Value Investing

Value Investing Articles

It was rather surprising when we saw that Warren Buffett’s Berkshire Hathaway Inc. (NYSE: BRK-A, BRK-B) had suddenly sold all of the Iron Mountain Inc. (NYSE: IRM) holdings back in mid-November. ...
When Dynegy Inc. (NYSE: DYN) reported earnings, or rather, losses, yesterday, the company also included the dreaded “going concern” statement telling investors that unless the company could...
YRC Worldwide Inc. (NASDAQ: YRCW) has not gone without loss, nor without shareholder controversy.  Now investors who are already facing severe losses get to digest news that the company’s Chief...
Family Dollar Stores Inc. (NYSE: FDO) now has a serious issue for its shareholders to consider this weekend. The dollar store chain has rejected a $7.6 billion buyout offer from Nelson Peltz.  While...
Investors generally look to low price-to-earnings ratios to find “Value Stocks.”  The trick is to avoid companies which look like value but may actually be in a state of decline.  This is where...
PPL Corporation (NYSE: PPL) almost seems odd that its shares are trading higher after making such a premium acquisition.  The electric utility is paying more than $5.5 billion to acquire the second...
YRC Worldwide Inc. (NASDAQ: YRCW) announced a deal that saves the company from bankruptcy, but the deal also dilutes holders yet again.  The troubled trucking giant reached a deal with creditors and...
Irony or Paradox?  BP plc (NYSE: BP) “could” potentially see far less liability from its Gulf of Mexico Deepwater Horizon disaster from 2010.  This almost seems impossible, yet here we are.  ...
Dean Foods Company (NYSE: DF) is finding that no good deed goes unpunished.  The dairy seller reported that adjusted earnings were $0.15 EPS versus the Thomson Reuters target of $0.14 EPS. On a...
Family Dollar Stores, Inc. (NYSE: FDO) soared last night after announcing that it has received an unsolicited conditional buyout proposal from Nelson Peltz’ Trian Group to acquire Family Dollar in...
Reports have been circulating since late yesterday that Blockbuster Inc. (Pink Sheets: BLOAQ) has put itself up for sale rather than trying to emerge as a new operating company that can healthily...
Despite being grossly disappointed with John Chambers and the earnings guidance from Cisco Systems, Inc. (NASDAQ: CSCO), it is still hard for us to believe that Alcatel-Lucent (NYSE: ALU) is causing...
In a major reversal from a policy promoted in the early 1990s, the US Defense Department is now warning defense contractors to beware of mergers and acquisitions in the defense industry. The Pentagon...
Corporate turnarounds are almost never engineered by a single person. A CEO who takes a failing company and makes it successful again obviously got help from management, a board, along with customers...
Even if 2011 has gotten off to a rough start for gold, everyone knows that the value of gold is at historic highs.  What is interesting is that there is rarely a discussion about which countries...