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: Insured Profits or a Mountain of Risk?]]>http://www.bloggingstocks.com/2011/03/14/chasing-value-insured-profits-or-a-mountain-of-risk/http://www.bloggingstocks.com/2011/03/14/chasing-value-insured-profits-or-a-mountain-of-risk/http://www.bloggingstocks.com/2011/03/14/chasing-value-insured-profits-or-a-mountain-of-risk/#commentsFiled under: , , , , , , , , , ,

Ten weeks into the year and never a dull moment. Pondering the remaining 42 weeks and beyond, where will value be found? We know that "my pal Warren" is on the prowl waist high in Berkshire Hathaway cash to invest, and he is on record as chomping on the bit to do so. Just this morning it was reported that Buffett had closed a $9 billion deal to buy Lubrizol Corp. (LZ), the Wickliffe, Ohio-based maker of engine lubricants.

More evidence of this abounds: Wednesday March 2, (Reuters) - US-based Berkshire Hathaway aims to enter the Indian insurance sector as a corporate agent of Bajaj Allianz General Insurance.

This is part 1 of a series examining the insurance market for expansion, stock valuations, potential risks and opportunities, excluding health care focused companies, a whole other breed of enterprise.

Continue reading Chasing Value: Insured Profits or a Mountain of Risk?

Chasing Value: Insured Profits or a Mountain of Risk? originally appeared on BloggingStocks on Mon, 14 Mar 2011 15:00:00 EST. Please see our terms for use of feeds.

Permalink | Email this | Comments]]>AFLAFLACAIGALLAllstateamerican international groupBerkshire Hathaway BRK.ABRK.ABrk.bCBChasingValueChinaLifeInsuranceChubb Corpfeaturedhartford financialHCIIHIGHomeowners Choiceinsurance stocksLFCLubrizolCorporationLZManulife FinancialMETMetLife Inc.MFCtravelers insuranceTRVWarrenBuffettMon, 14 Mar 2011 15:00:00 EST<![CDATA[Chasing Value: Toxic Stock Update #4 -- BAC, BP, C, GE, GS, RIG]]>http://www.bloggingstocks.com/2011/03/11/chasing-value-toxic-stock-update-4-bac-bp-c-ge-gs-rig/http://www.bloggingstocks.com/2011/03/11/chasing-value-toxic-stock-update-4-bac-bp-c-ge-gs-rig/http://www.bloggingstocks.com/2011/03/11/chasing-value-toxic-stock-update-4-bac-bp-c-ge-gs-rig/#commentsFiled under: , , , , , , , , , , , ,

Back in the summer of 2010 when the market was down, the gulf was full of spewing oil and investors were running away from bad news stocks shocked most notably by BP (BP) oil spill, I decided to post a contrarian story reminding readers that the fear was overblown and created a buying opportunity.

"My pal Warren" has said for years that we should buy on fear and sell on greed. The toxic stock portfolio was a result of this sentiment.

This is the fourth update to my ranting eight months ago that acquiring six of the most hated, and most highly traded stocks with constant negative headlines would outperform the overall market. The theory has born fruit as the toxic stocks are ahead and the difference is increasing over time.

Continue reading Chasing Value: Toxic Stock Update #4 -- BAC, BP, C, GE, GS, RIG

Chasing Value: Toxic Stock Update #4 -- BAC, BP, C, GE, GS, RIG originally appeared on BloggingStocks on Fri, 11 Mar 2011 15:00:00 EST. Please see our terms for use of feeds.

Permalink | Email this | Comments]]>BACBank of Americaberkshire hathawayBPBrk.aBRK.BCChasingValueCitigroup Inc.featuredGEGeneralElectricGolmanSachsGSRIGstock pickstoxic stocks portfolioTransocean IncWarrenBuffettFri, 11 Mar 2011 15:00:00 EST<![CDATA[Chasing Value: Profiting from Ixtapa -- Buffett, Gold, Oil, Options and More]]>http://www.bloggingstocks.com/2011/01/28/chasing-value-profiting-from-ixtapa-buffett-gold-oil-optio/http://www.bloggingstocks.com/2011/01/28/chasing-value-profiting-from-ixtapa-buffett-gold-oil-optio/http://www.bloggingstocks.com/2011/01/28/chasing-value-profiting-from-ixtapa-buffett-gold-oil-optio/#commentsFiled under: , , , , , , , ,

The market is getting gently hammered today, but that only presents more opportunities from my perspective.

I am in Ixtapa, Mexico, nearing the conclusion of my first ever week long rest during a 35 year working career ... and counting. In some ways I am hoping to mold my future working environment from seashore to shining seashore -- all around the world -- taking advantage of modern technology. I am thinking of it as "have beach (+Internet), will travel."

Continue reading Chasing Value: Profiting from Ixtapa -- Buffett, Gold, Oil, Options and More

Chasing Value: Profiting from Ixtapa -- Buffett, Gold, Oil, Options and More originally appeared on BloggingStocks on Fri, 28 Jan 2011 17:30:00 EST. Please see our terms for use of feeds.

Permalink | Email this | Comments]]>berkshire hathawayBRK.ABRK.BChasingValueCVXfeaturedgoldinflation hedgesoilPut Optionsput sellingRose BlumpkinThe Making of an American CapitalistWarrenBuffettFri, 28 Jan 2011 17:30:00 EST<![CDATA[Chasing Value: 2011 Stock Picks -- The Journey Begins]]>http://www.bloggingstocks.com/2010/12/02/chasing-value-2011-stock-picks-the-journey-begins/http://www.bloggingstocks.com/2010/12/02/chasing-value-2011-stock-picks-the-journey-begins/http://www.bloggingstocks.com/2010/12/02/chasing-value-2011-stock-picks-the-journey-begins/#commentsFiled under: , , , , , , , , , , , , ,

Telefonica logoIt's that time of year when I start thinking about my 2011 stock picks, and enough folks have been nudging me that I might as well get on with it. The list will not be finalized until the end of the month. During the interim time I will take readers through a number of possibilities, explaining the rational for my suggestions along the way and adding and subtracting until I get the list down to ten.

Today I will start by reviewing opportunities discussed in another post and determine which of these stocks might provide the best value. The list was originally cast as a globally diversified, large cap, dividend paying and relatively stable group of companies that would likely weather any storm. See: Chasing Value: Bonds, Gold, Stocks and Capital Flight

Continue reading Chasing Value: 2011 Stock Picks -- The Journey Begins

Chasing Value: 2011 Stock Picks -- The Journey Begins originally appeared on BloggingStocks on Thu, 02 Dec 2010 15:20:00 EST. Please see our terms for use of feeds.

Permalink | Email this | Comments]]>AAPLAppleberkshire hathawayChasingValueChina Life InsuranceDEOdiageoEZCorp IncEZPWfeaturedGEGeneralElectriciPadiPhoneJNJjohnson and johnsonLFCNovartisNVSrds.aroyal dutch shellTevaTeva Pharmaceuticalsverizon wirelessVZWarrenBuffettThu, 02 Dec 2010 15:20:00 EST<![CDATA[Chasing Value: 'Challenging' Is Expensive]]>http://www.bloggingstocks.com/2010/10/20/chasing-value-challenging-is-expensive/http://www.bloggingstocks.com/2010/10/20/chasing-value-challenging-is-expensive/http://www.bloggingstocks.com/2010/10/20/chasing-value-challenging-is-expensive/#commentsFiled under: , , , , , , ,

Every time a CEO utters the word challenging you can hear the stampede of investors to the exit. You would think that corporate management would have learned to use some other word to describe the the times ahead.

Many a CEO has unwittingly cost his company billions in stock value while speaking at an earnings conference by stating that the business outlook was going to be challenging. If they put the word very in front of the word challenging, then still more value will be lost, at least in the short run.

Continue reading Chasing Value: 'Challenging' Is Expensive

Chasing Value: 'Challenging' Is Expensive originally appeared on BloggingStocks on Wed, 20 Oct 2010 11:00:00 EST. Please see our terms for use of feeds.

Permalink | Email this | Comments]]>BRK.ABRK.Bbusiness challengesChasingValueCisco Systems CSCOIntuitive SurgicalISRGISRG EarningsJohn ChambersWarrenBuffettwordsWed, 20 Oct 2010 11:00:00 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[Why You Should Not Invest Like Warren Buffett: Because You Can't!]]>http://www.bloggingstocks.com/2010/01/25/why-you-should-not-invest-like-warren-buffett-because-you-cant/http://www.bloggingstocks.com/2010/01/25/why-you-should-not-invest-like-warren-buffett-because-you-cant/http://www.bloggingstocks.com/2010/01/25/why-you-should-not-invest-like-warren-buffett-because-you-cant/#commentsFiled under:

The following article was contributed via Seed.com, AOL's new platform for freelance writers.

"I don't like to opine on the stock market, and again I emphasize that I have no idea what the market will do in the short term. Nevertheless, I'll follow the lead of a restaurant that opened in any empty bank building and then advertised: 'Put your mouth where your money was.' Today my money and my mouth both say equities."
~ Warren Buffet, in a New York Times op-ed from October 17, 2008.

With the release in 2008 of the highly-anticipated biography of Warren Buffet The Snowball: Warren Buffet and the Business of Life, the somewhat unlikely cult of personality that is the Oracle of Omaha once again garnered attention. There are legions of Buffet adherents, and there is no doubt that his underlying principles are sound. He lives in the same house in Omaha that he bought in 1958 for about $31,500 and that today is valued at around $700,000. His stock picks have been similarly spectacular in many instances. But the Contrary Investor (that's me) would proffer that there are two very basic, very important distinctions in Mr. Buffet's investment process that followers simply cannot duplicate.

Continue reading Why You Should Not Invest Like Warren Buffett: Because You Can't!

Why You Should Not Invest Like Warren Buffett: Because You Can't! originally appeared on BloggingStocks on Mon, 25 Jan 2010 19:00:00 EST. Please see our terms for use of feeds.

Permalink | Email this | Comments]]>investingwarren buffettWarrenBuffettMon, 25 Jan 2010 19:00:00 EST<![CDATA[Why You Should Invest Like Warren Buffett]]>http://www.bloggingstocks.com/2010/01/25/why-you-should-invest-like-warren-buffett/http://www.bloggingstocks.com/2010/01/25/why-you-should-invest-like-warren-buffett/http://www.bloggingstocks.com/2010/01/25/why-you-should-invest-like-warren-buffett/#commentsFiled under:

The following article was contributed via Seed.com, AOL's new platform for freelance writers.

Warren Buffett is one of the few investors in the world that has consistently succeeded where others failed. Part of his success is due to his common sense approach to the stock market. Investors have mocked Buffett for his old fashioned approach to investing when he sat out the dot com era bubble. But Buffett had the last laugh when others lost out during the bust.

Buffett also managed to largely avoid the major losses investors faced when they invested in securities dependent on subprime lending practices. In fact, he managed to profit from it.

Here are some principles Warren Buffett follows and investors would be wise to model:

Continue reading Why You Should Invest Like Warren Buffett

Why You Should Invest Like Warren Buffett originally appeared on BloggingStocks on Mon, 25 Jan 2010 18:30:00 EST. Please see our terms for use of feeds.

Permalink | Email this | Comments]]>billionairebuffettinvestinginvestmentsinvestorvalueinvestingwarrenwarrenbuffettMon, 25 Jan 2010 18:30:00 EST<![CDATA[Chasing Value: 2010 -- #6 General Electric]]>http://www.bloggingstocks.com/2009/12/30/chasing-value-2010-6-general-electric/http://www.bloggingstocks.com/2009/12/30/chasing-value-2010-6-general-electric/http://www.bloggingstocks.com/2009/12/30/chasing-value-2010-6-general-electric/#commentsFiled under: , , , , , , , , ,

Many retail investors have been shrieking as General Electric (GE) hovers around ten year lows and has gone nowhere all year while almost everything else has appreciated. GE is on hot lists and not lists for 2010.

It is one of my holdover picks from 2009 and if it does not improve in the next few days will be my only loser -- for the other, a winner, see: Chasing Value: 2010 -- #3 EZCORP.

Continue reading Chasing Value: 2010 -- #6 General Electric

Chasing Value: 2010 -- #6 General Electric originally appeared on BloggingStocks on Wed, 30 Dec 2009 15:30:00 EST. Please see our terms for use of feeds.

Permalink | Email this | Comments]]>2010featuredGEgeneral electricGeneralElectricjeffrey immeltJeffreyImmeltsheldon liberSheldonLiberstock picksStockPicksstocks to buyStocksToBuywarren buffettWarrenBuffettWed, 30 Dec 2009 15:30:00 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[Buffetts' Berkshire vs Jobs' Apple for 2010?]]>http://www.bloggingstocks.com/2009/12/14/buffetts-berkshire-vs-jobs-apple-for-2010/http://www.bloggingstocks.com/2009/12/14/buffetts-berkshire-vs-jobs-apple-for-2010/http://www.bloggingstocks.com/2009/12/14/buffetts-berkshire-vs-jobs-apple-for-2010/#commentsFiled under: , , , , , , ,

Yes I am picking Berkshire Hathaway (BRK.B) over Apple Inc. (AAPL) in 2010.

Last week I suggested in two separate posts that Apple investors potential gains going forward in 2010 would be far less rewarding than in 2009. The issue first came up in Chasing Value: Ten stocks for 2010 -- Part 9 + Apple where I was simply reviewing Apple for inclusion in the ten but some of the faithful (sometimes over zealous) took exception to this.

The stock having reached an all time high last month was part of what lead me to write, "Sure it is possible that Apple comes out with another winning product but that rampant speculation is among the things that have driven the stock price to where it is. I think the downside outweighs the upside by a large margin so I will pass on this one."

Some of the comments I received only made my case stronger.

Continue reading Buffetts' Berkshire vs Jobs' Apple for 2010?

Buffetts' Berkshire vs Jobs' Apple for 2010? originally appeared on BloggingStocks on Mon, 14 Dec 2009 15:00:00 EST. Please see our terms for use of feeds.

Permalink | Email this | Comments]]>AAPLApple Inc.AppleInc.BRK.ABRK.Binthenewssheldon liberSheldonLiberSteve JobsSteveJobsWarren BuffettWarrenBuffettMon, 14 Dec 2009 15:00:00 EST<![CDATA[Berkshire Hathaway buying Burlinton Northern Santa Fe]]>http://www.bloggingstocks.com/2009/11/03/berkshire-hathaway-buying-burlinton-northern-santa-fe/http://www.bloggingstocks.com/2009/11/03/berkshire-hathaway-buying-burlinton-northern-santa-fe/http://www.bloggingstocks.com/2009/11/03/berkshire-hathaway-buying-burlinton-northern-santa-fe/#commentsFiled under: ,

A major acquisition is coming to light this morning, as Berkshire Hathaway (NYSE: BRK.A, BRK.B) has announced that it is acquiring Burlington Northern Santa Fe (NYSE: BNI). The deal calls for BRK to dish out $100 per share in cash and stock for the 77.4% of BNI shares that BRK doesn't already own. The deal will cost BRK $44 billion.

The acquisition gives us a glimpse into the mind of the Oracle of Omaha, BRK's CEO Warren Buffett. He feels that the "country's future prosperity depends on it having an efficient and well-maintained rail system." Buffett is betting that railroads are going to do well, which would stem from prosperity in the American economy.

Continue reading Berkshire Hathaway buying Burlinton Northern Santa Fe

Berkshire Hathaway buying Burlinton Northern Santa Fe originally appeared on BloggingStocks on Tue, 03 Nov 2009 09:30:00 EST. Please see our terms for use of feeds.

Permalink | Email this | Comments]]>acquisitionacquisitionsbnibnsfbrk.abrk.bfeaturedoracle of omahaOracleOfOmaharailroadrailroad stocksrailroadsRailroadStockswarren buffettWarrenBuffettTue, 03 Nov 2009 09:30:00 EST<![CDATA[Closing Bell: Mixing the indexes (AAI, COP, RPRX, VG, SIRI)]]>http://www.bloggingstocks.com/2009/10/07/closing-bell-mixing-the-indexes-aai-cop-rprx-vg-siri/http://www.bloggingstocks.com/2009/10/07/closing-bell-mixing-the-indexes-aai-cop-rprx-vg-siri/http://www.bloggingstocks.com/2009/10/07/closing-bell-mixing-the-indexes-aai-cop-rprx-vg-siri/#commentsFiled under: , ,

Today was one of those days where commodities and the dollar went all over. Gold still rose, yet oil fell on a very mixed inventory report. The markets started out with some strength, but the major indexes were mixed at the end of the day.

Here are today's unofficial closing bell levels:

Dow 9,725.80 -5.45 (-0.06%)
S&P 500 1,057.56 +2.84 (0.27%)
Nasdaq 2,110.33 +6.76 (0.32%)

Analysts: top upgrades and top downgrades
Top Rumors of the Day
Top Day Trader Alerts

Continue reading Closing Bell: Mixing the indexes (AAI, COP, RPRX, VG, SIRI)

Closing Bell: Mixing the indexes (AAI, COP, RPRX, VG, SIRI) originally appeared on BloggingStocks on Wed, 07 Oct 2009 16:00:00 EST. Please see our terms for use of feeds.

Permalink | Email this | Comments]]>AAIairtranbiohealthhypogandismRPRXvonagewarren buffettWarrenBuffettWed, 07 Oct 2009 16:00:00 EST<![CDATA[Analyst calls Ken Lewis 'phenomenally good']]>http://www.bloggingstocks.com/2009/10/01/analyst-calls-ken-lewis-phenomenally-good/http://www.bloggingstocks.com/2009/10/01/analyst-calls-ken-lewis-phenomenally-good/http://www.bloggingstocks.com/2009/10/01/analyst-calls-ken-lewis-phenomenally-good/#commentsFiled under:

Most observers have been shocked by how long Ken Lewis was able to hold onto his job as CEO of Bank of America (NYSE: BAC) as long as he was.

But not Rochdale Securities analyst Dick Bove, who told CNBC that "The guy has been phenomenally good... to push him out now because of a witch hunt is totally inappropriate."

Are we talking about the same Ken Lewis? Let's go through a quick list of Lewis' phenomenal accomplishments:

Continue reading Analyst calls Ken Lewis 'phenomenally good'

Analyst calls Ken Lewis 'phenomenally good' originally appeared on BloggingStocks on Thu, 01 Oct 2009 17:00:00 EST. Please see our terms for use of feeds.

Read | Permalink | Email this | Comments]]>colin barrColinBarrken lewisKenLewismr. magooMr.Magoowarren buffettWarrenBuffettThu, 01 Oct 2009 17:00:00 EST<![CDATA[Chasing Value: Journey to 201%: APC, ISRG, WFC and more]]>http://www.bloggingstocks.com/2009/09/18/chasing-value-journey-to-201-apc-isrg-wfc-and-more/http://www.bloggingstocks.com/2009/09/18/chasing-value-journey-to-201-apc-isrg-wfc-and-more/http://www.bloggingstocks.com/2009/09/18/chasing-value-journey-to-201-apc-isrg-wfc-and-more/#commentsFiled under: , , , , , , , , ,

Yesterday my 2009 portfolio closed up 201% for the year. It has been an interesting journey, and while it is rather self congratulatory to discuss it, there are lessons to be learned.

Before I review some of the reasons I was able to do this I want to make it clear that I do not think this can be easily repeated; I look at the portfolio every day thinking this is too good to be true, and we all know what that usually means.

Continue reading Chasing Value: Journey to 201%: APC, ISRG, WFC and more

Chasing Value: Journey to 201%: APC, ISRG, WFC and more originally appeared on BloggingStocks on Fri, 18 Sep 2009 17:20:00 EST. Please see our terms for use of feeds.

Permalink | Email this | Comments]]>APCChasing ValueChasingValueISRGnaked putsNakedPutsNCTOLNSheldn LiberSheldnLibersir john templetonSirJohnTempletontrading optionsTradingOptionsvalue investingValueInvestingwarren buffettWarrenBuffettWFCFri, 18 Sep 2009 17:20:00 EST<![CDATA[Closing Bell: Bears head to rehab (GE, KFT, CBY, ORCL, ADBE, FLEX, KERX)]]>http://www.bloggingstocks.com/2009/09/16/closing-bell-bears-head-to-rehab-ge-kft-cby-orcl-adbe-fle/http://www.bloggingstocks.com/2009/09/16/closing-bell-bears-head-to-rehab-ge-kft-cby-orcl-adbe-fle/http://www.bloggingstocks.com/2009/09/16/closing-bell-bears-head-to-rehab-ge-kft-cby-orcl-adbe-fle/#commentsFiled under: , , ,

The bulls just keep running. So much so that even the bears have started wearing horns and fake hooves so that they fit in a little better. A tame CPI figure on consumer inflation helped things steady and then a less-bad homebuilder survey allowed the run to continue higher. Oil prices ramped up on lower crude inventories as well. Here were today's unofficial closing bell levels:

Dow 9,790.35 +106.94 (1.10%)
S&P 500 1,068.76 +16.13 (1.53%)
Nasdaq 2,133.15 +30.51 (1.45%)

Top Analyst Upgrades
Top Analyst Downgrades
Top Trader Alerts

Continue reading Closing Bell: Bears head to rehab (GE, KFT, CBY, ORCL, ADBE, FLEX, KERX)

Closing Bell: Bears head to rehab (GE, KFT, CBY, ORCL, ADBE, FLEX, KERX) originally appeared on BloggingStocks on Wed, 16 Sep 2009 16:00:00 EST. Please see our terms for use of feeds.

Permalink | Email this | Comments]]>jim cramerJimCramerkeryxomnitureperifosinewarren buffettWarrenBuffettWed, 16 Sep 2009 16:00:00 EST<![CDATA[Chasing Value: Blaming GE's Immelt for what?]]>http://www.bloggingstocks.com/2009/09/02/chasing-value-blaming-ges-immelt-for-what/http://www.bloggingstocks.com/2009/09/02/chasing-value-blaming-ges-immelt-for-what/http://www.bloggingstocks.com/2009/09/02/chasing-value-blaming-ges-immelt-for-what/#commentsFiled under: , , , , , , , , ,

Some of the venom spewed at General Electric Company (NYSE: GE) every time I write about it, is getting kind of old. I understand the criticism of Jeffrey Immelt, the CEO who takes the blame for everything that is wrong with the company and the economy.

I too have felt that he might have done more. In particular, while I argued Monday that most of the companies divisions were well integrated, or at least related, I am not sure that entertainment has to be a part of the mix, and the company is on the record to jettison the appliance division already.

In considering the plight of the GE shareholder, myself included, what exactly is it that investors would like Immelt to do?

Continue reading Chasing Value: Blaming GE's Immelt for what?

Chasing Value: Blaming GE's Immelt for what? originally appeared on BloggingStocks on Wed, 02 Sep 2009 15:40:00 EST. Please see our terms for use of feeds.

Permalink | Email this | Comments]]>chasing valueChasingValueDISfeaturedGEgeneral electricGeneralElectricjeffrey immeltJeffreyImmeltMVLSheldon LiberSheldonLiberwarren buffettWarrenBuffettWed, 02 Sep 2009 15:40:00 EST<![CDATA[Serious Money: Williams second to Apple; still leads Berkshire, Google & Microsoft]]>http://www.bloggingstocks.com/2009/08/31/serious-money-williams-second-to-apple-stil-leads-berkshire-g/http://www.bloggingstocks.com/2009/08/31/serious-money-williams-second-to-apple-stil-leads-berkshire-g/http://www.bloggingstocks.com/2009/08/31/serious-money-williams-second-to-apple-stil-leads-berkshire-g/#commentsFiled under: , , , , , , ,

In early May, I wrote about why I thought Williams Companies Inc. (NYSE: WMB) would outperform four other, more popular stocks. I compared it to Apple Inc. (NASDAQ: AAPL), Google Inc. (NASDAQ: GOOG), Microsoft Corp. (NASDAQ: MSFT) and Berkshire Hathaway Inc. (NYSE: BRK.B).

It was May 11 that I last followed-up on my series of posts, and since then, for about half that period WMB indeed outperformed all four stocks. Since then, however, it has fallen back to second place, behind AAPL.

Continue reading Serious Money: Williams second to Apple; still leads Berkshire, Google & Microsoft

Serious Money: Williams second to Apple; still leads Berkshire, Google & Microsoft originally appeared on BloggingStocks on Mon, 31 Aug 2009 12:30:00 EST. Please see our terms for use of feeds.

Permalink | Email this | Comments]]>AAPLBRK.ABRK.BGOOGGSMSFTmy pal warrenMyPalWarrenSerious MoneySeriousMoneysheldon liberSheldonLiberWarren BuffettWarrenBuffettwilliams coWilliamsCoWMBMon, 31 Aug 2009 12:30:00 EST<![CDATA[Ford, Citi, MBIA, GBE and Sir John Templeton]]>http://www.bloggingstocks.com/2009/08/06/ford-citi-mbia-gbe-and-sir-john-templeton/http://www.bloggingstocks.com/2009/08/06/ford-citi-mbia-gbe-and-sir-john-templeton/http://www.bloggingstocks.com/2009/08/06/ford-citi-mbia-gbe-and-sir-john-templeton/#commentsFiled under: , , , , , ,

You can learn a lot from your elders and when it comes to investing, you best listen very attentively. I often refer to 'my pal Warren' in my posts and I credit Mr. Buffett's investment advice and parables over the years for much of my gains in 2009.

There is another mentor, though, one I have not referred to often but that I have gleaned some wisdom from in terms of value investing and courage, and that is 'my pal Sir John.' While Buffett has been very straight forward in his position that you should buy on fear and this was the year to do that, it was Templeton that preached buying far and wide and diversifying broadly into out-of-favor companies. As he did when he started out.

Continue reading Ford, Citi, MBIA, GBE and Sir John Templeton

Ford, Citi, MBIA, GBE and Sir John Templeton originally appeared on BloggingStocks on Thu, 06 Aug 2009 17:00:00 EST. Please see our terms for use of feeds.

Permalink | Email this | Comments]]>CCitigroupFfeaturedFordGBEgrubb and ellisGrubbAndEllisMBISheldon LiberSheldonLiberSir John TempletonSirJohnTempletonvalue investingValueInvestingWarren BuffettWarrenBuffettThu, 06 Aug 2009 17:00:00 EST