Value Investing

Carl Icahn just can’t help himself. Rather than sit patiently and wait for his large investment in Motorola (NYSE: MOT) to ripen, he keeps pulling out his check book to buy another large block of the telecom giant’s stock. In late August, he bought another $111 million… Read More

Rapid hardware and software innovation are working to shift the world from a PC-centric focus to servers, smart phones and a stunning number of related technology devices. However, the demise of the computer is greatly exaggerated, and though growth isn’t as robust at it used to be, recent trends are… Read More

Investors are always on the lookout for a competitive edge. The ability to peer slightly into the future is a key edge to exploit, be it company guidance for the next quarter or analyst projections over the next couple of years. But one company has gone a step further than… Read More

After Dell (Nasdaq: DELL) and Hewlett-Packard (NYSE: HPQ) started their bidding for data storage... Read More

After Dell (Nasdaq: DELL) and Hewlett-Packard (NYSE: HPQ) started their bidding for data storage firm 3PAR (NYSE: PAR), investors quickly went in search of possible other deals, bidding up names of... Read More

For years, market strategists have tried to explain that investor bullishness is bad for future... Read More

For years, market strategists have tried to explain that investor bullishness is bad for future stock returns, and when investors are very bearish, it’s a great time to buy. They’re... Read More

In this tough market environment, many stocks have seen their value fall by -30% or even -40%. But I came across a foursome of stocks that have fallen a whopping -70% since the end of February. But don’t blame the bad economy: these stocks are stumbling for company-specific reasons. For… Read More

The energy industry has been especially turbulent recently, and investors looking for opportunity in companies afflicted by the offshore rig explosion and subsequent oil spill in the Gulf of Mexico are positioned right in the middle of the hurricane. I’ve spent some time in the hurricane and… Read More