…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…
Search Results for: value
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…
What Worked In 2011
…quite well, as well as a value-based approach that also beat the market by a wide margin. “Value strategies were dogs last year, while growth did better and momentum did…
Herro's Reasons for Optimism
…isn’t the best of times, but companies are still making money while selling at well below half their book value. I think there are good opportunities for careful, long-term investors.”…
Are Some Markets Less Efficient?
While fund managers often say they add value for investors in smaller, lesser known markets because those markets are inefficient, The Wall Street Journal’s Jason Zweig says the data shows…
The Zweig Approach: Beating The Market With A Conservative Growth Strategy
…selling at bargain prices; that is, they target value stocks. But that doesn’t mean that all of my gurus were cemented on the value side of the growth/value pendulum. In…