Skip to the content Skip to the Navigation

ModernGraham

  • Home
  • About
    • The ModernGraham Approach
      • Investor Types
      • Graham Formula vs. Graham Number
      • ModernGraham Grading System
      • Definitions
    • Disclaimer
    • Contact Us

May 2009

  1. HOME
  2. May 2009
May 29, 2009 / Last updated : May 29, 2009 Benjamin Clark Events

2009 Morningstar Investment Conference – 7

This morning during the general session, Mr. Robert Rodriguez of First Pacific Advisors provided the keynote presentation.  Mr. Rodriguez began by explaining his recent announcement of his coming sabbatical, stating that it has been planned for six years and should be considered a succession plan.  Then he moved on and started discussing the buildup to […]

May 29, 2009 / Last updated : May 29, 2009 Jonathon Ritchie Events

2009 Morningstar Investment Conference- 6

Thursday featured another break out session attended which featured Jeremy Grantham, co-founder of GMO. This session was primarily about where we are heading economically. Grantham was engaging and quite charismatic. Grantham used the analogy of a hurricane in Florida picking up bird feathers and scattering them randomly along the eastern shoreline to illustrate market bubbles. He […]

May 28, 2009 / Last updated : May 28, 2009 Benjamin Clark Events

2009 Morningstar Investment Conference – 5

In the final session of the day was a conversation with John Bogle, the founder of Vanguard.  Don Phillips, Managing Director of Morningstar, was the moderator of the conversation.  This was the highlight of the day.  Mr. Bogle is a very distiguished investor with lots of experience and extremely knowledgeable.  First, though, Mr. Phillips asked Mr. Bogle […]

May 28, 2009 / Last updated : May 28, 2009 Benjamin Clark Events

2009 Morningstar Investment Conference – 4

Bill Gross from PIMCO was the keynote speaker at lunch.  He had a lot to say, but before I get to that (and before I forget to mention this – here is a link to the conference twitter feed, which some of you may find interesting.  By the way, is there any interest out there […]

May 28, 2009 / Last updated : May 28, 2009 Benjamin Clark Events

2009 Morningstar Investment Conference – 3

Another breakout session – Two Sides of the Coin – included a discussion between Chuck Bath of Diamond Hill Investments and Steve Romick of First Pacific Advisors.  For true Graham investors like us, this was a little bit of a waste of time.  Both funds are long-short mutual funds so their strategy often includes a […]

May 28, 2009 / Last updated : May 28, 2009 Jonathon Ritchie Events

2009 Morningstar Investment Conference-2

This break out session focused solely on value investing with a retrospective look on 2008 and investing strategy. The speakers included Bill Nygren, portfolio manager forOakmark Fund, Meggan Walsh, portfolio manager for AIM Diversified Dividend Fund, and Martin Whitman, Co-Chief Investment Officer at Third Avenue Management. The session focused initially on the fumbles in 2008 that […]

May 28, 2009 / Last updated : May 28, 2009 Benjamin Clark Events

2009 Morningstar Investment Conference – 1

The 2009 Morningstar Investment Conference is underway and today’s opening session was a focused discussion entitled “Let’s Talk Stocks.”  Participating were Bruce Berkowitz of Fairholme Capital Management, Tom Marsico of Marsico Capital Management, and Wally Weitz of Weitz Funds. One thing that I found extremely interesting was the contrast in investment styles between the Buffett […]

May 26, 2009 / Last updated : May 26, 2009 Benjamin Clark Events

2009 Morningstar Investment Conference Coverage

Tomorrow is the first day of the 2009 Morningstar Investment Conference.  Many of you will remember our coverage of the event last year (a few links are included below for you to review what was talked about then).  This year, both Jon and I will be attending the event which will hopefully mean extended coverage […]

Recent posts

Boston Properties Inc ($BXP) – Valuation May 2023

May 24, 2023

Pfizer Inc ($PFE) – Valuation May 2023

May 15, 2023

Shoe Carnival Inc ($SCVL) – Valuation May 2023

May 5, 2023

HF Sinclair Corp – Valuation May 2023

May 2, 2023

Investing in Pfizer Inc (PFE): Is It a Good Value Pick?

April 26, 2023

JPMorgan Chase & Co Valuation – April 2019 #JPM

April 8, 2019

McDonald’s Corp Valuation – April 2019 #MCD

April 8, 2019

Johnson & Johnson Valuation – April 2019 #JNJ

April 8, 2019

Intel Corporation Valuation – April 2019 #INTC

April 8, 2019

International Business Machines Corp Valuation – April 2019 #IBM

April 8, 2019

Category

  • Commentary
    • BOTM
    • Charity
    • Feature
    • Further Research
    • Guest Posts
    • MG Show
    • Mr. Market Mental State
    • Other
    • Q&A and Other Ramblings
    • Saturday Market Review
    • Throwback Thursday
    • Value Investing Weekly
  • Events
    • Contest
    • Festival of Stocks
    • Friday Linkfest
    • Online Red Kettle 2009
  • Industries
    • Aircraft Manufacturing
    • Airlines
    • Alcohol & Tobacco
    • Apparel
    • Auto
    • Banks
    • Business Support
    • Casinos
    • Chemicals
    • Children's Products
    • Conglomerates
    • Construction
    • Credit Cards
    • Defense
    • Employment
    • Environmental
    • Fertilizer
    • Financial Services
    • Food Processing
    • Freight
    • Hospitality
    • Household Appliances
    • Household Goods
    • Information Technology
    • Insurance
    • Internet Services
    • IT Hardware
    • Machinery
    • Marketing
    • Media Entertainment
    • Medical
    • Mining
    • Oil & Gas
    • Packaging
    • Personal Products
    • Pharmaceuticals
    • Publishing
    • Railroads
    • REIT
    • Renewable Energy
    • Restaurants
    • Retail
    • Security
    • Software
    • Steel
    • Supermarkets
    • Telecom
    • Travel
    • Utilities
  • Infographics
  • MG A-List Report
  • MG Academy
    • An Introduction to the Balance Sheet
    • How-to
  • MG Book Club
    • Business Adventures
    • The Intelligent Investor
  • MG Stocks & Screens
  • Portfolios
    • Bargain Basement
    • Ben's Portfolio
    • Dividend Portfolio
    • DJIA
    • Enterprising Value Portfolio
    • Guru Portfolios
    • Jon's Portfolio
    • Low-PEmg Portfolio
  • Site News
  • Stocks
    • Canadian
    • Company of the Week
    • Dividend Growth
    • Industry Review
    • Screens
  • tips for men

Archive

  • May 2023
  • April 2023
  • April 2019
  • March 2019
  • February 2019
  • January 2019
  • December 2018
  • November 2018
  • October 2018
  • September 2018
  • August 2018
  • July 2018
  • June 2018
  • May 2018
  • April 2018
  • March 2018
  • February 2018
  • September 2017
  • August 2017
  • July 2017
  • June 2017
  • April 2017
  • March 2017
  • February 2017
  • January 2017
  • December 2016
  • November 2016
  • September 2016
  • August 2016
  • July 2016
  • June 2016
  • May 2016
  • March 2016
  • February 2016
  • January 2016
  • December 2015
  • November 2015
  • October 2015
  • September 2015
  • August 2015
  • July 2015
  • June 2015
  • May 2015
  • April 2015
  • March 2015
  • February 2015
  • January 2015
  • December 2014
  • November 2014
  • October 2014
  • September 2014
  • August 2014
  • July 2014
  • June 2014
  • May 2014
  • April 2014
  • March 2014
  • February 2014
  • January 2014
  • December 2013
  • November 2013
  • October 2013
  • February 2010
  • January 2010
  • December 2009
  • November 2009
  • October 2009
  • September 2009
  • August 2009
  • July 2009
  • June 2009
  • May 2009
  • April 2009
  • March 2009
  • December 2008
  • August 2008
  • July 2008
  • June 2008
  • May 2008
  • March 2008
  • February 2008
  • January 2008
  • December 2007
  • November 2007
  • October 2007
  • February 2007
  • January 2007
  • December 2006
  • November 2006
  • October 2006
  • September 2006
  • August 2006

Copyright © ModernGraham All Rights Reserved.

Powered by WordPress & Lightning Theme by Vektor,Inc. technology.

MENU
  • Home
  • About
    • The ModernGraham Approach
      • Investor Types
      • Graham Formula vs. Graham Number
      • ModernGraham Grading System
      • Definitions
    • Disclaimer
    • Contact Us