Owner: Contrarian Value Investing URL:http://www.contrarianvalueinvesting.com/ Join Date: Wed, 23 Jan 2008 21:48:06 -0600 Rating:0 Site Description: Contrarian Value Investing At Its Finest Site statistics:Click here
5 Most Important Future Moments In Value Investing 2008-03-07 21:44:17 This article is a compliment to the
5 defining moments in value investing history. Thanks to L-Diddy who commented about the idea abd suggested I take a shot at it. Here’s my shot.
To celebrate his 80th birthday, Warren Buffett surprises the world and releases his tell all book titled, “Poor Warren’s Almanac: How [...] Read more:Future
, Moments
, Value
, Investing
Top Store At Value Investing News 2008-03-01 07:39:30 Another volatile week in the market. First couple of days we had gains, but finished the week in the red. This is a good time to start searching for
value investing ideas. Nevertheless, the stories came pouring in into
Value
investingnews.com.
Leucadia a 10% Investor in Pershing Square-Reading Leucadia’s 10-k uncovered this
Video conference with Mr. [...] Read more:Investing
, Store
Is Monsanto worth more than Home Depot? 2008-02-26 07:02:32 One of Ben Graham’s favorite exercises was comparing stocks with one another. Ben Graham usually did this in several ways. One way was to compare two companies in the same industry. Another, as shown in The Intelligent Investor, was by comparing two companies who were alphabetically connected. The purpose of Graham [...] Read more:Monsanto
, Depot
, Home Depot
Adding Office Depot To Garcia Value Fund 2008-02-24 10:42:13 I have been looking at Office Depot
(ODP) for quite a while, but didn’t quite get to digging into the numbers, until now. The stock is down more than 50% from its 52 Week High of $37.I believe Office Depot is a case of investor overreaction. Read more:Value
, Garcia
Top Stories At Value Investing News 2008-02-22 22:09:46 This week was clearly the week of the 13F filings. Sears Holdings (SHLD) received the most attention after value investors like Mohnish Pabrai, Bill Ackman and Bruce Burkowitz reported positions in the struggling retailer. One has to treat SHLD a bit different than any other contrarian stock. The company is still going major renovation [...] Read more:Value
, Investing
, Stories
, Top Stories
5 Defining Moments In Value Investing History 2008-02-21 08:34:33 Surprisingly, ValueInvesting
at one point did not exist. At the turn of the 20th century, Wall Street was a place where insider information and speculation ruled.It was until a man by the name of Benjamin Grossbaum brought structure to a rather lethargic Wall Street. Below is a list of defining moments that in my [...] Read more:Moments
, History
Welcome to Value Investing: Finding Your Style 2008-02-18 19:34:44 For those people who have not heard of
Fast Money, it is a show that brings 5 of Wall Street’s “top” traders and summarizes the day’s action and how to trade the next day. Full of charts,options and interviews with million dollar CEO’s, the show is pretty entertaining. No value investor would touch some [...] Read more:Value
, Investing
, Welcome
, Style
Top Stories At Value Investing News 2008-02-15 21:14:12 Institutional investment managers who exercise investment discretion over $100 million or more in
Section 13(f) securities must report their holdings on
Form 13F with the SEC and this week revealed what Warren Buffett bought this past quarter. Read more:Value
, Investing
, Stories
, Top Stories
Does the magic formula work? 2008-03-13 22:51:36 Ever since its release, much has been written whether or not Joel Greenblatt’s “Magic Formula” works. Joel Greenblatt has consistently said that results should be measured over time and every once in a while there would be stretches where the magic formula does not work.
Magic Formula Investing 101 2008-03-21 17:35:20 Like many individuals, after reading Joel Greenblatt’s The Little Book That Beats The Market I was a bit confused on what to do next. The
MagicFormula
site provides a screen but does not rank the stocks as stated in the book.They are simply put in alphabetical order. I am not going to [...] Read more:Investing
Trading for a living 2008-04-01 08:36:19 Its been a week since I updated the site. The reason being is I have been trading in and out of stocks like crazy. Also, I have bought every Jim Cramer stock mentioned along with his books. I HIGHLY recommend doing this more often as this falls under Ben Graham’s premise to sell the [...] Read more:Trading
I would hate to be a bear in this market 2008-04-08 20:10:38 With commodity prices soaring, a housing market that shows no sign of a rebound and billions of write-offs taken, one would figure the market would have crashed by now. Unfortunately, that is not the case for bears in this market.
The Weeks Top Value Investing News 2008-04-11 23:12:30 Alcoa’s and GE’s earnings led Wall Street down for the week, but that did not stop value investors submitting great content on
valueinvestingnews.com Read more:Weeks
, Value
, Investing
Let Volatility Be Your Friend 2008-05-01 22:45:32 Readers of this blog will notice that a couple of picks of mine have been in the dog house, while others have performed well in a choppy market. Unfortunately, for the casual web surfer who stumbles onto here, they will focus more on the stocks that have been down. Read more:Volatility
Tracking David Dreman 2008-05-04 21:00:10 One of my favorite things to do is follow the Gurus (Buffett,Greenblatt,etc). With the internet around, it is now easier than ever to see which stocks they are buying.
The past couple of weeks David
Dreman gave me an idea of what he likes.
First, David Dreman appeared on Consuelo Mack’s Wealthtrack on April 11, [...] Read more:Tracking
2008 Berkshire Hathaway Meeting 2008-05-04 08:46:30 The place to be this weekend was Omaha, NE. Investors headed to the heartland to pick apart Warren Buffett and Charlie Munger’s brains. Although the media and blogs will provide great coverage, I had to give kudos to several sources for making things easier for those who could not make the trip to Omaha.
First on [...] Read more:Berkshire
, Hathaway
, Berkshire Hathaway
Top Stories On Value Investing News 2008-05-09 21:04:17 To no ones surprise, this week’s value investing news was dominated by Warren Buffett links. Warren Buffett dominated 4 out of the top 5 news links, with the other coming from Charlie Munger’s Wesco Annual Meeting. Throw in the announcement of
McGraw-Hill publishing a 75th anniversary edition of Security Analysis and you have a pretty [...] Read more:Stories
, Value
, Investing
, Top Stories
Gurus Loadinig Up On Health Care Stocks 2008-05-15 12:27:48 I guess I was not the only one looking at them.
After posting my thoughts on
United Health
care(UNH) and Wellpoint (WLP), I headed over at
Gurufocus.com to check out their forum/site and found several gurus loading up on WLP and UNH. First, as posted in the previous post, noted value investor Seth Klarman invested 11% [...] Read more:Gurus
, Stocks
, Health Care
United Healthgroup added to Garcia Value Fund 2008-05-15 11:58:35 Very few industries have been beaten down like the Health Care industry. The DJ Health Care Providers Index is
down 21% in the past 6 months and
down 15% in the past 3 months. There are various reasons the health care industry has sold off, but I think this is a classic example of an [...] Read more:United
, Garcia
, Value
Value Investing Is Simple But Not Easy 2008-05-14 23:19:38 One often hears the Oracle of Omaha (Warren Buffett) say “value investing is simple but not easy”. The million dollar question is….is it true?
I will get to the point and say yes it [...] Read more:Value
, Investing
, Simple
The weeks top value investing news 2008-05-16 19:25:33 Busy week on the filing front. Most of the Gurus filings have been made public and their holdings are made available at sites like
gurufocus.com and
stockpickr.com. Personally, I like Gurufocus.com for the way the information is organized and presented. But stockpickr works fine. Finally, kudos to Todd Sullivan at
Valueplays for taking 3 out [...]
Warren Buffett added to Unitedhealth Group 2008-05-15 17:06:43 Wow. Talk about timing. Adding to the list of Gurus owning WLP and UNH, WarrenBuffett
increased his stake in UNH by 400,000 shares. According to
Gurufocus.com, he increased his position by a little more than 6%. Who else will join the health csre train?
For the rest of Warren Buffett
’s picks go here:
Read more:Group
Value Investing Always Bounces Back 2008-05-22 21:10:23 The week’s news has to be crude’s run up to $135/barrel. The problem with
value investing news is sometimes good stories fall too quickly as other stories of less quality get submitted. Eventually, the few of us that do vote for stories do not vote up the high quality ones and thus an excellent story [...] Read more:Value
, Investing
The Weeks Top Value Investing News 2008-05-24 09:20:17 Before posting the weeks top value investing news, I would like to thank the families and the individuals who made the ultimate sacrifice in making America as great as it is. Sometimes we forget how wonderful of a country we have and its not until we visit other countries we realize the luxuries we have. [...] Read more:Weeks
, Value
, Investing
Selling Pacer International and Nabors Industries 2008-05-23 20:02:04 In the 90’s, everyone and their mother talked about investing in the stock market and technology stocks. Again, in the 90’s and the turn of the millennium, taxi drivers and barbers started talking about flipping houses for a living. Now, the talk is the high price of oil and how to profit from it. I [...] Read more:International
, Industries
Great Value Investing Stories 2008-05-28 22:38:44 Usually I wait till Friday or Saturday morning to post the week’s top value investing news, but this week I could not resist.
First on the plate is
Ken Heebner’s CNN Money interview. For those not familiar with Ken Heebner, he has one of the hottest (if not the hottest) hand in investing right now. [...] Read more:Great
, Value
, Investing
, Stories
Cintas Now At Bargain Levels 2008-06-03 09:06:18 Peter Lynch is a huge advocate of buying what you know. To take advantage of this, one has to constantly be on alert for opportunities and further investigate the story and numbers behind the stock. Blindly purchasing stocks on the basis you love their products is a dangerous game and could result in major losses. [...] Read more:Bargain
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