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,…
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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…
Muhlenkamp: It's All About Europe
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…
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,”…