Value Investing News

Dick Kovacevich is a legend, John Stumpf is sidekick is taking over. It good news all around, although we will miss Dick's vision of the banking(store) business, it is a good sign for the company and the economy that one of the US's most important mortgage company's feels confident enough to change horses in tough waters.

UTX has been a long-time consistant winner. This blog shows that its price is closely correlated with changes in its dividend and interest rates.

With private equity deals being announced every day, investors must ask themselves whether or not this powerful force is good or bad for the markets, and how long it will last.

A close look at stocks around the world shows that values still exist, but the stocks with big recent price moves, like the telecoms, are probably about ready to step aside.

Mr. Buffett just concluded his Woodstock for Capitalists. The Berkshire hype was in full display, but the numbers tell us something else. BRK's growth in book value and changes in interest rates have been able to predict BRK's price growth with a remarkable degree of accuracy.

US Bank is a bank that does a lot of things right, including how they deal with their shareholders.

Private equity firms have been operating in a perfect storm. Here's why and why things might change.

John Burr Williams is widely recognized as the father of the dividend discount model. I am republishing some of a series of pieces about that I wrote several years ago.

John Burr Williams is the father of modern intrinsic value analysis. Here is a brief description of one of his most famous quotes about how difficult the job of a speculator's really is.

With core inflation and the economy running a little hot, the defensives look like winners over the next 12 months -- especially if they continue to put up numbers like CL and PG did this week.

An update analysis of the "fair value" of Berkshire Hathaway Cl A stock.

Last time we looked at undervalued Dow stocks. This time we take aim at the most overvalued.

Can GE be turning?

REITs have been on a tear. Have they gone too far? This site uses dividend discount model to value Prologis

Big Cap Blue Chips are breaking out of long trading ranges and these three are all undervalued using our dividend valuation model.