…have in finance. It is the primary determinant of long-term returns. However, the objective of investment (in general) is not to buy at fair value, but to purchase with a…
Search Results for: value
Top Mid-Cap Manager Talks Strategy
In the latest edition of WealthTrack with Consuelo Mack, top mid-cap manager Thyra Zerhusen discusses her investment strategy, and where she’s finding value in the market right now. Zerhusen is…
How Long Will Junk Continue to Lead?
…the bull market was one year old.” The reason the transition hasn’t occurred, Hulbert says, may be one that top value investor Jeremy Grantham has cited: the Federal Reserve and…
Hussman: It's Still a Secular Bear
…a defensive stance and buying the market, in hopes of reaching for return in an already richly valued and overextended advance.” Hussman says he’s expecting the broader market to return…
Greenblatt on Value, Time, and Discipline
In an interview with Barron’s, hedge fund guru and author Joel Greenblatt talks about how and why value-focused strategies tend to beat the market over the long haul, and where…
Grantham: Time to Dial Back Risk -- Though It Might Be Too Early
…emphasis). Grantham says investors should use a “hard-nosed value approach, which at GMO means having substantial cash reserves around a base of high quality blue chips and emerging market equities,…
Tilson Sees Economy "Muddling Along"; Playing Defense with Portfolio
Top value investor Whitney Tilson says that we’re in unusually uncertain times, and that he’s playing defense with his portfolio. “We believe that we are in a period of ‘unusual…
Mobius Still Likes Brazil
…be about 4% this year. One concern, he says, is the continuing strength of the Brazilian real, which has more than doubled in value vs. the dollar in the past…
Greenblatt: Don't Focus Too Much on Broader Market's Value
In an interview with Yahoo! Finance’s Breakout, hedge fund guru Joel Greenblatt says he thinks the broader market is “in the range of fairly valued”, but says focusing on the…
Apple vs. Microsoft, By the Numbers
…and value investing.” Reese explains why his Martin Zweig-based growth strategy is currently quite high on Apple’s shares, and why his value-oriented Warren Buffett-based model likes Microsoft. To see the…