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…
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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…
Dorfman on Strategy, and Why Stocks Are Still Cheap
…not stocks with very low P/E ratios often turn into value traps; why he leans toward value stocks rather than growth stocks; and why balance sheet analysis is so important….
Is High Turnover a Bad Thing? That Depends
…that there is clearly “good turnover and bad turnover.” In cases when an unexpected event, like a deep value stock getting bid up more quickly than anticipated, or a growth…
Natural Gas: Ready to Take Off?
Value investing guru Ron Muhlenkamp says that because of advances in drilling techniques, we’re about to see a “dramatic increase” in the use of natural gas in transportation — which…
The Best Investment Guru You've Never Heard Of
…type of unpopular stocks whose book values (total assets minus total liabilities) were high compared to the value investors ascribed to them (their share price multiplied by their number of…