…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….
Search Results for: value
Bogle on Buy-and-Hold Bashers, Recession, and The Bounce
…the perceived value of corporate America. I think that’s inconceivable. I don’t think the value of corporate America has dropped by almost half. I mean, these are companies with capital…
Siegel Answers Critics: Yes, Stocks Really Are Cheap
…Finance today that “Yes, Stocks Are Dirt Cheap”. Using a variety of long-term earnings figures, Siegel presents evidence supporting his view of the market’s current value. “The low level of…
Icahn: Some Stocks, Senior Debt Offer "Great Opportunity"
…in America, as well as the stake he has in Yahoo! (he owns around 5.4% of the firm) and his ideas on how to maximize shareholder value. Icahn — who…
Hulbert: Small-Cap Value Stocks May Be Ripe for Impressive Gains
Small-cap value stocks are risky but they also historically produce jaw-dropping gains at the begining of bull markets, Mark Hulbert writes in the New York Times. Referencing academic research performed…
Is Buffett Market Timing?
…make him a market timer of sorts? Morningstar’s John Coumarianos offers some interesting thoughts on that question, focusing his answer on the difference between value investors, like Buffett, and market…
Stocks "Reasonably Cheap" for First Time Since 1980s, Says Grantham
…is known as the “curse of the value manager”. Essentially, he says, value managers are paid to buy cheap assets (and so they hang onto or add to their holdings…
Tilson, Heins See Upside
In Kiplinger’s Discovering Value column, Whitney Tilson and John Heins say there are two silver linings that have emerged from the market turmoil. The first is that the unprecedented market…
Painful Stretch Even for The Greats
…* Warren Buffett (Berkshire Hathaway): -43% * Ken Heebner (CMG Focus Fund) -56% * Harry Lange (Fidelity Magellan): -59% * Bill Miller (Legg Mason Value Trust) -50% * Ken Griffin…
Are Investors Suffering from "Irrational Pessimism"?
Marty Whitman, who’s been in the investment management business for 50 years and manages the Third Avenue Value fund, tells The Wall Street Journal that fear — not fundamentals —…