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…
Search Results for: value
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…
Little-Known Manager, Huge Returns
…something of his strategy in his annual reports. As of June 30, Mr. Wang was looking for companies trading below their ‘intrinsic’ value. ‘Short-term, stock market can be volatile and…
OSAM: Shareholder Yield Surpasses Dividend Yield
…back to 1963, OSAM found that taking the top quintile of stocks based on shareholder yield, and then taking from that group the top quintile based on EBITDA/Enterprise Value, an…
Top Forecaster Sees More Gains For Market
Former Value Line Research Director Sam Eisenstadt, who has a solid track record of market forecasting, thinks stocks will gain more than 8% by the end of August, with the…
Dreman: Bond Bubble Will Hurt Many
…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…