Alan

CXTI: Solid Business At An Irrationally Low Price

Have you met with the management team? If so, you won't buy the stocks. I agree with the analysis above. Everything looks great on paper. But once you met them, you will not touch this company.

American Express: Watch the Dividend

I am shocked to read a misleading and inaccurate article like this:

(1) "A dividend rate consistently stuck at half the market bench mark yield is not acceptable for value investing." According to whom??? Mr. Buffett certainly doesn't think that way.
(2) Okay, maybe a small faction of value investors demand yield (I would call those income investors). But anyone with nominal financial knowledge knows how to include stock buyback as part of dividend. In AXP's case, it returns 89% of its capital generated via buyback/dividends during the quarter. And since 1994, it returns 69% of capital and have a formal target of 65%.