.: Value Investing Top Related Articles
1). An Analysis of the Journal Register Company (JRC)
A value investor analyzes the Journal Register Company (JRC) from both qualitative and quantitative grounds to determine if the current price makes the stock a bargain.
Article tags: value investor, value investing, jrc, journal register, journal register company, newspaper stocks
2). An Analysis of Overstock.com (OSTK)
A value investor analyzes Overstock.com (OSTK) on both qualitative and quantitative grounds to determine if its current price makes the stock a bargain.
Article tags: overstock.com, overstock, stock, stocks, stock market, investing, value investing, value investor
3). Value Investing: 3 Lessons from Seth Klarman's "Margin of Safety"... and 1 Value Investment Recommendation
When the stock market gets stuck in a trading range, funny things happen on Wall Street.
This year, Yahoo! (Nasdaq: YHOO) reported an 83% jump in revenues, and its stock promptly fell 13%. Starbucks (Nasdaq: SBUX) said new-store sales rose 4% - considered terrific at many restaurant chains - and its shares tumbled 8% on heavy volume.
In short, growth is no guarantee of higher stock prices.
Article tags: value investing, value funds, seth klarman, margin of safety, investing
4). The Logic Behind Technical Analysis
A value investor looks at the case for technical analysis as a complement to fundamental analysis
Article tags: investing, value investing, value investor, technical analysis, fundamental analysis, geoff gannon
5). Buffett's Big Bet
Over the past few days, there have been several stories written about Warren Buffett’s $14 billion bet on global stock markets. I believe these stories are all in reference to this excerpt form Berkshire Hathaway’s annual report:
“Berkshire is also subject to equity price risk with respect to certain long duration equity index put contracts. Berkshire’s maximum exposure with respect to such contracts is approximately $14 billion at December 31, 2005.
Article tags: buffett, warren buffett, warren, berkshire hathaway, berkshire, value investing, value investor
6). On Banks
Copyright 2006 Geoff Gannon
Superficially, banking appears to be a commodity business. In fact, it appears to be a particularly poor commodity business, because capacity is not constrained by the need to invest in a substantial physical infrastructure. True, whatever investments are made in tangible assets are usually intended as a means to acquire more intangible assets; however, a branch is hardly comparable to an oil well.
Article tags: banks, bank, banking, bank stocks, stock, stocks, investing, value, value investing
7). The Wonders And Horrors Of Compounding
Google Price Target: $16,578.90
Some of you will immediately recognize this headline is a joke. For the rest of you, I was kind of hoping the ninety cents part would give it away.
If you’re reading this because you’re interested in what I have to say about Google (GOOG), you can stop now. I’m not going to say anything interesting about Google. Rather, I’m going to say something (that I hope is) very interesting about the wonders of compounding.
Article tags: compound growth, warren buffett, buffett, berkshire hathaway, berkshire, value investing, investing
8). Stocks Look Pricey
A value investor looks at current stock prices and argues U.S. equities are less attractive than they appear to be.
Article tags: stock, stocks, stock market, market, value investing, value investor, value
9). What Is Value Investing?
Different sources define value investing differently. Some say value investing is the investment philosophy that favors the purchase of stocks that are currently selling at low price-to-book ratios and have high dividend yields. Others say value investing is all about buying stocks with low P/E ratios. You will even sometimes hear that value investing has more to do with the balance sheet than the income statement.
Article tags: value investing, value investing blog, value investing podcast, investing, value, value investor
10). Some Lessons From Warren Buffett's Annual Letter
Warren Buffett’s annual letter to Berkshire Hathaway shareholders was released over the weekend. Readers will find plenty of investing lessons among the twenty-three pages. Warren began this letter as he begins each letter, by stating Berkshire’s change in per-share book value:
"Our gain in net worth during 2005 was $5.6 billion, which increased the per-share book value of both our Class A and Class B stock by 6.
Article tags: warren buffett, buffett, berkshire hathaway, berkshire, value investing, investing, stocks
11). Return On Assets Is The Hit By Pitch Of Investing
Despite all appearances to the contrary, this is a post about investing – not baseball. So, to those of you who love reading about investing but hate reading about baseball: don’t be deterred. It’s worth reading all the way through.
Return on assets is the hit by pitch of investing. Common sense suggests it isn’t a very important measure. Why would.
Article tags: return on assets, hit by pitch, roa, hbp, value investing, value investor, investing, stock, stocks
12). Understanding Fixed Income Securities: Expectations
I’ve come to the conclusion that the Stock Market is an easier medium for investors to understand (i.e., to form behavioral expectations about) than the Fixed Income Market. As unlikely as this sounds, experience proves it, irrefutably. Few investors grow to love volatility as I do, but most expect it in the Market Value of their equity positions. When dealing with Fixed Income Securities however, neither they nor their advisors are comfortable with any downward movement at all.
Article tags: investors, stock market, fixed income, securities, value investing, wall street, financial plan, bonds, cefs, investment strategy, interest rates
13). Against the Top Down Approach to Picking Stocks
A value investor explains why the top down approach to picking stocks will not work as well as investing on a stock by stocks basis.
Article tags: top down approach, stocks, bonds, investing, value investing, stockpicker, value investor