…Yacktman also discusses what he thinks are the lessons of the financial crisis, the reasons he thinks high-quality stocks are undervalued, and why he thinks growth/value distinctions are often overused….
Search Results for: value
Forester on Opportunities in a Range-Bound Market
Tom Forester, the lone stock fund manager to post positive returns in 2008, sees a range-bound market ahead that will offer opportunities for value investors. In an interview with Barron’s,…
Top Newsletter Still Betting on Stocks
…value-centric approach. “Value investing … demands you look beyond current market passions in order to avoid what is overpriced and to grab what is cheap — even when there is…
Dreman Finding Value Amid Fear
Contrarian guru David Dreman says that while he expects significant volatility going forward, he’s still finding value in the market. “I think while value is there, we’re all going to…
Reese: Growth & Value Not an Either/Or
…Growth is simply a component — usually a plus, sometimes a minus — in the value equation.” “Indeed,” Buffett said, “growth can destroy value if it requires cash inputs in…
Grantham: Stocks Still Above Fair Value
While stocks are down some 14% off their April highs, GMO’s Jeremy Grantham says they are still well shy of fair value territory. In an interview with CBS MoneyWatch, Grantham…
Tilson & Heins Play Defense
In their latest “Discovering Value” column for Kiplinger’s, Whitney Tilson and John Heins say they are “playing defense” as the U.S. and world continue to deal with the fallout from…
Arnott Sees Double-Dip -- and Inflation -- on Horizon
…approach replaces the market-cap-weighting system with a system that weighs stocks based on sales, cash flow, dividends, and book value, says that the financial crisis of 2008 hasn’t yet run…
Siegel: Don't Forget the Dividend
…down to the basic definition of an asset price: It’s the present value of cash flows, and for a firm, that is dividends,” he says. “So there’s a lot of…
The Neff Approach: Low P/Es and Strong Yields Make for Big Profits
…do it? By focusing first and foremost on value, and a key part of how he found value involved the Price/Earnings Ratio. While others have called him a “contrarian” or…