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…
Search Results for: value
An Unlikely Tech Stock Fan
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…
Economy Now Hinges on Psychology, Gabelli Says
…sheets, and which make products that are consumed. Another area he thinks is offering value: alternative and renewable energy stocks. Gabelli also says he thinks it will be another year…
Nygren on a "Once-in-a-Generation" Opportunity
Top value fund manager Bill Nygren says that investors should stop paying attention to every zig and zag the stock market makes, and instead take advantage of a “once-in-a-generation opportunity”…
Akre Likes Discounters
Top value investor Chuck Akre has built on his excellent long-term track record this year, and now he’s high on discount retailers and at least one cell phone tower company….
Reese on Momentum and Value Working Together
In his latest article for Canada’s Globe and Mail, Validea CEO John Reese says that, while many of history’s greatest investors have been value-focused strategists, momentum can also be a…
Romick Finding Value in Large-Caps
…2.8% for 30 years.” Romick also discusses how to avoid value traps. “When we analyze a company — its business, its industry, their financial statements, and its valuation — we…
De Vaulx Likes Japanese & European Firms
Top value investor Charles de Vaulx is high on Japanese stocks and stocks of European companies with global exposure. De Vaulx tells Bloomberg that there are a lot of strong…
Tilson: Plenty of Values Right Now
Whitney Tilson says the U.S. economy is in better shape than most people think, and he is finding big value in a number of prominent companies’ shares. “The U.S. has…
Hedge Fund Chief: Asia Offers Big Opportunities for Value Investors
Michael van Biema, whose value-focused firm’s funds garnered several InvestHedge awards in 2010, says the Asian markets are offering particularly good opportunities for value investors. “They’re getting really, really cheap…