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Search Results for: value

Top Fund Managers: Valuations Very Compelling

December 7, 2011

…about how they will fare over the next five years and the rare opportunity to purchase them at half or less of appraised value. We encourage our partners to join…

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In Rare Interview, Klarman Talks Value Investing

December 1, 2011

…has provided a nice summary of the legendary value investor’s wisdom. Much of his advice focuses on the psychology of value investing. “Investing is the intersection of economics and psychology,”…

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Which Value Metric Offers The Most Value?

December 1, 2011

…to common equity at market value, plus debt, minority interest, and preferred equity at market value, and minus associate company at market value and all cash and cash equivalents; EBITDA…

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Gabelli on How NatGas Can Help the Jobs Problem

November 22, 2011

Top value investor Mario Gabelli says increased efforts in the shale and natural gas arenas would help spur job growth, make the U.S. less dependent on imports for energy, and…

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Winters On How To Tap Into EM Growth, And Limit European Risk

November 21, 2011

Top fund manager David Winters says he’s finding value in Western companies with exposure to emerging markets, the type of companies that have helped his Wintergreen fund produce strong returns…

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Cooperman, Gabelli, Whitman Talk Value

November 17, 2011

…and their take on the current market. Cooperman, for example, offers his take on why the traditional sense of “value” is too narrow. “What you want is some combination of…

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O'Shaughnessy: Look to Consumer Staples

November 15, 2011

Quantitative strategy guru James O’Shaughnessy says that he’s finding value in consumer staples, and that history shows the sector is actually one of the best places to look in most…

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Fisher's Price/Sales Approach Still Crushing Market

November 11, 2011

…on Fisher’s writings, stocks with PSRs below 1.5 are good values. And the real winners are those with PSR values under 0.75 — that’s the sign of a Super Stock….

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Reese: There's Value in Healthcare

November 11, 2011

After rebounding earlier this year from a lengthy period of underperformance, health care stocks have found themselves lagging again over the past month or so. And that, Validea CEO John…

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An Unlikely Tech Stock Fan

November 11, 2011

Donald Yacktman, who for more than a decade has posted one of the best track records of any mutual fund manager, is finding big value in an area he once…

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