By wax. One of our investment management clients sent us an e-mail several days ago inquiring about our thoughts on Panera Bread Company (Nasdaq: PNRA). Read more » »

By Bill Freehling. Warren Buffett may be exploring the Amazon region for fertile future investments for Berkshire Hathaway. Read more » »

By Street Authority. 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 very encouraging. Read more » »

By CanadianValue. I spend a lot of time looking for value in energy companies. I certainly am more interest in oil weighted producers as I believe we are going to need every bit of oil we can find in the coming decade.

With respect to oil, the battle between supply and demand is one where both sides are pointing to tightness in the market in years ahead.

Our supply has peaked. Not the pure amount of oil, but rather the daily rate at which we can pull it out of the ground. Currently we rely on several enormous oil fields which flow at prodigious rates. Year after year the amount they produce declines. We just don’t find oil fields of that size these days, and therefore it is very tough to add production just to offset the declines, never mind grow production significantly.

And the demand equation is even more obvious. Read more » »

By CanadianValue. I’ve been following the drilling moratorium and potential legislation on Gulf producers closely. Here are previous articles that provide some more detail:

FBR suggests spill bill becoming less likely

[www.gurufocus.com]

State of Texas calls for end to moratorium

[www.gurufocus.com]

Legislation appears to be reasonable

[www.gurufocus.com]

Despite the overreaction to a fire on a Mariner Energy platform last week (which was not related to a blowout or spill) it is becoming clear that the drilling moratorium is running out of steam. Read more » »

By EcoGrapher. This week we look at some particularly strong second quarter GDP numbers out from emerging markets Brazil and India, as well as one lucky developed market, Australia. Then we review the PMI results from the two biggest economies; China and the US. Read more » »

By guruek. Whitney Tilson has published his July letter (see the end of this article). In the letter, Tilson commented on three stocks in particular:Three of our Favorite Stocks and Thoughts on Time Horizons Read more » »

By Greenbackd. Cal Dive International Inc. (DVR) is an interesting play on the offshore oil and gas service industry. It was trading through a cyclical and seasonal low before the Macondo well blowout. The blowout has had a significant impact on the offshore oil and natural gas industry, and saw DVR suffer one of its worst quarters in several years. As a result, DVR’s stock price has recently dropped to a new 52-week low. With Earl and several other hurricanes bearing down on the US, and the offshore oil and gas industry close to long-term lows, DVR looks like a bargain to me. Read more » »

By guruek. Bill Gross of PIMCO has published an essay on how to reform the country’s mortgage lending regulation. Apparently he has gone to Washington DC and proposed a resolution of Fannie Mae (FNMA) and Freddie Mac (FHLMC) and the evolution of housing finance in the United States. Read more » »

By guruek. Mason Hawkins, CEO of Southeastern Asset Management, was quoted to be bullish on the stock market in this article appeared in CNBC.com on August 30, 2010. Read more » »