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…
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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…
Akre Cautious, But Finding Values
Top value investor Chuck Akre says he’s remaining cautious on the stock market, though he’s finding a number of picks that he says are low-risk, high-reward options. “The US is…
Soros Talks China, Dollar, Inflation
Hedge fund guru George Soros says inflation in China is a serious concern, and says the Asian power made a mistake in not letting its currency appreciate in value. Soros…
Reese Finding Value in Telecom Stocks
…average of 11.6 times prospective earnings and 1.32 times book value, and they’re yielding 5.5% — all of which are far better than the market average,” he writes. Using his…
Muhlenkamp Likes Big Tech Plays, Auto-Related Stocks
Top value investor Ron Muhlenkamp is finding value in large-cap technology stocks, as well as some picks in the automobile industry. “European banks and insurance companies were big sellers of…
Oberweis Keys on Midwestern Niche Firms
Newsletter guru Jim Oberweis says he’s finding great value in small-cap, niche-type companies in some very unexciting places. “Niche businesses can pop up anywhere these days, and I’ve found many…