Popular story links this year
1. On Ben Graham and Bank Stocks
Geoff Gannon writes a post on Ben Graham and Bank Stocks in response to Jason Zweig's most recent column: "Jason Zweig writes the Intelligent Investor column for The Wall Street Journal. I’m sorry to say this week’s column is especially unintelligent."
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2. Nine Notable Dividend Increases
Several large companies announced dividend increases over the past week. One of the most notable bullish calls came from the telecom sectors as AT&T (T) showed confidence in its business model by increasing its dividend payment to shareholders for the twenty fifth consecutive years. Despite the tough macroeconomic conditions AT&T (T) is still committed to raising its quarterly dividend.
3. Forbes Best Small Companies Project: Part 3
Going through companies 33-70 has produced 10 candidates. Find out what they are.
4. The Ultimate Value Trap
Analysis of why GM should be avoided by value investors due to competitive disadvantages
5. Stock Analysis: Associated Banc-Corp (ASBC)
Associated Banc-Corp operates as the bank holding company in the United States. It offers various banking and nonbanking services to individuals, businesses, and governments/municipalities in Wisconsin, Minnesota, and Illinois. Linked here is a detailed analysis and commentary.
6. Discounted Cash Flow & Stock Valuation | Old School Value
What is a Discounted Cash Flow analysis? Learn the variables involved and how to apply and think about it.
7. Puget Energy Merger Delayed | Old School Value
some additional thoughts and information on the PSD merger.
8. Dividend Cuts could be spreading to commodities companies
There were several dividend cuts last week, including a notable one from a commodities company.
9. Seth Klarman: Investing Against Deflation
Looking at Seth Klarman's thoughts on how to invest with deflation in mind, since asset values typically decline during those periods.
10. Eight Stocks Raising Dividends During The Market Downturn
An increasing cash dividend keeps pressure on management to ensure the company is well run. If there are too many missteps, then eventually a dividend will slip. Earnings can be manufactured, cash can not. Always follow the cash and it just might lead you to a great company. Here are eight stocks striving to be a great by raising their cash dividends:
11. Six Promising Dividend Increases in the News
Not all companies are conserving cash in this difficulat credit environment; there were several dividend increases which reiterate my opinion that the dividend cuts might not spread to the non-financial sector.
12. Value Investing: Stay Strong!
No one said being a value investor was going to be easy. In fact, I've heard several different value investors make comments about how difficult it is and how much discipline it requires to be a value investor. For example, in this Morningstar article Larry Sarbit is quoted as recently saying that he is only 57 years old but feels like 87.
13. Buy American. I Am.
Warren Buffett contributes an Op-Ed to the New York Times of why he is investing in the United States.
14. A list of Value Stocks trading at bargain prices
Ever since the broad market indexes entered into bear market territory, I have been checking the dividend champions list for bargains. I came up with a list, using the follwoing screen criteria:
15. National Western Life Insurance (NWLIA)
NWLIA is a life insurance company headquartered in Austin, TX. It sells a wide variety of life insurance products including annuities, universal life insurance, fixed indexed annuities, fixed indexed universal life, and term and whole life products. Most of its domestic sales are annuities. It also has a large international life insurance business...