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Total was purchased by Tweedy, Browne as part of their strategy to invest in oil stocks when prices were low, indicating a belief in the company's resilience and potential for recovery.

Devon Energy was bought by Tweedy, Browne during a period of declining oil prices, suggesting confidence in its future performance and recovery in the energy market.

ConocoPhillips was purchased by Tweedy, Browne as oil prices fell, indicating a belief in the company's long-term value and recovery potential in the energy sector.

Norfolk Southern is another railroad stock that Tweedy, Browne bought during the market downturn, reflecting their strategy of investing in strong companies with recovery potential in the transportati

Union Pacific is a railroad stock that Tweedy, Browne purchased during the market downturn, indicating a belief in the strength and recovery of the transportation sector.

Burlington Northern is a railroad stock that Tweedy, Browne invested in during the market downturn, highlighting their confidence in the transportation sector's recovery and growth potential.

Emerson Electric is another high-quality industrial company that Tweedy, Browne bought during the market downturn, reflecting their strategy of investing in strong companies when prices are favorable.

3M is a high-quality industrial company that Tweedy, Browne had not been able to buy for 20 years, indicating a strong belief in its long-term value and growth potential. They purchased shares during

Exelon is positioned to benefit from potential carbon regulations that could increase its stock value by an estimated $15 per share. The company has a structural competitive advantage as the lowest-co

Exelon is the nation's largest merchant nuclear fleet and offers the lowest-cost source of power. A recent transaction valued Exelon's nuclear assets at approximately $55 per share, and when factoring

Diageo, with its portfolio of alcoholic beverages, is well-positioned to benefit from the growing demand in emerging markets, making it an attractive investment in the consumer products space.

Novartis is a strong player in the pharmaceutical industry with a significant portion of its revenue coming from emerging markets, making it a solid investment choice for exposure to global healthcare

Philip Morris International has a strong global presence in the tobacco market, which continues to generate significant revenue, particularly in emerging markets where demand is growing.

Coca-Cola FEMSA is well-positioned to sell beverages, including coke, water, and beer, to the rising middle class in Latin America, making it a strong investment opportunity in the consumer products s

Nestlé benefits from having over 30 billion dollar brands and generates more than 30% of its income from developing countries, which positions it well for growth in emerging markets. The company opera

Binny & Smith was selling at under book value, had almost no debt, and was trading at around 5x earnings, which suggested a potential 20% return on debt-free equity. This made it an attractive investm

Sohu.com is undervalued due to its significant cash reserves and ownership stake in its gaming subsidiary, Changyou. The market is pricing the non-gaming business at an extremely low multiple, suggest

The market underestimates SOHU's value by focusing on the risks of its free-to-play online gaming business and its reliance on a single hit game. By subtracting the value of its 66% stake in Changyou

I recommend buying the Nexstar 12% Senior Subordinated PIK Notes at 63. They are trading 18 points cheap of the 7% Senior Subordinated Notes and 14 points cheap of the 7% Senior Subordinated PIK Notes

Mason Hawkins sees Pioneer Natural Resources as a strong investment due to its growing reserves and production of natural gas, which he believes will benefit from rising demand as natural gas substitu

Mason Hawkins believes that companies with growing reserves and production of natural gas in the U.S. should perform well, particularly given the current favorable pricing of natural gas compared to o

Matt Cohen recommends the purchase of SOHU.com common stock, indicating a belief in its potential for growth and value appreciation in the market.

Danone is the leading global yogurt manufacturer and has undergone a strategic reconfiguration of its business, selling off less profitable segments and acquiring growth-oriented businesses like Numic

Cadbury is seen as an attractive acquisition candidate due to its strong confectionery business and the strategic moves it has made to focus on its core strengths. The expectation is that Kraft will e