…money to add value and reduce risk,” Grantham writes. “In comparison, waiting on the railroad tracks as the ‘Bubble Express’ comes barreling toward you is a very painful way to…
Search Results for: value
Royce Sticks with Small Caps
While many well-known value investors have been saying that large-cap stocks are due to outperform, top strategist Charles Royce of Royce & Associates says he’s sticking with small-cap plays. Royce…
Nygren: Growth & Value Not an Either/Or
Value vs. growth — when it comes to stock investing, it’s one of the biggest debates you’ll find. But top value fund manager Bill Nygren says that value and growth…
Tilson & Tongue Rethink "Terrible" Business of Shorting
In their January letter to clients, top value investors Whitney Tilson and Glenn Tongue of T2 Partners say their big recent losses on short positions have led them to rethink…
Look to Japan, Say Two Top Value Managers
…equity holdings are now in Japanese firms. Herro isn’t alone in his optimism on Japan. Another top value investor, Charles de Vaulx, tells Bloomberg that after years of holding onto…
Yacktman Sees Shift to Higher-Quality Stocks Coming
…established value” sometime soon. The rally over the last four months of 2010 was driven by the Federal Reserve’s second quantitative easing plan, the Yacktman team says, and that created…
A Guru-Inspired Look at Top Canadian Stocks
…on the market conditions, it may be more profitable to be a growth investor, in others a value investor. In some cases, it might work to be a momentum investor,…
Grantham on Commodities, The Presidential Cycle & What Whale Sightings Mean for Investors
…long term”. The second part of Grantham’s letter deals specifically with historical asset bubbles, and why they are so important for value investors to understand. We’ll dive into that in…
Oberweis: Small-Cap Growth Rally Not Over
…Mail reports. “Small-cap growth stocks remain undervalued relative to small value stocks,” Oberweis told MoneyShow.com’s Howard Gold. “What you haven’t seen [yet] is a multiple expansion back to more normal…
Herro: "Outstanding Opportunities" Exist
…Index yielded 2.5% and was selling at less than twice its book value and less than nine times its cash flow (the MSCI EAFE Index, which excludes North America, is…