…odd source, we know, but they have a solid ‘Money’ section.) He notes that bank stocks are trading at about 110% of book value, on average, well below the 180%…
Search Results for: value
Spinoffs, Buybacks, and Splits -- Oh My!
…16.9 percentage points, after adjusting for size and value, while companies with net insider selling had an extra return of only 1.2 percentage points, the research found,” Light and Pleven…
Mobius: Emerging Markets Still Look Good for Long Term
…for EMs. “At Templeton, we’ve repeatedly championed our value-driven philosophy by frequently buying at times others are most pessimistic,” Mobius recently wrote in commentary on Templeton’s website. “This is not…
Reese Talks Expectations, Ben Graham, and Blue Jays
…been well aware of the impact of expectations on stocks, and have used it to their advantage,” writes Reese. “Benjamin Graham, the father of value investing, recognized this more than…
Herro Focused on Europe, Not Emerging Markets
…recently picked up shares of Credit Suisse, Intesa Sanpaolo, BNP Paribas, Lloyds and Allianz. Herro also talks about why he’s having trouble finding value in emerging market stocks right now….
Buyback Stocks or Dividend Plays? Nygren Weighs In
When companies put cash to work to increase shareholder value, it can be a very good thing. But top fund manager Bill Nygren says certain types of cash deployers are…
Reese: Fear and Value in Overseas Stocks
Validea CEO John Reese says in his latest Nasdaq.com column that he’s finding big values in some beaten-down international markets. “I still believe the U.S. market is a good place…
Ritholtz Sees Long-Term Value In EMs, Europe
Barry Ritholtz of Fusion IQ and The Big Picture blog says he’s dialing back a bit on U.S. stocks, and making bigger pushes into two unloved areas of the market:…
The Dreman Approach: A Contrarian Guide to Beating the Market
…Dreman, perhaps more than any other guru I follow, is a student of investor psychology. And at the core of his research is the belief that investors tend to overvalue…
What's Your Advantage?
…Housel says that many investors don’t really think about what their advantage is — or whether they even have one. Housel notes that, late in his life, value guru Benjamin…