…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…
Search Results for: value
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…
How Long Will Junk Continue to Lead?
…the bull market was one year old.” The reason the transition hasn’t occurred, Hulbert says, may be one that top value investor Jeremy Grantham has cited: the Federal Reserve and…
Hussman: It's Still a Secular Bear
…a defensive stance and buying the market, in hopes of reaching for return in an already richly valued and overextended advance.” Hussman says he’s expecting the broader market to return…
Greenblatt on Value, Time, and Discipline
In an interview with Barron’s, hedge fund guru and author Joel Greenblatt talks about how and why value-focused strategies tend to beat the market over the long haul, and where…
Grantham: Time to Dial Back Risk -- Though It Might Be Too Early
…emphasis). Grantham says investors should use a “hard-nosed value approach, which at GMO means having substantial cash reserves around a base of high quality blue chips and emerging market equities,…
Tilson Sees Economy "Muddling Along"; Playing Defense with Portfolio
Top value investor Whitney Tilson says that we’re in unusually uncertain times, and that he’s playing defense with his portfolio. “We believe that we are in a period of ‘unusual…