DIS
Dow: An Undervalued 5-Star Market - Seeking Alpha
The 30 stocks in the Dow Jones Industrials are trading for 82% of Morningstar.com's estimated fair value, which makes the Dow an undervalued 5-star market. Eleven of the 30 industrials are undervalued 5-star stocks, according to Morningstar.
"A Billionaire's Brand Strategy" - Washington Post Article on Buffett
In the eyes of many, the Oracle of Omaha -- whose Berkshire Hathaway holding company owns or has major stakes in many iconic brands, including Fruit of the Loom, Kraft Foods and Johnson & Johnson -- looks like a brand investor...
Bear Beaters
Barron's cover story this week that looks at 10 potentially inexpensive stocks that may be worth investing in this down market.
On Disney, Pixar, and Ratatouille
A discussion of the Disney/Pixar deal over a year out especially in light of the recent opening for Ratatouille. Links to two other posts on Disney: a long, analytical one from Cheap Stocks and a short one from 24/7 Wall St.
Judging the Book by it's Cover: Reflections on Disney (DIS) Part I
Cheap Stocks takes a look at Disney (DIS) . This is a good post that puts the company's unique, (very) wide moat theme parks in context within the overall corporation. A good post to read if you're interested in the stock or recently shelled out cash at one of the theme parks.
Buying The China Syndrome
Ideas from various investment newsletter writers on how to play yesterday's market declines resulting from the sell off in China.
Toward the end of the article, John Christy made the following intelligent point: "Why would a Brazilian airline like GOL be hurt by this? How on earth would the fundamentals of, say, Turkcell be remotely affected. You should back up the truck on those names. Same on
Longleaf 2006 Annual Report
2006 Annual Report from Mason Hawkins' Longleaf Partners. (This is a link that will bring you to Vinvesting where you can click on the actual PDF link - I didn't want to surprise anyone with a PDF!).

