Top value investor Mario Gabelli says he doesn’t think the stock market will do much between now and year-end. Gabelli tells Bloomberg that the U.S. needs to address its budget…
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Fisher: Don't Succumb to Euro Fears
Forbes‘ Kenneth Fisher says investors shouldn’t let European debt fears drive them out of the market, and says he’s finding good value in stocks. Noting that the column marks his…
Piotroski-Style Bargains at Home, and North of the Border
…University, has discovered that applying a battery of accounting tests to a portfolio of value stocks can improve returns by eliminating ones that are financially too weak to recover and…
Bet Against Beta Like Buffett
…in companies is really an outgrowth of his value orientation. … The best value investors find broken companies with good prospects to rebound once they’re repaired. To protect against getting…
Hawkins and Romick Talk Europe, Rates, and Margins
While many investors are fleeing the continent, some top fund managers are finding value in Europe. At the 2012 Morningstar Investment Conference, Longleaf Partners’ O. Mason Hawkins said that P/E…
O'Shaughnessy Finding Value in Europe, Stresses Discipline
While the financial headlines have been dominated by day-to-day fears recently, James O’Shaughnessy says that making investment decisions based on short-term factors is a very dangerous game. “All of the…
Arnott Likes EMs Over U.S. -- For Stocks And Gov't Bonds
Fundamental indexing guru Rob Arnott says U.S. stocks aren’t cheap, and thinks emerging market equities are offering much more value. “U.S. stocks are actually pretty expensive today, and here’s why,”…
Contrarian Picks for the Gurus
…talks about how top value investors like Whitney Tilson and Warren Buffett use downturns as opportunities to add to their favorite picks — not reason to flee the market. “In…
Keeping Perspective Amid the Euro Hype
…I know there are a lot of people who would like to buy certain investments that they look [at] as good value for their clients, but they’re worried that they…
Yacktman: Stocks Are Far From Dead
…individual companies that are producing predicable, strong cash flows. He also talks about why volatility is “the friend of a value investor”, and why his longer time horizon has allowed…