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Search Results for: value

Heebner & Muhlenkamp making gutsy moves into financial stocks

December 6, 2008

…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…

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CFA Panelists: Economic Bears, Stock Market Bulls

December 5, 2008

…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,…

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Reese: Five Hot Stocks With Staying Power

December 5, 2008

…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…

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Looking for The Bottom? Legg Mason's Miller Says We've Hit It

December 3, 2008

…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….

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Bogle on Buy-and-Hold Bashers, Recession, and The Bounce

December 2, 2008

…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…

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Siegel Answers Critics: Yes, Stocks Really Are Cheap

December 1, 2008

…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…

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Icahn: Some Stocks, Senior Debt Offer "Great Opportunity"

December 1, 2008

…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…

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Hulbert: Small-Cap Value Stocks May Be Ripe for Impressive Gains

November 29, 2008

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…

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Is Buffett Market Timing?

November 26, 2008

…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…

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Stocks "Reasonably Cheap" for First Time Since 1980s, Says Grantham

November 25, 2008

…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…

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