Popular story links this month
1. 20 Top High-Dividend Growth Stocks
The typical dividend aristocrat is a mature company with wide moat that has weathered the storms of many boom and bust cycles while continuing to increase dividend payments to shareholders. These companies as well as the dividend champions are the cornerstone to my dividend strategy.
2. Diageo: Spirits Anyone?
Diageo PLC (public limited company in the UK) is an international producer of premium alcohol based brands, including Smirnoff vodka, Johnnie Walker Scotch whiskies, Captain Morgan rum, Baileys Original Irish Cream liqueur, JeB scotch whisky, Tanqueray gin and Guinness stout.
3. Lunch With Francis Chou
It was awesome to have the opportunity to listen to the wisdom of Francis Chou, who manages over $1 billion, in person at the Richard Ivey School of Business
4. Amisco: Potentially Undervalued
Amisco's stock price is at $1.64, which is down 84% from the $10.15 price in April 2004. The P/B on Amisco's stock is currently just 0.38.
5. Potentially Undervalued: Craftmade
This company could be described as somewhat boring, which if you read Buffet, is a good sign for value investors.
6. Milk That Cow Every Quarter:
Analysis of Buffett's recent investment in Goldman Sachs and how dividends play a role.
7. Warren Buffett Tells CNBC He Wholeheartedly Supports Bailout Plan
Warren Buffett told CNBC's Becky Quick his opinion of the bailout plan over the weekend, "It's what I would do if I were there."
8. Walter Schloss Talks Investing
Walter J Schloss answers questions at the Ben Graham Center for Value Investing February 12, 2008.
9. 7 Stocks Priced For Buying
When investors purchase their initial position in a stock, it is usually after their most rigorous research. Once a stock is in their portfolio, some investors relax on the research for subsequent purchases. Each and every time you purchase a stock, you should run it through the same process as if you were buying it for the first time.
10. Stock Analysis: Colgate Palmolive (CL)
Colgate-Palmolive Company (Colgate) is a consumer products company, whose products are marketed throughout the world. Colgate’s Oral Care products include toothpaste, toothbrushes, oral rinses, dental floss and pharmaceutical products. Linked here is a detailed stock analysis and commentary.
11. Auto Retailers: Value Here?
Since cars are big-ticket items, a drop in spending has manifested itself with utmost clarity in the auto retail space. US motor vehicle sales were down some 18% in June year over year. As a result, many car retailers have been punished in the market.
12. Defending Warren Buffett: "Getting Better With Age"
Some are once again questioning Warren Buffett's current investments, but Whitney Tilson comes continues to defend him.
13. Harley Davidson: Lowering Inventories
In recent years, many analysts have accused Harley of "channel-stuffing". Basically, Harley records revenue (and thus earnings) when a dealer receives a bike. But if Harley ships more bikes to a dealer than the dealer sells to its customers, then the problem is that Harley's earnings are artificially high.
14. Stock Analysis: McGraw-Hill Companies Inc (MHP)
The McGraw-Hill Companies Inc. is a leading information services organization serves worldwide markets in education, business, industry, other professions and government. Linked here is a detailed analysis and commentary.
15. How Good Are Analyst Predictions
Just how good are analysts at predicting the directions of stocks?

