Tuesday, October 30, 2012

Maximizing Per-Share Value

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From this Barron's  interview  of Bill Nygren, co -manager of the Oakmark Fund : "...something gets missed when people are talkin...
Thursday, October 25, 2012

Buffett on Banks: CNBC Interview

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CNBC's Becky Quick interviewed Warren Buffett yesterday. Interview With Warren Buffett: CNBC Transcript Earlier in the interview, B...
Monday, October 22, 2012

Chasing "Rearview-Mirror Performance"

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In this interview , Bill Nygren, co-manager of the Oakmark Fund, says that investors are "chasing the rearview-mirror performance"...
Thursday, October 18, 2012

DJIA Stocks With the Highest and Lowest P/Es

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According to this , the five stocks in the Dow Industrials with the highest P/Es based upon 2013 earnings estimates: Barron's -  Dow I...
Monday, October 15, 2012

Buffett: Buying Businesses "Through The Purchase Of Marketable Stocks"

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From  The Superinvestors of Graham-and-Doddsville :* The common intellectual theme of the investors from Graham-and-Doddsville is this: th...
Thursday, October 11, 2012

Wal-Mart's Share Repurchases

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GuruFocus recently interviewed Steve Romick, the Portfolio Manager of FPA Crescent ( FPACX ): According to Morningstar, here's how FP...
Monday, October 8, 2012

Six Stock Portfolio Performance

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It has now been roughly 3 and a 1/2 years since I first mentioned the  Six Stock Portfolio . At that time, I considered those stocks attrac...
Friday, October 5, 2012

Index Fund Investing

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"The statistical evidence proving that stock index funds outperform between 80% and 90% of actively managed equity funds is so overwhel...