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…
Search Results for: value
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…
J.P. Morgan Strategist: Ideal Buying Time May Be Near
…times earnings, the most stocks selling so cheap since late 2008, the Financial Post reports. In addition, 51% of stocks are trading for less than two times book value, Lee…
Muhlenkamp Skeptical of Fed Plan; Says Market's "Cadillacs" Cheaper than "Chevys"
Top value investor Ron Muhlenkamp says the Federal Reserve’s “twist” plan is counterproductive and will end up resulting in the opposite of what is intended. Muhlenkamp says the Fed is…
Grantham Gloomy, But Finding Value
…EAFE (the MSCI Europe, Australasia, and Far East Index), including Japan,” he said. “In the end everything comes down to value, and [non-U.S. markets] have suffered a lot more recently….
The Lynch Approach: GARP, PEGs, and Profits
…growth and value tenets. While some categorize Lynch as a growth investor because his favorite type of stocks were “fast-growers” — those growing earnings per share at an annual rate…
Hussman: Recession Now "Virtually Certain"
…is well-established in decades of economic data that each 1% change in stock market value is associated with a transitory increase of only 0.03-0.05% in GDP,” he writes. As for…