Contrarian guru David Dreman says that while he expects significant volatility going forward, he’s still finding value in the market. “I think while value is there, we’re all going to…
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Reese: Growth & Value Not an Either/Or
…Growth is simply a component — usually a plus, sometimes a minus — in the value equation.” “Indeed,” Buffett said, “growth can destroy value if it requires cash inputs in…
Grantham: Stocks Still Above Fair Value
While stocks are down some 14% off their April highs, GMO’s Jeremy Grantham says they are still well shy of fair value territory. In an interview with CBS MoneyWatch, Grantham…
Tilson & Heins Play Defense
In their latest “Discovering Value” column for Kiplinger’s, Whitney Tilson and John Heins say they are “playing defense” as the U.S. and world continue to deal with the fallout from…
Arnott Sees Double-Dip -- and Inflation -- on Horizon
…approach replaces the market-cap-weighting system with a system that weighs stocks based on sales, cash flow, dividends, and book value, says that the financial crisis of 2008 hasn’t yet run…
Siegel: Don't Forget the Dividend
…down to the basic definition of an asset price: It’s the present value of cash flows, and for a firm, that is dividends,” he says. “So there’s a lot of…
The Neff Approach: Low P/Es and Strong Yields Make for Big Profits
…do it? By focusing first and foremost on value, and a key part of how he found value involved the Price/Earnings Ratio. While others have called him a “contrarian” or…
Yacktman Playing Defense, Waiting for Opportunities
Donald Yacktman has been one of the top mutual fund managers of the past decade, and in a new interview with Barron’s he discusses parts of his value-centric strategy. According…
Hulbert: Two Top Forecasting Models Bullish
…forecasters with excellent long-term track records are bullish right now. The first is Sam Eisenstadt, the former Value Line research chairman. His model predicts that over the next six months,…
Reese on Wall Street's Most Unheralded Guru
…investing world than many better-known pundits. Back in 2000, while teaching at the University of Chicago, Piotroski authored a paper entitled “Value Investing: The Use of Historical Financial Statement Information…