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Sovereign Debt Crisis Creeping? (ANF, DELL, ADSK, TYC, IMMR, RMBS)

Posted by Geoff Seiler at 4:43PM on November 16th

Despite some solid earnings and good economic data, the U.S. market couldn’t shake worries about Europe, as Bank of Japan Governor Masaaki Shirakawa warned that the sovereign debt crisis was already impacting emerging nations and Japan in numerous ways. The…

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The Other ‘Oracle of Omaha’ Sees Select ‘Qualty’ Stocks as the ‘Cheapest’ (GOOG, DELL, MSFT, TXN, AON, MLM, TYC, BRK.A, WPVLX, WEHIX, WRESX, BRK.B)

Posted by Jason Smith at 9:37AM on May 12th

There must be something in the water in Omaha, Nebraska. While Warren Buffett is the best-known investor from the midwest town, his fellow Omahan and friend, Wallace Weitz, has wielded a remarkably similar value-oriented strategy that places a high value…

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Stocks Set to Finish 2010 Strong After Some Profit-Taking (PCLN, TYC, CHD, ATLS, CVX, AHD, EPIX)

Posted by Geoff Seiler at 4:46PM on November 9th

Stocks tumbled on the day as the dollar continued to creep higher on a generally quiet day. Given the strong run equities have had this fall, it’s no surprise investors are taking a bit of a rest and taking some…

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‘Tiger Cub’ Ainslie Bullish On Tech Shares (DELL, ADBE, CSCO, HPQ, INTC, IBM, MRVL, MSFT, QCOM, AAPL, SWK, TYC, C, CMCSA, CTXS, APOL)

Posted by Jason Smith at 3:10PM on October 14th

Maverick Capital manager Lee Ainslie talked up Dell (DELL) and a number of other large-cap tech names in prepared remarks at the Value Investing Congress in New York this week. Ainslie, a former employee of Julian Robertson’s famed Tiger Management hedge…

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Omaha’s Other Oracle Goes Growth (WPVLX, WEHIX, GOOG, MSFT, DELL, COP, UPS, ACN, TYC, BRK.A, BRK.B)

Posted by Max Magee at 10:11AM on August 13th

Value-focused investor Wallace Weitz has been known for wielding remarkably similar overall investing philosophy to that of his Omaha, Nebraska neighbor and friend Warren Buffett, one that places a high value on patience and a long-term outlook.

However, in a July…

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Trading Wizard Cohen Adds to His Billions (SLXP, LINTA, GRMN, ADSK, CVA, HK, BRCD, JPM, WFC, TEVA, TYC)

Posted by Jason Smith at 11:10AM on April 7th

SAC Capital’s Steven Cohen was one of 2009’s top earners, netting another ten-figure payday after rebounding from the flagship fund’s first ever annual loss.

Many hedge fund managers would have been happy to lose just -19% during the market’s slide in…

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Market Suggests GOP Victory in Massachusetts, Enjoys Political Gridlock (C, AMTD, CBY, KFT, TYC, CFL)

Posted by Geoff Seiler at 4:58PM on January 19th

Stocks had a strong day, rebounding from a rough Friday session. Healthcare insurers were particularly strong on hopes that Republican Scott Brown would pull out a surprising upset in a special election in Massachusetts to fill the Senate seat of…

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