…equity holdings are now in Japanese firms. Herro isn’t alone in his optimism on Japan. Another top value investor, Charles de Vaulx, tells Bloomberg that after years of holding onto…
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Yacktman Sees Shift to Higher-Quality Stocks Coming
…established value” sometime soon. The rally over the last four months of 2010 was driven by the Federal Reserve’s second quantitative easing plan, the Yacktman team says, and that created…
A Guru-Inspired Look at Top Canadian Stocks
…on the market conditions, it may be more profitable to be a growth investor, in others a value investor. In some cases, it might work to be a momentum investor,…
Grantham on Commodities, The Presidential Cycle & What Whale Sightings Mean for Investors
…long term”. The second part of Grantham’s letter deals specifically with historical asset bubbles, and why they are so important for value investors to understand. We’ll dive into that in…
Oberweis: Small-Cap Growth Rally Not Over
…Mail reports. “Small-cap growth stocks remain undervalued relative to small value stocks,” Oberweis told MoneyShow.com’s Howard Gold. “What you haven’t seen [yet] is a multiple expansion back to more normal…
Herro: "Outstanding Opportunities" Exist
…Index yielded 2.5% and was selling at less than twice its book value and less than nine times its cash flow (the MSCI EAFE Index, which excludes North America, is…
Nygren on How to Crush the Market with a .200 Batting Avg.
…can work. “For value investors, much of the value we add is by protecting capital during down markets,” Nygren says. “We often don’t keep up with strong markets, but make…
De Vaulx Talks Economy, Wal-Mart, and Margins of Safety
Top value manager Charles De Vaulx recently discussed some areas of the market he’s high on in an interview on Bloomberg Television. De Vaulx says he’s cautious about the current…
Birinyi Sees Huge Jump Coming for Stocks
…beginning in January 2012. Birinyi also says investors should target individual stocks that aren’t correlated to the broader market, rather than buying stocks based on market value or dividend yield….
Yacktman, Stattman Still High on Big Blue Chips
Several top value managers who keyed on large stocks — to their portfolios’ detriment — in 2010 are continuing to focus on big blue chips as we head into 2011….