…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”…
Search Results for: value
Buffett: Productive Assets Like Stocks Offer Most Safety -- Not Bonds
…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…
The Year-End Guru Report: Growth and Momentum Trump Value -- For Now
…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…
Berkowitz Undeterred
…“Improving book value levels and ratios show companies recovering from tough times, prepared for uncertainty, and capable of profits without excess leverage,” Berkowitz writes in Fairholme Capital’s year-end manager’s report…
The Little-Known Guru Who Beats The Market
…stocks whose book values (total assets minus total liabilities) were high compared to the value investors ascribed to them (their share price multiplied by their number of shares). These are…
Gabelli, Gross on Where to Look in 2012
Top value investor Mario Gabelli is high on stocks in the automobile, cloud computing, and snack food industries in 2012. Speaking as part of Barron’s 2012 Roundtable, Gabelli says big…
Advice from the Best -- In 10 Words or Less
…same question: David Herro, Morningstar Fund Manager of the Decade: Determine value. Then buy low, sell high. 😉 Robert Rodriguez, managing partner, First Pacific Advisors: Plan for the worst. Hope…
Top Forecaster: Market Fundamentals Best in 20 Years
…and 89% over the next five years — that’s almost 14% annualized. Fosback’s model uses several indicators that he has found to have predictive value, Hulbert says, and right now…
The Two-Headed Guru Portfolio
…a Warren Lynch (or is it Peter Buffett?) portfolio might look like.” The resulting picks have the solid P/E-to-Growth ratios that Lynch so valued, as well as the value-focused characteristics…
Gloomy Rosenberg Sees Hopeful Sign for Stocks
…that this market is unlikely to take a devastating plunge. One could even argue that equities at current levels, with current earnings expectations, are good value. … While I’m still…