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Vinvesting.com is the leading website for value investors where you can get the latest investment ideas, insights and interviews from great investors like Warren Buffett, Templeton etc. Over the last 70 years, value stocks clocked a 13.4% average annual return, vs. 10.2% for growth stocks, according to Ibbotson Associates. |
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By webmaster - Posted on December 31st, 2004
Herald-Tribune reporter Michael Braga interviews Sir John Templeton, the legendary investor who started Templeton mutual funds. Templeton is bearish on US house prices and dollar.
Read the interview.
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Herald-Tribune reporter Michael Braga interviews Sir John Templeton, the legendary investor who started Templeton mutual funds. Templeton is bearish on US house prices and dollar.
Read the interview.
- Add new comment
- Read more
By webmaster - Posted on December 31st, 2004
Famed value investor Bill Miller of Legg Mason Value Trust (LMVTX) has outperformed the S&P's 500 index for a 14th straight year, a feat no other mutual fund manager has accomplished since at least 1960.
Famed value investor Bill Miller of Legg Mason Value Trust (LMVTX) has outperformed the S&P's 500 index for a 14th straight year, a feat no other mutual fund manager has accomplished since at least 1960.
By webmaster - Posted on December 30th, 2004
Peterson of Memorial Value Equity fund (MVEIX) says "Stocks that go down in value eventually will return to a mean, or average price". For Peterson, the key is finding those stocks that are on their way up, and lately he's focusing on three in particular - Reebok International (RBK), KB Home (KBH) and Merck & Co. (MRK).
Peterson of Memorial Value Equity fund (MVEIX) says "Stocks that go down in value eventually will return to a mean, or average price". For Peterson, the key is finding those stocks that are on their way up, and lately he's focusing on three in particular - Reebok International (RBK), KB Home (KBH) and Merck & Co. (MRK).
By webmaster - Posted on December 24th, 2004
Warren Buffett's vote of no confidence in U.S. fiscal policies is up to $20 billion.
Warren Buffett's vote of no confidence in U.S. fiscal policies is up to $20 billion.
By webmaster - Posted on December 23rd, 2004
William Fries of the Thornburg International Value fund,thinks that investors should limit their exposure to Latin America and that they should focus more on solid companies with strong fundamentals instead of making bets on macroeconomic trends. He likes Brazilian oil company Petrobras (PBR), Mexican wireless firm America Movil (AMX), Brazilian aircraft maker Embraer (ERJ) and Wal-Mart de Mexico.
Fries also likes NII Holdings (NIHD) that operates a wireless service under the Nextel brand name in Latin America and Colgate-Palmolive (CL), which generated 21 percent of its sales from Latin America in the third quarter.
William Fries of the Thornburg International Value fund,thinks that investors should limit their exposure to Latin America and that they should focus more on solid companies with strong fundamentals instead of making bets on macroeconomic trends. He likes Brazilian oil company Petrobras (PBR), Mexican wireless firm America Movil (AMX), Brazilian aircraft maker Embraer (ERJ) and Wal-Mart de Mexico.
Fries also likes NII Holdings (NIHD) that operates a wireless service under the Nextel brand name in Latin America and Colgate-Palmolive (CL), which generated 21 percent of its sales from Latin America in the third quarter.
By webmaster - Posted on December 23rd, 2004
David Williams of the Excelsior Value and Restructuring Fund is upbeat about 2005. His stock picks for 2004 returned 43%. His picks for 2005 are Interpublic (IPG), United Rentals (URI), Embraer (ERJ), Petrobrás (PBR) and Calpine Corp (CPN).
David Williams of the Excelsior Value and Restructuring Fund is upbeat about 2005. His stock picks for 2004 returned 43%. His picks for 2005 are Interpublic (IPG), United Rentals (URI), Embraer (ERJ), Petrobrás (PBR) and Calpine Corp (CPN).
By webmaster - Posted on December 21st, 2004
IE’s Fund Manager of the Year for 2004 — Francis Chou, of Toronto-based Chou Associates Management Inc has has built an enviable 10-year performance record — and he has done it with no hype or hoopla. His RRSP fund recently had about 40% in cash. Top portfolio holdings include MCI Inc (MCIP), Royal Boskalis Westminster NV (KKWFF), retailers Liquidation World Inc (LQW , LIQWF) and Danier Leather Inc (DL-SV), and Descartes Systems Group Inc (DSGX).
IE’s Fund Manager of the Year for 2004 — Francis Chou, of Toronto-based Chou Associates Management Inc has has built an enviable 10-year performance record — and he has done it with no hype or hoopla. His RRSP fund recently had about 40% in cash. Top portfolio holdings include MCI Inc (MCIP), Royal Boskalis Westminster NV (KKWFF), retailers Liquidation World Inc (LQW , LIQWF) and Danier Leather Inc (DL-SV), and Descartes Systems Group Inc (DSGX).
By webmaster - Posted on December 20th, 2004
David Dreman thinks that overcapacity in tech and rising inflation will keep stock gains moderate in 2005. The antidote: Buy shares with nice dividends. David Dreman offers three dividend stocks to consider - DaimlerChrysler (DCX), Bristol-Myers Squibb (BMY) and Merck (MRK).
David Dreman thinks that overcapacity in tech and rising inflation will keep stock gains moderate in 2005. The antidote: Buy shares with nice dividends. David Dreman offers three dividend stocks to consider - DaimlerChrysler (DCX), Bristol-Myers Squibb (BMY) and Merck (MRK).
By webmaster - Posted on December 20th, 2004
It’s been a decade since the industrial sector rewarded investors, says Barbara Marcin of Gabelli Blue Chip Value Fund (GABBX). But the tide may be turning. The “sweet spot” for investors over the next few years just might be the industrial and manufacturing sector, said Barbara Marcin, who seeks undervalued blue-chips for the mutual fund she runs. She likes Dow Chemical(DOW), Ingersoll-Rand (IR) and Cendant (CD).
It’s been a decade since the industrial sector rewarded investors, says Barbara Marcin of Gabelli Blue Chip Value Fund (GABBX). But the tide may be turning. The “sweet spot” for investors over the next few years just might be the industrial and manufacturing sector, said Barbara Marcin, who seeks undervalued blue-chips for the mutual fund she runs. She likes Dow Chemical(DOW), Ingersoll-Rand (IR) and Cendant (CD).
By webmaster - Posted on December 18th, 2004
Philip Durell of Motley Fool interviews David Dreman of Dreman Value Management.His fund has returned 12.9% per year to investors over 15 years and ranked in the top 4% of funds over that period.
Read part I of interview here.
Dreman recommends Fannie Mae (FNM), Altria (MO) and ConocoPhillips (COP) as three stocks that you can buy and forget about for the next five to 10 years. He thinks that the drug industry is one that is pretty undervalued today and likes GlaxoSmithKline (GSK) and Pfizer (PFE).
Read part II of interview here.
Philip Durell of Motley Fool interviews David Dreman of Dreman Value Management.His fund has returned 12.9% per year to investors over 15 years and ranked in the top 4% of funds over that period.
Read part I of interview here.
Dreman recommends Fannie Mae (FNM), Altria (MO) and ConocoPhillips (COP) as three stocks that you can buy and forget about for the next five to 10 years. He thinks that the drug industry is one that is pretty undervalued today and likes GlaxoSmithKline (GSK) and Pfizer (PFE).
Read part II of interview here.
