In his latest letter to his hedge fund clients, top value investor Whitney Tilson says he thinks “froth” has been a big driver of the market recently, and says he…
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Winters Taps Emerging Market Growth Via Europe
…after high-quality firms. In the current market, he says, those types of stocks are offering plenty of value. “These days you can buy a Porsche for a used-car price,” he…
Reese: Value or Growth? Use Both
…sometimes a minus — in the value equation.’” “What Buffett understood was that the rate a company is growing is just one factor you should use to assess its value,”…
Herro: There's Value in Japan
…deflation, Herro tells Morningstar that “the pessimistic macro story obscures value opportunities in Japan at the company level. Quite simply, despite the weakening in the price of Japanese equities, business…
Fisher Welcomes Gridlock, Likes Emerging Market Airlines
…he says. “[But] sentiment remains grumpy and cautious, and as a value-oriented investor I am thankful for this, too. Worriers tend to fuel bull markets.” One area Fisher is particularly…
Top Fund Manager Talks Strategy
…Samra has more than two-thirds of his fund’s assets invested in Europe and 20% in the U.S., and has just one small emerging markets holding. The reason: value. Samra views…
Bogle: Focus on U.S. Equities, Not International Stocks
…decade and bonds will go up about 50 percent.” In the short term, Bogle declined to offer a prediction. ” The market is at a relatively fair value now, but…
Akre Looks to Bargain Retailers
Top value fund manager Chuck Akre says he’s holding the lowest level of cash in his new fund since it launched more than a year ago. Akre tells Bloomberg that…
Do Value Investors Really Add Value? Yes, Study Says
Does value investing work? A recent study of Canadian equity markets indicates that it does. The study, “Do Value Investors Add Value?” is authored by George Athanassakos, the Ben Graham…
Sonders Optimistic, but Cautions on Emerging Markets
…trio say they are still “bullish on the emerging market story longer term, but are becoming uneasy about the one-sided nature of this trade where even famed value and bond…