PGR
Financial Stocks That Won't Keep You Up at Night - Morningstar Stock Strategist
(via news.morningstar.com)
7 Places in the financial sector to start your due diligence.
52-Week Low List Packed with Quality Names
(via www.fatpitchfinancials.com)
I was looking at the front page of Value Investing News last night (October 17, 2007), and the New 52-Week Lows list jumped out at me. This list is packed with top quality companies, many of which have sustainable competitive advantages.
Sequoia Fund Annual Report
(via www.sequoiafund.com)
The total return for Sequoia Fund was 8.34% for 2006. Over the last year the fund underperformed. Over the last five years it's beaten the market by a very slim margin. Still, it's worth reading the report. Discussion includes Berkshire, Mohawk, Progressive, and Bed Bath & Beyond.
Defensive Stock List
(via moderngraham.com)
A list of 45 stocks that pass the requirements of the Defensive Investor as detailed in Benjamin Graham's book, The Intelligent Investor.

