Value Investing News

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.

The financial crisis of 2007-2009 led to dividend cuts in many financial companies. Investors who were heavily concentrated in the financial sector suffered in the process.

Sometimes when companies are tight on cash, they will declare and pay a stock dividend in lieu of a cash dividend. Most shareholders feel like they are getting something. But are they really? In short, a stock dividend is nothing more than a glorified stock split.

This is an update on the performance of the Fat Pitch Financials Portfolio. The portfolio at the end of October was beating the S&P 500 by an annualized 2% since inception in 2004.

This portfolio focused on buying wide moat companies at discount prices is starting regain some ground during the recent rally.

Western Union, a high quality business owned by a number of value managers, filed a recent slide presentation with the SEC.

More ugly performance numbers for my value portfolio might help you feel better about your own investments.

I short update on the status of the Fat Pitch Financials value portfolio.

An update on the painful declines my value portfolio has seen over the past month.

The painful performance numbers for the Fat Pitch Financials Value Portfolio. These value picks did not escape the market decline.

Gannon On Investing poses questions to the authors of four of the best investment blogs: Controlled Greed, Fat Pitch Financials, Bill Rempel, and Cheap Stocks. Topics include personal performance YTD, the stock market, the economy, oil, and their best ideas going forward. A few stock picks appear as well.

A roundup of last week's stock market related blog posts hosted at Fat Pitch Financials.

A review of the performance of the Fat Pitch Financials Portfolio for the first quarter of 2008.

The Fat Pitch Financials Portfolio held steady in February. I added a position in Premier Exhibitions (PRXI) and watched several positive developments in other positions. The portfolio continues to beat out the S&P 500.