Nightly Investment Links #2

(As always click on the titles to access the articles)

1. Jim Rogers Interview – On commodities and Current Crisis

2. Fairholme Becomes 10% owner of United Rentals – Today, Bruce Berkowitz’s Fairholme Fund (FAIRX) filed a Form 3 for its investment in United Rentals Inc (URI), signifying that it is now a 10% owner.

3. Dividend Stocks for a Weak Economy – If we truly are headed into a deep recession domestically as well as globally, the stocks of companies that provide goods and services that we are unlikely to go without during a recession are probably a good bet to continue to grow earnings and dividends throughout a slowdown.

4. Cuba Claims Massive Oil Reserves - The state-owned Cuban oil company says the country may have more than 20bn barrels of oil in its offshore fields – more than double the previous estimate.

5. Carl Ichan Says – Paulson Demands Too Little from Banks on Exec Pay

6. Bargains In Large Cap Leaders – If you’re an overleveraged hedge fund and need to raise cash, or a mutual fund manager being hit with redemptions, the easiest way to solve your problem is start selling the high-quality stuff that has a large, liquid market. But there is something to celebrate: if you like big discount sales on excellent businesses, is it ever a buyer’s market. Cue a stodgy value investor’s dream.

7. James Grant: The Confidence Game (Via WSJ) – There used to be too much of it. Now theres not enough. James Grant argues that the real lack of confidence is in Washington with the administration losing faith in capitalism.

8. Jeremey Grantham Investor Letter - Quarterly Letter on Reaping the Whirlwind in the Current Market.

9. Analysis of Costco – Value oriented analysis of Costco- its management and sustainable advantage.

10. Whitney Tilson talks about 9 ways to make Money – These strategies help find investments in the rough.

11. Stimulus Checks now going to the banks – Via Prudent Investor Blog.

12. Market Moralist a profile of John Bogle – Long Newspaper article on John Bogle.

13. Video of Alice Schroeder -  On her book Snowball the autobiography of Warren Buffett.

14. Prime Brokerage – Article on the definition of Prime Brokerage: what it is and how it works.

15. Dividend Investors are Getting Hit Hard - Have dividend stocks held up in this market?

16. Understanding Government Action: An Investment Essential – Common mistakes held by investors regarding government intervention in markets.