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Double Values: 6 Stocks That Meet Buffett and Graham Criteria

Caterpillar (CAT) logo"Benjamin Graham has been recognized for decades as the father of value investing; Warren Buffett was a student of Ben Graham at Columbia University and later worked for Mr. Graham for several years," notes J. Royden Ward.

The editor of the Cabot Benjamin Graham Value Letter explains, "We've combined Warren Buffett's and Ben Graham's investing criteria for choosing stocks and and found six high-quality companies.

"We believe that the six stocks that passed our screen each sell at sensible prices, offer reasonable appreciation potential, and provide solid dividends.

Continue reading Double Values: 6 Stocks That Meet Buffett and Graham Criteria

Japan: Opportunities from Crisis

This post is part of Japan: A Special Report for Investors.

"Although some people may think it inappropriate, our job is to make readers aware of opportunities as they occur," says Glenn Rogers.

The contributing editor to Internet Wealth Builder explains, "Invariably, every major crisis creates such opportunities although they may only be suitable for aggressive investors. This one is no different.

"The question is: where to begin? Usually the best place to start is by looking at some of the securities that were hardest hit by the big sell-off that followed the disaster.

Continue reading Japan: Opportunities from Crisis

Japan: Contrarian Buys from Autos to Housing

This post is part of Japan: A Special Report for Investors.

"The list of those hurt financially by the earthquake include the Japanese government (so don't buy Japan's government bonds), insurance companies (who will make up their losses through higher future premiums) and the unfortunate Japanese people themselves," says Martin Hutchinson.

The contributing editor to Money Morning explains, "Of course, even among listed companies, there will be some losers. Tokyo Electric Power Co. (TKECY), or TEPCO, is the unfortunate owner of the damaged Fukushima Daiichi nuclear power station.

Continue reading Japan: Contrarian Buys from Autos to Housing

Realty Income (O) Ups Dividend for 54 Consecutive Quarters

Realty Income logo"Realty Income (O) is one of our favorite companies; they continue to grow their portfolio of properties which will ensure their dividend stream will grow for years to come," says Steve Christ.

The editor of Wealth Advisory explains, "The company recently announced its 54th consecutive quarterly increase and the 61st dividend increase since Realty Income went public in 1994.

"The company recently announced that it had signed definitive purchase agreements to acquire up to 33, single-tenant, retail, distribution, office and manufacturing properties under long-term, net-lease agreements for approximately $544 million.

Continue reading Realty Income (O) Ups Dividend for 54 Consecutive Quarters

Japan: The Impact on U.S. Nuclear Utilities

This post is part of Japan: A Special Report for Investors.

"Japan continues to reel from the aftershock of the magnitude 8.9 earthquake and subsequent tsunamis; among the hardest hit is the nuclear industry, which supplies 30 percent of the country's electricity" notes utility sector expert Roger Conrad.

The editor of The Utility Forecaster explains, "There's still a lot we don't know about the crisis. We've seen a massive selloff of in all things nuclear.In my view, this drop will be reversed as the situation calms down.

Continue reading Japan: The Impact on U.S. Nuclear Utilities

Japan: Stora Enzo (SEOAY)

This post is part of Japan: A Special Report for Investors.

"The battered northeast of Japan -- the center of the country's pulp and paper industry -- will take years to revive. I anticipate Japan will have to import wood products and the Finnish giant Stora Enzo (SEOAY) will be one of the suppliers to Japan," asserts Vivian Lewis.

The editor of Global Investing explains, "Northern Europe is where pulp will come from, and where Japan will buy the lumber it needs to rebuild.

Continue reading Japan: Stora Enzo (SEOAY)

Japan: Dow Theory's Blue Chip Portfolio Review

This post is part of Japan: A Special Report for Investors.

"Japan's tsunami has struck worldwide," says Richard Moroney, the editor of Dow Theory Forecasts, which has maintained a model portfolio of blue chip stocks for over 50 years.

Here, he reviews a number of the top buy recommendations in the newsletter's portfolios to determine the potential risk posed by the recent tragic developments in Japan.

Stocks cited as "Focus List Buys" are are those issues that the service expect to significantly outperform the market over the next 12 months.

Continue reading Japan: Dow Theory's Blue Chip Portfolio Review

Japan: Mitsubishi Corp. (MSBHY)

This post is part of Japan: A Special Report for Investors.

"Without underestimating the magnitude of the tragedy and human suffering following the earthquake in Japan, we recommend investors buy into Japan amid the current market weakness," says Yiannis Mostrous.

The Asian stock expert and editor of Global Investment Strategist explains, "The tragic earthquake in Japan has roiled markets, but the country's long-term strength remains intact. This is a good time to establish long-term positions in some of Japan's best companies, such as Mitsubishi Corp. (MSBHY).

Continue reading Japan: Mitsubishi Corp. (MSBHY)

Japan: iShares MSCI Japan Index ETF (EWJ)

This post is part of Japan: A Special Report for Investors.

"Following the earthquake in Japan, the Nikkei 225 Index lost 18% in just 3 trading days, a worse decline than even the crash of 1987; the behavior of the iShares MSCI Japan Index ETF (EWJ) looks like a selling climax has occurred," says Marvin Appel.

The editor of Systems & Forecasts explains, "After a fast decline, the market bounced on unusually heavy volume. In this particular case, EWJ opened on March 15 with a loss of 7%. However, by the close, all of this loss was recouped on exceptionally heavy volume.

Continue reading Japan: iShares MSCI Japan Index ETF (EWJ)

Japan: Kubota (KUB)

This post is part of Japan: A Special Report for Investors.

"The normal human response to a large-scale natural disaster will be to eventually look to rebuild," observes Geoffrey Seiler.

The editor of BullMarket.com explains, "Those desires create the somewhat perverse irony of a future economic boom, especially for companies and individuals tied to the construction industry, such as Kubota (KUB), which is essentially the Caterpillar of Japan.

Continue reading Japan: Kubota (KUB)

Japan: Mizuho Financial Group (MFG)

This post is part of Japan: A Special Report for Investors.

"Tokyo-based Mizuho Financial Group (MFG) is Japan's second-largest bank in terms of total assets," notes Paul Tracy.

The editor of High Yield International suggests, "Banks are typically considered cheap when they trade at a discount to their underlying book value and Mizuho currently trades at just 0.7 times book.

"The past two decades have not been kind to the Japanese banking industry, though the leading financials have been restructuring successfully.

Continue reading Japan: Mizuho Financial Group (MFG)

Japan: A Special Report for Investors

"Few people know exactly how long it will take Japan to recover and rebuild, nor the full impact of the destruction in the world's third-largest economy," says Louis Basenese.

The contributing editor to Investment U advises, "In the short term, expect volatility to be the norm; but if you're a long-term investor there are reasons for bullishness:

"First, Japan is cheap. Even before the earthquake hit, Japan was one of the world's cheapest markets with the average stock on the TOPIX trading at a price-to-book ratio of 1.0 -- a 56% discount to the average U.S. stock.

Continue reading Japan: A Special Report for Investors

Petrobras (PBR): Brazil Firm Boasts 'Huge Reserves'

Petrobras logoThe major beneficiaries of ongoing unrest in the Middle East will include companies that have lots of oil reserves, which certainly includes Brazil's Petrobras (PBR)," notes Paul Goodwin.

The editor of Cabot China & Emerging Markets Report explains, "The company is the third largest oil and natural gas company in the world, with proven oil reserves of 14.2 billion barrels. That's an 11% year-over-year gain in reserves, the largest increase in eight years.

"If you add in probable and possible reserves, the number rises to nearly 28.5 billion barrels. Proven natural gas reserves also took a big jump in 2010, rising more than 15% to 423 billion cubic meters.

Continue reading Petrobras (PBR): Brazil Firm Boasts 'Huge Reserves'

Physical Precious Metals Basket (GLTR): All in One Metals ETF

"The ETFS Physical Precious metals Basket (GLTR) is the first physical-bullion ETF to own more than one metal. GLTR's all-in-one convenience and relatively low expense ratio make it an attractive option," notes exchange traded fund specialist Mark Salzinger.

The editor of The Investor's ETF Report explains, "We like this ETF for investors who want to complement exposure to gold bullion with extensive exposure to silver and modest exposures to platinum and palladium.

Continue reading Physical Precious Metals Basket (GLTR): All in One Metals ETF

Nestle and PepsiCo: 'Cheap and Safe'

Nestle logo"What's safe and cheap in today's market? Food stocks top our buy list this month," suggests leading value advisor Richard Band.

The editor of Profitable Investing explains, "Here are two of my favorite buys, each with the potential to rack up a total return (price gain plus dividends) of at least 15% in the coming year: Nestle (NSRGY) and PepsiCo (PEP).

Continue reading Nestle and PepsiCo: 'Cheap and Safe'

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Last updated: May 28, 2012: 11:49 PM

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