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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 March 26th, 2008
Tagged: Credit-market gridlock has trapped Stephen Schwarzman, who relies on lenders to fund acquisitions, while leaving Warren Buffett free to pursue the debt-free deals that have helped make him the world's richest person.
`There's a massive, massive advantage for Buffett in this kind of market,'' said Guy Spier, chief investment officer of New York-based hedge fund Aquamarine Capital Management LLC. ``All the leveraged finance has dried up, so he's going to have a much better time finding things to buy.''
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Credit-market gridlock has trapped Stephen Schwarzman, who relies on lenders to fund acquisitions, while leaving Warren Buffett free to pursue the debt-free deals that have helped make him the world's richest person.
`There's a massive, massive advantage for Buffett in this kind of market,'' said Guy Spier, chief investment officer of New York-based hedge fund Aquamarine Capital Management LLC. ``All the leveraged finance has dried up, so he's going to have a much better time finding things to buy.''
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By admin - Posted on March 26th, 2008
Tagged: What is billionaire Sir John Templeton up to? His fans say the venerable investment guru is using his fortune to elevate humanity. His critics see a social-conservative plot
What is billionaire Sir John Templeton up to? His fans say the venerable investment guru is using his fortune to elevate humanity. His critics see a social-conservative plot
By admin - Posted on March 26th, 2008
Tagged: Whitney Tilson says "Recent stock market moves have made anyone short financials look pretty dumb, but nearly every piece of data (with one notable exception -- see below) indicates that this is yet another dead cat bounce, to be followed by the fundamentals getting even worse, dragging stocks exposed to this mess down with it."
Whitney Tilson says "Recent stock market moves have made anyone short financials look pretty dumb, but nearly every piece of data (with one notable exception -- see below) indicates that this is yet another dead cat bounce, to be followed by the fundamentals getting even worse, dragging stocks exposed to this mess down with it."
By admin - Posted on March 25th, 2008
The recent gyrations in the markets may have scared some investors away, but two leading portfolio managers say there are still plenty of value stocks to be snapped up.
"Value stocks have underperformed here, after having a very long run of outperformance versus growth stocks," Mary Jane Matts, portfolio manager of the Fifth Third Disciplined Large-Cap Value Fund told CNBC.
"I think at this point, the valuation argument is pretty evenly balanced."
The recent gyrations in the markets may have scared some investors away, but two leading portfolio managers say there are still plenty of value stocks to be snapped up.
"Value stocks have underperformed here, after having a very long run of outperformance versus growth stocks," Mary Jane Matts, portfolio manager of the Fifth Third Disciplined Large-Cap Value Fund told CNBC.
"I think at this point, the valuation argument is pretty evenly balanced."
By admin - Posted on March 22nd, 2008
Tagged: Bear Stearns is emerging as the latest disaster for Mr. Miller, who has also taken a bath on home builders like Pulte Homes Inc. and other financial companies like Countrywide Financial Corp., while missing out on big gains in energy in recent years.
Bear Stearns is emerging as the latest disaster for Mr. Miller, who has also taken a bath on home builders like Pulte Homes Inc. and other financial companies like Countrywide Financial Corp., while missing out on big gains in energy in recent years.
By admin - Posted on March 22nd, 2008
Tagged: Whitney Tilson of T2 partners appeared on CNBC fast money and commented on the housing market.
Watch the video
Whitney Tilson of T2 partners appeared on CNBC fast money and commented on the housing market.
Watch the video
By admin - Posted on March 22nd, 2008
Tagged: Jean-Marie Eveillard, who runs the $21.3 billion First Eagle Global Fund, talks with Bloomberg's Betty Liu in New York about Visa Inc.'s initial public offering, the outlook for gold prices and the banking industry, and his investment strategy, including the recommendation of American Express Co., Home Depot Inc. and Barnes & Noble Inc.
Watch the video
Jean-Marie Eveillard, who runs the $21.3 billion First Eagle Global Fund, talks with Bloomberg's Betty Liu in New York about Visa Inc.'s initial public offering, the outlook for gold prices and the banking industry, and his investment strategy, including the recommendation of American Express Co., Home Depot Inc. and Barnes & Noble Inc.
Watch the video
By admin - Posted on March 17th, 2008
Tagged: Bruce Berkowitz, who oversees $6.7 billion in assets as president of Fairholme Funds, talks with Bloomberg's Matt Miller from Miami about his investment strategy, U.S. stock market volatility and holdings in WellCare Health Plans Inc. and Sears Holdings Corp. Bloomberg's Erik Schatzker also speaks.
Bruce Berkowitz, who oversees $6.7 billion in assets as president of Fairholme Funds, talks with Bloomberg's Matt Miller from Miami about his investment strategy, U.S. stock market volatility and holdings in WellCare Health Plans Inc. and Sears Holdings Corp. Bloomberg's Erik Schatzker also speaks.
By admin - Posted on March 17th, 2008
Tagged: In this year's letter, Francis discusses among other things currency hedging, Credit-default swaps, volatility, markets in general and management fees
In this year's letter, Francis discusses among other things currency hedging, Credit-default swaps, volatility, markets in general and management fees
By admin - Posted on March 14th, 2008
Guy Pope loves misery. "I try to take advantage of fear and pessimism around stocks," said the manager of Columbia Common Stock Fund SMGIX.He added: "Lots of stocks sell off, and they deserve that. I try to find those that sell off for transitional reasons -- for the wrong reasons."
Pope says he applies that approach to all of his buys. Some are growth-oriented stocks. The rest are value. It doesn't matter to Pope. "I'm looking for beaten-down stocks that are capable of coming back," he said.
Guy Pope loves misery. "I try to take advantage of fear and pessimism around stocks," said the manager of Columbia Common Stock Fund SMGIX.He added: "Lots of stocks sell off, and they deserve that. I try to find those that sell off for transitional reasons -- for the wrong reasons."
Pope says he applies that approach to all of his buys. Some are growth-oriented stocks. The rest are value. It doesn't matter to Pope. "I'm looking for beaten-down stocks that are capable of coming back," he said.
