Value Investing

China’s GDP growth is projected by the Chinese Academy of Social Sciences to be 9.9% this year, making it by far the fastest-growing economy in the world. Although Chinese “A” shares, shares of mainland China-cased companies, are generally… Read More

[Editor’s Note: On Wednesday, Andy Obermueller, editor of Game-Changing Stocks, gave his take on the resignation of David Sokol, one of the frontrunners to replace Warren Buffett at the helm of Berkshire Hathaway. Now, it looks like Ajit Jain, Buffett’s insurance man extrordinaire, may be “the man.” Funny enough, StreetAuthority’s… Read More

David Sokol, considered by many to be the leading candidate to replace Warren Buffett as the chairman of Berkshire Hathaway (NYSE: BRK-A, BRK-B), has resigned. His stated reason was to build up a business to leave to his family. The real reason, it seems, is that Sokol took a major position in Lubrizol before Berkshire bought it at a substantial premium in a $9 billion deal. The bottom line is that these transactions always become known, and Sokol, who’s arguably one of the most capable executives in the world, got out in front of the bullet… Read More

David Sokol, considered by many to be the leading candidate to replace Warren Buffett as the chairman of Berkshire Hathaway (NYSE: BRK-A, BRK-B), has resigned. His stated reason was to build up a business to leave to his family. The real reason, it seems, is that Sokol took a major position in Lubrizol before Berkshire bought it at a substantial premium in a $9 billion deal. The bottom line is that these transactions always become known, and Sokol, who’s arguably one of the most capable executives in the world, got out in front of the bullet and left before he had to. Warren Buffett and Berkshire Hathaway are more than one man’s name and that of a large company — they are a platinum-coated brand that implies the absolute highest ethical and business standards. Berkshire, despite its gargantuan, multi-billion dollar market cap, is still a handshake company. Buffett has the cash to make the world turn with a phone call, sure, but his cache is more than that. The world trusts him. He’s known for being a straight-shooter. Sokol’s actions, which Buffett thinks are legal to the letter of the law, would still… Read More

The life cycle of a company follows four distinct steps. The last two are maturity and decline, and both are generally not the stages when you want to invest. The first is introduction and covers the period when a company is in its start-up phase and progresses to introducing some… Read More

In my recent article The Perfect Way to Short Nuclear Power Stocks, I describe how the nuclear crisis in Japan is negatively impacting nuclear power companies worldwide, providing potentially profitable trading opportunities. However, another way to profit from the ongoing nuclear crisis is to invest in… Read More

With a rising economy comes rising expectations. CEOs at mid-sized and large companies need to find new paths to growth to justify — or boost — their company’s stock price. That’s no mean feat in an economy still in slow-growth mode. As a… Read More