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Mike Covello



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3Vote!

John Rogers on CNBC this morning discussed his views on the stock market in general, Gannett Co. ...

By Mike Covello. John Rogers, president and founder of Ariel Capital Management, discussed his views on the stock market on CNBC this morning. Read more » »

3Vote!

Irving Kahn boosts his position in Citigroup

By Mike Covello. Irving Kahn has boosted his position in C to 2.3 million shares. C is also owned by gurus Kenneth Fisher and Richard Snow. Read more » »

3Vote!

Why John Rogers of Ariel Capital Managemnent own 13% of Gannett

By Mike Covello. John Rogers owns 29 million shares of GCI or roughly 13% of the company. Why would an investor want to own a newspaper company? Everyone will tell you that newspapers are a dying industry. My two sons, both in college, will insist that they will never read newspapers, but instead will continue get all of their information free from various free on-line sites. So what's...

3Vote!

Bershire Hathaway's upcoming 13-f filing, Kraft Foods and Cadbury

By Mike Covello. We know that Berkshire bought $2.3 billion of common stocks during the third quarter, and Friday we will find out exactly what Warren has been buying. Read more » »

3Vote!

CVS Caremark owned by gurus Chris Davis, John Keely

By Mike Covello. CVS Caremark owned by gurus Chris Davis, John Keeley, Andreas Halvorsen, and NWQ managers reported third quarter eanings yesterday. Follwing are some of the highlights: Read more » »

4Vote!

Follow-up on David Einhorn's Grenlight Capital Re

By Mike Covello. Last week I posted a write-up of GLRE as a way of investing along side David Einhorn. GLRE reported third quarter figures yesterday (11/02/09) and following are a few highlights. Read more » »

3Vote!

Tecumseh Products Co. Owned by Guru Charles Brandes

By Mike Covello. Most of you have probably heard of Tecumseh Products. There's a good chance your father's lawn mower or snow blower ran on a Tecumseh engine. Read more » »

3Vote!

Investing with David Einhorn - Greenlight Capital Re Ltd

By Mike Covello. You can invest with David Einhorn by owning stock in Greenlight Capital Re Ltd. Einhorn is the Chairman of GLRE and owns 17.4% of the shares outstanding. However, as a caveat, he owns super voting B shares which carry 10 votes for each share so this is really his baby. Read more » »

3Vote!

Why Warren wants you to own Conocophillips

By Mike Covello. Owned by Gurus Buffett, Wallace Weitz, George Soros, David Dremen, and many others, COP is perhaps the cheapest integrated oil company in the world. Read more » »