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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 admin - Posted on October 9th, 2008
Tagged: Mark Mobius said he sees bargains in Russia, China, Brazil, India, Turkey and South Africa and is ready to start buying after a record plunge in emerging-market stocks. 'We now have too many things to look at so we are picking the ones that are most down,' Mobius, who oversees about $30 billion in emerging-market equities at Templeton Asset Management Ltd., said in a interview from Rome. 'If you look at valuations, you can see these stocks are at a point where maximum pessimism is playing a big role. I think we'll be very happy a year or two from now.'
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Mark Mobius said he sees bargains in Russia, China, Brazil, India, Turkey and South Africa and is ready to start buying after a record plunge in emerging-market stocks. 'We now have too many things to look at so we are picking the ones that are most down,' Mobius, who oversees about $30 billion in emerging-market equities at Templeton Asset Management Ltd., said in a interview from Rome. 'If you look at valuations, you can see these stocks are at a point where maximum pessimism is playing a big role. I think we'll be very happy a year or two from now.'
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By admin - Posted on October 9th, 2008
Tagged: John Dorfman, manager of the Dorfman Value Fund, says that many industries are "misperceived" and that they have become great buys. Dorfman noted that drug-company stocks are selling at similar multiples to tobacco stocks, "and the last time I looked, tobacco stocks didn't save people's lives." After five years of being sold hard, Dorfman likes the look of pharmaceutical stocks, and he also is interested in metals and energy stocks because they soared early in the year and have now been hammered to bargain levels.
John Dorfman, manager of the Dorfman Value Fund, says that many industries are "misperceived" and that they have become great buys. Dorfman noted that drug-company stocks are selling at similar multiples to tobacco stocks, "and the last time I looked, tobacco stocks didn't save people's lives." After five years of being sold hard, Dorfman likes the look of pharmaceutical stocks, and he also is interested in metals and energy stocks because they soared early in the year and have now been hammered to bargain levels.
