On June 26th, News Corporation (NWS, NWSA) announced that it was considering a corporate restructuring to separate its business into two distinct publicly traded companies. While News Corp...
Read MoreRecently, we wrote about Berkshire’s recent newspaper investments. We received a boisterous level of feedback and were inspired to follow-up on our initial research report. In this report, we were interested...
Read MoreWe have been impressed with the performance of Gale Klappa and his management team since they took over the executive leadership ofWisconsin Energy Corporation (WEC) from Richard Abdoo and...
Read MoreWe previously had a position in American Capital Agency Corporation(AGNC) and we noticed that it went ex-dividend on June 19. We also noticed that AGNC’s little mortgage Real Estate...
Read MoreWe own BlackRock (BLK) and have owned it since 2004, six months before it announced its first major acquisition. We were especially pleased that our first published report on BlackRock...
Read MoreWhen investing in turnaround companies, we believe it is essential to perform strong due diligence on the company even when it is paying an 8% dividend yield and...
Read MoreWe are not fans of the solar companies. Despite receiving billions of dollars in direct and indirect subsidies, these companies continue to burn through cash worse than Frankie “the...
Read MoreWe entered into a long position in Visa (V) last April, two months before the Federal Reserve announced that it was modifying the Durbin Amendment. Before this modification, investors were...
Read MoreIn response to Berkshire Hathaway‘s (BRK.A and BRK.B) $260M investment in General Motors Company (GM), we analyzed GM versus Ford Motor Company (F). We touched upon the decline of General Motors and how it went...
Read MoreWe were pleased to get a positive reception on our first report about Philip Morris International (PM). We have held a long position in Philip Morris International since March 31, 1999, when...
Read MoreAt Saibus Research, one of our earliest investing influences was Warren Buffett and Berkshire Hathaway (BRK.A). We saw that Berkshire was in the right place at the right...
Read MoreWe understand that Teva Pharmaceutical Industries (TEVA) has had some challenges recently, which explains why it has declined from its 2010 peak of $64.95 per share. However, we...
Read MoreOn June 8th, our report analyzing and comparing Exelon (EXC) versus Wisconsin Energy (WEC) was published. Our thesis was that dividend investors should consider Wisconsin Energy instead of EXC because Wisconsin Energy...
Read MoreWe have a position in CYS Investments (CYS) and we noticed that it went ex-dividend on June 21st. Before it went ex-dividend, we were concerned that the company...
Read MoreWe believe that if investors want exposure to a telecom company that offers great turnaround potential, they should buy Sprint Nextel (S), instead of Nokia (NOK). Both companies were pioneers in the...
Read MoreVISA, it’s everywhere you want to be, which includes in your portfolio. We recommend VISA as an Accumulate, $142.97/share target price RECOMMENDATION We are reiterate our “Accumulate” recommendation...
Read MoreWe are planning to invest in Thermo Fisher Scientific (TMO), the industry leader in the life sciences instruments industry. We are considering investing in Thermo versus Agilent (A),...
Read MoreOur report on Jamie Dimon’s Testimony before the Senate Committee generated much feedback from readers. In our opinion, while Jamie Dimon is certainly far from infallible, we find him to...
Read MoreWe recently compared, analyzed and evaluated the financial performance of Hewlett-Packard (HPQ) and Oracle (ORCL) since Mark Hurd was forced out. We have to agree with Oracle CEO...
Read MoreWe recommend Discovery Communications Inc (NASDAQ DISCK) as a Strong Buy based on strong revenue and profit growth from scientific, educational and non-fiction media content business and ample...
Read MoreThis past week, we had a lot of investment ideas on our plate. Our main focus was the Healthcare Sector, which we found to be the most undervalued...
Read MoreIn our first report on the utilities sector, we compared, analyzed and evaluated Southern Company (SO) versus Wisconsin Energy (WEC). We were familiar with the growth story and...
Read MoreCOMPANY OVERVIEW Teva Pharmaceuticals Industries (NYSETEVA, TASETEVA) is the industry leader in the generic pharmaceuticals industry. They also offer important branded drugs, branded & generic respiratory products, as...
Read MoreAt Saibus Research, our investment style is focused on deep value companies, special situations and high-quality business franchises. One of the earliest influences for the principals of Saibus Research was...
Read MoreWe are planning to invest in Thermo Fisher Scientific (TMO), the industry leader in the life sciences instruments industry. We are considering investing in Thermo versus Agilent (A),...
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