…some adjustments, the stock becomes an attractive value play.” Reese says a lot of that seems to be happening in the tech sector right now, where his Guru Strategies are…
Search Results for: value
Reese On The "Quality-Value Synthesis"
…“a rather fascinating dynamic is at play within what I’ll call the ‘Quality-Value Synthesis’. It involves what happens when you separate the value and quality components [from an investment strategy].”Reeseites…
Buffett Thinks Duracell Has Power Left
Batteries aren’t exactly a sexy business, but Warren Buffett sees value in them, with his Berkshire Hathaway this week announcing it will acquire Duracell from Procter & Gamble. “We want…
Goldman's Cohen Sounding Bullish
…earnings growing in the high single digits, she thinks the S&P 500’s fair value will be about 2150 a year from now. Cohen also talks about the improvement in the…
Your Brain And Your Risk Tolerance
…value of your portfolio earlier this month, you need to ban yourself from looking at your accounts while the market is open. And if you can’t turn that rule into…
How John Neff Beat The Market For 30 Years
…of how he found value involved the Price/Earnings Ratio. While others have called him a “contrarian” or “value investor”, Neff writes in John Neff on Investingthat, “Personally, I prefer a…
The Best Investment Strategist You've Never Heard Of
…at the University of Chicago Booth School of Business, Joseph Piotroski wrote a paper on stock selection that would reverberate throughout the investment world,” Reese writes. “In the paper (entitled“Value…
Warren Pieces: Why Buffett Wants His Stocks To Fall
…his holdings will decline in value, using IBM as an example. Below is an excerpt from the letter. Excerpted from Berkshire Hathaway’s 2011 Letter to Shareholders Validea’s Warren Buffett-inspired…
The Case For Small Caps
…of the pack are small-cap value picks, which averaged a 14.17 percent return per year.” Reese looks at why small cap value stocks have been such a good performers over…
A Simple Accounting Strategy With Extraordinary Returns
…companies that had high book/market ratios — i.e. the type of unpopular stocks whose book values (total assets minus total liabilities) were high compared to the value investors ascribed to…