Contrarian Value Investing

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 of the top 5 value investing stories at valueinvestingnews.com [Read the rest of this entry…]

If you enjoyed this post, make sure you subscribe to my RSS feed!

Wow. Talk about timing. Adding to the list of Gurus owning WLP and UNH, Warren Buffett 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:
http://www.gurufocus.com/holdings.php?GuruName=Warren+Buffett

If you enjoyed this post, make sure you subscribe to my RSS feed!

I guess I was not the only one looking at them. [Read the rest of this entry…]

If you enjoyed this post, make sure you subscribe to my RSS feed!

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 industry being oversold. [Read the rest of this entry…]

If you enjoyed this post, make sure you subscribe to my RSS feed!

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? [Read the rest of this entry…]

If you enjoyed this post, make sure you subscribe to my RSS feed!

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 good week for Graham and Doddsville. [Read the rest of this entry…]

If you enjoyed this post, make sure you subscribe to my RSS feed!

What a week for value investors. First, Buffett and his cult following headed for Omaha for the annual meeting and then McGraw-Hill announces they will publish 75th Anniversary Edition of Graham and Dodd’s Security Analysis. Of course, the former received more media attention than the latter but in my opinion, the latter is of greater importance. [Read the rest of this entry…]

If you enjoyed this post, make sure you subscribe to my RSS feed!

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. [Read the rest of this entry…]

If you enjoyed this post, make sure you subscribe to my RSS feed!

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. [Read the rest of this entry…]

If you enjoyed this post, make sure you subscribe to my RSS feed!

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 the rest of this entry…]

If you enjoyed this post, make sure you subscribe to my RSS feed!