truthinvesting

Is Amazon's Free Cash Flow Overstated?

thought provoking excellent post

Yield Hunters Struggle

Companies like Kraft and Phillip Morris International UST and Altria US Bank and Wells Fargo combined in a basket will give you a nice mix of growth and dividend

Saut: It's Time to Reduce 'Stuff' Stocks, Buy High Yielders

Altria's 5.3% dividend is powerful here

Citadel Infuses E*Trade with Strong, Experienced Management

from a consumer's point of view this company treats you good.

Lehman Brothers: The Much Feared Shorts

been short this one for along while .Einhorn is not wrong

Fitch Skeptical of InBev-Anheuser Merger Prospect

My guess is this will happen. Im bev knows with an overpriced euro ,weak dollar its time to act.Maybethey will go partners with Buffett somehow and trim all the fat from BUD but the key is the stock has been underpriced for awhile. Buffett paid around 50 3 years ago and 65-70 is not unreasonable

Hershey: Attractive Short?

There are better shorts like this like Lehman brothers but I undertand the authors logic.

Markel's a Buffett-In-Waiting - Barron's

Good article.These guys are a smaller much less efficent version of BRK

The Case for AIG - Patience Required

actually this stock is getting really low now but the author recommended it a few months ago when it was 25% higher. If you do buy take a small position and average in,hurricane season starts today

Johnson & Johnson: Doubling Its Dividend Every 5 Years

anyone who bought this in the low 61s have to be smiling

Blasphemy: Burlington Northern Shouldn't Be Held

actually i have sold covered calls on this stock but am commenting because in December this same person who thought CFC was abargain at 30 said i was paying too much for BNI when it was 81. My point is not that stock is under or overvalued ,but that the author thought it was at 81 when he was clearly mistaken

Friday Options Outlook: CRM, MNST, IR, LPX, MRVL, JCG, CIT, BUD, DELL, MSFT

no doubt bud is in play

Buy Companies That Sell What People Need

if you examine the top 20 stocks in the S&P from 1957-2003 with dividends reinvested, 18 of the 20 were either consumer goods or pharma. ONE stocks beat EVERY other stock by almost 4 times. Altria

Microsoft: Looking Sweet for Option Combinations

GO to gurufocus and you will see his recommendation for buying CFC puts last summer.