By

Tim Travis
Here is an article providing more evidence of the resources that Edward Lampert the Chairman of Sears Holdings, is putting towards protecting the company.  The late December stock crash and poor financial results caused large factoring suppliers such at CIT to reassess their ongoing relationship with the company.  These institutions that provide financing on account...
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This article was pretty interesting in that most of these companies are rarely talked about by the financial media, but have been unbelievable investments.  It really goes to show that if you buy something at the right price and are willing to hold it substantial returns can be made.  Obviously for some of the tech...
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http://www.cnbc.com/id/46731508 http://www.cnbc.com/id/46737336 INVESTING IN THE FINANCIAL MARKETS INVOLVES RISKS. OPTIONS ARE NOT SUITABLE FOR ALL INVESTORS.
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I tend to agree with this analyst in that I think China is in a lot more trouble than the consensus believe.  If they were able to avoid a collapse after their immense building spree of the last decade, it would be an exceptional accomplishment, and would go against quite a bit of economic history....
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I applaud Greg Smith for speaking up for his values and I believe that he is probably trying to shed some light on some of the nastiness that is most certainly present in the financial services industry.  His comments on selling products with no thought in regards to whether or not they are right for...
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David Dreman’s book “Contrarian Investment Strategies” was one of the keys to formulating my investment methodology.  In the book and the updated versions that have followed, Dreman outlines extensive statistical analysis pointing to the follies of the Efficient Market Theory.  The statistics demonstrated that stocks with low p/b, p/cf, and p/e tend to outperform over...
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Today we had some big news with the Federal Reserve announcing the results of the dramatic stress tests.  As a whole the US banking industry did quite well, which is to be expected considering they have double the capital that they had three years ago. I was somewhat surprised to see Citigroup, which has one...
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While value investing is practiced by a small minority of market participants, even fewer understand, or have the patience to see it through.  Many people think it is as simple as buying a stock that is cheap, and then it goes up from there, typically within a few months to a year.  Sometimes investments do...
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Today I was able to read over the most recent shareholder’s letter from Prem Watsa, CEO of Fairfax Financial.  This is a company that is often under the radar for many U.S. investors, but Watsa is known as “The Warren Buffett of Canada.”  Watsa operates a similar business where he invests using insurance float and...
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This morning I finally had the opportunity to read the most recent Chairman’s letter from Samuel Palmisano, who had been the CEO of IBM before stepping down recently.  He has done a remarkable job of converting a business that was focused both on the Enterprise and the Consumer, to a business that is at the...
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