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  • Two Biggest Positions of a Deep Value Mutual Fund

    By Anh HOANG - April 5, 2013 | Tickers: AIG, HPQ, SPB

    Recently, Barron’s featured a new deep value fund with $385 million in assets under management. According to Morningstar, this fund has gained 19.5% in 2012, while the S&P 500 moved up 16%. Since the beginning of the year, while the S&P 500 increased 10.61%, the fund returned 12.5%. This fund is known as GoodHaven, managed by two investment managers, Larry Pitkowsky and Keith Trauner more »

  • Two Biggest Positions of GoodHaven, a Deep Value Mutual Fund

    By Anh HOANG - April 3, 2013 | Tickers: AIG, HPQ, SPB

    Recently, Barron’s featured a new deep value fund with $385 million in asset under management. According to Morningstar, this fund has gained 19.5% in 2012 while the S&P 500 moved up 16%. Since the beginning of the year, while S&P 500 increased 10.61%, the fund also posted a higher return of 12.5%. The fund is named GoodHaven, managed by two investment managers, Larry Pitkowsky more »

  • Companies That Show a Good Fight Despite Cliff Scare

    By Josef Ray Dagatan - December 20, 2012 | Tickers: ENR, HRG, SPB

    I don’t own shares in Harbinger Group (NYSE: HRG) but if I did and got news that shares dropped more than 25%, which happened in the Dec 13 trading session, then my reaction would definitely be one of agitation and concern for my money. Concerns such as the sustainability of the business in spite of crisis, anxiety, and other emotional factors may make you pessimistic whether to stay your more »

  • Clean Up or Wash Out?

    By Lawrance Binda - December 20, 2012 | Tickers: ELUXY.PK, SHLD, SPB, WHR

    I simply couldn't take it anymore.

    The aging washing machine that conveyed when I bought my house a few years back stalled mid-cycle once again, so down I went to the local big box store to check out a replacement.

    Units of many sizes, shapes, capacities, and price-points were on display, but, in the end, I opted for a mid-range washer from Whirlpool (NYSE: WHR). 

    As an investor, I more »

  • Stay Cool with Appliance Companies

    By Chris Hodge - October 31, 2012 | Tickers: IRBT, NPK, SPB, WHR

    For most people, appliances are just about the most boring thing ever. How frequently do you really think about your fridge, your dryer or your vacuum cleaner when they're working fine? Probably not very often. But investing is all about being bored and getting paid in a slow and steady fashion. The great thing about being a decent investor is that the annual reports put you to sleep, and more »

  • No Coke or Pepsi, Cadian Capital Will Make its Own Soda

    By Meena Krishnamsetty - October 14, 2012 | Tickers: GMCR, PG, SODA, SPB, WHR

    According to a 13G filed with the SEC, Cadian Capital Management now owns just over 10% of the outstanding shares of Sodastream International Ltd (NASDAQ: SODA). The fund’s 2 million shares represented an increase from the 1.2 million that it had reported in its 13F filing, which had disclosed many of Cadian’s long equity positions as of the end of June (find other stocks that Cadian owned more »

  • Activist Hedge Fund Manager is Bullish About this Stock

    By Meena Krishnamsetty - October 4, 2012 | Tickers: AVP, ENR, PCRFY, PG, SPB

    Between April and June 2012, Atlantic Investment Management reduced its position in Energizer Holdings (NYSE: ENR) by 9% to finish the second quarter with 2.2 million shares. Apparently Atlantic’s manager, Alexander Roepers, has changed his mind.

    Roepers told attendees at the Value Investing Congress that the maker of batteries, razors, and personal care products was his top investment idea. He expects the stock to reach $100 per share more »

  • Energize Your Portfolio With This Stock

    By Gayatri Sharma - September 24, 2012 | Tickers: ENR, PCRFY, PG, SPB

    Energizer Holdings (NYSE: ENR) shares are seeing positive momentum after the company's recent announcement that it expects to save $175-$200 million annually following an assessment of its cost structure and operating model. The company said that initiatives in the pipeline will begin accruing in the second half of its fiscal year 2013. But is the company really worth $470 million more than it was a day before announcement more »

  • Is iRobot a Good Stock to Buy?

    By Meena Krishnamsetty - September 19, 2012 | Tickers: IRBT, PCRFY, SNE, SPB, WHR

    iRobot Corporation (NASDAQ: IRBT) has a strange customer base. The company is best known for its automated vacuum cleaner robots under the Roomba brand, but has also generated some business over the past several years from making defense and security robots focused on sales to the U.S. government for use in Iraq and Afghanistan. While its business in this segment is declining, it is notable that management has a more »

  • Is Whirlpool a Good Stock to Buy?

    By Meena Krishnamsetty - August 17, 2012 | Tickers: GE, SI, SPB, WHR

    Whirlpool (NYSE: WHR) is up 47% so far in 2012 after falling about the same amount in 2011. The see-sawing appliance company, responsible for washing machines, dishwashers, mixers, refrigerators, and other comforts of modern residential life, has missed earnings expectations in three of the last four quarters but on average is beating them in the first two quarters of this year.

    There was some insider buying at Whirlpool earlier this more »