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Analysis - Latest Articles
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Hedge Fund Blue Ridge's Largest Positions: Apple and JP Morgan
Dec 23, 2009
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Market Folly
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2 Comments
Wall Street Breakfast: Must-Know News
Nov 3, 2009
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SA Editor Eli Hoffmann
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16 Comments
Hedge Fund Blue Ridge Concentrates on Apple
Sep 3, 2009
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Market Folly
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4 Comments
Wall Street Breakfast: Must-Know News
Aug 4, 2009
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SA Editor Rachael Granby
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7 Comments
IPCR's Scuttled Deal Provides an Opportunity
Jun 16, 2009
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The Inoculated Investor
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Comment!
Blue Ridge Capital: One Hedge Fund That's Done With Gold
May 27, 2009
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Market Folly
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8 Comments
Viking's Q109 Shows Conviction for Mastercard and Visa Duopoly
May 18, 2009
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Market Folly
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Comment!
Wall Street Breakfast: Must-Know News
Apr 28, 2009
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SA Editor Rachael Granby
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18 Comments
Hedge Fund Portfolio Tracking: Andreas Halvorsen's Viking Global, Q4 2008
Feb 26, 2009
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Market Folly
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Comment!
Wall Street Breakfast: Must-Know News
Feb 10, 2009
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SA Editor Rachael Granby
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6 Comments
Bruce Berkowitz's Free Cash Flow Yield Screen
Jan 11, 2009
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John Reese
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2 Comments
Continued Dividend Increases Despite Market Climate
Dec 8, 2008
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Dividend Growth Investor
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Comment!
8 Stocks Increasing Dividends Despite Downturn
Dec 5, 2008
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Dividends4Life
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1 Comment
Reinsurer Stocks: A Fear-Driven Market Creates Opportunity
Nov 26, 2008
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John Appel
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5 Comments
Picking Some Stocks to Survive This Market
Oct 19, 2008
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David Merkel
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12 Comments
Property and Casual Insurers, and Reinsurers Are Getting Cheap
Jul 11, 2008
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Toro
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2 Comments
Replacement Candidates for David Merkel's Portfolio: From AA to ZZ
Jul 3, 2008
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David Merkel
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20 Comments
Russell 1,000 Stocks Closest to 52-Week Highs and Lows
Jun 18, 2008
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Bespoke Investment Group
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1 Comment
Russell 1,000 Stocks With the Lowest PE/Growth Ratios
Jul 27, 2007
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Bespoke Investment Group
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Comment!
1Q07 Insurance Earnings: What's Working, What's Not (Part IV)
May 1, 2007
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David Merkel
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1 Comment
Insurance Stocks: Blowout Season Still Leaves Room for Upside -- Barron's
Dec 3, 2006
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SA Editor Eli Hoffmann
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Comment!
Profiting from Non-Hurricanes
Oct 3, 2006
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Evelyn Rubin
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1 Comment