…“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…
Search Results for: value
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….
Apple Still Shines After Jobs
In his latest article for Real Money, Validea CEO John Reese says that Apple’s stock still offers a lot of value, even after the passing of Steve Jobs. “The death…
Leuthold Strategists: We're in a Bear, But it Should End Soon
…their asset allocation, and in August they reduced net equity exposure to about 33%. They also look at a variety of “intrinsic value” measures. Leuthold says that if the S&P…
Buffett's Berkshire Buyback: A Bullish Sign?
…value an ‘understated proxy for intrinsic value.’ That is, book value would generally be below intrinsic value,” Crippen says. “But back in May of 2009, he told shareholders Berkshire’s stock…
Greenblatt: Stocks Looking Cheap -- Very Cheap
…the broader market over the next year, and gains of more than 30% for value-focused portfolios. Taking advantage of these bargains means having the fortitude to invest in some very…
De Vaulx Likes Oil & Gas, Japan
Top value investor Charles De Vaulx has been cutting back on gold holdings and is high on oil and gas stocks and Japanese equities. De Vaulx tells Bloomberg that with…