Top value investor Mario Gabelli says those who contend buy-and-hold investing is dead are echoing a familiar refrain that has popped up at other points in history, and has yet…
Search Results for: value
Top BlackRock Manager Eyes Blue Chips
Dennis Stattman, whose BlackRock Global Allocation Fund has an excellent long-term track record, says big blue chips are offering lots of value. Stattman tells Bloomberg that blue chip companies like…
Hussman Sees "Abrupt Collapse" Coming for Dollar
…“an abrupt collapse in the foreign exchange value of the U.S. dollar”. Hussman offers something of a primer on exchange rates, and concludes by saying this: “The policy of quantitative…
Little-Known Guru Generates Big Profits
…cent of the market based on their book-to-market ratio, meaning that the price investors ascribed to these companies was relatively low compared to the value of their hard assets. “[But]…
The Double-Barreled O'Shaughnessy Approach
…— produced better returns than 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…
Oberweis Likes Chip Stocks
Newsletter guru Jim Oberweis is finding a lot of value in an area of the market that was hit hard by the recent recession: semiconductor capital equipment stocks. “After a…
Berkowitz, Renaissance Targeted BP
…While the oil giant has taken a big hit both financially and reputation-wise following its Gulf of Mexico well explosion, Berkowitz apparently sees value in its stock. His Fairholme Capital…
Nygren: Macro Focus Leading to Plenty of "Micro" Opportunities
…with the majority focused on momentum instead of value, more stocks are selling at either abnormally large discounts or premiums to long-term value.” Nygren says that in normal markets, he…
Tilson & Heins on Circles of Competence
…circle of competence is a central tenet of value investing,” Tilson and Heins write. “It’s clear that you’re more likely to succeed by investing in situations, companies and industries you…
Fisher: The PSR Pioneer
…in value in a period of 3 to 5 years — rarely decline significantly. Because of that, he pioneered the use of a new way to value stocks: the price-to-sales…