Value Investing News

When it comes to dividends, investors either immediately grasp the concept or dismiss it altogether. After all dividend payments are more stable than price returns. In addition to that, dividends have accounted for 40% of average annual total returns since the 1920s. Reinvested dividends on the other hand have accounted for over 90% of total stock market returns since 1871.

Geoff Gannon interviews George of Fat Pitch Financials and Value Investing News. In this 61 minute interview George talks about special situations investing, wide moat investing, social media, and other investing and technology topics.

The investment returns of most fund managers are generally compared against a common benchmark. This provides for an objective evaluation of their performance over a period of time. A common benchmark for most mutual fund managers is the total returns of the S&P 500 index. This benchmark is also useful for comparison to dividend investors as well.

Several companies announced their intent to increase distributions to shareholders. I have separated the dividend raisers of the past week in three groups: dividend achievers, champions and aristocrats; master limited partnerships; and potential dividend achievers

5 current Magic Formula stocks that look like excellent long-term dividend plays.

In an exclusive interview today with Huffington Post and Yahoo! News, Buffett told Willow Bay that he disagreed with the recent statement by New York Times columnist and Nobel Prize winning economist Paul Krugman that we are "in the early stages of a third depression."

One asset class that dividend investors could use in order to diversify their portfolios is real estate. The sector includes rental real estate on residential buildings, offices, malls etc. Owning a piece of rental real estate outright however comes with headaches, such as dealing with tenants and not being properly diversified.

...we don't investigate biotechnology companies because the vast majority offer little in the way investment risk mitigation...

The 2009 Berkshire Hathaway annual report is now available.

Backtest of Graham's NNWC and NCAV. Very surprising results.

Learn how to analyze receivables and inventory to predict how a company will perform.

Detailed merger arbitrage investing analysis of COMS and HPQ complete with odds, asset allocation, stock valuation and company analysis overview.

China Sky One Medical (CSKI) features great growth prospects, a solid balance sheet, and a good industry. But fear has pushed the stock price to unfathomable depths. MagicDiligence uses research and logic to look into the primary arguments made against the company... and finds them deeply lacking.

Li Lu is an investor who has been making quite a bit of noise in the past couple of months. That’s what happens when Charlie Munger lets you invest his money. Along with providing clients of Himalaya Capital with outstanding returns, he’s also the individual who pointed Charlie Munger and Warren Buffett towards BYD.

McDonald's Corporation is the largest fast-food restaurant company in the world. Its restaurants serve a varied, yet limited, value-priced menu in more than 100 countries around the world. Linked here is a detailed analysis and commentary.