Contrarian Value Investing

Peter Lynch is a huge advocate of buying what you know. To take advantage of this, one has to constantly be on alert for opportunities and further investigate the story and numbers behind the stock. Blindly purchasing stocks on the basis you love their products is a dangerous game and could result in major losses. Consider an individual who believes Apple (AAPL) is a good buy because they love their iPod. Great company? No doubt. Right price? No, the stock has had a nice run up since the iPod and iPhone were release and further upside might be limited or at least will not have the same run up prior to the two product release mentioned above. Always looking for opportunities, I noticed plenty of Cintas (CTAS) trucks passing by work.
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After submitting Ken Heebner’s CNN Money interview to valueinvestingnews.com, and watching a couple of threads over at gurufocus.com, I was amazed at how many individuals had no idea who is Ken Heebner (manager of the CGMFX).

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With billions and an impressive investing record, there’s a reason Warren Buffett is one of the most sought after individuals to interview. I mean, where else can you find a humble billionaire with a great personality, who unless has something really important to do, will not decline. The interviews are great, and I am sure Warren Buffett does not mind, but please come up with new questions. After a couple interviews it seems as if the interviewer(s) keep on asking the same questions.

The list of questions below are questions that should NOT be asked when interviewing Warren Buffett or you have an opportunity to ask Warren Buffett a question or two, they have been asked plenty of times:

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Usually I wait till Friday or Saturday morning to post the week’s top value investing news, but this week I could not resist. [Read the rest of this entry...]

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Before posting the weeks top value investing news, I would like to thank the families and the individuals who made the ultimate sacrifice in making America as great as it is. Sometimes we forget how wonderful of a country we have and its not until we visit other countries we realize the luxuries we have. Now, to my favorite subject : value investing. This weeks value investing news was dominated by Warren Buffett’s trip to Europe. [Read the rest of this entry...]

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In the 90’s, everyone and their mother talked about investing in the stock market and technology stocks. Again, in the 90’s and the turn of the millennium, taxi drivers and barbers started talking about flipping houses for a living. Now, the talk is the high price of oil and how to profit from it. I say…. See Ya! [Read the rest of this entry...]

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The week’s news has to be crude’s run up to $135/barrel. The problem with value investing news is sometimes good stories fall too quickly as other stories of less quality get submitted. Eventually, the few of us that do vote for stories do not vote up the high quality ones and thus an excellent story is forgotten. So is the case about Francis Chou.

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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...]

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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

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

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