…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…
Search Results for: value
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…
Dreman Finding Value Amid Fear
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…
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…