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Special Report on

Large Cap Value Investing

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By steadfastly adhering to our investment discipline through ever-changing market and economic environments, the Davis Large Cap Value Portfolio has outperformed the S&P 500 ® Index over every rolling 10 year period since 1970. These results were generated through decades that contained economic recessions, economic expansions, major military conflicts, bull markets, bear markets and periods of rising and falling interest rates and energy prices. The most recent decade contained such events as the 2008 financial crisis, the NASDAQ collapse, the 2001-2002 bear market and 9/11. Because investing during uncertain times is the ...
He is one of the most successful investors in the world. Often called the "legendary investor Warren Buffett", 1 2 he is the primary shareholder , chairman and CEO of Berkshire Hathaway . 3 He is consistently ranked among the world's wealthiest people , and is the third wealthiest person in the world as of 2010. Buffett is called the "Oracle of Omaha" or the "Sage of Omaha" and is noted for his adherence to the value investing philosophy and for his personal frugality despite his immense wealth . Buffett is also a notable philanthropist, having pledged to give away 99 percent of his fortune to ...
The Teleporting Tattler: Hummingbird Buys Into Sangoma
whose shares I've been buying up madly for the past three years (to the point where it dangerously represents most of my savings), and which has laid dormant for much of this time - has found a new and powerful admirer. Sangoma Technologies Corporation is a very small company in the VOIP arena. They are still very much under the radar. My average buying price is about 30 cents over the past three years. The stock is still only trading at about 45 cents. The company has no debt. They have been generous with dividends for the past three years. A month ago they recorded their latest and best quarterly earnings. About $1.3 ... market research, surveys and trends
Value in Large Cap Stocks | Street Capitalist: Event Driven Value ...
Wisdom on such diverse topics as: spin-offs, merger arbitrage, post-bankruptcy equities, global macro commentary and short ideas. Today, while browsing twitter I noticed Abnormal Returns post about JNJ yielding more than 10 year treasuries. It got me thinking again about the fact that large cap stocks look pretty undervalued right now. You don’t really get popular by being bullish on large cap stocks – most people actually look down upon it, especially as a value investor. We are supposed to find these hidden gems that nobody knows about. Everybody and their mother knows about Johnson and Johnson. Still, it and a ... market research, surveys and trends


The New Warren Buffetts – Part II «
Yesterday we wrote about the 1989 Fortune article titled “The New Warren Buffetts”, which identified the best young investors at the time. The article included the names of what seemed to be unknown and obscured investors at the time. However, today they are among the best investors around. Investors highlighted in the article included value investing luminary Seth Klarman, hedge fund manager Eddie Lampert, and TV personality Jim Cramer. Today, we identify the most promising young investors (under 45). This new generation of investors never had a chance to personally meet or study under Ben Graham, but some have been lucky to ... industry trends, business articles and survey research
April « 2009 «
GAAP loss from continuing operations for the first quarter ended March 31, 2009 was $8.1 million, or $(0.55) per share, compared to a GAAP loss from continuing operations of $5.5 million, or $(0.37) per share, in the prior year’s first quarter. Including income from discontinued operations, GAAP net loss for the first quarter ended March 31, 2008 was $3.7 million, or $(0.25) per share. Because there is no income from discontinued operations after December 31, 2008, GAAP net loss for the quarter ended March 31, 2009 was the same as GAAP loss from continuing operations for the same period. Highlights from Conference Call - ... industry trends, business articles and survey research
John Hancock Launches Disciplined Value Mid Cap Fund
John Hancock Funds has completed the adoption of the Robeco Boston Partners Mid Cap Value Fund and has launched it as the newly established John Hancock Disciplined Value Mid Cap Fund (JVMAX).  The reorganization was effective after the close of business on July 9 . The John Hancock Disciplined Value Mid Cap Fund is now available for sale to retail investors through their financial advisers. "We're pleased to launch Disciplined Value Mid Cap as a way to offer investors a distinct mid cap value offering with a strong long term track record and attractive risk-adjusted returns," said Keith F. Hartstein , ... market trends, news research and surveys resources
Staying ahead through value investing
Templeton India Growth Fund (TIGF) is the first scheme from the house of Franklin Templeton Investments in India (launched in September 1996) and is currently managed by Dr Mark Mobius. TIGF is a diversified equity fund with assets under management of Rs 608 crore as of May 2010. The fund is part of the CRISIL~CPR under the diversified category and has been ranked CRISIL~CPR 1 in the last two quarters. Over the past five quarters, it was top ranked in three and CRISIL~CPR 2 in the remaining quarters. The CRISIL~CPR 1 rank indicates that it is within the top 10 per cent of its peer category owing to a combination of superior ... market trends, news research and surveys resources


Large Cap Value Investing
Large Cap Value Investing. EDWIN WALCZAK is a Senior Portfolio Manager in the US Value Equity Group at. Vontobel Asset Management, Inc., and holds the ... technology research, surveys study and trend statistics
Large Cap Value AJO - Large Cap Value/AJO Fund
The Separate Account (the “Fund”) is managed by ARONSON+JOHNSON+ORTIZ (AJO) following its Large Cap – Absolute Value investment strategy. ... technology research, surveys study and trend statistics
Fidelity Funds to Be Removed from Tier 2 Core Investment Options
Jun 8, 2010 ... Large Cap Value fund. While the investment objective of each of these new funds is similar to the respective fund in the same asset ...
  1. profile image websbay Published a new blog post: Long-Only Large Cap Value Investing - Harry Rady - Rady Asset Management
  2. profile image portnewsfeed Long-Only Large Cap Value Investing - Harry Rady - Rady Asset Management (Wall Street Transcript)
Where is my local Mutual Funds 'R' Us? | Ask MetaFilter
of anything beyond "money goes in bank". I now know to divide up my investments, what types of investments to make, and all that stuff, but how do I actual purchase or invest my money? Where do I go and how do I get these things? I read somewhere that banks aren't the best place to buy from because of fees, limited options, or something similar (plus I don't like the idea of large corporate banks). Where should I go? Second, what is the best strategy to investing? Or where could I find the best strategy keeping in mind I'm in Canada? I read "The Lazy Person's Guide to Investing" and few other books. After ...
Small Cap Stocks: buffetology for small caps?, small cap stocks ...
I am a fan of Warren Buffet's approach to investing, although I notice that most of his investments are in large or giant cap stocks, e.g, Coke, Burlington Northern, Kraft, etc.  Is it reasonable to apply his basic value investing concepts to small cap stocks as well?  I would assume there might be difficulty getting good data on small caps, and, of course, many small cap stocks do not have long-term profitable records.  Do you know of any resources on the web which evaluate small caps from a Buffet perspective? Thanks! Answer Warren Buffett has even invested in private companies. Most of the small capital ...