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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
- 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
- Investment Banking's Changing Competitive Landscape
- Chad Brand submits: Thanks to the Fed's actions last week, Morgan Stanley MS has averted an emergency sale to Wachovia WB, received permission to become a bank holding company, and has sold a minority stake to Japan's Mitsubishi. The company is going to try to remain independent, for now...
- External links 2008-09-23
- Boeing: Excellent Contrarian Investment Option After a 40% Drop in Stock Price
- Chad Brand submits: The decline in shares of Boeing BA has been significant over the last year. The stock has fallen 40% from $107 to $64 as high oil prices force most domestic airlines into heavy losses. The market appears to be acting as though Boeing's only customers are...
- External links 2008-08-26
- Anheuser-Busch InBev: From Screaming Buy to Solid Hold
- Chad Brand submits: Back in December I was fortunate enough to be chosen by the editors to provide BusinessWeek magazine a value stock idea for their annual investment guide issue. My selection, beer giant Anheuser-Busch InBev, was controversial at the time due to the just-completed buyout of A-B by...
- External links 2009-09-14
- 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
- Anheuser-Busch InBev: Poised to Rebound After 85% Collapse
- Chad Brand submits: As you may have already read in Business Week’s 2009 Investment Outlook issue (dated 12/29-1/5), I highlighted the recently formed Anheuser-Busch InBev (AHBIF.PK) as a potentially attractive bargain pick. Despite various other mergers failing to get done in the current credit environment, Belgium’s InBev paid $52...
- External links 2008-12-31
- Citigroup's Brokerage JV with Morgan Stanley Is a Positive Step for Citi
- Chad Brand submits: I have written previously, as have numerous other investment managers, that in order for Citigroup C to have the best chance of being nimble enough to grow and be managed efficiently it needed to be broken up. The vast number of businesses it has, coupled with...
- External links 2009-01-13
- Hot Debate Surrounding Bank Solvency
- Chad Brand submits: I wanted to pass along some excellent work by Gary Townsend of Hill-Townsend Capital on how there can be such a hot debate on Wall Street about the solvency of our nation’s large banks. Essentially, it comes down to this: if you take loans on bank...
- External links 2009-03-05
- Why I Take No Issue with the Government Firing GM's Wagoner
- Chad Brand submits: Call me skeptical that since the Obama administration’s auto task force ousted General Motors GM CEO Rick Wagoner it means the government is going to take over and ruin the auto industry. I think Wagoner’s list of accomplishments or lack thereof shows that he deserved to...
- External links 2009-04-11
- Meredith Whitney's Goldman Sachs Call: A Little Late?
- Chad Brand submits: My frequency of posting has diminished lately, mainly due to the fact that nothing of much interesting seems to be happening at least from my perspective. I always error on the side of posting less rather than writing just for the sake of doing so without...
- External links 2009-07-14
- Corning Retains Strong Balance Sheet & Market Position Despite Earnings Warning
- Chad Brand submits: There are many times, particularly in bear markets like this one, when I look at a company and am quite baffled as to how investors can let a stock drift so low. Then I remind myself that Wall Street is short-term oriented and only cares about...
- External links 2008-09-14
- Palm: Showing Up the Analysts
- Chad Brand submits: In recent months it would have been difficult to find a stock that Wall Street analysts were more pessimistic about than struggling smart-phone maker Palm PALM. According to Thomson/First Call, 23 analysts follow the stock, 10 have sell ratings, and only 2 have buy ratings (the...
- External links 2009-01-09
- Profit on TARP Repayments Will Only Cancel Out Other Losses
- Chad Brand submits: Before we start jumping for joy that the government stands to make a nice profit on the $68 billion of TARP money that is now eligible to be repaid, let’s consider that the gains are only from relatively healthy institutions. By forcing each of the nation’s...
- External links 2009-06-11
- C.H. Robinson Worldwide Inc. Q3 2007 Earnings Call Transcript
- Question-and-Answer SessionOperator Thank you. [Operators Instructions]. Your first question comes from Tom Wadewitz with J.P Morgan. Please go ahead. Thomas Wadewitz - J.P Morgan Good afternoon. Let's see. I wanted to get your thoughts on what the truckload market feels like relative to the last...
- Earnings calls 2007-10-24
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