…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…
Search Results for: value
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…
"Bond King" Finding Value in Stocks
“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,”…
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…