Geoff Gannon August 21, 2006

On Homebuilders

Bill of Absolutely No DooDahs began his May 31st post entitled “My Homeys” by writing the following:

“Rarely has there been a single segment or industry as universally loathed as the one I’m writing about today. Almost every stock I’ve screened from this industry has double-digit negative 52-week returns and short ratios over a week to cover. This industry’s P/E is below 5.5 on average, and its PEG and Price/Sales are 0.4 and 0.5 respectively. This industry’s Price/Book ratio is hovering close to 1.3, a rarity for a set of businesses with double-digit Return on Assets. I’m talking about, of course, the homebuilders.”

Bill has written three excellent posts about homebuilders. I highly recommend reading them, especially because you will find I’ve sprinkled quotes from those three posts throughout the post you’re reading now. There’s no need to re-invent the wheel. If Bill said it better first, why shouldn’t I quote him instead of struggling to find a different way to say the same thing?

Here are Bill’s three posts (in chronological order):

My Homeys

I Value My Homeys

DHI – One of My Homeys

A Contentious Topic

Although nearly three months have passed since Bill wrote that paragraph, it remains an appropriate introduction to a contentious topic. I’ll try to take the discussion in a slightly different direction by presenting some questions (and hopefully a few answers) that seem most likely to help investors form actionable judgments about the homebuilders.

Naturally, the first question is why housing in general and homebuilding stocks in particular are such a contentious topic. Two culprits immediately spring to mind: self-interest (enlightened or otherwise) and the financial media (almost certainly otherwise). These two forces have a hand in the forming and fomenting of a great many controversies. So, it’s hardly surprising to find them at work here.

The self-interest is genuine. Many Americans own a house. Some Americans own more than one house. This second group is probably somewhat more likely to watch CNBC, read The Wall Street Journal, etc. So, the financial media takes that kernel of genuine self-interest and blows it ups.

The manner in which it does this is particularly interesting, because it affects the way Americans in general and investors in particular think about the subject.

Discussions of the housing market often involve talking heads and statistics. The talking heads naturally present opposing views. The statistics are, of course, meaningless without a point of reference.

Obviously, a series of historical data could provide such a point of reference; however, a series of historical data is complex, backward-looking, and above all else not a good way to keep an audience’s attention. In contrast, estimates are simple, forward-looking, and a bit more exciting. So, estimates win out. Not just in the reporting on the housing market, but in financial reporting as a whole. Estimates pervade the financial media.

While they can be very useful, estimates do carry the unfortunate side effect of turning shades of gray into either black or …

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Geoff Gannon August 18, 2006

A Question About One of Phil Fisher’s Books

A question was posted in the Value Investing Encyclopedia about one of Phil Fisher’s books. I couldn’t answer it, because I’ve never owned an original copy of Conservative Investors Sleep Well. I was hoping one of the blog’s readers might be able to answer this question:

Geoff,

Amazon says that Conservative Investors Sleep Well is 180 pages long, but the version in Common Stocks and Uncommon Profits and Other Writings is only 50 pages long. Do you know whether this is an abridged version?

Josh

If you know the answer to this question please click the “comments” link below. Thanks.…

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Geoff Gannon August 8, 2006

Some News Items and Worthwhile Articles

News

The nation’s largest rent to own operator, Rent-A-Center (RCII), will acquire Rent-Way (RWY) for $10.65 a share in cash. Rent-A-Center values the transaction at $567 million – much of the purchase price is attributable to the assumption of long-term debt. Rent-A-Center is certainly an interesting business; the stock was quite a bit cheaper a year ago.

Press Release

Warren Buffett’s Berkshire Hathaway (BRK.B) reported its financial results for the second quarter of 2006. As had been widely reported, catastrophe writing increased substantially.

Reuters / 10-Q

Investors

Leucadia National (LUK) made a few changes to its investment portfolio. Leucadia added shares of Eastman Chemical (EMN), started a new position in Lucent (LU), reduced its holdings in Parkervision (PRKR), and sold out its position in UAL Corporation (UAUA).

GuruFocus / 13-F

Bill Miller of Legg Mason Value Trust (LMVTX) said that fund had a “dreadful” second quarter. His quarterly letter to shareholders cited two very different mistakes regarding homebuilders and energy stocks. Value Trust was too quick to invest in homebuilders – and too slow to invest in energy companies.

Miller acknowledged that Amazon (AMZN)eBay (EBAY)Yahoo (YHOO)Expedia (EXPE), and Google (GOOG) “have traded off on some degree of angst about company-specific near-term issues.” However, in his opinion, “these companies represent superior economic franchises with the ability to earn above the cost of capital as far as the eye can see, and the market’s myopic, obsessive focus on what is going on for the next three or six months doesn’t alter the business value.”

Baltimore Business Journal / Quarterly Letter

Blogs

About a week ago, Rick of Value Discipline wrote an excellent post entitled “Returns Accrue When Accruals Don’t”. The post discusses the relationship between net income and cash flow from operations. I highly recommend reading both the post and the three comments to it. It’s a very important concept – and as Rick points out, it’s not the sort of thing you’ll hear about on CNBC.

Post / Visit Value Discipline

Bill of Absolutely No DooDahs takes on another important yet rarely discussed topic, share buybacks. I can’t say I agree 100% with every point Bill makes in his post entitled “Buying it Back Yet Again”. However, I do agree with his method of taking a logical look at an operation most investors simply assume is as wholesome as apple pie. Buybacks are a topic I really should take up on this blog at some time, especially because some of Bill’s criticisms are perfectly valid.

Post / Visit Absolutely No DooDahs

George of Fat Pitch Financials notes that he bought some Realogy (H), one of the two spin-offs from Cendant (CD). Realogy and Wyndham Worldwide (WYN) were spun off from Cendant in the hopes of unlocking shareholder value.

As many articles, broadcasts, and blogs have noted, breaking up conglomerates has become almost as popular as assembling them. Well, that’s probably an overstatement. Breaking up a …

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Geoff Gannon August 3, 2006

Quarterly Newsletter

The latest newsletter issue (for Q2 2006) is now out on PDF. Those who purchased the issue should have received an email with the PDF attached. If you had purchased the issue and have not yet received the PDF, please email me.

The printed copies of the newsletter will probably arrive in about two weeks. The exact delivery date will depend on where you live. If you live overseas, it will likely take quite a bit longer.

I hope you enjoy the latest issue.

As always, feel free to email me if you have any questions. I know the new suggested prices presented at the end of each write-up may be a bit confusing at first. However, I do think this method is preferable to providing no guidance whatsoever or to trying to apply a rigid buy / sell / hold system.…

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Geoff Gannon July 13, 2006

Conclusion of Charlie Rose’s Series on Warren Buffett

The third and final part of the Charlie Rose Show’s series on Warren Buffett aired last night. You can view all three hours (which aired on Monday, Tuesday, and Wednesday of this week) at Google Video.

On a related topic, I just noticed a USA Today article that noted Charlie Rose is also working on a documentary about Buffett. I hadn’t heard anything about that before.

Anyway, the series is (like most of Charlie’s interviews) much more satisfying than the average television piece. However, the series is not a study of Buffett’s investment record or the philosophy that helped him achieve those results. It’s about Buffett the man.

Of course, some of the questions can’t help but lead into topics that are closely related to the investment area, because that is his life’s work. For instance, the interview with Buffett and Gates together touches on investing more than you might expect, because they discuss the way Buffett thinks – including why he hasn’t invested in Microsoft.

If you’re interested in Buffett, you’ll enjoy the series. However, if you’re looking for a discussion of investing that gets into real specifics, you may be disappointed.

I enjoyed the series very much. It’s the sort of thing that may work even better if you watch it online when you have the time to spare.

It’s a leisurely affair. You have to be open to the idea that you’ll be taking in bits and pieces about the man over a few hours, rather than hearing him answer questions about Berkshire’s future, the latest acquisition, etc. one after the other. That’s not really how Rose works normally – and because this series was forged from a series of interviews, there is even less immediacy than usual.

Visit CharlieRose.com

Visit Google Video: The Charlie Rose Show

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Geoff Gannon July 11, 2006

The Charlie Rose Show’s Warren Buffett Series

For those who missed it, The Charlie Rose Show ran part one of a three part series on Warren Buffett last night. I know old episodes of the show are available for $0.99 on Google Video, and I believe you can view last night’s episode free (for today). Parts two and three of the series will be presented tonight and tomorrow night:

Tuesday – Warren Buffett: The Business

Wednesday – Warren Buffett: The Gift

The Charlie Rose Show is shown at 11 p.m. on many (but not all) PBS affiliates. Check your local listings for the exact times.

Visit CharlieRose.com

Visit Google Video: The Charlie Rose Show

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Geoff Gannon July 10, 2006

Warren Buffett Series on The Charlie Rose Show

As pointed out on Dah Hui Lau’s blog, The Charlie Rose Show will present a three-part special on Warren Buffett beginning tonight. According to the show’s website (charlierose.com) the schedule will be as follows:

Monday – Warren Buffett: The Man

Tuesday – Warren Buffett: The Business

Wednesday – Warren Buffett: The Gift

The Charlie Rose Show is made available to PBS affiliates at 11 p.m. Many affiliates choose to run the show at that time; but, be sure to check your local listings.

I don’t know anything about the content of this series beyond the information provided at the show’s site. So, you’ll have to tune in yourself to see what it’s all about.…

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Geoff Gannon July 6, 2006

On The Newsletter

I have received a fair number of questions about when the new issue will come out. Any confusion here is entirely my own fault for being unclear.

The newsletter covers all the stocks purchased for my personal portfolio during the last quarter. The word “all” is a bit misleading, because there are never more than a handful of stocks. However, it’s important to note that because the issue covers all changes to the portfolio, I don’t begin work on the newsletter until after the last trading day of the quarter.

Therefore, I can not possibly finish writing the newsletter within the first few days of the month. I should have been much clearer about this earlier. Many publications are delivered well before the nominal issue dates. I didn’t consider how this had conditioned people to expect the July Issue to be delivered within the first few days of July.

To avoid any further confusion, I’ve decided to set an exact delivery date. Previously, I had planned to send out the issues as soon as I finished them. I will no longer do this.

Instead, I will hold off distributing the new issues until the 15th of the month, regardless of whether they are complete or not. This should eliminate the need for questions about when the issue will come out. It will come out on the fifteenth. Every issue will come out on the fifteenth.

Also, I had previously allowed subscribers to choose between the PDF and print forms. From now on, I’m just going to send each subscriber both the PDF and the printed copy. Again, this is to clear up confusion and prevent frequent questions.

I enjoy answering emails from people asking about various stocks. I don’t enjoy answering emails asking about newsletter delivery dates and such. These questions were perfectly understandable ones, considering how loose I had left things regarding delivery of the newsletter. I hope this new solution will eliminate the need for such questions in the future.

As I had not given a particular delivery date in the past, I am clearly obligated to offer every individual who purchased the July Issue the opportunity to receive a full refund.

If you purchased the July Issue as a single issue or as part of a one-year subscription, I will be happy to refund the full amount for this issue if you notify me by the 14th of the month.

In the future, the final refund dates given on the Newsletter page of this website will again apply. This is a one time allowance caused by the change in the delivery policy. If you’d like a refund, please email me.

You can always read the full description of the newsletter by clicking the “newsletter” link on the right sidebar. I will also reproduce the (new) description below:

Description

Each issue of the Gannon On Investing Newsletter consists of a brief commentary on the quarter, a summary of changes to my personal portfolio, and a discussion of …

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Geoff Gannon July 4, 2006

On Google’s Non-Search Products

Business Week has a good article about Google’s non-search products. Entitled “So Much Fanfare, So Few Hits”, the article makes a few obvious points that are often omitted in a discussion of Google’s innovation. The most obvious point is, of course, that these products have not exactly been great successes.

The press (both online and offline) is obsessed with Google (GOOG). An interesting exercise would be to clip the press coverage (or speculation) surrounding the launch of a new Google product and compare it to that product’s performance some months later. I’m afraid this exercise would prove the reality did not live up to the hype. Of course, most of this is not Google’s fault. It isn’t that these products fail miserably. In many cases, they are simply competent products that offer little advantage over the existing alternatives. So, Google moves on.

As one person interviewed for the article put it: “Google has product ADD”. I’m not sure if that’s true or not. The fact that Google develops these non-search products does not in and of itself suggest anything dangerous about Google’s future spending and the efficiency with which its capital is deployed outside of the core search business.

After all, these products are really little more than ideas. Has the company really put much behind any of them? That’s a more interesting question. It also happens to be one of the most important questions for investors to answer.

This Google article reminded me of a blog post on Microsoft I had found via Seeking AlphaThis blog post had one very memorable line: Name six innovations from Microsoft over the past 12 months.

That line jumped out at me, because I’m not eager to invest in a company where you can name six innovations over the past 12 months. No company develops six truly meaningful innovations in a year. The issue is not the number of innovations. It’s finding one that really works.

Both Microsoft (MSFT) and Google had the bad luck to develop a unique cash cow in their early years. As a result, both companies will inevitably have to face accusations of mediocrity in their future endeavors.

Microsoft’s Windows (and by extension Office) and Google’s search are once in a lifetime finds in an otherwise unforgiving competitive environment. These oases of extraordinary profitability can not be duplicated. So, if your reason for buying into either stock is an expectation that future products will rival past products in terms of profitability, you are on a fool’s errand. There will be growth within each franchise and there will be other (lesser) franchises. But, neither company will duplicate their initial success.

The reason they won’t has nothing to do with size or culture. It’s much simpler than that. Both companies were marketed to investors as a great franchise. There aren’t many such franchises and the odds that two such franchises would be developed by the same company are extremely low. Most of the …

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Geoff Gannon June 26, 2006

Noteworthy News Items

First, let me say that I am back from a week’s vacation, so blog posts and new podcasts will now resume. The next podcast is scheduled for tomorrow.

There are some noteworthy news items worth mentioning today:

Last I checked, Overstock.com (OSTK) was up just under 20% on the day. No news was immediately evident – however, this may have changed by the time you are reading this post. These aren’t exactly new prices for Overstock. So, the move does not change the conclusions reached in my past posts on Overstock. You can read these posts by following the links below (arranged in reverse chronological order – i.e., most recent to least recent):

Overstock’s First Quarter Results

On Overstock’s Fourth Quarter

On Overstock (Again)

On The Rationale for the Overstock Post

On Overstock

As you’ve probably heard, Warren Buffett will transfer the vast majority of his wealth to the Bill and Melinda Gates Foundation. At current prices, the Berkshire stock to be transferred has a market value of approximately $30 billion. You can read more by following these links:

Fortune

Warren Buffett Gives Away His Fortune

A Conversation with Warren Buffett

How Buffett’s Giveaway Will Work

The Global Force Called the Gates Foundation

There are several noteworthy mergers and acquisitions news items. A few are complicated. None were entirely unexpected. However, the dollar amounts involved are quite large:

DealBook

Merger Monday, With Heavy Metal Soundtrack

Happy Ending for Arcelor and Mittal? Not Quite Yet

Mixed Prognosis for J&J;’s Pfizer Deal

Please feel free to discuss any of the above stories by clicking the “comments” link for this post (below).

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