Wharton professor and author Jeremy Siegel says stocks remain attractively valued, particularly given interest rate levels. “We are still at extremely normal, average valuations and, in fact, low valuations, given…
Search Results for: value
Top Managers Talk Value
In a recent interview with Barron’s, top fund managers Daniel O’Keefe and David Samra discuss the value-focused approach they’ve used to beat the market and most of their peers over…
Yacktman Talks Strategy, Value, and Quality
For much of the past few years, top fund manager Donald Yacktman has said high quality stocks had been trading at exceptional discounts to lower quality plays. But in an…
Buffett: Make Silk Purses Out Of Silk
Warren Buffett is known as a value investor, and to an extent he is. But more than that, Buffett is a “high-quality” investor, and in a recent interview with Fortune…
Time to Ditch the Yale Model?
…“Mr Swensen argued that he was most likely to find value away from the public markets,” writes Authers. “Private markets were more likely to be inefficiently priced, and therefore offer…
Whitman on What Wall Street Misses
Legendary value investor Martin Whitman says Wall Street has it all wrong when it comes to investing. Whitman tells WealthTrack’s Consuelo Mack that the Street overemphasizes earnings, short-term issues, macroeconomics,…
Examining a Growth Strategy Up 60%+ this Year
…bull market, the low-hanging, beaten-down value plays have rebounded, and investors tend to look more at fundamentals and quality,” Reese writes. “It’s no surprise then that, with the bull market…
Worried About Earnings? Try Some Other Value Metrics
…stocks. He uses his Guru Strategies, which are based on the approaches of some of history’s most successful investors, to find attractively valued stocks using non-earnings metrics. Among those he…
Forester: More than Meets the Eye in Housing
…their portfolio don’t have credit problems. But their mortgage component is a (potential) head wind for them.” Forester appears to have his Forester Value fund portfolio very defensively positioned, with…
Nygren Talks Value
…of his favorite current stocks. “When you’re a long-term value investor like we are at Oakmark, we end up buying things that had been disappointing for others,” he said, discussing…