David Dreman of Dreman Value Management says, “the outlook for the market couldn’t be murkier” in a Forbes column. He notes that corporate revenues and profits for the S&P 500…
Search Results for: value
Picks From Tom Forester, A Manager Who Made a Profit in 2008
…for Pfizer because “he thinks its middle-of-the-pack multiple (14 times earnings) could expand a bit.” General Motors represents a “red light” despite its apparent value attractiveness because of problems with…
Top Hedge Fund Wins by Controlling Risk and Seeing the Big Picture
…“the collapse of energy prices, the value in innovative original equipment manufacturers, and e-commerce’s systemic threat to bricks-and-mortar retailers.” Sandler notes, “our 15-person team of analysts and traders have done…
Technical Analysis – Holy Grail, Fools Game or Somewhere In-between?
…value.” Further, Ralph Acampora, co-founder of the Market Technicians Association, explains: “It’s naïve to think that because you know what a company is doing you know what its stock is…
Bridgewater's Dalio Says the "Risk is Asymmetrical on the Downside"
…context, he said. “it’s important to have a balanced portfolio” if you are an average investor, although he noted the value of having an active manager who can “move quickly.”…
How Value Traps Can Pull You In and Spit you Out
…more than twice as much as the highest-asset-growth stocks.” Value investors, according to Chancellor, often times overlook changes in industry profitability conditions and therefore have difficult accurately pinpointing value opportunities….
Four Stand-out Managers Over the Long-term
…sustainable investing, in 1984. While he was once an absolute-value investor, he “now looks for growth at a reasonable price.” He developed Parnassus after concluding that business and social goals…
Is Long-Term Forecasting Valuable?
…– the piece makes no bones about challenging the value of long-term forecasts. It argues: “Either they are so short term they are often liable to be as wrong as…
An Ecosystem of Experts Who Advise Top Hedge Funds
…the value-added they bring to the partnership.” Jane Buchan of Paamco says “The big risk to these things is they can be a one-hit wonder,” meaning that it is hard…
O'Shaughnessy: Timeframe Is Most Investors' Biggest Mistake
…are considered. And he talks about how he combines value and momentum in his portfolios. As for where he is finding value now, O’Shaughnessy says he still sees plenty of…