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- First Step to Fix the Markets: Let Shareholders Vote on Buybacks
- Dan Braem submits: I have written an article in the past about my negative thoughts on share buybacks. In my opinion, they are a horrible waste of capital. If I were Obama, the first step I would take to fix the markets is the following: by Dan Braem
- External links 2009-01-01
- AT&T: Playing the Options
- Dan Braem submits: It is very tough to find stocks that you can invest in over a long period of time. Quite frankly, as we have witnessed, most companies are so poorly run that the companies don’t deserve long-term shareholders. However, I believe there are some businesses that are attractive...
- External links 2009-08-27
- Leucadia Sees Huge Increase in Book Value
- Dan Braem submits: Leucadia LUK is a conglomerate company based in NYC and Utah. The company invests in many different businesses, including wineries, casinos, real estate, medical companies, etc. Per the 10Q for the period ending 3/31/2009, the company reported total equity of $2.6B. The point...
- External links 2009-07-22
- Buffett: Still Misunderstood After All These Years
- Dan Braem submits: OPM. These three letters identify a concept that has played a huge role in Warren Buffett's financial success. Of course - OPM stand's for "Other People's Money". In case you haven't realized it, the entire financial industry is based on making money off other people's...
- External links 2009-05-20
- Bolt Technology Corp.: Small Cap Wonder
- Dan Braem submits: I was running some stock screens over the weekend to get some new and fresh ideas. One stock that caught my interest was Bolt Technologies BOLT. Perhaps I am a day late with this pick, as the stock is up 8% as I write this....
- External links 2009-05-19
- Fairfax Financial: Now Trading Well Below Book Value
- Dan Braem submits: Fairfax Financial FFH is a Canadian insurance company. The CEO is Prem Watsa, who many compare to Warren Buffett. Prior to 2008, Prem Watsa was nervous about the state of the economy. As a result, FFH invested in credit default swaps. FFH was able...
- External links 2009-04-23
- Aspen Holdings Preferred Shares Look Particularly Attractive
- Dan Braem submits: Aspen Holdings (NYSE:AHL) is a Bermuda based P&C insurer. As much as I like the common stock, I am more interested in the 7.4% preferred shares. As of the market close on 4/8, the preferreds trade for approximately $12. Since face value of the...
- External links 2009-04-09
- CNA Financial: 25% Option Opportunity
- Dan Braem submits: CNA Financial Corporation CNA is a property and casualty insurer that trades for around $10 per share. At the $10 per share price, the market capitalization is under $3 billion. Here is what I find interesting: by Dan Braem
- External links 2009-04-09
- My Plan to Fix the Housing Problem
- Dan Braem submits: Right now, there is a good government plan to address the housing problem. There is talk of allowing judges to reduce the principal on mortgages. In my opinion, this plan is unfair to banks and unfair to people that borrowed reasonable...
- External links 2009-02-18
- CNA Financial: A Solid Value Investment Trading Significantly Below Book Value
- Dan Braem submits: Instead of focusing on Warren Buffett and Burlington Northern BNI today, I am making a Buffett-like bet. I have written about CNA Financial Corp. CNA in the past recommending a trade involving selling put options with a $7.50 strike. It was the biggest risk-reward trade I...
- External links 2009-11-04
Additional Resources
- Share Buybacks: The Anti-Buffett
- Dan Braem submits: I have noticed an interesting trend over the last several years. When times are good, companies have a higher level of profitability and higher cash flows. As a result, the higher profits lead to higher share prices. This is pretty much common sense. The higher cash...
- External links 2008-08-14
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