Against Risk Parity
 


     
   
 
Many investment ideas are promising so long as few do them.  Yes, there is an opportunity, but it is limited.  “Shh, don’t tell everyone about it.�
Thus, the concept of “risk parity.�  Lever every...

   
           
                     
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http://www.valueinvestingnews.com/against-risk-parity
 

Syrian Vote in UN Outrageous
 


     
   
 
Syria Veto ‘Outrageous’, so says UN envoy, Susan Rice in regards to a Chinese and Russian veto against a resolution regarding Syria. The Vote was supported by 13 other security council...

   
           
                     
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http://www.valueinvestingnews.com/syrian-vote-un-outrageous
 

Syrian Vote in UN Outrageous
 


     
   
 
Syria Veto ‘Outrageous’, so says UN envoy, Susan Rice in regards to a Chinese and Russian veto against a resolution regarding Syria. The Vote was supported by 13 other security council...

   
           
                     
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http://www.valueinvestingnews.com/syrian-vote-un-outrageous
 

Recent Walter Schloss Presentation All About Ben Graham
 


     
   
 
…
Someone posted this great presentation by Walter Schloss on scribd.
The presentation gives a bio of Schloss but you can also check out our resource page if you are unfamiliar.
Schloss had a...

   
           
                     
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http://www.valueinvestingnews.com/recent-walter-schloss-presentation-all-about-ben-graham
 

Tom Russo On Global Value Investing
 


     
   
 
As markets such as Singapore, Eastern Europe, and possibly China open up,  it will provide new hunting grounds for finding undervalued securities with a strong moat. We are already seeing    value investors looking abroad for opportunities. A couple of examples come to mind is Warren Buffett and his investment in Chinese automaker BYD  and the team at Tweedy, Browne  who recently won Morningstar’s International- Stock Fund Managers of the Year for the performance of the Tweedy, Browne Global Value (TBGVX) fund.

   
           
                     
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http://www.valueinvestingnews.com/tom-russo-global-value-investing
 

U.S. Jobs Report Gives Global Economy Reason to Cheer
 


     
   
 
…With Friday’s better than expected jobs numbers and unemployment figures nearing three-year lows at 8.3 percent, it was a jolt of good news not only for the U.S. but also the global...

   
           
                     
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http://www.valueinvestingnews.com/us-jobs-report-gives-global-economy-reason-cheer
 

Interview with Matthew McLennan PM at First Eagle Funds
 


     
   
 
On this week’s Consuelo Mack WealthTrack, one of the fund managers WealthTrack …has identified as the next generation of Great Investors. Matthew McLennan, the hand-picked successor to...

   
           
                     
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http://www.valueinvestingnews.com/interview-matthew-mclennan-pm-first-eagle-funds
 

China has no Intention to ‘Buy Europe’
 


     
   
 
…Trying to assuage concerns over growing Chinese investment in debt-stricken eurozone economies, Chinese Premier Wen Jiabao, speaking at a German-China business forum on Friday in the southern...

   
           
                     
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http://www.valueinvestingnews.com/china-has-no-intention-%E2%80%98buy-europe%E2%80%99
 

Industry Ranks February 2012
 


     
   
 
…
Industry-Ranks-2-2012
I’m working on my quarterly reshaping — where I choose new companies to enter my portfolio.  The first part of this is industry analysis.
My main industry model is...

   
           
                     
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http://www.valueinvestingnews.com/industry-ranks-february-2012
 

Vishay Intertechnology Inc (VSH) - A Good Value But Be Cautious
 


     
   
 
While there is value in the current stock price of Vishay, there are other risks that an investor should be aware of

   
           
                     
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http://www.valueinvestingnews.com/vishay-intertechnology-inc-vsh-good-value-be-cautious