Top value investor Ron Muhlenkamp says he’s finding attractive stocks in the market right now, but that continued selling because of fear or a need to meet margin calls could…
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Berkowitz Still Thinks Big Financials Will Get Their Due
…stake in the company. “When a recovering icon trades at half of our understanding of intrinsic value for a reason that has nothing to do with its prospects, we swing…
Grantham: Resource Shortages Are Looming -- Deal with Them Now
…capitalist approach, no material present value.” Grantham says humans have the ability to tackle and defeat the resource problems — the question, he says, is will, particularly given that our…
The Greenblatt Approach: A Simple, Elegant Way to Crush the Market
…prices — something that other great value investors, like Warren Buffett, Benjamin Graham, and John Neff also did. The return on capital variable accomplishes the first part of that goal…
Tilson & Heins on "Lottery" Picks
While they are value investors, Whitney Tilson and John Heins say that it’s okay to swing for the fences on riskier stocks. “Overpaying for stocks is always a bad idea,”…
Ritholtz: This Recovery Isn't Unusual -- If You Use the Right Yardstick
…There’s another big misconception about the recovery, Ritholtz says: A credit bubble recovery is different from a recovery from other asset bubble recoveries. Most bubbles leave behind something of value…
Why Bad News Can Be Good News
…Donald Yacktman offers an interesting take on how a value investor like himself deals with short-term bad news. In the case of News Corp., for example, Yacktman says recent events…
Forester Sees a Return to High Quality
Top value fund manager Tom Forester says the market has begun shifting away from junk-type stocks and back toward quality, and he thinks the end of the Federal Reserve’s quantitative…
Stattman: Cash, Bonds, Not as Safe as You Think
…to become negative on a real basis.” Stocks are reasonably valued, Stattman says, “and relative to bonds and cash, stocks appear even more attractive. Compared with the alternatives, we do…
Grantham Likes Commodities
…a crash, double up. If there’s no crash, add gradually to your positions over the next decade.” Grantham finds commodities futures contracts overpriced, however, but is finding value in timberland…