Value Investing News
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Today, Benjamin Graham is known primarily as Warren Buffett’s investing mentor and the author of multiple classics about value investing. Toward the end of his life, in the 1973 edition of “The Intelligent Investor,” Graham wrote, “Ever since 1934 we have argued in our writings for a more intelligent and energetic attitude by stockholders toward their managements”.
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Baupost Group LLC, the Boston-based hedge-fund firm run by Seth Klarman, sold shares of News Corp. in the first quarter while adding to positions in BP Plc and American International Group Inc.
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Berkshire Hathaway Inc.’s $1 billion note sale shows that while Chief Executive Officer Warren Buffett may pity investors who’ve stuck with bonds as yields fall to record lows, he’ll sell them as much debt as they want.
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Eric Schoenstein, co-manager of the Jensen Quality Growth Fund, likes investing in high-quality companies that don’t need to borrow money to grow. Problem is, with interest rates virtually nil and even the junkiest of companies able to load up on cheap debt, the ability to self-finance growth doesn't count for as much as it used to. That’s one reason Schoenstein’s fund has lagged peers and the S&P 500 in the last three years.
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Jeff Vinik, in a move that echoes his departure 17 years ago from the Fidelity Magellan Fund, is shutting his hedge fund after making ill-timed bets on gold and the direction of stocks.
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Jason Donville, whose fund has outperformed Canadian stocks for five years using Warren Buffett’s value investing strategy, is eyeing Pulse Seismic Inc., Total Energy Services Inc. and other energy stocks after the recent resources rout.
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The following is a selection of the most important news affecting the oil market.
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Douglas Kass, the investment manager selected by billionaire Warren Buffett to ask questions at Berkshire Hathaway Inc.’s annual meeting next week, has hit the books in preparation for the challenge.
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Qatar, the world’s largest producer of liquefied natural gas, may get better value investing in U.S. supply instead of expanding existing facilities, according to Wood Mackenzie Ltd.
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Hewlett-Packard Co.’s value is proving elusive for prominent value investors stung by the technology stock’s deepening slump.
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