June 25, 2012
This article written by Simon Johnson is another in a long line of commentary that is not supported by facts or solutions.  Obviously there is a lot of stress directly stemming from the situation in Europe and it will effect banks.  Currently banks in the United States have some of the highest capital and liquidity...
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It has been very compelling to see Warren Buffett’s Berkshire Hathaway (BRKA) acquiring local newspapers at an accelerated rate.  Much has been made of the steep declines in the newspaper business, as most companies have been unable to adequately monetize their assets on the shift to digital distribution.  Buffett is focusing on local, community oriented...
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This article discusses the merits of both Verizon (VZ) and AT&T (T) in this current low interest rate environment.  While both stocks offer attractive dividend yields, the multiples are quite high on both securities.  If you look across the pond to Europe an investor can find much more attractive payouts and earnings yields.  Obviously there...
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Wells Fargo (WFC) continues to utilize its financial strength to buy attractive loan portfolios from companies that are deleveraging.  The subscription finance portfolio offers relatively high yields without taking on unseemly credit risks.  These types of acquisitions are important for diversification, and to be fight off the low net interest margins that exist in the...
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