Top Value Investing News 8/1/08

Had one of the best weeks of the year as my contrarian magic portfolio was up 5.94% for the week. This was mainly due to earnings surprise by BBSI that caused the stock to soar about 40%. Below are the top 5 value investing stories for the week ended 8/1/08.

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.”

2. Stock Analysis: Kimberly-Clark Corporation (KMB) -
   

- The Kimberly-Clark Corporation leading global consumer products company produces tissue, personal care and health care brands include Huggies, Pull-Ups, Kotex, Depend, Kleenex, Scott and Kimberly-Clark. Linked here is a detailed stock analysis of KMB and commentary.

3. The Changing Tides at Steak N Shake : Circle of Competence

Taking a look at some news pieces and items of interest related to Steak N Shake, from the past 2 weeks

4. Do Dividend Paying Stocks Really Underperform The Market?

A look at some recent research suggesting dividend paying stocks underperform the market. I counter this with a review of research that covers longer time periods

5. The Demise of SemGroup and SemGroup Energy Partners (SGLP)

On July 16 2008, SemGroup Energy Partners (SGLP) was trading for around $22 a share. SGLP provides terminalling, storage, gathering, and transportation services for companies engaged in the production, distribution, and marketing of crude oil. So what happend to SGLP and why is it now trading for less than $8 a share?

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