…are Benjamin Graham and David Dodd’s Security Analysis, and Roger Babson’s Business Barometers for Anticipating Conditions — which he thinks could increase 100-fold in value over the next 20 years….
Search Results for: value
Greenblatt Finding Value in Tech, Retail
Hedge fund guru Joel Greenblatt is finding value in the technology and retail sectors. Greenblatt tells CNBC that he’s high on tech firms like Apple and Microsoft, and retailers like…
Hulbert: Value Should Return -- Big Time
…instead toward value. So says Mark Hulbert in a recent Barron’s piece. Hulbert says that over the past 86 years, value stocks (represented by an annually rebalanced portfolio of stocks…
Stocks & Hoops: Not All that Different
…large-cap value stocks, for example — filling the fund primarily or entirely with just that type of stock.” Style boxes are useful for institutional investors, Reese notes, but he says…
Grantham on Incredibly Irrational Markets
In his latest quarterly letter, GMO’s Jeremy Grantham offers some very interesting data on the disconnect between the stock market on one hand, and the economy and “fair value” of…
Reese: There's Value In Defense
Aerospace & defense stocks and those of other firms that rely on the government for their revenues are traditionally thought of as safe, defensive plays. Not today, however, with major…
Tilson on "Panicked Headline Investing"
…of Mexico spill that investors lost sight of value and sold the stock indiscriminately. He’s made a handsome profit on the stock since then, and says he finds similar panic-triggered…
Gabelli Talks Europe, and the U.S.'s "Fiscal Cliff"
Value investing guru Mario Gabelli says a number of factors are pushing and pulling on stocks right now, and recently discussed some of those issues with Bloomberg. Gabelli says about…
Love Him Or Hate Him, Keynes Could Pick Stocks
…discarding information that refutes it. “Thus, several commenters ridiculed the notion that Keynes could have had access to inside information on interest rates and currency values without trading on it,”…
High-Quality -- Not Value -- Key To Buffett's Success
Warren Buffett is known as a value investor, but a recently released research paper has found that most of Buffett’s success over the long term is due not to value…