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NYSE Listing of Brookfield Renewable Energy Partners Should Boost Unit Price
By GuruFocus Updates
Posted in Featured on 3 January 2012
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By investingdaily. Brookfield Renewable Energy Partners LP (BRPFF.PK) was forged in November from the union of the former Brookfield Renewable Power Income Fund and renewable power assets of parent Brookfield Asset Management (BAM). Read more » »

Third Avenue Value Fund Buys Tellabs Inc., Applied Materials Inc., Carver Bancorp Inc. …
By GuruFocus Updates
Posted in Featured on 3 January 2012
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By gurufocus. Legendary value investor Martin Whitman’s Third Avenue Value Fund reported their portfolio of Oct. 31, 2011. The fund has been buying tech stocks, too, like many other value investors. The fund buys Tellabs Inc., Applied Materials Inc., Carver Bancorp Inc., sells Brookfield Asset Management during the 3-months ended 10/31/2011, according to the most recent filings. As of 10/31/2011, Third Avenue Value Fund owns 45 stocks with a total value of $3.3 billion. These are the details of the buys and sells. Read more » »

Canadian Pacific Railway Writes a Letter to Bill Ackman Correcting the Activist Shareholder’s …
By GuruFocus Updates
Posted in Featured on 3 January 2012
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By CanadianValue. Last week, CP’s activist shareholder Bill Ackman of Pershing Square was quoted in this Globe and Mail Article suggesting various CP board members were interested in bringing in former CN Rail CEO Hunter Harrison: Read more » »

Ted Weschler: More on Warren Buffett’s Reluctant Sidekick
By GuruFocus Updates
Posted in Featured on 3 January 2012
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By gurufocus. In the span of about a year, hedge-fund manager Ted Weschler twice dined with Warren Buffett at Piccolo’s, one of the billionaire investor’s favorite Omaha, Neb., haunts. Read more » »

Hussman Weekly: The Right Kind of Hope
By GuruFocus Updates
Posted in Featured on 3 January 2012
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By gurufocus. Happy New Year. We enter 2012 with a great deal of hope, but our hopes are not for more bailouts, or money printing, or any of the myriad policies that investors seem to hope will save bad investments and sustain elevated valuations. Instead, our hope is that in 2012, the market will finally clear, in the sense that bad debt will be recognized as bad and restructured; that overleveraged financials will be taken into receivership instead of forcing austerity on every corner of the economy in order to make them flush again; that rates of return will rise enough to compensate and encourage saving - and high enough to encourage borrowers and other users of capital to allocate the funds productively. Of course, in order to restructure bad debt, someone has to accept a loss. In order for rates of return to rise, valuations must decline. Read more » »

Jim Rogers Short Russia, India, Long China; Gold Deserves a Substantial Correction
By GuruFocus Updates
Posted in Featured on 3 January 2012
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By gurufocus. An interview of Jim Rogers on CNBC. He is short Russia, India, Long China, Brazil. He thinks that gold deserves a substantial correction after a 7-year bull market. Agriculture commodities are in shortage and will do well no matter how the world economy goes. Read more » »

Jim Rogers Short Russia, India, Long China, Brazil; Gold Deserves a Substantial Correction
By GuruFocus Updates
Posted in Featured on 3 January 2012
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By gurufocus. An interview of Jim Rogers on CNBC. He is short Russia, India, Long China, Brazil. He thinks that gold deserves a substantial correction after a 7-year bull market. Agriculture commodities are in shortage and will do well no matter how the world economy goes. Read more » »

Buyout Offer at Manhattan Bridge
By GuruFocus Updates
Posted in Featured on 3 January 2012
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By Barel Karsan. On Thursday, Manhattan Bridge (LOAN), a stock that has been discussed a few times on this site as a potential value investment, received a buyout offer. The stock closed up some 22% on the news, but it probably shouldn’t have. Read more » »

Buyout Offer At Manhattan Bridge
By GuruFocus Updates
Posted in Featured on 3 January 2012
Stats: and No Comments

By Barel Karsan. On Thursday, Manhattan Bridge (LOAN), a stock that has been discussed a few times on this site as a potential value investment, received a buyout offer. The stock closed up some 22% on the news, but it probably shouldn’t have. Read more » »

General Mills (GIS) Dividend Stock Analysis
By GuruFocus Updates
Posted in Featured on 3 January 2012
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By Dividend Monk. General Mills is one of the largest diversified food processors in the United States. Read more » »