Previous 10 | Next 10 |
home / stock / maruf / maruf news
The Polaris Global Equity Composite returned -3.83%. We are constantly assessing the portfolio seeking to ensure that our holdings thrive in an inflationary period. We are actively seeking attractively-priced stocks with good upside potential and lesser downside risk. We belie...
Enterprise Products Partners showed remarkable YOY growth on most of its reported figures. A closer look at the actual numbers reveals that the company's performance was fairly comparable to last year. The company's volumes were almost flat YOY, with the notable exception of natur...
Titan Machinery continues to grow as the demand for the company's products and services expands. Shares look particularly attractive on a forward basis, but even if performance reverts back to what the company achieved a year earlier, it may be a decent prospect. All in all, the c...
Thirty-two years after the worst collapse in history Japan's Nikkei 225 is approaching its 1989 high; it's cheap now, and a screaming buy. Japan was the first developed country with deflation stemming from terrible demographics; unlike the 1930s US Depression, it maintained living sta...
Marubeni Corp. will benefit from rising commodity and energy prices in FY3/2022, allowing it to generate free cash flow to improve shareholder returns and to deleverage. Headline valuations are low on PER FY3/2022 6.4x and the 3.9% dividend yield is not too shabby. Given relativel...
Marubeni's weak balance sheet means debt repayments are relatively high priority and limits its ability to raise shareholder returns. Recent trading indicates improving business conditions, but there appears to be no major reasons to invest in the shares relative to its leading sector...
Berkshire Hathaway's ([[BRK.B]] -0.8%) ([[BRK.A]] -0.5%) investments in five Japanese conglomerates are being pressured by holdings in fossil fuel companies and by investors' perceptions that the firms' business depend heavily upon such unglamorous industries as energy, mining, and infrastruc...
A high-level overview of Marubeni, one of the Japanese conglomerates recently added to Berkshire's portfolio. Improving business performance combined with long-term trend of shrinking enterprise value have created enticing earnings and cash flow yields. Current discounted valuatio...
Two recent Buffett actions may seem out of character: a $6.5 billion investment in stodgy Japanese trading companies and a $500 million investment in hot IPO Snowflake; what's up? Buffett formed many lifetime principles as a 16-year-old horse handicapper, including the importance of i...
When teaching creative journalism back in the 1970s I always told my students to be wary of pretending to get inside the heads of actual human beings. You can do that legitimately only when they tell you straightforwardly what they were thinking, and even then you have to pay attention to what...
News, Short Squeeze, Breakout and More Instantly...
2024-04-03 05:50:00 ET Warren Buffett doesn't care about the share price of the stocks he buys. Don't get me wrong: The legendary investor definitely considers the valuations of any stock he purchases for Berkshire Hathaway 's portfolio. But a stock with a high share price can have a lo...