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’.

A bit off topic but quite funny / scary for Value Investors to see this live account of how things were and are, being done....

It is interesting to note that when we add the growth/value variable, value outperforms for both small cap and large caps stock and the performance gap increases exponentially all the way to small cap value.

Has anyone noticed that the MSCI EAFE Value Index (EFV) is trading at 2005 levels and is currently yielding over 6%?

Talk about putting your money where your mouth is! Robert Steel, President and CEO of Wachovia, spent 16.1 million dollars on 1 million shares.

One of the mega trends that all investors should be looking at is CO2 reduction. How this will develop and how to profit from this is not a very easy call as this is a very complex issue and moreover, one which is highly impacted by legislation and enormous power/interest struggles.

Today we would like to discuss recent market events and what the possible outlook could be. Look at this 5 day chart where we use ETFs to show overall sector performance. We have used the XLF for financials, OIL is self explanatory and VNQ for real estate.

In our series on interesting charts, today we look at the evolution of the price of Silver and that of CDE. The chart clearly shows that whilst Silver tracking ETFs have remained relatively stable after the march sell-off and have been slowly recovering, CDE is continuing to dive…

Following news that CEO Silverman resigned the stock dropped by almost 5%. Does this event change QSIIs numbers? No. This remains a strong business with a bright future operating in the right sector. Healthcare will continue to grow and QSII is in an ideal position to reap all potential gains.

Following on from our previous post - Value in Ford - we think that the time has come for the long-term investor to open a position under 6 USD... the bottom line is that Ford is trading at at least a 30% discount to long-term value.

Why is the Street staying away from Dr Pepper Snapple Group (DPS)? Is this one of those classic misunderstood spin-offs that Peter Lynch always talks about? We definitely think so - this is a great company that holds a number of classic brands like:Dr Pepper, Snapple, 7 UP, Sunkist, A&W, Hawaiian Punch and a lot more.

No matter how you look at it, we have to deal with waste. This is a growing concern not only in the States but all over the world: i.e. China, recent problems in Italy, etc..

Waste Management (WMI) is a provider of integrated waste services in North America. Through its subsidiaries the Company provides collection, transfer, recycling, disposal and waste-to-energy services.

Ford is getting things right and whilst it is still far away from a complete recovery, they are quickly moving in the right direction ... Most investors thought that this was simply a stock to trade or a contrarian pick but the street is realizing that this could easily be a 10 dollar stock in the near future.

Did you know that the average LED produces three to four times more light that the traditional light bulb?

Most people are staying away from pharmaceuticals and indeed, the stocks are not benefiting as much as more volatile sectors in these sudden bull rallies but we are looking for long term value and margin of safety. Most analysts are just saying hold but this could be a very good time to snap-up some shares!