YHOO

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

T2 Partners' Q1 portfolio has been filed. New or increased positions include WFC, GE, GGP, MSFT, COST, LH, SCC, CMG, AAPL, YHOO, AB, DPZ, ALD, MBI, etc.

The big news ON Monday was the failed merger talks between Sun Microsystems and IBM. Sun Microsystems (JAVA) lost almost 23% of its value after the news hit the street. JAVA exploded on March 17 after rumors of a potential bid by IBM made Sun’s shares 79% more expensive.

Sohu.com, while not an "official" Magic Formula stock, has a bargain valuation against it's significant growth potential in China's nascent online advertising and gaming markets.

One of the most persuasive tests of high quality is an uninterrupted record of dividend payments...

The latest roundup of some of the best stock related blog posts made last week.

With most of the commentary focused on the financial industry and the economy at large, we thought it could be useful to highlight the kind of market cap destruction that has hit the famous ‘Tech Trio’.

ValueClick has a great business model and an attractive price. Only competition and the lack of a built-in moat prevent it from being a Top Buy.

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

Jon at Cheap Stocks writes a letter to Bill Miller.

"Carl C. Icahn would have more support in his proxy battle against Yahoo if he pledged not to sell the company for less than $33 a share, Legg Mason portfolio manager Bill Miller said on Tuesday. Miller’s Legg Mason Capital Management is the third-largest institutional shareholder of Yahoo, with a 5.23 percent stake as of March 31, according to a regulatory filing."

The mid-year performance report for the Fat Pitch Financials Portfolio. The number remain ugly, but not much worse than the S&P 500.

Can Gannett turn around it's decreasing revenue, compressing margins, falling return on capital, and dropping stock price? An analysis of Gannett, the largest newspaper publisher in the U.S.

After its second bid was rejected, a frustrated Microsoft turned its back and walked away. This infuriated Yahoo shareholders who had seen the bid as the company’s last chance to regain profitability. A contingent led by Carl Icahn instigated a proxy battle, seeking to oust Yahoo’s current board of directors and replace it with candidates of his choosing.

Turley presents an interesting analysis comparing the value of Google to Yahoo, and why Microsoft was smart in not upping their bid for Yahoo.