Fidelity National Financial
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Earn a “Royalty” on Exploding Home Sales
By Jordan Wathen - May 17, 2013 | Tickers: FNF, FAF, XHB
The annual Value Investing Congress is never short of interesting ideas. This year, Zeke Ashton from Centaur Capital Partners proposed his own play on an improving housing market.
Why housing?
American housing is hotter than ever. Prices have risen at the fastest pace since 2006, while record low interest rates compel investors to acquire cash flow positive properties. Meanwhile, homeowners are refinancing their homes while others take advantage of newly-acquired more »
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3 Financials for a First-Rate Portfolio
By AnnaLisa Kraft - May 13, 2013 | Tickers: FNF, FAF, FCNCA
The Value Investing Congress headed by Whitney Tilson just wrapped up in Vegas. While not as ballyhooed as the Ira Sohn and the Salt conferences, value investors eagerly anticipate its new long and short ideas. This time around there were three financials highlighted as long ideas.
First Citizens Bancshares (NASDAQ: FCNCA) was presented by Chris Mayer. Title insurers First American Financial (NYSE: FAF) and Fidelity National Financial (NYSE: FNF) were more »
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Insiders are Buying This Little-Known Tech Company, Should You?
By Meena Krishnamsetty - November 1, 2012 | Tickers: CLGX, FNF, FIS, FAF, LPS
Of all the financial indicators used by investors today, insider-trading activity may be the most underused and underrated. As we've discussed time and time again, empirical studies have proven that individuals who mimic a company's most prominent insiders can beat the market by an average of 7 percentage points a year. That's no joke. Here's the full explanation of this phenomenon, but know this: we'll more »
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Looking Beyond GAAP Consolidated Figures: This Loss Making Insurer is a Buy
By Anh HOANG - October 27, 2012 | Tickers: BRK-A, FNF, ORI, RDN
The GAAP accounting rule has been improved over the years to truly reflect business fundamentals. However, it should be treated with care by investors as even with so many improvements, it still has limitations. One particular case is when a holding company, with many subsidiaries, consolidates its financial figures. The more subsidiaries are lumped together, the less useful those presentations are for making informed investment decisions. Warren Buffett commented that more »
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Housing Recovery & Title Insurers
By Matthew Luke - August 24, 2012 | Tickers: FNF, FAF
Title insurance is a fairly easy business to understand. Title insurance is insurance against a loss arising from problems connected to the title of real estate property. For example, if you purchase a home and there are unpaid taxes or liens (among other things) associated with the property, that is where title insurance would come into play. To put it simply, title insurance is insurance against what may have happened before you purchased your property.
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Why Goldman Sachs and Wall Street Need Twitter and Social Media or will Extinguish Like Dinosaurs
By Dinis Guarda - August 2, 2012 | Tickers: C, FB, FNF, GS, MS
Recently Goldman Sachs the Wall Street giant joined Twitter. On this follow up I decided to write my thoughts about how Wall Street, and the financial industry in general, need to adopt social media business urgently. The below thoughts comprehend an analysis how the financial industry is affected by new media and particular by social media, and how that is opening their management, boards decision and way of doing business more »
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‘Dutch’ Customs with Familiar Values Make For Unmatched Bedfellows
By dpricevan - June 25, 2012 | Tickers: SCHW, FB, FNF, GOOG
The act of “going Dutch” implies for one to pay for him/herself (or to provide for one’s own expenses) when in a group setting in order for financial cohesion to exist: The recent actions behind Facebook’s (NASDAQ: FB) less- than- stellar entrance into the market has brought forth the resurgence of a debate that involves the financial and strategic issues found in the traditional initial public offering more »