…to equities by several percentage points, and “phase out” by the end of September, according to MarketWatch. One area Grantham is finding value: Japan. “There will be a lot of…
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Mobius Envisions the Next Decade
…growth in emerging economies, and says he thinks emerging markets’ value could surpass the combined value of the U.S., European, and Japanese markets in the next decade. But he adds…
Herro, de Vaulx Still Like Japan
…improving operating efficiency, we’re still excited about the Japanese equity market.” Another top value manager, Charles de Vaulx, had similar thoughts. “The purely economic consequences will be modest: some reconstruction,…
Herro's Contrarian Take
…price does not mean undervalued in our view,” Herro says. “You have to look for companies that (a) are selling cheap but (b) are committed to value creation, to doing…
Ken Fisher's PSR Stock Selection Strategy
…1.5 are good values. And the real winners are those with PSR values under 0.75 — that’s the sign of a Super Stock. To find the PSR, Fisher says to…
Piotroski Looks at the Value/Glamour Effect
…value and “glamour” stocks tend to perform differently. (A tip of the cap to The Stingy Investor for highlighting this.) The paper, entitled “Identifying Expectation Errors in Value/Glamour Strategies: A…
Opportunity in Japan?
Top value manager Charles de Vaulx continues to see opportunity in one of the world’s most unloved markets: Japan. “Japan is by far one of the cheapest markets in the…
Yacktman Still Finding Value
While the market is up close to 100% over its March 2009 low, top value manager Donald Yacktman says he’s still finding bargains. “We have bought Apollo Group — a…
Romick Keys on Large Caps, Cautiously
Top fund manager Steven Romick says large-cap stocks are offering better values than other options, and is positioning his portfolio to weather a pullback. “Large-cap companies are a much greater…
Oberweis Looks to Software Firms
Newsletter guru Jim Oberweis says he’s finding value in software firms that have competitive “moats”. In his latest Forbes column, Oberweis says companies with extremely predictable earnings and a high…