Benjamin Graham disciple and deep value investor Mario Gabelli tells Bloomberg News that he’s focusing not on sectors or the broader market, as many strategists are, but instead at individual…
Search Results for: value
Top Manager: Focus on High-Quality Stocks, Repeatable Strategy
…says he thinks high-quality stocks are now offering more value than the lower-quality picks that have surged during the rally. Yacktman, a bottom-up stock-picker whose funds have both averaged annual…
The Diversification Debate
…per cent,” Stevenson writes. “He then progressively added funds until he got to eight (FTSE All Share, MSCI World index exc UK, emerging markets, value and small cap for both…
Paulson on Financial Buying Binge
…stake of about 2% in Citigroup, the New York Post reports, citing sources. “One source said that Paulson sees Citi’s shares trading closer to its book value of $5 to…
They Got It Right in March; What Do They Say Now?
…trouble. Vinny Catalano, chief investment strategist, Blue Marble Research: Catalano now thinks stocks are slightly overvalued, Gongloff reports, and sees the S&P’s fair value near 945, based on earnings estimates…
Berkowitz: "Great Environment" for Stock-Pickers
…is a “great environment for an investor, for a value-based stock picker, security picker”, and that he’s continuing to see a number of bargains in the market even after its…
Stiglitz: Asian Recovery Is "Remarkable"
…many problems. He also advocated shifting away from using the dollar as the world’s reserve currency, saying that it is “not a good store of value” due to high public…
'08 Top Economist Says Consumer Will Be Back
…cash in their home’s value and spend the equity, as they could during the housing bubble. “The savings rate was 4.6% in June, 6.2% in May,” writes Serchuk, “and [Naroff]…
Are Stocks & Real Estate the Places to Be?
…hit hardest in the past couple years — are the place to be moving forward. (Thanks goes to Value Investing Pro for posting the video.) Dreman says he thinks the…
Six Reasons Top Wells Strategist Likes This Market
…appears to have a nice firm base from which it can soon launch a new bull rally!” Compelling Values: While the market’s P/E ratio is in the 15 range, Paulsen…