The Investments Blog
Applying Newton's Fourth Law
Monday, July 2, 2012
Dell to Acquire Quest Software for $ 2.4 billion
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After weeks of rumors, Dell ( DELL ) announced this morning a deal to acquire Quest Software ( QSFT ) for $ 2.4 billion. From their pres...
Friday, June 29, 2012
The Halo Effect & Rear-View Mirror Investing
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My prior post focused primarily on the halo effect * in the context of Barron's recent survey of the World's Most Respected Compa...
Wednesday, June 27, 2012
2012 World's Most Respected Companies
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This past weekend Barron's released its latest annual survey on the World's Most Respected Companies. Barron's: The World...
Monday, June 25, 2012
Tech Sector Dividends
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Here's a Barron's article on why tech sector dividend payouts tend to be relatively low as a percent of their free cash flow. The...
Friday, June 22, 2012
Tom Russo: Investing in Global Brands - Part II
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A follow up to this post on Tom Russo and his investments in global brands. In this Barron's interview , Russo talks about the market...
Wednesday, June 20, 2012
Tom Russo: Investing in Global Brands
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There's a good interview with Tom Russo in the most recent Barron's. Check it out. Russo is a partner at Gardner Russo & Ga...
Monday, June 18, 2012
Buffett on Enduring "Moats"
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There's two excellent sources of a sustainable and wide economic "moat" for a business. One is by being the low cost producer...
Friday, June 15, 2012
Two Low P/E Stocks Selling For Less Than What Warren Buffett Paid
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According to the latest filings available, Warren Buffett bought both of the following stocks at prices higher than what they are selling at...
Wednesday, June 13, 2012
Dell Initiates Quarterly Dividend
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Looks like Dell ( DELL ) is going to start paying a dividend for the first time on its common stock. Beginning in 3Q 2012 of the current f...
Monday, June 11, 2012
Ralph Whitworth & Ray Lane Buy Hewlett-Packard Shares
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The buying and selling of stock by directors and senior executives is sometimes worth watching even if it's tough to come up with useful...
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