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…
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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…
GDP Fixation Is "Silly", Fisher Says
…“It allows rough comparisons among nations. And, there is value in the transparency of the underlying data. But if GDP can move 1% or 2% four years later, you shouldn’t…
Greenblatt Seeing Plenty of Value
…statistics showing how stocks are cheap and opportunities plenty for value investors,” writes the Journal’s Steve Eder. “But, he said, money managers tend to shy away from value investing because…
Fisher: Election Year A Bullish Sign For Stocks
…stocks that he likes heading into an election year. Among them: Royal Caribbean Cruises, a beaten-down pick that he says is offering a lot of value, and should bounce as…
The Graham Approach: How A 60-Year Old Strategy Still Scores Big
…And Buffett was far from alone. Known as “The Father of Value Investing”, Graham inspired a number of famous “sons” — Mario Gabelli, John Neff, John Templeton, and, most famously,…
Muhlenkamp: Cautious, But Sees Big Rewards on Horizon
Top value investor Ron Muhlenkamp says he’s holding more cash than he normally would in a recovery, because of concerns about European debt, the U.S.’s balance sheet, and China’s tightening….