…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…
Search Results for: 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…
Nygren, Herro Get Contrarian
…where they are finding value. “We’re fully confident that our Japanese stocks will become a positive at some point for the fund — who knows when,” Herro told the Associated…
Arnott: Look to Alternative Investments to Battle Inflation
…out of debt. “If we turn to the printing press as the way to reduce the value of our debt, which I think we probably will, that creates inflation risk,”…
Akre: Focus on Pricing Power
Top value fund manager Chuck Akre says that amid an uncertain economic environment and with inflation looming as a possible issue, companies with pricing power are attractive investments. “At the…
The Zweig Approach: Growth Investing, With a Conservative Streak
…the value side of the growth/value pendulum. In fact, the guru we’ll examine today, Martin Zweig, used a methodology that was dominated by earnings-based criteria. He looked at a stock’s…
Graham's Strategy Still Producing Excellent Returns
…‘margin of safety’ was central to Graham’s approach. ”His goal was to buy stocks at a discount to their intrinsic value so that the risk of loss was limited,” he…