…market was overvalued before its recent crash — are saying that stocks are now good values”. Among them are Jeremy Grantham, David Dreman, Jeremy Siegel, Bruce Berkowitz, Warren Buffett, and…
Search Results for: value
Muhlenkamp: Plenty of "Cadillacs" Selling on the Cheap
…if you can buy a great value at a cheap price, just go do it.” In a wide-ranging interview with Steve Forbes, Muhlenkamp also says he believes the market’s recent…
Miller: "I Was Naive"
…of this liquidity crisis,” Miller told the Journal’s Tom Lauricella. Miller beat the market in a remarkable 15 straight years from 1991-2005, but his Value Trust fund is down 58%…
Berkowitz: We're in a "Bargain Hunter's Dream"
Fairholme fund manager Bruce Berkowitz — who has weathered the recent market storm with much better results than many of his value peers — tells Kiplinger’s that the recent market…
O'Shaughnessy: Leverage Responsible for Downturn but Stocks are "Compelling"
…always recovered from every major downturn and typically the best time to invest is when fear is at a climax. The Growth/Value Investor portfolio run on Validea, which is based…
Small Caps Leading the Surge
…tend to be more small cap focused and what has their respective performance been since November 20th The Small Cap Growth (based on The Motley Fool), Value Investor (based on…
Heebner & Muhlenkamp making gutsy moves into financial stocks
…high. He uses two lesser known metrics when analyzing finance companies. One is the “price-to-tangible book value”, while the other is “price-to-preprovision earnings”. An interesting tidbit is that Heebner launched…
CFA Panelists: Economic Bears, Stock Market Bulls
…she thinks that many (though not all) markets have fallen enough to make new opportunities attractive. ‘There is value being re-established,’ she said. All the analysts said the macro factors,…
Reese: Five Hot Stocks With Staying Power
…you some strong gains, Reese notes. He thus examines five hot performers that still get approval from one or more of his value-focused Guru Strategy computer models, each of which…
Looking for The Bottom? Legg Mason's Miller Says We've Hit It
…killing” as markets rebound, according to Reuters. “At the end of this quarter, every sector in the market has companies that represent what we think are exceptional value,” Miller said….