“Bond King” Bill Gross of PIMCO remains high on stocks, saying that he sees the most values in European firms right now. “The United States should grow faster than Europe,”…
Search Results for: value
Arnott Sees Slip Back into Recession -- and then Big Opportunities
…not here now. You buy assets when they’re cheap, when investors are frightened. The growth side of the market is priced for a very benign environment. The deep value side…
Reese: Don't Overlook Small-Cap Value Plays
In his latest column for Canada’s Globe & Mail, Validea CEO John Reese takes a look at an area of the market that has historically produced strong outperformance: small-cap value…
Dorfman Finding Value in Big Names
Money manager and columnist John Dorfman, one of the few strategists who was offering optimism heading into the 2009 rally, is still seeing plenty of opportunities in stocks. Dorfman tells…
Berkowitz Still Sees Value in Financials
…good deal of value in one of the market’s unloved areas — financial stocks. “Investors have lost much of their wealth from financial institutions over the past couple of years…
Lynch-Inspired Model Far Outpacing Market
…primary example of “GARP” — Growth At A Reasonable Price — investing, which blends growth and value tenets. While some categorize Lynch as a growth investor because his favorite type…
Why Following the Herd Is Like Sex and Candy for Investors
…competitors to asses the value of its business “while ignoring the current price of its stock”. And, he says, you should “make a permanent record that thoroughly details your rationale…
Yacktman on How to Make Hay by Treating Stocks Like Bonds
…Yacktman also discusses what he thinks are the lessons of the financial crisis, the reasons he thinks high-quality stocks are undervalued, and why he thinks growth/value distinctions are often overused….
Forester on Opportunities in a Range-Bound Market
Tom Forester, the lone stock fund manager to post positive returns in 2008, sees a range-bound market ahead that will offer opportunities for value investors. In an interview with Barron’s,…
Top Newsletter Still Betting on Stocks
…value-centric approach. “Value investing … demands you look beyond current market passions in order to avoid what is overpriced and to grab what is cheap — even when there is…