…today is thus not how much equities have fallen in real underlying value, Inker says. “We never thought equities had gained in intrinsic value in the credit bubble, and we…
Search Results for: value
Whitman on The Importance of Credit Worthiness, and Why He's Buying Stocks Now
…will come back. The portfolios stuffed with value stocks, cheap versus book value, low P/E ratios, but where they suffered permanent impairments, obviously, they’re toast.” It is critical for individual…
Kass Turns Bullish on Berkshire
…says that, using the view of intrinsic value that Buffett himself has described, Berkshire’s intrinsic value is now about 30% higher than its share price. Kass, who called a market…
Siegel: Earnings "Nowhere Near as Dismal" as S&P Data Suggests
…does not do the same when figuring the index’s aggregate earnings. “As a result,” Siegel writes, “the billions of dollars of losses racked up by, say, AIG, whose market value…
Portfolio Size: How Big Is Big Enough?
…records: CGM Focus (3.9% average annual return) and Forester Value (3.5% annual return), run by two gurus we’ve looked at here before, Ken Heebner and Tom Forester. Perhaps more interesting…
A "Superinvestor" and Other Depression Survivors Weigh In
…overlooked firms with good businesses and little debt, and which are trading for less than the value of their assets. Kahn says it is “absurd” to think the U.S. is…
How Your Brain Can Drag You Down -- and How You Can Overcome It
…involved”; A test in which the patient lies in an MRI tube and tries to guess the value of different face-down cards revealed that Zweig’s ventral striatum, a reward center…
Top Fund Manager Eyes Small-Caps
John E. Deysher, whose Pinnacle Value Fund has outperformed 99% of its peers year-to-date and over the past year, three years, and five years, tells Barron’s that he’s been putting…
The Two-Pronged O'Shaughnessy Attack
…a combination of two separate models that O’Shaughnessy tested, one growth-focused and one value-focused. His growth method — “Cornerstone Growth” — produced better returns than his “Cornerstone Value” approach, and…
Dreman: Yes, It's a Depression -- So Buy
…diversified portfolio of large-cap value stocks”, which he says will perform well over time, “particularly with prices at their lowest levels in decades and the likelihood of the highest rates…