…be about 4% this year. One concern, he says, is the continuing strength of the Brazilian real, which has more than doubled in value vs. the dollar in the past…
Search Results for: value
Greenblatt: Don't Focus Too Much on Broader Market's Value
In an interview with Yahoo! Finance’s Breakout, hedge fund guru Joel Greenblatt says he thinks the broader market is “in the range of fairly valued”, but says focusing on the…
Apple vs. Microsoft, By the Numbers
…and value investing.” Reese explains why his Martin Zweig-based growth strategy is currently quite high on Apple’s shares, and why his value-oriented Warren Buffett-based model likes Microsoft. To see the…
Top Managers Shun Bank Stocks
…among mid-cap value funds over the past decade, agrees. “It’s impossible from the outside to know the value of what they hold,” he told Bloomberg. Delafield’s fund had 30% of…
The O'Shaughnessy Method: Growth and Value
…his “Cornerstone Value” approach, and was a little more risky. The Cornerstone Value strategy, meanwhile, produced returns that were a bit lower, but with less volatility. Together, they formed an…
Muhlenkamp Says Market Fairly Valued; Sees Volatility Ahead
Top value investor Ron Muhlenkamp says that stocks appear “fairly priced”, and that he expects to see equity prices becoming more volatile. In his latest quarterly letter, Muhlenkamp says he…
Tilson: Apple's Good, But Microsoft Is Better
While many investors are piling into areas of the market where economic growth has been concentrated and valuations are high, value investor Whitney Tilson says he’s keying on unloved blue…
Five Guru-Inspired Bargains for Any Market
…Looking only at any one valuation metric can be big trouble.” Given the myriad of valuation metrics that exist, Reese says that assessing the broader market’s value is “a very…
Grantham, GMO See Small Cap Trouble
While small-cap stocks have had an excellent run, top value investor Jeremy Grantham and his firm aren’t too high on the little guys going forward. GMO, Grantham’s firm, has released…
Greenblatt: Market Fairly Valued, Plenty of Opportunities
Author and hedge fund guru Joel Greenblatt says he thinks the market is in the range of fair value, and says he’s finding plenty of attractive stocks right now. Greenblatt…