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Value Investing

Today in CWA: Which Stocks Will Perform Well in 2012?

January 2, 2012
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It’s a brand new year, and on this the day before trading opens, Cabot Benjamin Graham Value Letter Editor J. Royden Ward takes the time to choose five stocks he expects will perform well in 2012. Much like a roller coasters, the stock market produced plenty of action in 2011. And though I really like adventure rides, the recent action in stocks has brought a few too many sharp drops and loop de loops. The stock market, just like roller coasters, ended the year right where it started. What about 2012? Well … we know that politics in Europe and the...

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When the Chips Are Down the Herd Moves On

December 17, 2011
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When the Chips Are Down the Herd Moves On

Here’s this week’s Contrary Opinion Button. Remember, you can always view all of the buttons by clicking here. When the Chips Are Down the Herd Moves On Nice illustration. But what does it mean? Recognizing that the phrase “when the chips are down” is from poker, and that it refers not to the time when the bets have been placed but to the time when your stack of chips has dwindled–when losses have been more prevalent than wins-it means that prolonged losses will cause the mass of common investors to abandon stocks. And that’s what creates bargains for patient...

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One Great Insurance Stock

December 13, 2011
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I’m happy to see that there are still great worries about the future of both the Euro and those southern European countries that don’t work as hard as the Germans, or pay taxes as dutifully, either. And why is this worry a good thing? Because, as all experienced investors know, bull markets climb a wall of worry! And that’s what this bull market is doing now! As a result, I’m more optimistic than at any time in the past few months, about both the short- and long-term prospects of the market. And I’ve got a great stock to recommend...

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5 Value Stocks for the Holiday Season

November 24, 2011
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Happy Thanksgiving! I hope you’ve been enjoying the festivities surrounded by family and friends (and that you’re over your food coma). You may have even decided to take part in a little holiday shopping tomorrow, the day of all days for retail stores: Black Friday. Last Saturday, I discussed five growth stocks that could benefit from holiday shopping. Today, I’ve got five value stocks that have been featured in Cabot Benjamin Graham Value Letter and could see a boost when consumers open their wallets. Without further ado … Bed Bath & Beyond (BBBY): Bed Bath & Beyond is benefiting...

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Two Solid Companies with Good Value

November 23, 2011
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Let’s talk about making money. One of the best ways to make money is to ensure that you don’t lose money, or at the least, you don’t lose your shirt. When I recommend a stock to buy, I always make sure the company is solid. A couple of quick ways to test the quality of a company are to check the company’s ability to pay dividends and to check its balance sheet. Today I’ll look at balance sheets–I’ll save the lesson on dividends for another time. I am not an accounting professor by any means, so I’ll keep this...

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