Bourse américaine • L'investisseur heureux

Seeking Alpha
BioLife Has More Room To Run - 17/05 Approach Resources Offers Levered Exposure To The Up-And-Coming Wolfcamp Shale - 17/05 Nielsen Will Grow As It Develops Digital Tracking Systems - 17/05 Tableau, Tibco, And DV IPO Mania - 17/05 Tesla Motors As The 4th U.S. Automaker, And Why The Future Is Bright - 17/05 Beware Long-Term Damage From Stock Market Bubble Forming Now - 17/05 The Hard Money Has Been Made In Imperial Holdings - 17/05

Seeking Alpha

Morningstar
Government Stinginess - 18/05 Stocks End Higher After Upbeat Sentiment Data - 17/05 Morningstar's Most Popular - 17/05 Stocks Higher After Sentiment Data - 17/05 The Low-Volatility Strategy - 17/05 Was BlackRock's Merger With BGI Worth It? - 17/05 Asian Markets Gain; Nikkei At Fresh Closing High - 17/05

Morningstar

Government Stinginess - 18/05
Stocks End Higher After Upbeat Sentiment Data - 17/05
Morningstar's Most Popular - 17/05
Stocks Higher After Sentiment Data - 17/05
The Low-Volatility Strategy - 17/05
Was BlackRock's Merger With BGI Worth It? - 17/05
Asian Markets Gain; Nikkei At Fresh Closing High - 17/05

Commentaires de gérants Value
David Tepper: Definitely Still Bullish on Stocks - 14/05 David Winters on Bloomberg - 13/05 Ariel Investments - April 30, 2013 Commentary - 10/05 Berkshire CEOs Spend Quietly, Match Buffett on Heinz Deal - 10/05 Buffett's Son Sees `Biggest Value' in Work With Dad - 09/05 Whitney Tilson's updated Berkshire Hathaway analysis - 08/05 Ackman: P&G CEO may need to go - 08/05 "Standstill agreement" between Berkshire Hathaway and DaVita limits ownership to 25% - 07/05

Commentaires de gérants Value

David Tepper: Definitely Still Bullish on Stocks - 14/05
David Winters on Bloomberg - 13/05
Ariel Investments - April 30, 2013 Commentary - 10/05
Berkshire CEOs Spend Quietly, Match Buffett on Heinz Deal - 10/05
Buffett's Son Sees `Biggest Value' in Work With Dad - 09/05
Whitney Tilson's updated Berkshire Hathaway analysis - 08/05
Ackman: P&G CEO may need to go - 08/05
"Standstill agreement" between Berkshire Hathaway and DaVita limits ownership to 25% - 07/05

Greenbackd
Tepper says stocks are cheap based on the Fed model. How predictive is the Fed model? - 14/05 How Earnings Grow While PE Ratios Contract in Sideways Markets: Vitaliy Katsenelson’s Presentation to the Las Vegas Value Investing Congress - 13/05 Warren Buffett Talks… Total Market Value-To-Gross National Product - 03/05 Profiting From Foreign Profits: Are Corporate Profit Margins Abnormally Elevated Or Sustainable? - 01/05 The Temptation To Abandon Proven Models In Speculative and Fearful Markets: Why This Time Isn’t Different - 29/04 What Record Corporate Profit Margins Imply For Future Profitability and The Stock Market - 26/04 Does Apple, Inc. (NASDAQ:AAPL) Show Statistical Evidence Of An Economic Moat? Our Quantitative Value Model Applied - 24/04

Greenbackd

@Paul Larson (MorningStar)
StockInvestPaul: I have heard/read the word "taper" more this week than the previous 5 years combined. - 15/05 StockInvestPaul: 3 areas where Buffett & Munger conflict: political affiliation, utility of social media, and attractiveness of newspaper investments - 06/05 StockInvestPaul: Very happy to see Munger in rare form today. Great meeting this year. - 04/05 StockInvestPaul: 36, wind, rain. Thank heavens they opened doors early! http://t.co/bA81pAHNss - 04/05 StockInvestPaul: Looking at Omaha weather forecast, rain/snow mix expected Saturday morning with gusty winds. Yikes. - 01/05 StockInvestPaul: Take Kids to Work Day, 2013 http://t.co/OqnQVnHxXn - 25/04

@Paul Larson (MorningStar)

Abnormal Returns
Saturday links: harvesting hype - 18/05 Friday links: the index challenge - 17/05 Thursday links: crushing competitors - 16/05 Wednesday links: investment infotainment - 15/05 Tuesday links: bond disappointments - 14/05 The opposite would have to be right - 14/05 Monday links: a jealous mistress - 13/05

Abnormal Returns

Saturday links: harvesting hype - 18/05
Friday links: the index challenge - 17/05
Thursday links: crushing competitors - 16/05
Wednesday links: investment infotainment - 15/05
Tuesday links: bond disappointments - 14/05
The opposite would have to be right - 14/05
Monday links: a jealous mistress - 13/05

Calculated Risk
Bernanke: "Economic Prospects for the Long Run" - 31/12 Schedule for Week of May 19th - 31/12 CoStar: Commercial Real Estate prices declined seasonally in March - 31/12 LA area Port Traffic: Exports down slightly in April - 31/12 BLS: Unemployment Rate declined in 40 States in April - 31/12 Preliminary May Consumer Sentiment increases to 83.7 - 31/12 Friday: Consumer Sentiment - 31/12

Calculated Risk

Bernanke: "Economic Prospects for the Long Run" - 31/12
Schedule for Week of May 19th - 31/12
CoStar: Commercial Real Estate prices declined seasonally in March - 31/12
LA area Port Traffic: Exports down slightly in April - 31/12
BLS: Unemployment Rate declined in 40 States in April - 31/12
Preliminary May Consumer Sentiment increases to 83.7 - 31/12
Friday: Consumer Sentiment - 31/12

Greg Speicher
Links of Interest – May 17, 2013 - 17/05 Links of Interest – May 10, 2013 - 10/05 Links 0f Interest – April 26, 2013 - 26/04 Links of Interest – April 19, 2013 - 19/04 Links 0f Interest – April 10, 2013 - 12/04 Links of Interest – April 3, 2013 - 03/04 Links of Interest – March 22, 2013 - 22/03

Greg Speicher

Links of Interest – May 17, 2013 - 17/05
Links of Interest – May 10, 2013 - 10/05
Links 0f Interest – April 26, 2013 - 26/04
Links of Interest – April 19, 2013 - 19/04
Links 0f Interest – April 10, 2013 - 12/04
Links of Interest – April 3, 2013 - 03/04
Links of Interest – March 22, 2013 - 22/03

Aswath Damodaran
Apple: News, Noise and Value - 30/04 The Golden Rule? Thoughts on gold as an investment - 20/04 A Sweet Spot for US Equities: Opportunity and Dangers - 28/03 Marty Lipton: Shareholder Champion, Stakeholder Protector or Management Tool? - 09/03 Hundred dollar bills are hard to come by! - 13/02 Michael Dell's Conflicted Buyout - 12/02 Financial Alchemy: David Einhorn’s “value” play for Apple - 08/02

Aswath Damodaran

Apple: News, Noise and Value - 30/04
The Golden Rule? Thoughts on gold as an investment - 20/04
A Sweet Spot for US Equities: Opportunity and Dangers - 28/03
Marty Lipton: Shareholder Champion, Stakeholder Protector or Management Tool? - 09/03
Hundred dollar bills are hard to come by! - 13/02
Michael Dell's Conflicted Buyout - 12/02
Financial Alchemy: David Einhorn’s “value” play for Apple - 08/02

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