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Other Authors
- Mueller Water Products "A" Shares and "B" Shares are Mispriced
An article discussing the price difference between Mueller Water Products (MWA) "A" shares and "B" shares. The shares are identical except that each A share has 1 vote and each B share has 8 votes. Right now, the B shares are selling for $0.34 a share less than the A shares despite having eight times the voting power (A shares: $13.98; B shares: $13.64)
Date of Article: 09Apr2007 Category: Finance & Investment View(170) EasyPublish(114)
- Warren Buffett's Berkshire Hathaway Discloses 10% Stake in Burlington Northern
Warren Buffett's Berkshire Hathaway (BRK.B) has disclosed a greater than 10% stake in Burlington Northern Santa Fe (BNI). Berkshire was still buying as late as Thursday, April 5th, 2007. This is Berkshire's largest recent investment - it has a market value of $3.2 billion. Date of Article: 08Apr2007 Category: Finance & Investment View(160) EasyPublish(168)
- Topps to be Acquired by Eisner and Others
Topps, the maker of trading cards and Bazooka Gum, has agreed to be acquired by Michael Eisner and others for $9.25 a share in cash in a transaction valued at $385.4 million. Eisner, the former CEO of Disney, founded the privately held Tornante Company in 2005 to make transactions such as this one. Date of Article: 07Mar2007 Category: Finance & Investment View(298) EasyPublish(124)
- Traffic at uTube.com Surges 440%
A silly story about how a 440% jump in traffic at uTube.com paralyzed that company's site. Apparently, millions of people confused uTube.com, a site operated by Universal Tube & Rollform Equipment Corporation, with YouTube.com, a site recently acquired by Google (GOOG) for $1.65 billion in stock. Date of Article: 19Oct2006 Category: Internet Marketing/Online Business View(499) EasyPublish(174)
- Dow Flirts With New High Six Years On
As the Dow flirts with a new high (and the financial media tests everyone's patience), it's worth remembering how far the average investor has fallen and why. Date of Article: 30Sep2006 Category: Finance & Investment View(166) EasyPublish(137)
- Friendly's CEO Resigns; Largest Shareholder Requests Seats
On Thursday, Friendly Ice Cream (FRN) announced its CEO, John Cutter, had resigned. It was not immediately clear whether he had been forced out or left voluntarily. Friendly's largest shareholders, Sardar Biglari, has requested two board seats. Biglari, a value investor in the vein of Buffett, runs a hedge fund called "The Lion Fund" and serves as Chairman of Western Sizzlin (WSZL). Date of Article: 29Sep2006 Category: Finance & Investment View(220) EasyPublish(439)
- The Human Index
A short article discussing the arbitrary and "human" nature of the Dow Jones Industrial Average. Looks at the last Dow reshuffle (2004) and the six companies involved: Verizon (VZ), AIG (AIG), Pfizer (PFE), Eastman Kodak (EK), International Paper (IP), and AT&T (T). Date of Article: 28Sep2006 Category: Finance & Investment View(154) EasyPublish(143)
- An Analysis of Nintendo (NTDOY)
A value investor analyzes Nintendo (NTDOY) from both a qualitative and quantitative perspective to determine if the current stock price is attractive. Date of Article: 14Sep2006 Category: Finance & Investment View(152) EasyPublish(136)
- Sony Delays PlayStation 3
"As a result of problems related to the mass production of a key component of its Blu-ray DVD player, Sony (SNE) will delay the European launch of its next generation video game console, the PlayStation 3 (PS3). Sony will also reduce the number of PS3 units immediately available in both the U.S. and Japan." This article examines what that new might mean for the PS3's future. Date of Article: 09Sep2006 Category: Finance & Investment View(196) EasyPublish(159)
- Sumner Redstone Fires Viacom CEO Tom Freston
On Monday, Sumner Redstone fired Viacom's CEO, Tom Freston. This article looks at the firing and what it means for Viacom. Is Redstone reasserting his control over the cable properties once buried within the larger corporate behemoth that was Viacom (which then included CBS)? Where will the two new men at the top, Dauman and Dooley, take the company? Date of Article: 07Sep2006 Category: Finance & Investment View(161) EasyPublish(158)
- Pilgrim's Pride (PPC) Offers to Acquire Gold Kist (GKIS)
Poultry producer Pilgrim's Pride (PPC) offers to purchase 100% of Gold Kist shares for $20 a share. A merger would create the largest poultry producer. Date of Article: 24Aug2006 Category: Finance & Investment View(167) EasyPublish(151)
- The Importance of Maintenance Cap-Ex
A value investor discusses the importance of maintenance cap-ex. GAAP accounting is compared to economic realities. The article focuses on how investors can find bargain stocks by looking at capital spending. Date of Article: 14Jun2006 Category: Finance & Investment View(217) EasyPublish(171)
- An Analysis of Wells Fargo & Company (WFC)
A value investor analyzes Wells Fargo & Company (WFC) from both a qualitative and quantitative perspective to determine if the current stock price is attractive. Date of Article: 31May2006 Category: Finance & Investment View(186) EasyPublish(169)
- An Analysis of Valley National Bancorp (VLY)
A value investor discusses Valley National Bancorp (VLY). He looks at the bank's business and whether the stock is attractive at the current price. Date of Article: 25May2006 Category: Finance & Investment View(180) EasyPublish(158)
- Cedar Fair to Buy Paramount Parks
Publicly traded limited partnership Cedar Fair (FUN) will acquire the Paramount Parks business of CBS Corp (CBS) for approximately $1.25 billion. Date of Article: 24May2006 Category: Finance & Investment View(179) EasyPublish(186)
- On Microsoft (MSFT)
A value investor discusses Microsoft (MSFT). The focus is long-term. Areas for possible future growth such as search and video games are discussed. Date of Article: 20May2006 Category: Finance & Investment View(184) EasyPublish(175)
- On Banks
A discussion of competitive advantages in the banking industry. This article was inspired by a Morningstar articles asking "Do All Banks Have Moats". Several different reasons are discussed explaining why these "moats" exist. Date of Article: 17May2006 Category: Finance & Investment View(177) EasyPublish(160)
- The Danger of Inflexible Enterprises
A value investor discusses the risk involved in buying stock in an inflexible enterprise. He uses several examples of large corporations and the problems they have encountered in recent years to illustrate his point. Date of Article: 25Apr2006 Category: Finance & Investment View(142) EasyPublish(146)
- Mismanagement at The New York Times
A value investor discusses the recent vote of no confidence by The New York Times Company's major shareholders. He then asks if the stock is now a bargain. Date of Article: 21Apr2006 Category: Finance & Investment View(126) EasyPublish(139)
- Investing with Confidence
A value investor discusses the importance of investing with confidence. Date of Article: 20Apr2006 Category: Finance & Investment View(147) EasyPublish(135)
- Stocks Look Pricey
A value investor looks at stock prices and finds them to be rather high at the end of the first quarter of 2006. Date of Article: 10Apr2006 Category: Finance & Investment View(130) EasyPublish(131)
- Buffett's Big Bet
A value investor looks at a big bet made by Warren Buffett and disclosed in Berkshire Hathaway's most recent annual report. His conclusion: Buffett's bet isn't as bullish as it appears. Date of Article: 08Apr2006 Category: Finance & Investment View(144) EasyPublish(141)
- An Analysis of the Journal Register Company (JRC)
A value investor analyzes the Journal Register Company (JRC) from both qualitative and quantitative grounds to determine if the current price makes the stock a bargain. Date of Article: 20Mar2006 Category: Finance & Investment View(161) EasyPublish(137)
- An Analysis of Journal Communications (JRN)
A value investor analyzes Journal Communications (JRN) on both qualitative and quantitative grounds to determine if its current price makes the stock a bargain Date of Article: 20Mar2006 Category: Finance & Investment View(127) EasyPublish(153)
- What is Value Investing?
A value investor looks at what value investing is and isn't. He contrasts value investing with other forms of investing such as growth investing and contrarian investing. Date of Article: 18Mar2006 Category: Finance & Investment View(148) EasyPublish(170)
- An Analysis of Pacific Sunwear (PSUN)
A value investor analyzes Pacific Sunwear (PSUN) on both qualitative and quantitative grounds to determine if its current price makes the stock a bargain. Date of Article: 10Mar2006 Category: Finance & Investment View(178) EasyPublish(167)
- The Wonders and Horrors of Compounding
A value investor jokingly sets a 50-year price target for Google of $16,578.90 in order to demonstrate the awesome power of compounding. Date of Article: 09Mar2006 Category: Finance & Investment View(163) EasyPublish(137)
- Some Lessons From Warren Buffett's Annual Letter
A value investor reviews a few lessons investors can learn from Warren Buffett's latest annual letter to Berkshire Hathaway shareholders. Date of Article: 08Mar2006 Category: Finance & Investment View(156) EasyPublish(141)
- Return on Assets is the Hit by Pitch of Investing
A value investor uses an analogy between baseball and investing to explain why stocks with high returns on assets often make good investments. Date of Article: 18Feb2006 Category: Finance & Investment View(149) EasyPublish(142)
- An Analysis of Energizer Holdings (ENR)
A value investor analyzes Energizer Holdings (ENR) on both qualitative and quantitative grounds to determine if its current price makes the stock a bargain. Date of Article: 02Feb2006 Category: Finance & Investment View(186) EasyPublish(157)
- The Logic Behind Technical Analysis
A value investor looks at the case for technical analysis as a complement to fundamental analysis Date of Article: 28Jan2006 Category: Finance & Investment View(166) EasyPublish(157)
- Comparing Google's Search Franchise to McCormick's Spice Franchise
A value investor compares Google's search franchise to McCormick's spice franchise in order to determine if Google's current stock price is justified. Date of Article: 27Jan2006 Category: Finance & Investment View(161) EasyPublish(142)
- An Analysis of Overstock.com (OSTK)
A value investor analyzes Overstock.com (OSTK) on both qualitative and quantitative grounds to determine if its current price makes the stock a bargain. Date of Article: 26Jan2006 Category: Finance & Investment View(134) EasyPublish(161)
- An Analysis of Lexmark (LXK)
A value investor analyzes Lexmark (LXK) on both qualitative and quantitative grounds to determine if its current price makes the stock a bargain. Date of Article: 24Jan2006 Category: Finance & Investment View(154) EasyPublish(138)
- Against the Top Down Approach to Picking Stocks
A value investor explains why the top down approach to picking stocks will not work as well as investing on a stock by stock basis. Date of Article: 23Jan2006 Category: Finance & Investment View(138) EasyPublish(155)
- Why Are Duopolies So Competitive?
This very brief article looks to human nature to explain why duopolies are often so competitive. Date of Article: 22Jan2006 Category: Finance & Investment View(185) EasyPublish(167)
- Is There Really a Magic Formula for Investing?
This article looks at investing formulas proposed by three men: Benjamin Graham, David Dreman, and Joel Greenblatt. It then asks whether any of these formulas will lead to above market returns. Date of Article: 20Jan2006 Category: Finance & Investment View(236) EasyPublish(171)
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