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Dow: An Undervalued 5-Star Market - Seeking Alpha

(via seekingalpha.com)

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.

Submitted by alexg on Tue, 2008-06-03 20:27. | Tags:
  • Commentary
  • AIG
  • AXP
  • BAC
  • C
  • DIA
  • DIS
  • GE
  • HD
  • JNJ
  • MMM
  • MRK
  • PFE
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  • 3 points

GE to Sell Appliance Unit, Lampert Interested?

(via valueplays.blogspot.com)

He could pull it off...

Submitted by TS on Thu, 2008-05-15 11:43. | Tags:
  • Commentary
  • GE
  • HD
  • LOW
  • SHLD
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  • 1 point

Retail Moats: Fact or Façade?

(via collegeanalysts.com)

With all the upheaval in retail, it’s fair to ask the question – is there long-term value to be had in this space?

Submitted by JellyRollCapital on Wed, 2008-05-07 10:39. | Tags:
  • Commentary
  • aeo
  • BBBY
  • HD
  • LOW
  • WMT
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  • 5 points

A Love Affair With Unloved Stocks

(via www.nysun.com)

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%).

Submitted by Joe on Mon, 2008-02-25 09:47. | Tags:
  • Stock Analysis
  • CIT
  • CMCSA
  • CMCSK
  • HD
  • HNZ
  • LEH
  • LTD
  • MDS
  • MSFT
  • SKS
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  • 2 points

Whitney Tilson Talks About 13-F's

(via valueplays.blogspot.com)

Whitney Tilson talks about getting investing ideas from 13-f filings.

Submitted by TS on Tue, 2008-02-19 21:08. | Tags:
  • Commentary
  • C
  • HD
  • TGT
  • 4 comments
  • More info
  • 5 points

Sprint Must Resist Whitworth

(via valueplays.blogspot.com)

Ralph Whitworth is not what ailing Sprint needs

Submitted by TS on Wed, 2008-02-13 12:37. | Tags:
  • Commentary
  • HD
  • S
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  • 1 point

Another Misleading Sears Holdings Article

(via valueplays.blogspot.com)

Now the WSJ "get's it wrong"

Submitted by TS on Mon, 2008-02-11 16:47. | Tags:
  • Commentary
  • BRK.A
  • HD
  • JCP
  • M
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  • 1 point

Doubting Lampert....again

(via www.nytimes.com)

Here is another story wondering if Edward S. Lampert has lost his touch.

Submitted by Yorkville Manag... on Sat, 2008-01-26 20:15. | Tags:
  • Superinvestors
  • C
  • HD
  • SHLD
  • 1 comment
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  • 3 points

I'm No Longer Alone in Retail

(via collegeanalysts.com)

Four retail stocks you wished you owned today - but it's not too late...

Submitted by JellyRollCapital on Tue, 2008-01-22 17:13. | Tags:
  • aeo
  • BBBY
  • HD
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  • 6 points

Lampert's Move: Yes Its About Brands

(via valueplays.blogspot.com)

Lampert's move will finally unlock the brand value..

Submitted by TS on Sat, 2008-01-19 14:23. | Tags:
  • Commentary
  • az
  • HD
  • LOW
  • SHLD
  • TGT
  • WMT
  • 1 comment
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  • 2 points

Enjoy the Bubbles While They Last

(via treasurehuntingquest.blogspot.com)

A look at investors unrealistic expectations and realistic earnings in a lot of stocks.

Submitted by Mark Perkins on Sun, 2007-12-30 22:05. | Tags:
  • AAPL
  • BAC
  • BBY
  • C
  • cc
  • HD
  • Jade
  • SBUX
  • SOLF
  • SPWR
  • 1 comment
  • More info
  • 7 points

Sears vs Competition: A Look at the Balance Sheets

(via valueplays.blogspot.com)

Todd Sullivan looks at Sears strength vs it competition.

Submitted by TS on Mon, 2007-12-17 23:59. | Tags:
  • Commentary
  • HD
  • JCP
  • KSS
  • M
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  • 3 points

Home DEPOT OPTIONS worldwide experts roundtable

(via www.atfreeforum.com)

Worldwide Roundtable by worldwide experts

Submitted by billytickets on Thu, 2007-12-13 23:56. | Tags:
  • Commentary
  • HD
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  • 6 points

China & Hogs: A Buying Opportunity in Harley?

(via valueplays.blogspot.com)

Todd Sullivan looks at Harley Davidson's China opportunity

Submitted by TS on Mon, 2007-12-10 15:55. | Tags:
  • Commentary
  • HD
  • 1 comment
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  • 6 points

The Reason Lampert wants Restoration?

(via valueplays.blogspot.com)

Todd Sullivan looks closer at Lampert's Restoration offer.

Submitted by TS on Mon, 2007-12-10 15:50. | Tags:
  • Commentary
  • HD
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  • RSTO
  • SHLD
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  • 1 point

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