Value investment manager and Bloomberg columnist, John Dorfman, provides some historical stock performance statistics after periods of dramatic market declines (or what he calls, “waterfall declines”). According to Dorfman, “market…
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Value Stocks: They're Riskier Than You Think
…value investors got sucked into thinking there was value in financials. But because “assets on bank balance sheets were tied up in mortgage debt, which was rapidly declining in value”,…
Buffett, the Long-Term Optimist: "America’s Best Days Lie Ahead"
…in value that Berkshire owns, 8 of them are now trading at market values below their original cost basis. Said another way, over 50% of Buffett’s largest holdings are below…
Dreman on Why to Buy Bank Stocks, and How the Credit Crisis has Hurt Value Investors
…wrench into the usual value investing machine, Dreman says. “Normally, value investing is a pretty easy job because you tend to buy solid companies that are going to come out…
Grantham: Investors Need to Avoid "Terminal Paralysis"
…the S&P 500 and the Value Line Arithmetic Index. He notes that the Value Line “remained 9% above its November trough; as of Tuesday, it’s up 15%.” Doll remains positive…
A Crisis Crash Course from The Gurus
…their legendary reputations. John Heins and Whitney Tilson also weigh in with some wisdom for value investors, and John Dobosz explains why many stocks may look deceptively cheap right now….
Rodriguez on Energy Stocks, The Demise of The Style Box, and The Trouble with The Stimulus
…on financials. “For the value managers who owned, say, AIG, Lehman Brothers, Bear Stearns, Washington Mutual and on down the list, all of those are permanent losses of capital,” he…
A Little Consistency, Please
…interesting to focus on a quality valued by several of the gurus I follow: earnings consistency, or earnings persistence. Many stock analysts use an earnings growth rate calculation to try…
Kass Turning Bullish?
…book value stand at 1x, well below the 1.4x long-term average. The market capitalization of U.S. stocks vs. stated GDP has dropped dramatically, to about 80%, now at the long-term…
Grantham: There's Risk in Value -- and in Buy-and-Hold
Jeremy Grantham has released the second half of his fourth-quarter 2008 letter on GMO’s website, and in it he offers several intriguing points about why value investors got hit hard…