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Search Results for: value

Dreman: Bond Bubble Will Hurt Many

March 14, 2012

…repeat the psychological mistakes they make over time.” He says that value investors can avoid value traps by following a few important rules, including not buying companies that are reporting…

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Gabelli: Opportunities in Spinoffs

March 12, 2012

Value investing guru Mario Gabelli says companies that spin off parts of their businesses are a prime area to look for good investments. Gabelli tells CNBC that he likes investing…

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Are Stocks Really A Good Inflation Hedge?

March 9, 2012

…… High inflation reduces equity values.” Gold notes that the professors found that, during periods of “marked” inflation, equities far outpace bonds, which average a dismal -23.2% real return during…

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O'Shaughnessy Strategy Beats The Market with Growth -- And Value

March 9, 2012

…— AstraZeneca PLC (Value) CSTR — CoinStar, Inc. (Growth) BP — BP Plc (Value) PBR — Petroleo Brasileiro (Value) MDF — Metropolitan Health Networks (Growth) STO — Statoil ASA (Value)…

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Buffett On Stocks, In-Laws, and Why He Wants Some of His Stocks to Fall

March 2, 2012

…efforts, and the importance that price and valuation play in them — Berkshire will only buy shares if they are at or below 110% of book value. And, in order…

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Grantham: Investment Outlook "Not Bad At All"

March 1, 2012

…news is irrelevant. Stock values are based on their entire future value of dividends and earnings going out many decades into the future. Shorter-term economic dips have no appreciable long-term…

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Tilson: Big Value in Big Caps

February 16, 2012

Whitney Tilson is finding some of the best opportunities in the market in some of the market’s largest companies. “It’s one of the most attractive areas in the market,” he…

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GMO High on Quality & Value, Sour on Bonds

February 10, 2012

…Value in EAFE: GMO says it is beginning to find attractive spreads between value and growth stocks in international equities. Slightly Reduced EM Exposure: The possibility that China’s “economic bubble”…

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Buffett: Productive Assets Like Stocks Offer Most Safety -- Not Bonds

February 9, 2012

…real estate. “Ideally, these assets should have the ability in inflationary times to deliver output that will retain its purchasing-power value while requiring a minimum of new capital investment,” he…

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The Year-End Guru Report: Growth and Momentum Trump Value -- For Now

February 3, 2012

…value strategies as a group to continue to struggle. “History has shown that while fundamentals and value may fall by the wayside for short periods in the stock market, investors…

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Recent Original Research
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