…Dreman is particularly high on large-cap value plays in volatile industries, like materials, industrial supplies, oil, and banking. “Remember, many investors are still looking through the rearview mirror at 2008,…
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Reese and the Gurus Finding Value in Large-Caps
…Jeremy Grantham, Thomas Perkins, and Donald Yacktman — have been finding value in large-cap plays recently, Reese uses his Guru Strategy computer models to hone in on some of the…
Getting Contrarian with the Dreman Strategy
…that investors tend to overvalue the “best” stocks — those “hot” stocks everyone seems to be buying — and undervalue the “worst” stocks — those that people are avoiding like…
Top Fund Managers Look to Large Caps
Jeremy Grantham isn’t the only successful investor who’s finding big values in big stocks. Thomas Perkins and Donald Yacktman are among the investors with strong long-term track records now finding…
Top Value Managers Still See Opportunities
With the market up close to 80% off its March 2009 lows, is there still money to be made in stocks? Two value managers with excellent long-term track records, Bill…
Muhlenkamp Likes Financial Services, Tech Stocks
Value manager Ron Muhlenkamp, whose fund has beaten the S&P 500 by about 5% per year over the past decade, says he’s keying in on several financial services firms, as…
Dreman on Inflation, and Why He Likes the U.S. over Foreign Markets
…today I would prefer to invest in,” Dreman says in a recent interview with GuruFocus.com. “If we have an inflationary environment, value stocks should do well over the next 4-5…
Pabrai Talks Moats, and "Low Risk, High Uncertainty"
Top value manager Mohnish Pabrai discusses his investment strategy in this recent Forbes.com interview with Steve Forbes. Pabrai talks about the importance of patience for investors; the concept of “low…
Nygren Says Stocks Still Cheap
…40%.” Nygren also discusses some of his top picks right now, and the article also offers some interesting background on how Nygren became the top value investor he is today….
The Graham Strategy: Still a Winner after 60+ Years
…Graham. And Buffett was far from alone. Known as “The Father of Value Investing”, Graham inspired a number of famous “sons” — Mario Gabelli, John Neff, John Templeton, and, most…