Top fund manager David Winters says it’s a “great time to be a value investor”. Winters tells Bloomberg that “I think there’s a lot to do today because people are…
Tag: Value Investing
Tilson & Heins on Staying Disciplined
Warren Buffett has said that investing is simple, but it’s not easy, and in their latest Kiplinger’s column, value investors Whitney Tilson and John Heins explore that subject. “In The…
Why Bad News Can Be Good News
Many investors run from a stock when it makes short-term negative headlines. But in this recent interview with Bloomberg about News Corp., one of his biggest holdings, top fund manager…
Winters Finding Value Around The Globe
Top value manager David Winters says he sees a bright future for the world, and sees “lots of undervalued securities” right now. He also says a key, overlooked economic indicator…
Value Stocks: They're Riskier Than You Think
This interesting Wall Street Journal article points out that value stocks, or value investing strategies, have been some of the hardest hit during this bear market and often times underperform…
Dreman on Why to Buy Bank Stocks, and How the Credit Crisis has Hurt Value Investors
Showing the contrarian bent that made him one of the most successful investors of all time, David Dreman says it’s time for investors to jump into banking stocks. “They will…
What Does It Mean to be a Value Investor?
In a piece written for Forbes.com’s “Gurus’ Guide to 2009“, John Heins and Whitney Tilson do a great job in examining just what makes an investor a value investor. While…
Ben Graham Portfolio at Top of The Charts
I always find it interesting to look at the guru portfolios I run on Validea, and ask the question “what is working” now? Over the last month, in a period…
Buffett's "Timeless" Predictions
CNBC.com outlines eight timeless predictions by Warren Buffett on its Warren Buffett Watch blog. While CNBC labels these as predictions, we tend to think of these more like lessons that…