…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….
Search Results for: value
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…
Nygren: Don't Avoid Stocks
…are growing per share value at least as rapidly as the market is.” And when it comes to management, he looks for teams that are “incentivized to maximize long-term per…
Herro: Stocks Still Cheap
…most downturns, his portfolios’ prices fall to about 50% of their underlying values. In the recent downturn, they fell to about 35%, he says, and after the recent rally, they’re…
What Really Drives Stock Gains?
…here for an HTML version; click here for a PDF version), Barra traces stock market returns to a handful of sources: inflation, dividend income, real book value growth, and price-to-book…
Forester on Tech Stocks, Financials
Tom Forester of the Forester Value fund says he’s still finding value in the market after the big run-up, and one area he’s focused on is technology. In an interview…
What Works in Year Two of a Bull?
…and the market is “much friendlier to trend-following and high-yield strategies than to value,” O’Shaughnessy writes. “Momentum, dividend yield and shareholder yield have shown very strong performance relative to the…
Miller Optimistic on 2010 -- if Policy Makers Don't Falter
Value manager Bill Miller says that 2010 will be another good year for stocks, but that investors need to be very careful of ways that government actions could impact their…