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Search Results for: value

Dreman on Why to Buy Bank Stocks, and How the Credit Crisis has Hurt Value Investors

February 26, 2009

…wrench into the usual value investing machine, Dreman says. “Normally, value investing is a pretty easy job because you tend to buy solid companies that are going to come out…

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Grantham: Investors Need to Avoid "Terminal Paralysis"

February 26, 2009

…the S&P 500 and the Value Line Arithmetic Index. He notes that the Value Line “remained 9% above its November trough; as of Tuesday, it’s up 15%.” Doll remains positive…

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A Crisis Crash Course from The Gurus

February 25, 2009

…their legendary reputations. John Heins and Whitney Tilson also weigh in with some wisdom for value investors, and John Dobosz explains why many stocks may look deceptively cheap right now….

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Rodriguez on Energy Stocks, The Demise of The Style Box, and The Trouble with The Stimulus

February 23, 2009

…on financials. “For the value managers who owned, say, AIG, Lehman Brothers, Bear Stearns, Washington Mutual and on down the list, all of those are permanent losses of capital,” he…

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A Little Consistency, Please

February 18, 2009

…interesting to focus on a quality valued by several of the gurus I follow: earnings consistency, or earnings persistence. Many stock analysts use an earnings growth rate calculation to try…

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Kass Turning Bullish?

February 18, 2009

…book value stand at 1x, well below the 1.4x long-term average. The market capitalization of U.S. stocks vs. stated GDP has dropped dramatically, to about 80%, now at the long-term…

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Grantham: There's Risk in Value -- and in Buy-and-Hold

February 16, 2009

Jeremy Grantham has released the second half of his fourth-quarter 2008 letter on GMO’s website, and in it he offers several intriguing points about why value investors got hit hard…

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Growth vs. Value: Does It Matter Anymore?

February 13, 2009

…argue that the growth/value debate is no longer the critical question it once was. Robert Froehlich, chief investment strategist for DWS Investments at Deutsche Bank, says that growth and value…

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Tilson on Cognitive Dissonance, and a Shift in Strategy

February 12, 2009

…believe there has been forced selling or there are specific upside catalysts that could help offset challenges to near-term operating results.” What is his firm selling? More traditional, low-price/earnings value…

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Hulbert: Graham's Approach Endures

February 10, 2009

…when the overleveraging of corporate America began to build, skewing relative value assessments (just ask Jeremy Grantham). “In response, value managers simply relaxed their definition of value,” Hulbert writes. “No…

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