Diehard value investors will appreciate the transcripts of lectures featured in “The Rediscovered Benjamin Graham: Selected Writings of the Wall Street Legend,” by Janet Lowe. Posted on John Wiley &…
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O’Shaughnessy: History Tells Us Now Is The Time to Buy
…have come since September 29th of this year.” Second, according to “JP Morgan, the value of short-term cash holdings in the U.S. now exceeds the market cap of the S&P…
Cash-to-Stock Market Ratio has Leuthold Group Bullish on Stocks
The amount of cash, bank deposits, and money-market funds ($8.85 trillion) is equal to 74 percent of the market value of U.S. companies, according to this Bloomberg article. The cash-to-stock…
Gross: More Gloom -- and "Enormous" Opportunities
…value I’ve ever seen,” the long-time manager says, adding. “This is the Super Bowl for money managers. The opportunities are just enormous.” One firm in particular Gross has focused on…
Arnott Sees Huge Opportunities in Bonds
Add Robert Arnott to the list of well-known previously bearish investment managers who are seeing value in the market. “I like investments, if I’m getting paid to bear risk,” Arnott…
Pimco's El-Erian: Beware of Value Traps, Seek Catalysts
…vehicles, and solid risk management”. El-Erian believes equities could lag until investor confidence improves and warns that some investments could be value traps — meaning their attractive valuations alone aren’t…
WSJ, Grantham on The Trouble with Earnings
…it used to be,” adding that one factor involves companies failing to depreciate the value of technology quickly enough on their books. Grantham chops 13 percent off of operating earnings…
The Stars -- and Fallen Stars -- of 2008
…41%). These former value stars found out “that too many of the stocks they deemed undervalued were actually overvalued” this year, Frailey says, pointing to Miller’s bet on Freddie Mac…
After Avoiding The Crash, Forester Sees Great Values, Year-End Rally
…says bargain stock values have him “excited” about the future. Forester, who heads the Forester Value Fund, has locked in a loss of only about 4 percent this year while…
Morningstar: Dow Selling at 30% Discount
…good long-term value. “Our analysts value companies as businesses that generate cash flows over very long periods of time,” she says. “We’re mindful of the weak economy and how that…