…overall seem to do little more than hold the market portfolio … Their aggregate portfolio almost perfectly mimics the value-weighted index … Institutions overall take essentially no bet on any…
Search Results for: value
Where Ken Fisher Is Finding Value
Forbes’ Kenneth Fisher says not to fall in love with small-cap growth stocks at this stage of the bull market. In his latest column, Fisher says small-cap cyclicals “get all…
The Schloss Approach: Patience and Simplicity
…debt that were trading below book value. He reviewed each company’s financial statements over the last 10 to 15 years and tried to avoid firms with greedy or unethical management…
Gabelli Talks Stocks, Election, Economy
Top value investor Mario Gabelli is finding value in the market, but he’s concerned about the “three Fs”: food, fuel, and the fiscal cliff. In a Bloomberg interview, Gabelli talks…
Tilson: China Is "Completely Uninvestable"
While Chinese stocks have fallen in recent months, top value investor Whitney Tilson isn’t seeing value in the Asian giant. In fact, he says China is “uninvestable”. In an email…
The Buffett Approach: More Than Just Value
Though known as perhaps the greatest value investor of all-time, Warren Buffett’s approach involves much more than just looking at value, Validea CEO John Reese writes in his latest Forbes…
Top Bond Manager Looking to Stocks
…in buying things that are on generational highs.” Right now, Gundlach doesn’t think the S&P 500 is cheap, Bloomberg reports, but he thinks Chinese stocks are offering better value. …
The Dreman Approach: Thinking Contrarian to Beat 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…
Reese: There's Value in Luxury
…value. “When the financial crisis and Great Recession rocked the U.S. and global economies back in 2008, it was supposed to be the death knell for luxury goods companies and…
Mobius Likes Eastern Europe, Africa, and Other Regions
…3.0%, while the world average was 2.9% and the U.S. was 2.2%, as of July, based on the MSCI EM Index, World Index and US Index. So, as value investors,…