BloggingStocks http://www.bloggingstocks.com BloggingStocks http://www.blogsmithmedia.com/http://www.bloggingstocks.com/media/feedlogo.gif BloggingStocks http://www.bloggingstocks.com en-us Copyright 2012 Weblogs, Inc. The contents of this feed are available for non-commercial use only. Blogsmith http://www.blogsmith.com/<![CDATA[Chasing Value: Insurance Stock Review -- Part 3]]>http://www.bloggingstocks.com/2011/03/28/chasing-value-insurance-stock-review-part-3/http://www.bloggingstocks.com/2011/03/28/chasing-value-insurance-stock-review-part-3/http://www.bloggingstocks.com/2011/03/28/chasing-value-insurance-stock-review-part-3/#commentsFiled under: , , , , , , , ,

Last week, Warren Buffett, Chairman of Berkshire Hathaway (BRK.A and BRK.B), said India's 26% foreign ownership cap on insurers deters him from such an investment. This follows an earlier report that Buffett aims to enter the Indian insurance sector as a corporate agent of Bajaj Allianz General Insurance.

After numerous world calamities, Buffett's focus on insurance companies, and the fact that many hedge funds seem to be heavily focused on banks and neglecting insurance companies -- with the exception of Bruce Berkowitz -- I decided to explore the possibilities.

Even though we can anticipate billions of dollars in claims there still are buying opportunites.

Continue reading Chasing Value: Insurance Stock Review -- Part 3

Chasing Value: Insurance Stock Review -- Part 3 originally appeared on BloggingStocks on Mon, 28 Mar 2011 10:30:00 EST. Please see our terms for use of feeds.

Permalink | Email this | Comments]]>ALLAllstateBerkshireHathawayBRK.ABrk.bCBChasingValueChubbfeaturedhartford financialHCIIHIGHomeowners ChoiceManulifeMETMetLife Inc.MFCtravelers insuranceTRVWarrenBuffettMon, 28 Mar 2011 10:30:00 EST<![CDATA[Chasing Value: Insurance Stock Review -- Part 2]]>http://www.bloggingstocks.com/2011/03/18/chasing-value-insurance-stock-review-part-2/http://www.bloggingstocks.com/2011/03/18/chasing-value-insurance-stock-review-part-2/http://www.bloggingstocks.com/2011/03/18/chasing-value-insurance-stock-review-part-2/#commentsFiled under: , , , , , , , ,

AIG logoDo you have any interest in insurance companies amidst the turmoil, disaster and current crises in Japan? A crises that followed so closely on the heals of the destruction of the New Zealand city of ChristChurch by a 6.3 magnitude earthquake. Perhaps you think this is even a poorer idea than catching that proverbial falling knife we are always hearing about when stock prices are collapsing.

Certainly there will be billions of dollars in claims. On the other hand, perhaps the burden will be spread around the globe to reinsurer's such that none is struck too hard and this is a buying opportunity. After all, when the dust settles, insurers will cry for mercy, and in particular, rate increases. It is also likely those that never saw the need for insurance have been awakened and demand will increase.

Continue reading Chasing Value: Insurance Stock Review -- Part 2

Chasing Value: Insurance Stock Review -- Part 2 originally appeared on BloggingStocks on Fri, 18 Mar 2011 15:00:00 EST. Please see our terms for use of feeds.

Permalink | Email this | Comments]]>AFLAIGALLAllstateamerican international groupBerkshireHathawayBRK.ABrk.bCBChasingValueChina Life InsuranceChubbfeaturedhartford financialHCIIHIGHomeowners ChoiceLFCManulifeMETMetLife Inc.MFCTravelersInsuranceTRVFri, 18 Mar 2011 15:00:00 EST<![CDATA[Chasing Value: TAP into a Real Bargain]]>http://www.bloggingstocks.com/2010/04/07/chasing-value-tap-into-a-real-bargain/http://www.bloggingstocks.com/2010/04/07/chasing-value-tap-into-a-real-bargain/http://www.bloggingstocks.com/2010/04/07/chasing-value-tap-into-a-real-bargain/#commentsFiled under: , , , , ,

Although many stocks are at or near 52-week highs and the bargains are getting harder to come by, they still can be found with only a modest amount of effort. One such opportunity may be Molson Coors Brewing Company (TAP).

The closing price for the stock on Tuesday April 6 was $42.89. The 52-week high of $51.33 was reached mid October 2009 -- six months ago. At a time when many stocks are at or near their 52-weeks highs, TAP is trading at a 20% discount.

Continue reading Chasing Value: TAP into a Real Bargain

Chasing Value: TAP into a Real Bargain originally appeared on BloggingStocks on Wed, 07 Apr 2010 10:30:00 EST. Please see our terms for use of feeds.

Permalink | Email this | Comments]]>Anheuser-Busch InBevberkshire hathawayBerkshireHathawayBRK.ABRK.BBUDChasing ValueChasingValuefeaturedmolson coorsMolsonCoorsoptionsTAPWed, 07 Apr 2010 10:30:00 EST<![CDATA[Chasing Value: 2010 Picks Triple Market Returns]]>http://www.bloggingstocks.com/2010/04/05/chasing-value-2010-picks-triple-market-returns/http://www.bloggingstocks.com/2010/04/05/chasing-value-2010-picks-triple-market-returns/http://www.bloggingstocks.com/2010/04/05/chasing-value-2010-picks-triple-market-returns/#commentsFiled under: , , , , , , , , , , , , ,

The first quarter of 2010 is closed and the results are in. My picks surpassed the primary indices by a large margin. The original story, Chasing Value: 10 Stock Picks for 2010 , was the culmination of a process presented to our readers and finally narrowed down to the select group using final prices from Monday, December 28, 2009.

For comparison I tracked the Standard & Poor's 500 Index, the Dow Jones Industrial Average, and the NASDAQ. Each of these produced positive results for the quarter.

Continue reading Chasing Value: 2010 Picks Triple Market Returns

Chasing Value: 2010 Picks Triple Market Returns originally appeared on BloggingStocks on Mon, 05 Apr 2010 10:00:00 EST. Please see our terms for use of feeds.

Permalink | Email this | Comments]]>ADMarcher daniels midlandArcherDanielsMidlandberkshire hathawayBerkshireHathawaybrasil telecomBrasilTelecomBRK.ABRK.BBTMChasing ValueChasingValueETFCezcorpEZPWfeaturedGBEGEgeneral electricGeneralElectricgrubb and ellisGrubbAndEllisHDhome depotHomeDepotRaytheonRTNStock picksStockPickswilliams cos.WilliamsCos.Mon, 05 Apr 2010 10:00:00 EST<![CDATA[U.S. Insurers Addicted to Corporate Bonds]]>http://www.bloggingstocks.com/2010/03/23/u-s-insurers-addicted-to-corporate-bonds/http://www.bloggingstocks.com/2010/03/23/u-s-insurers-addicted-to-corporate-bonds/http://www.bloggingstocks.com/2010/03/23/u-s-insurers-addicted-to-corporate-bonds/#commentsFiled under: , ,

In the U.S. alone, insurance companies hold more than $2.2 trillion in corporate debt, having spent 2009 buying bonds at a faster rate than it had in the past five years. As Warren Buffett of Berkshire Hathaway (BRK.A) put it, the market was "raining gold." Net purchases of corporate bonds by the U.S. insurance industry jumped to $153 billion last year, most of it in the first quarter, when yields were highest. In 2008, outflows reached $59 billion. In 2004, inflows hit $172 billion.

According to Judy Greffin, Allstate's (ALL) chief investment officer, tells Bloomberg News, "It has paid off very nicely," as evidenced by the 20% growth in Allstate's corporate debt holdings last year, which reached $33.1 billion. She continues, "With the benefit of hindsight, I would have loved to have bought more." Likewise, Buffett indicated that he should have invested more. MetLife (MET) and Prudential Financial (PRU) also benefited from the corporate debt rally, which has helped them recover much of the capital lost from the financial crisis of September 2008.

Continue reading U.S. Insurers Addicted to Corporate Bonds

U.S. Insurers Addicted to Corporate Bonds originally appeared on BloggingStocks on Tue, 23 Mar 2010 11:30:00 EST. Please see our terms for use of feeds.

Read | Permalink | Email this | Comments]]>AllstateBerkshireHathawaybrk.aBRKAchile earthquakefeaturedinsuranceinsurance industryinthenewsmarsh and mclennanmetlifeMMCPrudentialReinsurancewarren buffettTue, 23 Mar 2010 11:30:00 EST<![CDATA[Berkshire Hathaway Class B to Be Added to S&P 500]]>http://www.bloggingstocks.com/2010/01/27/berkshire-hathaway-class-b-to-be-added-to-sandp-500/http://www.bloggingstocks.com/2010/01/27/berkshire-hathaway-class-b-to-be-added-to-sandp-500/http://www.bloggingstocks.com/2010/01/27/berkshire-hathaway-class-b-to-be-added-to-sandp-500/#commentsFiled under: , , , , ,

Berkshire Hathaway Class B (BRK.B - option chain) shares are are on the move today after Standard & Poor's announced that the stock will be added to its benchmark S&P 500 index, replacing Burlington Northern Santa Fe (BNI), which will be acquired by Berkshire. BRK.B will also be added to the S&P 100. If you think that the stock won't fall by too much in the coming months, then now could be a good time to look at a bullish hedged trade on BRK.B, which is now possible with the recent 50:1 stock split.

BRK.B opened this morning at $73.28. So far today the stock has hit a low of $70.82 and a high of $73.28. As of 12:00, BRK.B is trading at $71.08 up $3.09 (4.5%). The chart for BRK.B looks bullish.

Continue reading Berkshire Hathaway Class B to Be Added to S&P 500

Berkshire Hathaway Class B to Be Added to S&P 500 originally appeared on BloggingStocks on Wed, 27 Jan 2010 15:40:00 EST. Please see our terms for use of feeds.

Permalink | Email this | Comments]]>Berkshire HathawayBerkshireHathawayBRK.BinthenewsInvestors ObserverInvestorsObserveroptionsSP 500Sp500Standard and Poors 500StandardAndPoors500Wed, 27 Jan 2010 15:40:00 EST<![CDATA[Berkshire Hathaway's B Shares Bombarded by Bears]]>http://www.bloggingstocks.com/2010/01/26/berkshire-hathaways-b-shares-bombarded-by-bears/http://www.bloggingstocks.com/2010/01/26/berkshire-hathaways-b-shares-bombarded-by-bears/http://www.bloggingstocks.com/2010/01/26/berkshire-hathaways-b-shares-bombarded-by-bears/#commentsFiled under: ,

The financial world was rocked, more or less, when Berkshire Hathaway (BRK.B) recently announced a plan to split its B shares -- billionaire investor Warren Buffett, the company's chairman and CEO, famously refused to split the stock for years. (In fact, the A shares are still trading in six-digit territory, upwards of $100,000 apiece.)

On Monday, option players didn't hesitate to express their reservations about the stock split. During the course of the session, speculators on the International Securities Exchange (ISE) bought to open 4,736 puts on BRK.B, compared to just 2,559 calls. The single-day put/call volume ratio arrived at 1.85, with bearish bets nearly doubling their bullish counterparts.

Continue reading Berkshire Hathaway's B Shares Bombarded by Bears

Berkshire Hathaway's B Shares Bombarded by Bears originally appeared on BloggingStocks on Tue, 26 Jan 2010 15:00:00 EST. Please see our terms for use of feeds.

Permalink | Email this | Comments]]>Berkshire HathawayBerkshireHathawayBRK.ABRK.Binthenewsinvestor sentimentInvestorSentimentoptionsstock splitStockSplitWarren BuffettWarrenBuffettTue, 26 Jan 2010 15:00:00 EST<![CDATA[Chasing Value: 2010 Dividends for Ten Stock Picks]]>http://www.bloggingstocks.com/2009/12/31/chasing-value-2010-dividends-for-ten-stock-picks/http://www.bloggingstocks.com/2009/12/31/chasing-value-2010-dividends-for-ten-stock-picks/http://www.bloggingstocks.com/2009/12/31/chasing-value-2010-dividends-for-ten-stock-picks/#commentsFiled under: , , , , , , , , , , , , , , ,

During my tenure at BloggingStocks I have expressed my opinion often about the contribution that dividends make to your overall return. Most shrewd investors, and especially "my pal Warren," know this and understand why I re-emphasize the point when I make my annual selections.

By now I hope you have had a chance to peruse my picks for 2010. If not the links below will give you another opportunity.

Continue reading Chasing Value: 2010 Dividends for Ten Stock Picks

Chasing Value: 2010 Dividends for Ten Stock Picks originally appeared on BloggingStocks on Thu, 31 Dec 2009 16:30:00 EST. Please see our terms for use of feeds.

Permalink | Email this | Comments]]>2010ADMarcher daniels midlandArcherDanielsMidlandberkshire hathawayBerkshireHathawaybrasil telecomBrasilTelecombrk.abrk.bBTMchasing valueChasingValuedividendse-tradeETFCezcorpezpwfeaturedGBEGEgeneral electricGeneralElectricgrubb and ellisGrubbAndEllisHDhome depotHomeDepotraytheonRTNsheldon liberSheldonLibervalue investingvalue stocksValueInvestingValueStockswilliams coWilliamsCoWMBThu, 31 Dec 2009 16:30:00 EST<![CDATA[Chasing Value: 2010 -- #5 Williams Company]]>http://www.bloggingstocks.com/2009/12/30/chasing-value-2010-5-williams-company/http://www.bloggingstocks.com/2009/12/30/chasing-value-2010-5-williams-company/http://www.bloggingstocks.com/2009/12/30/chasing-value-2010-5-williams-company/#commentsFiled under: , , , , , , , ,

The first four picks were all from the contenders list, but here I reach back to earlier in the year, when in May, I wrote about why I thought Williams Companies Inc. (WMB) would outperform four other, more popular stocks.

I compared it to Apple Inc. (AAPL), Google Inc. (GOOG), Microsoft Corp. (MSFT) and Berkshire Hathaway Inc. (BRK.B).

During the past seven months this turned out to be true for half the period, but Apple came on strong and passed it by the second review.

Continue reading Chasing Value: 2010 -- #5 Williams Company

Chasing Value: 2010 -- #5 Williams Company originally appeared on BloggingStocks on Wed, 30 Dec 2009 15:00:00 EST. Please see our terms for use of feeds.

Permalink | Email this | Comments]]>2010 stock picks2010StockPicksAAPLApplebargain stocksBargainStocksberkshire hathawayBerkshireHathawayBRK.Bchasing valueChasingValuedividendsfeaturedgas distributionGasDistributiongooggooglemicrosoftMSFTnatural gasNaturalGassheldon liberSheldonLiberwilliams coWilliamsCoWMBWed, 30 Dec 2009 15:00:00 EST<![CDATA[Chasing Value: 2010 -- #4 Home Depot]]>http://www.bloggingstocks.com/2009/12/30/chasing-value-2010-4-home-depot/http://www.bloggingstocks.com/2009/12/30/chasing-value-2010-4-home-depot/http://www.bloggingstocks.com/2009/12/30/chasing-value-2010-4-home-depot/#commentsFiled under: , , , , , , , ,

This year's selections do not seem to offer the same dividend opportunities of years past and my first three choices have none at all. That changes with this pick. Home Depot (HD) is distributing a 3.09% yield.

It's getting tiring to relate the demise of various companies to the residential market collapse, high unemployment and so forth, but certainly this company has been greatly affected. In addition, Home Depot was already struggling to recover from a "me first" CEO who happened to be forced out with the small stipend of $200 million, leaving behind shabby stores with questionable customer service while at the same time facing strong competition from Lowe's Cos (LOW).

Continue reading Chasing Value: 2010 -- #4 Home Depot

Chasing Value: 2010 -- #4 Home Depot originally appeared on BloggingStocks on Wed, 30 Dec 2009 13:00:00 EST. Please see our terms for use of feeds.

Permalink | Email this | Comments]]>2010berkshire hathawayBerkshireHathawayBRK.Bchasing valueChasingValuedividend stocksDividendStocksfeaturedHDHome DepotHomeDepotLOWLowes CosLowesCosSheldonLiberWed, 30 Dec 2009 13:00:00 EST<![CDATA[Chasing Value: 2010 -- #2 Grubb & Ellis]]>http://www.bloggingstocks.com/2009/12/29/chasing-value-2010-2-grubb-and-ellis/http://www.bloggingstocks.com/2009/12/29/chasing-value-2010-2-grubb-and-ellis/http://www.bloggingstocks.com/2009/12/29/chasing-value-2010-2-grubb-and-ellis/#commentsFiled under: , , , , ,

Where as my fist pick, Berkshire Hathaway (BRK.B) is a large cap diversified conglomerate, my second, Grubb & Ellis Co. (GBE), is a micro-cap stock of $90 million.

GBE is a network of nearly 130 owned and affiliated offices, providing commercial real estate services to property owners, institutional investors, and tenants. Its 1,800 brokers and some 6,000 affiliated real estate professionals offer advisory and brokerage, property management, construction consultation, and other services.

The company has been devastated by the bursting of the residential real estate market bubble, lost equity value, illiquid capital markets and the still impending concern over the commercial real estate market facing rising vacancies as hundreds of billions of dollars in loans must be rolled over.

Continue reading Chasing Value: 2010 -- #2 Grubb & Ellis

Chasing Value: 2010 -- #2 Grubb & Ellis originally appeared on BloggingStocks on Tue, 29 Dec 2009 17:40:00 EST. Please see our terms for use of feeds.

Permalink | Email this | Comments]]>2010berkshire hathawayBerkshireHathawayBRK.Bchasing valueChasingValuecontrariancontrarian investingcontrarian stocksContrarianInvestingContrarianStocksGBEgrubb and ellisGrubbAndEllisreal estateRealEstatesheldon liberSheldonLiberTue, 29 Dec 2009 17:40:00 EST<![CDATA[Chasing Value: 2010 -- #1 Berkshire Hathaway]]>http://www.bloggingstocks.com/2009/12/29/chasing-value-2010-1-berkshire-hathaway/http://www.bloggingstocks.com/2009/12/29/chasing-value-2010-1-berkshire-hathaway/http://www.bloggingstocks.com/2009/12/29/chasing-value-2010-1-berkshire-hathaway/#commentsFiled under: , , , , , , , ,

If there ever was a stock that was hiding in plain sight, it is that of Berkshire Hathaway (BRK.B) which is capitalized at a tad over $150 billion and run by "my pal Warren" and his pal Charlie. That's Warren Buffett and Charlie Munger, perhaps the most successful investors in five generations.

Berkshire Hathaway, a textile mill, was Buffett's first turn-around play. He was successful and started generating significant amounts of free cash-flow that allowed him to invest in other things. Those investments also paid off and eventually the original enterprise became the namesake of today's diversified giant holding company.

I selected BRK.B for numerous reasons and believe it will easily beat the market next year as has been it's history.

Continue reading Chasing Value: 2010 -- #1 Berkshire Hathaway

Chasing Value: 2010 -- #1 Berkshire Hathaway originally appeared on BloggingStocks on Tue, 29 Dec 2009 17:00:00 EST. Please see our terms for use of feeds.

Permalink | Email this | Comments]]>berkshire hathawayBerkshireHathawayBRK.ABRK.Bbyd co.BydCo.BYDDFcharlie mungerCharlieMungerChasing ValueChasingValueGEgeneral electricGeneralElectricgoldman sachsGoldmanSachsGSsheldon liberSheldonLiberwarren buffettWarrenBuffettwells fargoWellsFargoWFCTue, 29 Dec 2009 17:00:00 EST<![CDATA[Chasing Value: 10 Stock Picks for 2010]]>http://www.bloggingstocks.com/2009/12/29/chasing-value-10-stock-picks-for-2010/http://www.bloggingstocks.com/2009/12/29/chasing-value-10-stock-picks-for-2010/http://www.bloggingstocks.com/2009/12/29/chasing-value-10-stock-picks-for-2010/#commentsFiled under: , , , , , , , , , , , , , , ,

To arrive at this years ten picks I scoured business journals and editorials, online and off. I also ran through a series of stock screens repeatedly over the last few months filtering for five primary value metrics identifying stocks worthy of further consideration.

The 5 data points were price-to-sales (P/S), price-to-book (P/B), price-to-cash flow (P/CF), dividend yield and return-on-equity (ROE). I did look at other things but these were the subject of my initial focus.

Continue reading Chasing Value: 10 Stock Picks for 2010

Chasing Value: 10 Stock Picks for 2010 originally appeared on BloggingStocks on Tue, 29 Dec 2009 16:40:00 EST. Please see our terms for use of feeds.

Permalink | Email this | Comments]]>2010ADMarcher daniels midlandArcherDanielsMidlandberkshire hathawayBerkshireHathawaybrasil telecomBrasilTelecomBRK.BBTMchasing valueChasingValueETFCetradeezcorpEZPWGBEGEgeneral electricGeneralElectricgrubb and ellisGrubbAndEllisHDhome depotHomeDepotraytheon companyRaytheonCompanyRTNsheldon liberSheldonLibervalue investingvalue stocksValueInvestingValueStockswilliams coWilliamsCoWMBTue, 29 Dec 2009 16:40:00 EST<![CDATA[AIG Puts Off Chartis IPO]]>http://www.bloggingstocks.com/2009/12/24/aig-puts-off-chartis-ipo/http://www.bloggingstocks.com/2009/12/24/aig-puts-off-chartis-ipo/http://www.bloggingstocks.com/2009/12/24/aig-puts-off-chartis-ipo/#commentsFiled under: , ,

American International Group (AIG) is holding onto its property/casualty division for a while. It originally planned to unload 20% of Chartis (formerly named AIU) via an initial public offering or through a private transaction involving institutional investors.

But CEO Robert Benmosche is concerned that he'd be giving up the operating unit at discount prices. Selling cheap to repay the government won't benefit anybody - not even taxpayers - so he's waiting until an appropriate price can be fetched.

Continue reading AIG Puts Off Chartis IPO

AIG Puts Off Chartis IPO originally appeared on BloggingStocks on Thu, 24 Dec 2009 10:00:00 EST. Please see our terms for use of feeds.

Read | Permalink | Email this | Comments]]>AIGamerican international groupAmericanInternationalGroupberkshire hathawayBerkshireHathawaybrk.aChartisinsuranceinsurance industryInsuranceIndustryinthenewsRobert BenmoscheRobertBenmoscheThu, 24 Dec 2009 10:00:00 EST<![CDATA[Chasing Value: Ten stocks for 2010 -- Part 9 + Apple]]>http://www.bloggingstocks.com/2009/12/10/chasing-value-ten-stocks-for-2010-part-9-apple-blah-blah/http://www.bloggingstocks.com/2009/12/10/chasing-value-ten-stocks-for-2010-part-9-apple-blah-blah/http://www.bloggingstocks.com/2009/12/10/chasing-value-ten-stocks-for-2010-part-9-apple-blah-blah/#commentsFiled under: , , , , , , , , , , , , , , , , ,

Is it time to take a bite out of Apple, Inc (AAPL) or leave it on the vine? After reviewing the current list by examining the stock yields and price-to-cash flow (P/CF) we will take a look at Apple for 2010.

Yesterday I dropped two stocks, but the list is still too long. In the coming weeks there will be more cuts and if I find anything of more value perhaps there will be something new.

Continue reading Chasing Value: Ten stocks for 2010 -- Part 9 + Apple

Chasing Value: Ten stocks for 2010 -- Part 9 + Apple originally appeared on BloggingStocks on Thu, 10 Dec 2009 15:40:00 EST. Please see our terms for use of feeds.

Permalink | Email this | Comments]]>AAPLAAUKYabbott labsAbbottLabsABTAEOamerican eagle outfittersAmericanEagleOutfittersanadarko petroleumAnadarkoPetroleumanglo americanAngloAmericanAPCappleberkshire hathawayBerkshireHathawaybf.abf.bbrasil telecomBrasilTelecomBRK.ABRK.Bbrown-formanBTMchasing valueChasingValueDEdeere and co.DeereAndCo.DEOdiageo plcDiageoPlcETFCetradeezcorpezpwGEgeneral electricGeneralElectricsheldon liberSheldonLiberwells fargoWellsFargoWFCThu, 10 Dec 2009 15:40:00 EST<![CDATA[Chasing Value: Ten stocks for 2010 Part 8: Making some cuts]]>http://www.bloggingstocks.com/2009/12/09/chasing-value-ten-stocks-for-2010-part-8-making-some-cuts/http://www.bloggingstocks.com/2009/12/09/chasing-value-ten-stocks-for-2010-part-8-making-some-cuts/http://www.bloggingstocks.com/2009/12/09/chasing-value-ten-stocks-for-2010-part-8-making-some-cuts/#commentsFiled under: , , , , , , , , , , , , , , ,

Today it's time to do some trimming of the fourteen stocks and four options on the contenders list. This review will prioritize the companies by price-to-book (P/B), price-to-sales (P/S) and return-on-equity (ROE). This does not preclude more possible stocks being added and the final list will not be done until the end of the month.

We will also compare recent stock prices to three-year highs to give us a relative idea where the stock floated in rosier times.

Continue reading Chasing Value: Ten stocks for 2010 Part 8: Making some cuts

Chasing Value: Ten stocks for 2010 Part 8: Making some cuts originally appeared on BloggingStocks on Wed, 09 Dec 2009 13:30:00 EST. Please see our terms for use of feeds.

Permalink | Email this | Comments]]>AAUKYabbott laboratoriesAbbottLaboratoriesABTAEOamerican eagle outfittersAmericanEagleOutfittersanadarko petroleumAnadarkoPetroleumanglo americanAngloAmericanAPCberkshire hathawayBerkshireHathawaybf.abrasil telecomBrasilTelecombrk.bbrown-formanBTMchasing valueChasingValueDEdeere and co.DeereAndCo.DEOdiageoe-tradeETFCezcorpEZPWFfeaturedFordGBEGEgeneral electricGeneralElectricgrubb and ellisGrubbAndEllissheldon liberSheldonLibertnt postTntPostTNTTYwells fargoWellsFargoWFCWed, 09 Dec 2009 13:30:00 EST<![CDATA[Chasing Value: Ten stocks for 2010 -- Part 2]]>http://www.bloggingstocks.com/2009/11/12/chasing-value-ten-stocks-for-2010-part-2/http://www.bloggingstocks.com/2009/11/12/chasing-value-ten-stocks-for-2010-part-2/http://www.bloggingstocks.com/2009/11/12/chasing-value-ten-stocks-for-2010-part-2/#commentsFiled under: , , , , , , , , , , , , , ,

The clock is ticking away the time before the year ends and I have only begun to sort out the possibilities. In Part 1 of this series, I discussed breaking up my potential picks into three categories: contender, on the fence, and out of the running until the 10 stocks have been identified.

Four contenders have been considered so far: American Eagle Outfitters (AEO), Anadarko Petroleum (APC), Anglo American ADR (AAUKY) and Diageo plc (DEO).

Six more are included in today's review: EZCorp Inc. (EZPW), General Electric Company (GE), Wells Fargo & Company (WFC), Annaly Capital Management ( NLY), Intuitive Surgical Inc (ISRG) plus Berkshire Hathaway (BRK.B). These include the remaining five from 2009 and one more familiar to most investors.

Continue reading Chasing Value: Ten stocks for 2010 -- Part 2

Chasing Value: Ten stocks for 2010 -- Part 2 originally appeared on BloggingStocks on Thu, 12 Nov 2009 15:00:00 EST. Please see our terms for use of feeds.

Permalink | Email this | Comments]]>2010 stock picks2010StockPicksannalycapitalmanagementberkshire hathawayBerkshireHathawayBNIBRK.ABRK.Bburlington northernBurlingtonNorthernchasing valueChasingValueezcorpEZPWfeaturedGEgeneral electricGeneralElectricGSintuitive surgicalIntuitiveSurgicalISRGNLYsheldon liberSheldonLiberwells fargoWellsFargoWFCThu, 12 Nov 2009 15:00:00 EST<![CDATA[Serious Money: Questions as Buffett's money & mouth converge on BNI]]>http://www.bloggingstocks.com/2009/11/04/serious-money-questions-as-buffetts-money-and-mouth-converge-on/http://www.bloggingstocks.com/2009/11/04/serious-money-questions-as-buffetts-money-and-mouth-converge-on/http://www.bloggingstocks.com/2009/11/04/serious-money-questions-as-buffetts-money-and-mouth-converge-on/#commentsFiled under: , , , , , , ,

Yesterday it was announced very loudly that "my pal Warren" was going to acquire the 77.4% of the Burlington Northern Santa Fe (NYSE: BNI) railroad, that Berkshire Hathaway (BRK.A) does not already own, for $100 per share, offering about a $24 premium to Mondays closing price.

Talk about putting your money where your mouth is -- yikes! Buffett has gone all in, betting the economy is healing, and silencing anyone that questioned his integrity or motives for cautious optimism saying it was all talk!

Continue reading Serious Money: Questions as Buffett's money & mouth converge on BNI

Serious Money: Questions as Buffett's money & mouth converge on BNI originally appeared on BloggingStocks on Wed, 04 Nov 2009 14:40:00 EST. Please see our terms for use of feeds.

Permalink | Email this | Comments]]>berkshire hathawayBerkshireHathawayBNIBRK.ABRK.BBuffettburlington northernBurlingtonNorthernfeaturedmergers and acquisitionsMergersAndAcquisitionsserious moneySeriousMoneysheldon liberSheldonLiberWed, 04 Nov 2009 14:40:00 EST<![CDATA[Is an idiot running your company?]]>http://www.bloggingstocks.com/2009/09/08/is-an-idiot-running-your-company/http://www.bloggingstocks.com/2009/09/08/is-an-idiot-running-your-company/http://www.bloggingstocks.com/2009/09/08/is-an-idiot-running-your-company/#commentsFiled under: , , , ,

If you are not reading the commentary we receive then you are missing some gems. One of our regulars reminded me of something "my pal Warren" said: "... find companies which can be run by idiots because sooner or later an idiot will be running it."

In Buffett's case he can actually call them up and talk to them. In many cases, he could probably get them to resign. For most of us, all we know is basic things like how's the stock price or has the idiot been indicted?

Continue reading Is an idiot running your company?

Is an idiot running your company? originally appeared on BloggingStocks on Tue, 08 Sep 2009 12:20:00 EST. Please see our terms for use of feeds.

Permalink | Email this | Comments]]>berkshire hathawayBerkshireHathawayBRK.ABRK.BGEGeneral ElectricGoldman SachsGSJeffrey Immeltleadershipmanagementsheldon liberSheldonLiberTue, 08 Sep 2009 12:20:00 EST<![CDATA[Closing Bell: A quiet day that didn't look quiet (BRK.A, BBI, SLM, SIRI, SWI, STT)]]>http://www.bloggingstocks.com/2009/06/29/closing-bell-a-quiet-day-that-didnt-look-quiet-brk-a-bbi-sl/http://www.bloggingstocks.com/2009/06/29/closing-bell-a-quiet-day-that-didnt-look-quiet-brk-a-bbi-sl/http://www.bloggingstocks.com/2009/06/29/closing-bell-a-quiet-day-that-didnt-look-quiet-brk-a-bbi-sl/#commentsFiled under: , , ,

Despite us being on the heels of the big Russell indexes changing and despite the quarter-end being a day away, this was a boring day. A study showed a small decrease in online job advertisements, but that was the only item on the economic front. Oil traded higher and bond yields came down as traders are voting for more stability the rest of the year there.

Here are today's unofficial closing bell levels:

Dow 8,531.19 +92.80 (1.10%)
S&P 500 927.18 +8.28 (0.90%)
Nasdaq 1,843.34 +5.12 (0.28%)

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Continue reading Closing Bell: A quiet day that didn't look quiet (BRK.A, BBI, SLM, SIRI, SWI, STT)

Closing Bell: A quiet day that didn't look quiet (BRK.A, BBI, SLM, SIRI, SWI, STT) originally appeared on BloggingStocks on Mon, 29 Jun 2009 16:00:00 EST. Please see our terms for use of feeds.

Permalink | Email this | Comments]]>berkshire hathawayBerkshireHathawayrussell indexRussellIndexsiriusSolarWindsstate street corporationStateStreetCorporationSTTSWIMon, 29 Jun 2009 16:00:00 EST