…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…
Search Results for: value
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…
Hulbert: History Says Value Stocks May Be Ready To Rebound
MarketWatch’s Mark Hulbert says that a couple of historical factors are indicating that value stocks may be ready to finally start outperforming growth stocks again. Hulbert notes that value stocks,…
Winters: "It's a Great Time to Be a Value Investor"
…so negative. It’s a great time to be a value investor.” One area where he’s finding a lot of value: Switzerland. Winters also talks about his broader investment philosophy, which…
Tilson & Heins on Staying Disciplined
Warren Buffett has said that investing is simple, but it’s not easy, and in their latest Kiplinger’s column, value investors Whitney Tilson and John Heins explore that subject. “In The…
Top U.K. Manager: Macro Concerns Are Old Hat; Sees Opportunities
…been indiscriminate. But he thinks value will eventually win out. “I believe that fundamentals are yet to assert themselves and I am confident that the value in the portfolio will…
Herro Buying Amid "Fear and Rumor"
Top fund manager David Herro says that fear and rumors have been driving stock prices — not fundamentals — and that has him buying. “We think there is great value…