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.

Archives

Date
Tagged:

The good news is that the worst of the liquidity crisis seems to be over. After a slow start the Federal Reserve Board under Chairman Ben S. Bernanke has done an outstanding job containing the panic in the financial system and dispelling the fear of a total meltdown. Despite all this, the market is beginning to show signs of a comeback. The underlying fundamentals of the U.S. economy are still strong. David Dreman of Dreman Value Management gives us three relatively well behaved banks.

Tagged:

"Discipline" and "patience" are probably the two most valuable words in value investing. It stands to reason, then, that few places would serve as better incubators for a value investor than The Pas, in Manitoba.

Since McDuff began running his RMG ValueCatalyst small-company fund eight years ago, he has earned a compound annual return of 36.4%. Not a single diversified stock fund in Lipper Analytical's universe of 1,555 mutual funds can match that.

Tagged:

Anyone who thinks Warren Buffett is past his prime should have seen the world’s richest man tossing off one liners and charming the crowd at the Toronto Board of Trade earlier this year. Whether he was discussing his philanthropic endeavors (where he’s teamed up with his good buddy Bill Gates) or how mortgage-backed securities poisoned the U.S. financial system , the rumpled billionaire was as charismatic and as quotable as ever.

Tagged:

To understand the Jensen Portfolio and its value-conscious approach to stocks, you need only pay attention to the mutual-fund's guiding maxim: "Enduring wealth comes from owning great companies for a long time."

Robert Zagunis, co-manager of the fund  (JENSX) , which generally owns no more than 25 to 30 stocks, says the kind of companies that meet its investment criteria can make money in good economies or bad, then use their cash to fund internal growth and pay shareholder dividends.

Some view 77 as an age too old to be trying something new, but Warren Buffett, who says he will retire five years after his death, last week launched the hunt for his first European acquisition.

In several European cities, Mr Buffett laid out the qualities he looks for in a business and told owners to get in touch if they thought he was describing theirs.

Read more ...

Tagged:

THE cookie-cutter office building stacked amid high-rise condos and streetside retail is not where you'd expect to find the man who oversees $1.2 billion in funds, and who is said to be Canada's top stock-market bargain hunter. Taped to his door is a plain piece of paper that has been run through a printer: "Chou Associates Management Inc.," it reads, implying that nothing of much importance is happening here. Francis Chou's funds have suffered a severe beating lately, but he isn't calling in the coroners.

Jean-Marie Eveillard's First Eagle Funds/Arnhold and S. Bleichroeder Advisers have been very active in acquiring stakes in Japanese companies over the past six months from their filings with Japanese regulators.

Read more ...

Read conference notes ...

 

Tagged:

Kent Croft, who manages the Croft Value Fund, is watching his often-contrarian buys posting some healthy returns this year. The $64 million fund may be small, but its returns are outsized. Average annual returns for the past three years average 12.8 percent.He's long on energy stocks, eyeing financials, and predicts telecom has a good run ahead for the next several years.

Read more ...

The annual Ira Sohn charity event, which raises money for a New Jersey children's cancer center, draws a large crowd that includes many hedge-fund managers because it offers investors an opportunity to hear the views of many leading hedge-fund managers and other investment pros who make few if any public appearances during the rest of the year.

Hundreds of investors packed into the Time Warner Center in New York for the annual Ira W. Sohn Investment Research Conference on Wednesday to hear top money managers discuss their favorite stock picks.

Read more ...