…lot of value in “high-quality” stocks, as opposed to the junk-type stocks that have led the recent market surge. In his third-quarter letter, Grantham says that U.S. “quality stocks (high,…
Search Results for: value
Greenblatt: High-Quality Appears to Offer Most Value
Hedge fund guru Joel Greenblatt says that he thinks the best values in the stock market are probably now in the “high-quality” area, as opposed to the junk stocks that…
Arnott: Think Deep -- Value, That Is
…value stocks, which he says are still priced near Armageddon levels. “What we’re seeing is value priced as if Armageddon isn’t right next door; but it might be three or…
Grantham Expects "Painful" Pullback in 2010
…stocks are the place to be, and that an emerging market bubble is looming. “Fair value on the S&P [500] is now about 860 (fair value has declined steadily as…
Don't Fear Healthcare Stocks, Forester Says
…bullish on the sector. Tom Forester of the Forester Value fund says he thinks much of the potential bad news is already priced into healthcare stocks, Fortune reports. And with…
Bolton Likes Value Stocks, Techs, Financials
…market stocks, particularly Chinese stocks. He also said the best choice for investors now would be buying value stocks, and he’s also high on consumer cyclical, technology, and financial stocks,…
Fisher's Price/Sales Approach Still a Winner
…sales, and the PSR. According to the model I base on Fisher’s writings, stocks with PSRs below 1.5 are good values. And the real winners are those with PSR values…
Greenblatt Says It's All about Discipline
…value investing, with a little Buffett twist.” While he dubbed this approach the “magic” formula, it is really grounded more in good old common sense than it is in the…
A "U" Recovery Probable & More Writedowns to Come, Says Forester
Tom Forester, whose Forester Value fund is one of the top performers in its class over the past 3, 5, and 10 years, says he thinks the recession is over,…
Miller Continues to Rebound, Likes Financials, Healthcare
…Barron’s. “All the securities trade at a discount to the firm’s assessment of their intrinsic business value. He defines that as the present value of the future free cash flows.”…