Seng Hock Tan on Tech Value Investing

Seng Hock Tan, Aegis Portfolio Managers (Asia) – '(Tech investing) -Value Investing in Asia' Seng is the Founder and CEO of Aegis.   Value investing in Aisa Horse (business model) Jockey (Entrepreneur) But first.... must look at the track (Asian environment) 'Booby track' Possibility of cash and assets disappearing International Business Machines Corp. (NYSE:IBM) - 'Lion Infrastructure' to ride...

Robotti & Co Bullish on EFX, THRE, SEHK and KMG

A Tale of 2 Cities – Oil versus Nat Gas – Bob Robotti’s talk Natural Gas – Growth across the world in natural gas production.  NA natural gas is an outlier.  Why? Horizontal drilling and fracking.  These have opened up significantly more reserves, available on an economic basis.  Low natural...

Chuck Akre is Bullish on Mastercard

Good Judgment and Compounding Machines, Chuck Akre, Akre Capital Management – GARP Investor Judgment = Experience which comes from bad past decisions.  Not planning to share any ideas with you. Neural network created from your experience.  Pattern recognition is important.  Success of investment is measured by the increase in the real...

Monday Economic, Stock and Hedge Fund News

Every afternoon we provide an update on global market levels, economic news, and hedge fund news. Post Market Update Market Levels  * US: Dow: 13008.50 (-0.23%), S&P 500: 1369.58 (0.04%), NASDAQ: 2957.76 (0.05%) * Europe: CAC: 3214.22 (1.63%), DAX: 6569.48 (0.12%) FTSE: 5655.06 (-1.93%). * Asia-Pacific: Australia: 4301.30 (-2.15%), China: 2451.95 (-0.00%), Hong Kong:...

Robert Hagstrom – 'Investing: The Last Liberal Art'

  Robert Hagstrom, Legg Mason – 'Investing: The Last Liberal Art'   Robert is the author of The Warren Buffett Way and Portfolio Manager for Legg Mason, Inc. (NYSE:LM).   Noted Munger's 2007 USC commencement speech Attempted to diagram the liberal arts of investing Isaac Newton Wrote Principia Mathematica People latched onto physics model for how things work Chesterton wrote ..."nearly...

Should Microsoft Save Nokia?

  Nokia Corporation (NYSE:NOK) is in the midst of a huge crisis in its business as it struggles to compete in the fast paced smart phone market and its feature phone's sales continue to drop. The firm's debt is now rated junk at some of the biggest ratings agencies and things...

Lauren Templeton on Her Uncles' Value Investing Strategies

  Lauren is the author of Investing the Templeton Way: The Market-Beating Strategies of Value Investing's Legendary Bargain Hunter, and a Portfolio Manager. She is the niece of Sir John Templeton. Lauren Templeton, Lauren Templeton Capital Management – 'John Templeton Legendary Value Investor's Market Beating Strategies'  * Background o Father's example - saved...

Facebook IPO Is A Buy If You Want To Pay An Exorbitant Price

We heard yesterday that the first sell-side report came out on Facebook. This is unusual as most firms do not issue reports before the IPO. Unsurprisingly, the report, which came from Wedbush Research, had a buy on the stock. Reports on the company's IPO have also come from Sterne Agee,...

WFC's Move into Prime Brokerage Criticized by Moody's

On April 27, Wells Fargo & Company (NYSE:WFC) announced its entry into the prime brokerage business through the acquisition of Merlin Securities. It was a step in a new direction for the bank but one that could offer increased profitability and enhanced customer offerings. But not everyone has fully supported the change. On...

AIG Shares Worth $5B Unloaded by US Treasury

The US Treasury has announced a sale of $5 billion worth of American International Group, Inc. (NYSE:AIG) shares, $2 billion of it will be repurchased by AIG. This is the third offering by the Treasury off American International Group, Inc. (NYSE:AIG shares in the last year which has decreased the...

Jeff Auxier on the Value of Cumulative Research

Jeff Auxier, Auxier Focus Inv (MUTF:AUXFX)– 'Value of Cumulative Research (Over Time)' Jeff is the founder and portfolio manager for Auxier. * Influences: o Call to Buffett in 1982 o Graham - 'The Intelligent Investor', SEC Filings, Annual reports o Templeton - 'The Humble Approach' o Fisher - 'Conservative Investors Sleep Well' o Robert Pamplin - Pres....

MF Global Customers Seeking Payment Feel Inequity

While some MF Global customers are slowly getting their money back, there appears to be a divide. According to The Wall Street Journal,  not all customers are created equal. Andrew McCormick, a 27-old Seattle-based commodity-fund manager, had about $480,000 with MF Global at the time of its October implosion. His...

Sam Zell's Advice on Investing in Emerging Markets

  Following the panel discussion that included Rosenberg, Kaletsky and Ritholtz, Sam Zell took to the stage at the 65th Chartered Financial Analyst Conference in Chicago. Sam Zell is the Chairman of Equity Group Investments and is renowned for his success in the American and international real-estate markets. Zell began with...

AmEx Gold and Your Credit Rating

  It’s no secret that you must have a great credit rating to be considered for a card like the American Express Gold. So many people don’t even truly know their credit score, view their credit reports, or have an idea what it all means. The first thing you need to do...

MLM, VMC, WLK, GGC, GTSI – M&A News

Monday is seeing a variety of different M&A activity.  For instance, Martin Marietta Materials Inc. (NYSE:MLM) said that they were going to appeal a court ruling that would is preventing them from a hostile takeover for rival Vulcan Materials Co. (NYSE:VMC).  Next, we see Westlake Chemical Corp. (NYSE:WLK) announced...

ABC and Univision To Create News Channel Aimed At Hispanics

  ABC News has announced a plan to create a new platform aimed at Hispanics in the United States in a joint effort with Univision. The new effort is expected to encompass media across several platforms based on television but including social media and web platforms. The television platform is expected...

Gold to Hit $3,000 an Ounce – David Rosenberg

Today at the 65th Annual Chartered Financial Analyst (CFA) Conference in Chicago, David Rosenberg provided insight into the future of bonds and gold as a part of a panel discussion on the impacts of the world debt crisis. Rosenberg, from Gluskin + Sheff Associates, was joined by Barry Ritholtz (Fusion IQ) and...

Earnings Roundup: CTSH, DISH, SYY, TSN

Our summary of important earnings reports released this morning. Cognizant Technology Solutions Corp. (NASDAQ:CTSH) increased its net profit for the quarter by 17% year on year but dampened its outlook for the rest of 2012. The company announced earnings per share of 79 cents on revenue of $1.71 billion. The company...

Pat Dorsey: Using Moats to Improve Returns

  Pat Dorsey, Sanibel Captiva Trust – Using Economic Moats to Improve Investment Returns Pat is an author of The Five Rules for Successful Stock Investing, The Little Book That Builds Wealth and Vice Chairman, and Director of Research at Sanibel. Sanibel has about $600M under management • Capitalism works - High profit operations attract...

Monday Morning Market, Economic and Company News

Every morning we put out a news report with the latest news in global stock markets, company news, and global economic news. Morning Market Update   Market Levels US:  Dow Futures: 12901.00 (-0.43%), S&P 500 Futures: 1358.30 (-0.31%), NASDAQ Futures: 2617.00 (-0.32%) Europe: CAC: 3173.13 (0.35%), DAX: 6525.15 (-0.56%), FTSE: 5655.06 (-1.97%). Asia-Pacific: Australia: 4301.30...

Larry Pitkowsky & Keith Turner on “Back to the Future"

Keith Turner & Larry Pitkowsky  -- GoodHaven Capital Management “Back to the Future” Prior experience at Bruce Berkowitz's Fairholme fund (MUTF:FAIRX) Goals: Above average returns Batting average crown – not the home run derby Consistent behavior irrespective of short term performance Expect the Unexpected –they tend to keep cash around 20% or so Need to have the liquidity to...

Albert Yong & Chan Lee – Korea: A Goldmine for Value Investors

“Korea: A Goldmine for Value Investors” Based out of South Korea, Seoul, Korea Ben Graham Disciples South Korea is the size of Maine, but has a population of 49 million Believes there is no threat from North Korea Attacks from N. Korea have shown no effects Why Korea? Korea grew 3.6% last year. Shift in household asset...

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