…can work. “For value investors, much of the value we add is by protecting capital during down markets,” Nygren says. “We often don’t keep up with strong markets, but make…
Search Results for: value
De Vaulx Talks Economy, Wal-Mart, and Margins of Safety
Top value manager Charles De Vaulx recently discussed some areas of the market he’s high on in an interview on Bloomberg Television. De Vaulx says he’s cautious about the current…
Birinyi Sees Huge Jump Coming for Stocks
…beginning in January 2012. Birinyi also says investors should target individual stocks that aren’t correlated to the broader market, rather than buying stocks based on market value or dividend yield….
Yacktman, Stattman Still High on Big Blue Chips
Several top value managers who keyed on large stocks — to their portfolios’ detriment — in 2010 are continuing to focus on big blue chips as we head into 2011….
Cohen Says Developed Markets More Attractive than Emerging Markets
Goldman Sachs’ Abby Joseph Cohen says that, while she likes the growth prospects of emerging markets, she’s seeing more value in investments in developed markets like the U.S., Europe, and…
Top Fund Manager Talks Strategy
…on value and quality. “Ultimately, we think this business boils down to what you buy and what you pay for it,” Yacktman says. “Think of it as trying to be…
Buckingham Likes High-Yielders
Top value manager John Buckingham of Al Frank Asset Management is high on high-dividend stocks right now. Buckingham recently discussed several of his top high-yield picks with CBS MoneyWatch, highlighting…
Oberweis: It's Time for Growth to Shine
…stock market valuations appear fair, the prudent investor must find value at the individual company level, as simply ‘buying the market’ will not be enough to generate superior returns,” Oberweis…
Forester's "Perfect" Stocks for 2011
Tom Forester, whose Forester Value fund has an exceptional long-term track record, recently offered his “five perfect stocks for 2011”. “Time will tell just how close to perfection his picks…
Top Market Forecaster Sees Continued Gains
…says Eisenstadt is worth listening to. “Prior to his retirement, of course, Eisenstadt had spent 63 years at [Value Line],” he writes. “Its flagship publication, the Value Line Investment Survey,…