One of the best value investors that I follow is Donald Yacktman.  I appreciate the way that he looks at risk-adjusted returns and takes a truly long-term perspective with only about 7% turnover, which is exceptionally low for a mutual fund.  Right now he is finding the most value in large consumer staples companies such...Read More

Here is Tim Travis’ research report on Pepsi (PEP) on March 27rd 2012.   http://seekingalpha.com/article/461211-pepsi-a-great-business-at-a-fair-priceRead More

I wanted to highlight a few key points but honestly I think I’d be doing you a disservice as the whole thing was wonderful.  He add really interesting color on Apple (AAPL), Pepsi (PEP), and normalized profit margins.  Yacktman is one of my favorite fund managers and is somebody that I pay close attention to....Read More

http://seekingalpha.com/article/461211-pepsi-a-great-business-at-a-fair-price INVESTING IN THE FINANCIAL MARKETS INVOLVES RISKS. OPTIONS ARE NOT SUITABLE FOR ALL INVESTORS.Read More