Tom Forester, who has a stellar long-term track record and headed the only long-oriented stock fund to post a positive return in 2008, is again playing defense. But that doesn’t…
Search Results for: value
Getting Contrarian With The Dreman Approach
…Dreman, perhaps more than any other guru I follow, is a student of investor psychology. And at the core of his research is the belief that investors tend to overvalue…
Top Fund Managers: Valuations Very Compelling
…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…
In Rare Interview, Klarman Talks Value Investing
…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,”…
Which Value Metric Offers The Most Value?
…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…
Gabelli on How NatGas Can Help the Jobs Problem
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…
Winters On How To Tap Into EM Growth, And Limit European Risk
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…
Cooperman, Gabelli, Whitman Talk Value
…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…
O'Shaughnessy: Look to Consumer Staples
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…
Fisher's Price/Sales Approach Still Crushing Market
…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….