…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…
Search Results for: value
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…
Forester Sees Problems Ahead
Tom Forester, whose Forester Value fund was the lone long-only mutual fund to make money in 2008, says he thinks the market has gotten pricey and sees more trouble on…
Miller High on Healthcare, Tech, Financials
Bill Miller, whose Legg Mason Capital Management Value Trust is continuing its strong rebound this year, says the new healthcare legislation will mean good times ahead for attractively priced stocks…
How to Buy Like Buffett & The Gurus
…approach is leading the way, averaging annualized returns of more than 16% since July ’03, compared to 2.2% for the S&P. “These are mostly value-oriented, long-horizon models whose fundamental approach…
Whitman on the Importance of the Balance Sheet
Value investing legend Marty Whitman was one of those to speak at the recent Columbia Investment Management Conference, and The Manual of Ideas blog offered a good summary of Whitman’s…
The Price/Peak Earnings Ratio: A Different Take on Valuation
With stocks up some 60% off their lows, one of the big questions among investors has involved the market’s current value. Are stocks now overvalued? Or are they still cheap?…
Top Manager on Long-Term Thinking, Market's Value
Steven Romick, whose FPA Crescent fund produced annual returns of more than 11% during the 2000s, says he thinks stocks have gotten pricey after the recent rally. “We think the…