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…
Search Results for: value
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…
Rob Arnott Says Clock is Ticking on Smart Beta ETFs
…their value. His thinking goes that with no structural or economic justification for the factor’s advance, it’s destined to revert to its mean and burn millions of investors in the…
Former Franklin Templeton CEO Says Stick to your Discipline
…company may not represent good value: Reed uses the example of Quaker Oats Co.–before it was acquired by Pepsico, he was asked why it wasn’t in his portfolio. He said…
Value-Based Picks for the Trump Rally
…however, that whether or not the market is overbought “shouldn’t matter to a true value investor.” Reese discusses the strategy of value investing legend John Neff, who led the Windsor…
Cash Flows Don't Lie
…stock’s future value. This method measures operating cash inflows and outflows as opposed to an “indirect method of reporting cash flow, including noncash operating items they include in net income,…
Buyer Beware of Companies Carrying Heavy Debt Loads
…ones and the market, losing about half their value, while the Standard & Poor’s 500 index fell 37%.” Jayme Wiggins of the Intrepid Endurance fund points out that stretched valuations…
Contrarian Picks Based on David Dreman's Philosophy
…their share prices to four different financial variables that gauge the strength of the underlying business: earnings, cash flow, book value and dividend yield. Reese describes the findings of studies…
On Becoming Warren Buffett and Some Fat-Pitch Picks
…and quotes from the film that reinforce what we already know about the Oracle’s staunch, level-headed approach to value investing. Using his stock screening model fashioned after the Buffett philosophy,…