…quarters, the trends are getting better, the balance sheets are building, tangible book value is growing,” Berkowitz tells Bloomberg from the Morningstar Investment Conference. “The problems from 2007, 2008, still…
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Akre: Fundamental Analysis Is Critical
…I do know that each will gain in economic value per share both this year and next. How the market values that is unknown.” Akre also discusses broader portfolio strategy…
Bogle Talks Stocks, Munis, and The Fed
…to default and these bonds offer great tax advantages.” As for the Federal Reserve and its quantitative easing policies, Bogle is not a fan. “Stocks have a certain inherent value,…
Winters Finding Value in Developing Markets; Says Future Is Bright
Top value investor David Winters says he’s finding opportunities among luxury goods firms that are doing strong business in Hong Kong. Winters also tells Bloomberg that, more generally, he thinks…
Herro on Strategy, and Why He Likes Japan
…stocks of quality firms. He says he looks for cheapness by comparing the amount of free cash a business generates to its enterprise value; he says quality firms are those…
The Piotroski Method: An Overlooked Guru Turns Up Overlooked Gems
…high book/market ratios — i.e. the type of unpopular stocks whose book values (total assets minus total liabilities) were high compared to the value investors ascribed to them (their share…
Gabelli Looks for the Unloved
Value investor Mario Gabelli says he likes to buy shares of companies that are “ignored and unloved”, and those that are potential buyout targets. Gabelli also tells Bloomberg that he…
Muhlenkamp Likes Big Global Growth Plays
Top value investor Ron Muhlenkamp says big international growth stocks like Intel look attractive right now. “It is fascinating that Intel sells for just 10 times earnings,” Muhlenkamp tells Money…
The "Seven Immutable Laws of Investing"
…have in finance. It is the primary determinant of long-term returns. However, the objective of investment (in general) is not to buy at fair value, but to purchase with a…
Top Mid-Cap Manager Talks Strategy
In the latest edition of WealthTrack with Consuelo Mack, top mid-cap manager Thyra Zerhusen discusses her investment strategy, and where she’s finding value in the market right now. Zerhusen is…