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- Down 45%, Buffett and Berkshire Hathaway Are On Sale
- Chad Brand submits: About a year ago, I commented on an article that appeared in Barron's which argued that Warren Buffett's Berkshire Hathaway (BRK.A) was overvalued. In my post, entitled Barron's Pans Buffett's Berkshire, I agreed with the article that Berkshire Hathaway stock looked overvalued. A lot has changed...
- External links 2008-11-19
- Valuing Stocks During a Recession
- Chad Brand submits: Now that third quarter earnings reports have largely been released, I thought I would write a bit about valuing stocks during a recession. Having seen all of the numbers and listened to all of the conference calls, I am beginning the process of going through my...
- External links 2008-11-18
- Valero Energy's Insane Valuation
- Chad Brand submits: It is pretty easy to find ridiculously low stock valuations in today's market, but here's an example of the value present in the current bear market. Valero Energy VLO yesterday morning reported third quarter earnings of $1.86 per share, well above estimates. Call Transcript The stock...
- External links 2008-10-29
- Analysts' Forward-Looking Estimates: Just Plain Nuts
- Chad Brand submits: One of the reasons sell-side analysts on Wall Street are usually pretty bad at picking stocks is because they are reactionary, not anticipatory. Remember, the market is forward-looking, so what already happened is irrelevant. Here we are, in a recession, and by most accounts the economy...
- External links 2008-10-23
- Apple's Surprising Jump After Bleak Guidance
- Chad Brand submits: I closed out the Apple AAPL position in my blog model portfolio in August at more than $180 per share after a 52% gain and also trimmed my clients' AAPL holdings at that time, but after the stock has been beaten up in the latest sell-off,...
- External links 2008-10-23
- Bear Market: Hunting For Value
- Chad Brand submits: During the last bear market in 2000-2002, there were dozens of situations where individual stock valuations looked down right silly. This bear market will be no different, and long term value-oriented investors can take advantage of the fact that in times like these, numerous bargains can...
- External links 2008-10-16
Additional Resources
- Lesson Learned: Leverage Feels Great Until It Bankrupts You
- Chad Brand submits: How do companies with such great assets go belly up within days once a cascade of bad things start happening? At the outset of 2008 we had five major independent investment banks and now we have two (Goldman Sachs GS & Morgan Stanley MS). A core...
- External links 2008-09-15
- Financials Are Masking the Market's Potential
- Chad Brand submits: Some people are making the case that the stock market can rally meaningfully even without the financial sector recovering. I disagree simply because earnings are being negatively impacted so severely by loan losses and mark to market writedowns at the large financial institutions that investors won’t...
- External links 2009-03-20
- A Sustainable Housing Rebound Is No Slam Dunk
- By Chad Brand For several years now I have been watching the home inventory data to determine if and when a sustainable rebound in the housing market may occur. Although it is only a single data point, inventory levels have traditionally been the best predictor of future home price appreciation....
- External links 2009-08-28
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