Weekend Values – May 8, 2011

Posted May 8th, 2011. Filed under Investing Links

As usual, a few of the best value investing links from the past two weeks:

2011 Berkshire Meeting Notes

For those (like myself) who weren’t able to attend the annual Berkshire Hathaway shareholder meeting, this is the next best thing…

Check out these awesome notes for a full breakdown of more than 6 hours of Q&A with Buffett and Munger.

Dainichi Co. Ltd (TYO:5951)

I’ve been doing quite a bit of research on Japanese stocks over the past few weeks – the country has its share of problems, but also boasts some very strong net-net stocks…

This is a great example of thinking through an investment that appears very attractive from a balance sheet perspective. Dainichi has 65% of its market cap in cash, but a closer look at the cash flow statements shows a much different story.

Metalrax (MRX:LSE)

A tiny UK stock, Metalrax was recently added to Richard Beddard’s Thrifty 30, a nice list on one of the best UK value investing blogs.

While many of the best UK stocks are traded on the AIM exchange (similar to the OTCBB, and therefore off-limits through most U.S. discount brokers), there are certainly some gems.

Read the entire series on MRX for the details, but the company has been showing sales growth backed by significant insider purchases.

Yukon Gold Nevada Corporation (YNGFF.PK)

Yukon Gold is a stock that was featured on Weekend Values back in August 2010, after a well-researched write-up.

Recently, the stock has been hammered, down more than 50% so far this year on unusual pricing action. Due to severe weather causing delays, management is deciding to raise (possibly dilutive?) cash in order to fund additional investments in the mine.

Many investors still seem bullish on the stock’s prospects so it definitely remains on the watch list (although outside of my personal circle of competence).


If you have suggestions for detailed analysis examples from other value investors, please drop me a line using the Contact Form.

I’m always open to ideas from other investors, especially for a thoughtful and well-researched investment articles.


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