…predictors of future stock performance. The study, entitled “The Other Side of Value: Good Growth and the Gross Profitability Premium” (click here for a PDF version), was performed by Robert…
Search Results for: value
Grantham Bullish on Timber -- and Little Else
…reports. But Grantham likes timber, saying that it has been an “enormous holder of value” during such tough times as the Great Depression and the high-inflation years of the 1970s….
Buffett, Berkshire Make Big Q1 Changes
…CNBC says, and the value of its U.S. stock portfolio fell by about 12% during the quarter after all of its moves. But Buffett’s firm did do some buying, acquiring…
Herro Sees Dip as European Buying Opportunity
…value — if any, by the way. In many instances there hasn’t been a decline in intrinsic value,” he explains. One firm he’s been keying on: Spanish bank Banco Santander….
Dreman: Large-Cap Value Still a Good Place to Be
…Dreman is particularly high on large-cap value plays in volatile industries, like materials, industrial supplies, oil, and banking. “Remember, many investors are still looking through the rearview mirror at 2008,…
Reese and the Gurus Finding Value in Large-Caps
…Jeremy Grantham, Thomas Perkins, and Donald Yacktman — have been finding value in large-cap plays recently, Reese uses his Guru Strategy computer models to hone in on some of the…
Getting Contrarian with the Dreman Strategy
…that investors tend to overvalue the “best” stocks — those “hot” stocks everyone seems to be buying — and undervalue the “worst” stocks — those that people are avoiding like…
Top Fund Managers Look to Large Caps
Jeremy Grantham isn’t the only successful investor who’s finding big values in big stocks. Thomas Perkins and Donald Yacktman are among the investors with strong long-term track records now finding…
Top Value Managers Still See Opportunities
With the market up close to 80% off its March 2009 lows, is there still money to be made in stocks? Two value managers with excellent long-term track records, Bill…
Muhlenkamp Likes Financial Services, Tech Stocks
Value manager Ron Muhlenkamp, whose fund has beaten the S&P 500 by about 5% per year over the past decade, says he’s keying in on several financial services firms, as…