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
1. Sick of Buffett Stories?- VIN should be “Buffet Investing News” so far in May. Todd Sullivan explains why too much Buffett may be a bad thing.
2. Why I Bought (and Sold) Graham Corporation-Joe Ponzio details his reasoning for buying the small company stock of Graham Corporation, the unique attributes of small caps, and why he decided to sell when he did.
3. Leucadia Releases 13-f: Can You Spell Concentrated Portfolio?-88% invested in financials…
4. Garmin: Growth at a Reasonable Price?- Garmin is the dominant player in the fast growing GPS market. The company has delivered nearly 50% annual earnings growth since 2003, and is expected to grow at 17% per year going forward. With it’s current 11 P/E, is Garmin a textbook example of growth at a reasonable price?
5. Lampert Reports Sallie Mae Stake-An amended SEC filing
{ 2 comments… read them below or add one }
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Alex, I’m happy to see you reporting on the weekly top stories at Value Investing News. I appreciate you sharing my site with your readers.
Please consider going the next step and linking to the VIN entries for the top stories of the week. This way your readers can also vote those stories up or down and thus better filter the Value Investing News front page. You can get those VIN entry URLs from the “More info” links. Thanks.