…and says the approach usually targets firms getting negative publicity. He also says the formula is currently finding a lot of values in the retail, construction/engineering, pharmaceutical, and for-profit education…
Search Results for: value
Top U.K. Manager Finding Value
Neil Woodford, one of the U.K.’s top fund managers, recently offered some of his tips on how to manage risk and find value in the market. Writing for London’s Telegraph,…
Gurus Still Keen on Blue Chips
A number of top value investors are continuing to see big bargains in big blue chips. Among them: money manager and columnist Whitney Tilson. “If you’re worried about a feeble…
Negativity Creating Opportunities, Gabelli Says
Top value investor Mario Gabelli says those who contend buy-and-hold investing is dead are echoing a familiar refrain that has popped up at other points in history, and has yet…
Top BlackRock Manager Eyes Blue Chips
Dennis Stattman, whose BlackRock Global Allocation Fund has an excellent long-term track record, says big blue chips are offering lots of value. Stattman tells Bloomberg that blue chip companies like…
Hussman Sees "Abrupt Collapse" Coming for Dollar
…“an abrupt collapse in the foreign exchange value of the U.S. dollar”. Hussman offers something of a primer on exchange rates, and concludes by saying this: “The policy of quantitative…
Little-Known Guru Generates Big Profits
…cent of the market based on their book-to-market ratio, meaning that the price investors ascribed to these companies was relatively low compared to the value of their hard assets. “[But]…
The Double-Barreled O'Shaughnessy Approach
…— produced better returns than his “Cornerstone Value” approach, and was a little more risky. The Cornerstone Value strategy, meanwhile, produced returns that were a bit lower, but with less…
Oberweis Likes Chip Stocks
Newsletter guru Jim Oberweis is finding a lot of value in an area of the market that was hit hard by the recent recession: semiconductor capital equipment stocks. “After a…
Berkowitz, Renaissance Targeted BP
…While the oil giant has taken a big hit both financially and reputation-wise following its Gulf of Mexico well explosion, Berkowitz apparently sees value in its stock. His Fairholme Capital…