Grahamite In Training

GM: Ready to Emerge from Bankruptcy

Does anyone have any idea as to when the new GM will be created?

20 Investment Ideas for Q3 - RBC

I have assessed bright long term perspectives for both FFH and RIMM and I am long on them. It's good to see I am not the only one to see value there.

Microsoft's Surprise Debt Offering

I took a look at your instablog and the content is pretty interesting, I'll stay updated.


On May 26 11:36 AM Graham and Dodd Investor wrote:

> Dear Young Grahamite:
>
> I like Microsoft stock, even though I have to "bend" my Graham and
> Dodd rules to own it, using a formula I call "modified investment
> value."
>
> Older people like me are glad to see younger investors take an interest
> in Ben Graham's philosophy and methodology. Would you like to "train"
> with me by becoming a follower?

Why Warren Buffett Would Never Have Gone into Private Equity

Very good analysis Felix, I did not see it that way when I was reading the book...

The Dollar Is Doomed

Very interesting, if you are right, thank God for equities.

Aldila: Trading Below Par Value?

The bad news is that they now stopped the dividend, but I'm pretty sure that once they get retrained earnings, they will distribute it.
I had analyzed it on my blog.

Aldila: Value Play?

Whatever the conclusion, I am long ALDA since january and it pays.
I remain confident, as a long term investor, it is undervalued at current prices.

Microsoft Becomes Just Another Company

It is a good thing the author noticed that fast that this is the first bond offering ever made by Microsoft, I had made an article about it on my blog.
I had also considered it using the M&M theorem II and clearly noticed the clear tax advantage for the company. But the reasons they implied for the use of the money simply dazzled me... mostly considering their $20 billion position.
I don't think we have to worry about Microsoft's future.