Comments for Contrarian Value Investing http://www.contrarianvalueinvesting.com Contrarian Value Investing At Its Finest Sat, 05 Jul 2008 19:28:33 +0000 http://wordpress.org/?v=abc Comment on Festival of Stocks #95 by Weekly Dividend Investing Roundup - July 5, 2008 » The Dividend Guy Blog http://www.contrarianvalueinvesting.com/2008/06/30/festival-of-stocks-95/#comment-527 Weekly Dividend Investing Roundup - July 5, 2008 » The Dividend Guy Blog Sat, 05 Jul 2008 14:12:09 +0000 http://www.contrarianvalueinvesting.com/?p=67#comment-527 [...] Festival of Stocks at Contrarian Value Investing included my dividend stock analysis on Johnson & [...] [...] Festival of Stocks at Contrarian Value Investing included my dividend stock analysis on Johnson & [...]

]]> Comment on Warren Buffett Stocks Trading At 52 Week Lows Part 2 by lily henry http://www.contrarianvalueinvesting.com/2008/07/03/warren-buffett-stocks-trading-at-52-week-lows-part-2/#comment-524 lily henry Fri, 04 Jul 2008 17:06:09 +0000 http://www.contrarianvalueinvesting.com/?p=72#comment-524 Thank you very much for yr information Thank you very much for yr information

]]> Comment on Warren Buffett = One Expensive Lunch by Jason http://www.contrarianvalueinvesting.com/2008/06/27/warren-buffett-one-expensive-lunch/#comment-521 Jason Fri, 04 Jul 2008 09:29:45 +0000 http://www.contrarianvalueinvesting.com/?p=69#comment-521 The *** in u***d are letters eBay has hidden so as to protect the identity of the bidder. The *** in u***d are letters eBay has hidden so as to protect the identity of the bidder.

]]> Comment on What stocks are you looking at? Part 1 by Warren Buffett Stocks Trading At 52 Week Lows Part 2 | Contrarian Value Investing http://www.contrarianvalueinvesting.com/2008/07/02/what-stock-are-you-looking-at-part-1/#comment-519 Warren Buffett Stocks Trading At 52 Week Lows Part 2 | Contrarian Value Investing Thu, 03 Jul 2008 23:15:21 +0000 http://www.contrarianvalueinvesting.com/?p=71#comment-519 [...] Part 2 Jul.03, 2008 in Warren Buffett This is the second part on what stocks I am looking at. Part 1 delt with stocks in the DJIA trading at or near 52 week lows. Next, I will look at stocks  Warren [...] [...] Part 2 Jul.03, 2008 in Warren Buffett This is the second part on what stocks I am looking at. Part 1 delt with stocks in the DJIA trading at or near 52 week lows. Next, I will look at stocks  Warren [...]

]]> Comment on Festival of Stocks #95 by Eat a Cheaper Breakfast, Dress Your Kids On Less @ The Carnivals http://www.contrarianvalueinvesting.com/2008/06/30/festival-of-stocks-95/#comment-517 Eat a Cheaper Breakfast, Dress Your Kids On Less @ The Carnivals Thu, 03 Jul 2008 16:53:18 +0000 http://www.contrarianvalueinvesting.com/?p=67#comment-517 [...] Festival of Stocks #95 [...] [...] Festival of Stocks #95 [...]

]]> Comment on The Four Filters Invention of Warren Buffett and Charlie Munger by Bud Labitan by Bud Labitan http://www.contrarianvalueinvesting.com/2008/06/16/the-four-filters-invention-of-warren-buffett-and-charlie-munger-by-bud-labitan/#comment-516 Bud Labitan Thu, 03 Jul 2008 13:18:03 +0000 http://www.contrarianvalueinvesting.com/?p=64#comment-516 http://www.stockpickr.com/members/showforums/1/5121/ http://www.stockpickr.com/members/showforums/1/5121/

]]> Comment on Value Investing: From Graham to Buffett and Beyond by alexg http://www.contrarianvalueinvesting.com/2008/06/23/value-investing-from-graham-to-buffett-and-beyond/#comment-512 alexg Thu, 03 Jul 2008 06:42:03 +0000 http://www.contrarianvalueinvesting.com/?p=68#comment-512 Agree with you to a certain extent. If you look at US Bank (USB) financial statement, its really not that hard to understand. Its when you get into AIG's, MBIA ,WM,etc... that we start running into problems. I have been burned by AIG and I highly suggest to stay away as you mention. I know Greenwald had a Bloomberg TV interview in which he was recommending AXP in the $55- $60 range. I wonder what he thinks now. Agree with you to a certain extent. If you look at US Bank (USB) financial statement, its really not that hard to understand. Its when you get into AIG’s, MBIA ,WM,etc… that we start running into problems. I have been burned by AIG and I highly suggest to stay away as you mention. I know Greenwald had a Bloomberg TV interview in which he was recommending AXP in the $55- $60 range. I wonder what he thinks now.

]]> Comment on Value Investing: From Graham to Buffett and Beyond by PhilR http://www.contrarianvalueinvesting.com/2008/06/23/value-investing-from-graham-to-buffett-and-beyond/#comment-511 PhilR Thu, 03 Jul 2008 06:04:12 +0000 http://www.contrarianvalueinvesting.com/?p=68#comment-511 I have read Mr. Greenwald's book and can safely say that you should stay away from MOST financial companies at the moment. The first step of his approach is to value the assets and I strongly believe that this cannot be done for most financial companies out there. There is simply not enough disclosure as to what they own and it would take thousands and thousands of pages of readings to understand some of the packaged products that are on their books. If you have that type of patience, by all means start reading, but I will spend my time trying to find situations that are more within my circle of competence... I have read Mr. Greenwald’s book and can safely say that you should stay away from MOST financial companies at the moment. The first step of his approach is to value the assets and I strongly believe that this cannot be done for most financial companies out there. There is simply not enough disclosure as to what they own and it would take thousands and thousands of pages of readings to understand some of the packaged products that are on their books. If you have that type of patience, by all means start reading, but I will spend my time trying to find situations that are more within my circle of competence…

]]> Comment on Festival of Stocks #95 by Mark http://www.contrarianvalueinvesting.com/2008/06/30/festival-of-stocks-95/#comment-507 Mark Tue, 01 Jul 2008 06:01:23 +0000 http://www.contrarianvalueinvesting.com/?p=67#comment-507 thanks for hosting and including my article thanks for hosting and including my article

]]> Comment on Festival of Stocks #95 by Dividends4Life http://www.contrarianvalueinvesting.com/2008/06/30/festival-of-stocks-95/#comment-503 Dividends4Life Mon, 30 Jun 2008 18:31:25 +0000 http://www.contrarianvalueinvesting.com/?p=67#comment-503 Thanks for hosting this week and including my Stock Analysis of BB&T Corporation (BBT)! Best Wishes, D4L Thanks for hosting this week and including my Stock Analysis of BB&T Corporation (BBT)!

Best Wishes,
D4L

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