…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]…
Search Results for: value
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…
Nygren: Macro Focus Leading to Plenty of "Micro" Opportunities
…with the majority focused on momentum instead of value, more stocks are selling at either abnormally large discounts or premiums to long-term value.” Nygren says that in normal markets, he…
Tilson & Heins on Circles of Competence
…circle of competence is a central tenet of value investing,” Tilson and Heins write. “It’s clear that you’re more likely to succeed by investing in situations, companies and industries you…
Fisher: The PSR Pioneer
…in value in a period of 3 to 5 years — rarely decline significantly. Because of that, he pioneered the use of a new way to value stocks: the price-to-sales…
Tilson & Heins on Shorting Opportunities
…their short-selling efforts. Tilson and Heins say they are value investors, and in choosing their long positions they take a classic value approach. But while short-selling has many pitfalls (and…
Guru Strategy 7-Year Report Card: Ben Graham Still on Top
…original 10 of which recently hit the 7-year mark in terms of performance tracking. And the results show that Graham, known as “The Father of Value Investing”, is still king….
Top Newsletter Looking to Unloved Areas
The best-performing stock newsletter over the past year is finding value in some areas of the market that have been hit by fear during the recent downturn. The Linde Equity…