David Winters Publishes Year-end Letter, Commenting on The Coca-Cola Company
[14 Mar 2010 | No Comment]

By guruek. David Winters, chief executive officer of Wintergreen Advisers LLC, has published his 2009 Letter to shareholders. Among other things, he commented on one of his holdings The Coca-Cola Company:An example of a portfolio holding with great diversification is The Coca-Cola Company (KO). As widely recognized as the red and white logo on Coca-Cola bottle and cans in the U.S., the Coca-Cola brand is equally recognized in virtually all countries around the world. We all know just what we are getting when we purchased a Coke. We are getting the same soft drink whether we are in Boston, Beijing, or Buenos Aires. For the company however, revenues are in currencies other than the U.S. dollar for every bottle or can sold outside of the U.S. The company is participating in broad based worldwide economies and is being paid in a collection of diverse currencies. Read more » »

Weekly CFO Buys Highlight: GTEC, FCH, FCF, FNFG, ICLK
[14 Mar 2010 | No Comment]

By gurujk. According to GuruFocus Insider Data, the largest CFO buys during the past week were Global Defense Technology and Systems, I (GTEC), FelCor Lodging Trust Inc. (FCH), First Commonwealth Financial Corp. (FCF), First Niagara Financial Group Inc. (FNFG), and Interclick Inc. (ICLK). Read more » »

Guru Stocks Raising Dividends: WMT, WGL, CNQ, GD, MYE
[14 Mar 2010 | No Comment]

By gurujk. This is the group of companies who raised their dividend during the week: WalMart Stores Inc. (WMT), WGL Holdings Inc. (WGL), Canadian Natural Resources Ltd. (CNQ), General Dynamics Corp. (GD), and Myers Industries Inc. (MYE) Read more » »

Weekly Top Insider Sells: CVC, RHT, APC, SWY
[13 Mar 2010 | No Comment]

By gurugk. According to GuruFocus Insider Data, these are the largest insider sells during the past week. Read more » »

David Dremen Comments on Anadarko Petroleum and Freeport-McMoran Copper & Gold
[13 Mar 2010 | No Comment]

By guruek. David Dremen a column article entitled “Surviving inflation” at Forbes.com. The bullish Dremen recommends people stay away from Treasury Bond and maintain an exposure to stocks in order to beat the inflation. Read more » »

Consuelo Mack of WealthTrack Interviews Bill Gross
[13 Mar 2010 | No Comment]

By guruek. This week Consuelo Mack WealthTrack’s “Great Investors” series continues with a far-ranging interview with “Bond King,” Bill Gross. PIMCO’s founder and Co-Chief Investment Officer, who runs the world’s largest bond fund, advises governments and moves markets. Bill Gross tells Consuelo how to invest in what he calls “the new normal” economic environment. Read more » »

Is it Silicon Graphics International’s (SGI) time to shine?
[13 Mar 2010 | No Comment]

By Randy Durig. Is SGI’s third time a charm? Now that they have rock solid balance sheet, excellent execution and very low enterprise value, is this SGI’s time to shine? Read more » »

WINNERS IN THE FINANCIAL WRECKAGE: Lazard Ltd. and Greenhill & Company
[13 Mar 2010 | No Comment]

By Gordan Pape. Contributing editor Glenn Rogers is with us this week from his base in southern California. Glenn is always on the watch for overlooked stocks, especially in out-of-favour sectors. Right now in the U.S., no sector is more out-of-favour than financials as senior executives of many major companies are called on the Congressional carpet to explain themselves to an unsympathetic public. But not all financial firms are being castigated. Glenn believes he has found two under-the-radar winners. Here is his report. Read more » »

Chesapeak Energy - Natty or Nasty?
[13 Mar 2010 | No Comment]

By Wax. A couple of days ago, Chesapeake Energy Corporation (CHK) came up during a discussion with some friends of ours. Read more » »

Weekly CEO Buys Highlight: FCH, QNST, WATG, FSC, TWMC
[13 Mar 2010 | No Comment]

By guruyt. Last week’s top 5 stocks that were bought by their CEOs were FelCor Lodging Trust Inc, QuinStreet Inc, Wonder Auto Technology Inc, FIFTH STREET FINANCE, Trans World Entertainment Corp. According to GuruFocus Insider Data, these are the largest CEO buys during the past week. Read more » »

Weekly Guru Bargains Highlights: INT, CDE, ECA, NBG, LYG
[13 Mar 2010 | No Comment]

By guruyt. Last week’s top five guru bargain stocks were World Fuel Services Corp, Coeur dAlene Mines Corp, EnCana Corp, National Bank of Greece S.A, Lloyds TSB Group plc. According to GuruFocus updates, these stocks have declined the most since Gurus have bought. Read more » »

The Wrath of Independence
[13 Mar 2010 | No Comment]

By William J. DeRosa, Jr., CFA. Previously I wrote a piece about how discipline is the hardest part of investing. Well the second hardest part may be the ability to think and act independently from the crowd.

Going it alone certainly has its advantages. Standing apart from the crowd gives one a unique perspective provided one has the courage. Being able to assert one’s opinion can be very gratifying indeed. Famed and controversial author Ayn Rand has written extensively about this topic. To paraphrase her words - Most people can accept anything except a person who stands alone. They can forgive criminals and violence. These harsh critics are consumed by fear of the loner. They relish the mutual dependence of the relationship and independence destroys that relationship. However, for the independent spirit there is no dependence. Read more » »

Shutterfly Inc. (SFLY) PRESIDENT & CEO Jeffrey T Housenbold sells 15,000 Shares
[12 Mar 2010 | No Comment]

By insider. PRESIDENT & CEO of Shutterfly Inc. (SFLY) Jeffrey T Housenbold sells 15,000 shares of SFLY on 03/11/2010 at an average price of $21.97 a share. Read more » »

Clean Energy Fuels Corp. (CLNE) CFO Richard R Wheeler sells 350,000 Shares
[12 Mar 2010 | No Comment]

By insider. CFO of Clean Energy Fuels Corp. (CLNE) Richard R Wheeler sells 350,000 shares of CLNE on 03/11/2010 at an average price of $20 a share. Read more » »

US Retail Sales Break the Ice in Feb
[12 Mar 2010 | No Comment]

By EconGrapher. US Retail Sales surprised in February, beating concerns about the affects of the cold snap and icy weather and a poor labour market; coming in above consensus. In February 2010 retail sales climbed 0.3% month on month to US$355,546 million, against consensus estimates for a fall of -0.2% and January’s growth rate of 0.5%. Read more » »

Cinemark Holdings Inc. (CNK) CEO Alan W Stock sells 62,811 Shares
[12 Mar 2010 | No Comment]

By insider. CEO of Cinemark Holdings Inc. (CNK) Alan W Stock sells 62,811 shares of CNK on 03/10/2010 at an average price of $16.98 a share. Read more » »

Google Inc. (GOOG) SVP & CFO Patrick Pichette sells 4,275 Shares
[12 Mar 2010 | No Comment]

By insider. SVP & CFO of Google Inc. (GOOG) Patrick Pichette sells 4,275 shares of GOOG on 03/10/2010 at an average price of $564.36 a share. Read more » »

Evercore Partners Inc. (EVR) Co-Vice Chairman Bernard J Taylor sells 227,500 Shares
[12 Mar 2010 | No Comment]

By insider. Co-Vice Chairman of Evercore Partners Inc. (EVR) Bernard J Taylor sells 227,500 shares of EVR on 03/10/2010 at an average price of $33.45 a share. Read more » »

Davita Inc. (DVA) Chairman & Chief Exec. Officer Kent J Thiry sells 51,168 Shares
[12 Mar 2010 | No Comment]

By insider. Chairman & Chief Exec. Officer of Davita Inc. (DVA) Kent J Thiry sells 51,168 shares of DVA on 03/10/2010 at an average price of $62.1 a share. Read more » »

salesforce.com inc. (CRM) Chairman of the Board & CEO, 10% Owner Marc Benioff sells 10,000 …
[12 Mar 2010 | No Comment]

By insider. Chairman of the Board & CEO, 10% Owner of salesforce.com inc. (CRM) Marc Benioff sells 10,000 shares of CRM on 03/12/2010 at an average price of $75.75 a share. Read more » »

Salem Communications Corp. (SALM) Senior VP and CFO Evan D Masyr sells 6,400 Shares
[12 Mar 2010 | No Comment]

By insider. Senior VP and CFO of Salem Communications Corp. (SALM) Evan D Masyr sells 6,400 shares of SALM on 03/12/2010 at an average price of $5.25 a share. Read more » »

RACKSPACE HOSTING INC (RAX) Chairman, 10% Owner Graham M Weston sells 100,000 Shares
[12 Mar 2010 | No Comment]

By insider. Chairman, 10% Owner of RACKSPACE HOSTING INC (RAX) Graham M Weston sells 100,000 shares of RAX on 03/11/2010 at an average price of $19.19 a share. Read more » »

Cinemark Holdings Inc. (CNK) CFO Robert Copple sells 349,348 Shares
[12 Mar 2010 | No Comment]

By insider. CFO of Cinemark Holdings Inc. (CNK) Robert Copple sells 349,348 shares of CNK on 03/10/2010 at an average price of $16.98 a share. Read more » »

Ken Fisher Forbes Column: The Golden Question
[12 Mar 2010 | No Comment]

Don’t buy a stagnant piece of metal when you could own growth. Central European Media and Starwood Hotels are going to grow. Read more » »

NBTY Inc. (NTY) Sr. V.P.- Assistant to the CEO Glenn Schneider sells 40,746 Shares
[12 Mar 2010 | No Comment]

By insider. Sr. V.P.- Assistant to the CEO of NBTY Inc. (NTY) Glenn Schneider sells 40,746 shares of NTY on 03/10/2010 at an average price of $50.02 a share. Read more » »