on stocks. But with the market down roughly 20%, the yield on the S&P 500 Index is up to 2.25%. That doesn’t sound terribly rich, I know, but it is only slightly less than the average money market is paying right now.

The good news is that the worst of the liquidity crisis seems to be over. After a slow start the Federal Reserve Board under Chairman Ben S. Bernanke has done an outstanding job containing the panic in the financial system and dispelling the fear of a total meltdown.

I reviewed my portolio and went over why I own my current positions and why I sold positions recently.

Wamu popped 18% today. Will Goldman or Buffett really bail them out?

Barron's examines Wells Fargo and finds them in better shape than most other banks and likely to come out of this credit crisis unscathed.

More bad news for WAMU. SEC is investigating the possible use of inflated appraisals.

This is excellent read

What does the future hold?

I review my portoflio and briefly look over some new ideas

Todd Sullivan looks at the banking fallout and the bargains to be had..

In his classic book Margin of Safety, author Seth Klarman defines value investing as "the discipline of buying securities at a significant discount to their underlying value and holding them until more of their value is realized."

23 questions and answers.

With stocks like Research In Motion (RIMM), Apple (AAPL), Amazon (AMZN) and Google (GOOG) soaring, I have found great value in the financial sector specifically money center banks where multiples are at historically low levels and yields are attractive.

Excerpt: "This week 24/7 Wall St. featured many names that fall within the realm of larger private equity screens as far as potential break-up stocks. That does not mean that they WILL be broken apart or that the companies are certain candidates, but this is one of many screens that firms run."

Review of why Washington Mutual may be a long term buy and hold.