We read Berkshire Hathaway’s (BRK.A) recent 13-F filing that Berkshire had purchased 10M shares of General Motors (GM). This represents about .3% of Berkshire’s equity holdings as of Q1 2012....
Read MoreWe own BlackRock (BLK) and have owned it since 2004, six months before it announced its first major acquisition. We were pleased that BlackRock not only beat consensus EPS expectations...
Read MoreWe believe that Apple (AAPL) is the best friend a mobile carrier can have. Apple’s cutting-edge iOS devices (iPhone and iPad) are the hottest selling smartphone and tablet...
Read MoreList of Investment Ideas We covered quite a few investment ideas that we are bullish on in the past week, as well as companies we are not quite...
Read MoreWe believe that Sprint Nextel (S) and T-Mobile USA have seen a reversal of fortunes over the last 3-5 years. We believe that Sprint deserved its much-maligned reputation...
Read MoreAmerican Oil & Gas Royalty Trusts have fallen well out of favor in the past month due to weakness in the underlying commodities. Companies like Chesapeake Granite Wash Trust...
Read MoreWe entered into a long position in the Liberty Acquisition SPAC warrants in 2010 run by Martin Franklin and Nicolas Berggruen. We were attracted to PRISA because it...
Read MoreWe have been impressed with the performance of Virtus Investment Partners (VRTS) since we first purchased shares back in May and the quarterly performance in Q4 2011 and Q1 2012...
Read MoreWe entered into a long position in Manning & Napier, Inc (MN) towards the end of February 2012 because we were impressed with the results of the company...
Read MoreWe maintain our Avoid rating on Student Transportation (STB), but we are increasing our fair value from $3.73 to $4.11 (compared with the $6.32 price as of May 18) and...
Read MoreWe have held a long position in Brookfield Infrastructure Partners (BIP) since the beginning of 2011 and we have been pleased with the results of the company during this time....
Read MoreWe like Scripps Networks Interactive (NYSE SNI) based on strong revenue and profit growth from lifestyle media content business and ample free cash flows. We expect to see the...
Read MoreOn May 10th, ATP Oil & Gas (ATPG) reported Q1 results. Our firm has held a position in the company since last May and saw positives in its Q4 results....
Read MoreWe previously analyzed CenturyLink (CTL) versus Frontier Communications Corporation (FTR) and Windstream Corporation (WIN), two other rural telecommunications firms and we still believe that CenturyLink offers the best risk-reward scenario of the three firms,...
Read MoreOn May 9, 2012 Hilltop Holdings (HTH) announced that it will acquire PlainsCapital Corp. in a roughly $538 million cash and stock deal. We have been longtime holders of HTH and...
Read MoreThis week, we are expecting ATP Oil & Gas Corporation (ATPG) to report results. We are expecting to see continuation of the progress the company made in Q4 2011 to...
Read MoreOn May 1st, Student Transportation (STB) confirmed this week the signing of an asset purchase agreement with National Express Corporation (NXPGY.PK). The agreement opens two additional states for STB to provide...
Read MoreWe have previously written about Apple’s (AAPL) iPhone and subsidies associated with it, as well as other smartphones. Those two articles inspired us to take look at Apple’s other hot selling product,...
Read MoreWe began analyzing Student Transportation’s (STB) common stock back in August when we were alerted to the fact that it received approval to register its shares on the NASDAQ Global Select...
Read MoreOn April 18th, we published our article rebutting criticism of Apple (AAPL) because the carriers offer customers subsidies to purchase Apple’s iPhone, and we were pleased with the strong and passionate interest that our...
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