Top 5 ideas of the week:

 Q&A: Interview with Wisonsin Energy’s (WEC) CEO and CFO

We recently had the opportunity to interview Wisconsin Energy’s (WEC) CEO and CFO, Gale Klappa, and J. Patrick Keyes. The interview was conducted on October 11, 2012. READ MORE

 Bond Report: SUPERVALU (SVU)

In our previous reports on SUPERVALU (SVU), we have been primarily focused on the investment merits of its stock. In this report, we will be focused on its bonds and other forms of debt financing as over 90% of its enterprise value is comprised of debt encumbrances such as long-term bonds and bank loans. READ MORE

 Check Point Software Technologies ADR (CHKP)

We reiterate Check Point Software Technologies American Depository Receipts (CHKP) as a Strong Buy based on strong revenue and profit growth from its computer network security solutions business and increased risks of cybercrime and security breaches world-wide, Fair Value Price of $58.19 per share. READ MORE

 State Street Corporation (STT)

We recommend State Street Corporation (STT) as a Strong Buy based on Annuity-Like Fee-Revenues from Asset Management and Investor Services Businesses, Fair Value Price of $54.78 per share. READ MORE

 Lee Enterprises (LEE)

We can see why Warren Buffett bought $85M of Lee Enterprises’s (LEE) debt for Berkshire Hathaway (BRK.B, BRK.A) from Goldman Sachs. While we have no illusions that Lee is in a challenging environment, we believe that Berkshire’s investment in Lee is playing off Buffett’s adage of being greedy when others are being fearful. READ MORE

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