The market’s in correction mode right now, so it’s not a fun time to be buying much of anything. But these are precisely the times you need to be putting your buy list together. While the overall market is still expensive and may have further to fall, there are some outstanding bargains out there. For...Read More

Activist investor Carl Icahn has known to… ahem… talk his book. He’s been known to talk it quite loudly in fact. If “scream your book” was an expression, that would be an accurate description of what Carl Icahn does. So, we should probably take Mr. Icahn’s public love affair with Apple (AAPL) with a large...Read More

Because the concept of a holiday celebrating the proletariat deeply offends me, I will anti-celebrate Labor Day by working on Monday, if only for a few hours. It’s a matter of principle, you understand. We don’t have a holiday celebrating the entrepreneurs that take risk, work insanely long hours and actually create new jobs in...Read More

I joined Oriel Morrison and Bernie Lo this evening to chat about Apple (MSFT) and Microsoft (MSFT) after Monday’s market meltdown: Apple at current prices is a no-brainer to own. Yes, the upheaval in China will probably crimp growth this year. I get that. But Apple is already essentially priced as a no-growth company. There...Read More

Warren Buffett has made his investors a lot of money over his career. Over the past 35 years, Berkshire Hathaway (BRK.A) has grown its book value at a compounded rate of return of 19.0%. Over that same period, the S&P 500 has generated total returns of only 11.8%. For a manager as large and as...Read More