…and a company’s intrinsic value. Reese identifies the following value stocks that score well according to his guru-based stock screening models: Gilead Sciences (GILD), a research-based pharmaceutical company with a…
Search Results for: value
Buffett Puts Market's Valuation in Context with Earnings Yield vs. 10 Year
…to Buffett, “We’re not in bubble territory or anything of the sort.” For him, the crux of investing remains in the companies themselves, not in the value the market places…
Ariel's John Rogers Defends Active Management
…an effective job of defending itself and showing the value that is added by active management.” Here are some interview highlights: Rogers gravitates toward businesses with strong recurring revenue, such…
Cautious Dividend Investing a Must
…must be sure to use other metrics to gauge value.” He emphasizes the importance of evaluating a company’s fundamentals and identifies six high-dividend stocks (yields above 3%) that score well…
Time to Separate the Market from Politics
…and abroad even without the post-election push, writes Karabell. The outperformance of growth over value stocks, small-caps over large-caps, and international over domestic, he says, “signals modest confidence in both…
Active Management is Alive and Well
An article in last month’s Enterprising Investor outlines some interesting insights into how active management is “alive, thriving and adding value across trillions of dollars of assets worldwide.” The author…
Stock-Picking Strategies from Barron's Veteran
…that are “valued so cheaply relative to book value or earnings that they don’t need much growth to be good investments.” He describes a low valuation as less than 75%…
Francis Chou is a Patient Investor
Regarded as one of the savviest value investors in the world, says a recent article in Canadian Business, Francis Chou thinks the market is overpriced right now, but will come…
Highlights from Berkshire Hathaway's 2016 Letter to Shareholders
…wisdom. Here are some highlights: Berkshire has undergone a “gradual shift from a company obtaining most of its gains from investment activities to one that grows in value by owning…
Active Funds Perked Up in January
January was a good month for actively managed funds, says a recent Bloomberg article that states, “the majority of actively managed value funds in the U.S. and Europe outperformed their…