GMO’s Jeremy Grantham says that both bonds and stocks are overpriced, and that investors should have a substantial portion of their portfolios in cash, allowing them to take advantage when…
Search Results for: value
Romick Looks to Inflation-Fighters
…and some broader stock market topics, including volatility. “Volatility is more a measure of opportunity than risk,” he says. “It lets me act on the visceral reactions of others. Value…
The Zweig Strategy: Growth With a Conservative Streak
…they target value stocks. But that doesn’t mean that all of my gurus were cemented on the value side of the growth/value pendulum. In fact, the guru we’ll examine today,…
Ritholtz: Investors Should Welcome Uncertainty
…to popular belief, uncertainty in the market is good for investors. “When the crowd is nervous, it creates opportunities” if you know where to find value, he tells Bloomberg. [youtube=http://www.youtube.com/watch?v=NrmbDuHsa7A]…
Tilson Stresses Stock-Picking in "Muddle-Along" Period
Value investor Whitney Tilson says he’s playing defense on the long side of his portfolio while finding plenty of opportunities on the short side. Tilson tells Forbes.com that he sees…
Top Small-Cap Manager Talks Strategy
…to its growth rate when assessing value. “If we can buy companies with good growth ahead — we look for companies that we believe can double during the next five…
Herro, Rogers Offer Picks
As part of a recent charity event, top strategists John Rogers and David Herro talked about where they are currently finding value in the market. Rogers, who heads Ariel Investments,…
How to Beat the Market with a 60-Year-Old Strategy
…there was someone whose investment advice Buffett himself cherished: Benjamin Graham. And Buffett was far from alone. Known as ‘The Father of Value Investing’, Graham inspired a number of famous…
Yacktman: Bonds "A Real Dangerous Area"
…the short term, and is seeing a lot of value in the healthcare sector. And he talks about the types of stocks that can deal well with inflation, and why…
Whitman Finding Lots of Bargains
Top value manager Marty Whitman says he’s finding a lot of U.S. stocks trading at attractive values right now, particularly in the high-tech arena. “We have a three-pronged approach to…