YUM
A Four-Point Investing Plan to Beat the Bear
(via www.contrarianprofits.com)
William Patalon III has a four-point plan to beat the bear this time round: 1) Load up on high dividend stocks; 2) Buy gold; 3) Stick to ‘global titan’ companies; and 4) Stay relaxed…
4 Ways To Recession Proof Your Portfolio
(via www.contrarianprofits.com)
William Patalon III says there are four solid ways to protect your portfolio from these forces: 1) Buy dividend-paying stocks; 2) Buy gold; 3) Buy companies focused on overseas market; and 4) Don’t panic…
The following extract is taken from a research report published over the weekend by Money Morning…
Bill Nygren’s letter to shareholders, on YUM! Brands, Bank of America and Walgreen
(via www.gurufocus.com)
Like many other value investors, Bill Nygren’s performance has been hurt by owning financials and not owning energy. His Oakmark Fund fell 4%, and Oakmark Select Fund lost 7% during the second quarter. He has made YUM! Brands the largest position, and bought Bank of America and Walgreen.
Longleaf 2006 Annual Report
(via www.vinvesting.com)
2006 Annual Report from Mason Hawkins' Longleaf Partners. (This is a link that will bring you to Vinvesting where you can click on the actual PDF link - I didn't want to surprise anyone with a PDF!).
