A roundup of last week's stock market related blog posts hosted at Fat Pitch Financials.

We try to buy businesses at big discounts to what they're worth, focusing mostly on out-of-favor or forgotten stocks, the ones nobody wants until they start going up," Mark Boyar explains. Once described as "the most patient man on Wall Street," Mr. Boyar has outperformed the S&P 500 during the past decade with a compounded annual growth of better than 2-to-1 (roughly 11.9%, versus 5.3%).

A great interview with Joe Rosenberg, Chief Investment Strategist for Loews. He discusses why Microsoft might be better off without Yahoo, the value of Johnson & Johnson, and Comcast.

A dozen out-of-favor stocks that could rebound this year according to Barron's.

-Added Positions: FPFC, PFE,
-Reduced Positions: ANAT, BAC, CITZ, CMCSA, CNA, DLM, FNFG, MON, NEU, NITE, NYM, STR, T, TRV, USU,
-Sold Out: DEVC, HON,

Morningstar review first-quarter fund letters including Legg Mason Value Fund, Longleaf, Oak Value, Oakmark Select, Third Avenue Value, Tweedy, Browne Value, Weitz Partners Value etc. They see two key themes and several top stocks.

James Stewart, WSJ & SmartMoney columnist says "With the Nasdaq Composite at about 2450 this week, the index is approaching my latest selling threshold of 2515, when it may well be time to lock in some of these recent gains."