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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 December 2nd, 2008
Tagged: Canada’s Prem Watsa, Chair and founder of Fairfax Financial Holdings Limited, is the only major money manager/insurance company to have forecasted and benefited from the current catastrophe. On Oct. 4, he told me in an interview that it was wise for everyone to stay on the sidelines in terms of investment. He now has a new view and last week took off the hedges from his equity holdings and is investing selectively in common stocks.
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Canada’s Prem Watsa, Chair and founder of Fairfax Financial Holdings Limited, is the only major money manager/insurance company to have forecasted and benefited from the current catastrophe. On Oct. 4, he told me in an interview that it was wise for everyone to stay on the sidelines in terms of investment. He now has a new view and last week took off the hedges from his equity holdings and is investing selectively in common stocks.
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By admin - Posted on December 2nd, 2008
Tagged: Watch value investor Prem Watsa of Fairfax Financial talk about Ben Graham.
Watch value investor Prem Watsa of Fairfax Financial talk about Ben Graham.
By admin - Posted on December 1st, 2008
Tagged: In the 1980s, Carl Icahn loomed large as a corporate raider, in the mold of the Gordon Gekko character in the movie Wall Street. Icahn made a lot of money but was vilified for what some considered a slash-and-burn approach to taking over companies. Twenty years later, Icahn has morphed into a shareholder activist and rails against what he considers to be incompetence among senior executives and on boards. "They call me raider. They call me an activist," says Icahn, who, at 72, shows no sign of slowing down. "I don't know what those labels mean.
In the 1980s, Carl Icahn loomed large as a corporate raider, in the mold of the Gordon Gekko character in the movie Wall Street. Icahn made a lot of money but was vilified for what some considered a slash-and-burn approach to taking over companies. Twenty years later, Icahn has morphed into a shareholder activist and rails against what he considers to be incompetence among senior executives and on boards. "They call me raider. They call me an activist," says Icahn, who, at 72, shows no sign of slowing down. "I don't know what those labels mean.
By admin - Posted on December 1st, 2008
Continuing a recent thread of articles adding other well known value investing criteria to Magic Formula stocks, today magicdiligence.com takes a look at the price-to-sales ratio.
Continuing a recent thread of articles adding other well known value investing criteria to Magic Formula stocks, today magicdiligence.com takes a look at the price-to-sales ratio.
By admin - Posted on December 1st, 2008
Tagged: Benjamin Graham had a great investment philosophy. Find great companies determine their intrinsic value and then only buy them when they are cheap. Or as Graham puts it: "apply a set of standards to each purchase, to make sure that he obtains (1) a minimum of quality in the past performance and current financial position of the company, and also (2) a minimum of quantity in terms of earnings and assets per dollar of price."
Benjamin Graham had a great investment philosophy. Find great companies determine their intrinsic value and then only buy them when they are cheap. Or as Graham puts it: "apply a set of standards to each purchase, to make sure that he obtains (1) a minimum of quality in the past performance and current financial position of the company, and also (2) a minimum of quantity in terms of earnings and assets per dollar of price."
By admin - Posted on December 1st, 2008
It's hard to resist the lure of a big payout. Here are companies whose dividends look secure.
It's hard to resist the lure of a big payout. Here are companies whose dividends look secure.
By admin - Posted on November 26th, 2008
Catastrophes both natural and man-made have been hitting reinsurance companies, but the outlook is good. Shares of all the reinsurance companies were pummeled in October, with the combination of Hurricanes Ike and Gustav hitting underwriting profits while the capital markets carved a mark-to-market chunk out of investment portfolios. Things seemed to improve around Halloween and into November, as signs of “hardening” premium rates began to emerge. But shares have recently retested their lows as the dysfunctional capital markets – especially for mortgage-
Catastrophes both natural and man-made have been hitting reinsurance companies, but the outlook is good. Shares of all the reinsurance companies were pummeled in October, with the combination of Hurricanes Ike and Gustav hitting underwriting profits while the capital markets carved a mark-to-market chunk out of investment portfolios. Things seemed to improve around Halloween and into November, as signs of “hardening” premium rates began to emerge. But shares have recently retested their lows as the dysfunctional capital markets – especially for mortgage-
By admin - Posted on November 26th, 2008
Tagged: When word gets out that Buffett has bought a particular stock, its shares jump immediately. After all, if the Oracle of Omaha wants into a company, surely it has a bright future, right? Unfortunately, determining whether Buffett has actually bought a company is not so easy.
When word gets out that Buffett has bought a particular stock, its shares jump immediately. After all, if the Oracle of Omaha wants into a company, surely it has a bright future, right? Unfortunately, determining whether Buffett has actually bought a company is not so easy.
By admin - Posted on November 25th, 2008
Amid all market carnage, Robert Fetch, a veteran value investor at Lord Abbett, senses the makings of some big investment opportunities. "I am seeing valuations I haven't seen in decades, across the capitalization spectrum," says Fetch, 55, who runs $7.8 billion of assets. His responsibilities include helming the Lord Abbett Small Cap Value Fund (LRSCX), which is closed to new investors but which has bested 98% of its peers in its Morningstar category, based on 10-year returns.
Amid all market carnage, Robert Fetch, a veteran value investor at Lord Abbett, senses the makings of some big investment opportunities. "I am seeing valuations I haven't seen in decades, across the capitalization spectrum," says Fetch, 55, who runs $7.8 billion of assets. His responsibilities include helming the Lord Abbett Small Cap Value Fund (LRSCX), which is closed to new investors but which has bested 98% of its peers in its Morningstar category, based on 10-year returns.
By admin - Posted on November 24th, 2008
Tagged: Billionaire investor Warren Buffett will provide more information to investors on how he calculates losses on his Berkshire Hathaway Inc.’s derivative bets in the firm’s annual report early next year. The report will disclose “all aspects of valuation” and cover 'deficiencies in the formula' for pricing the derivatives, “which we nevertheless use,” Buffett said.
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Billionaire investor Warren Buffett will provide more information to investors on how he calculates losses on his Berkshire Hathaway Inc.’s derivative bets in the firm’s annual report early next year. The report will disclose “all aspects of valuation” and cover 'deficiencies in the formula' for pricing the derivatives, “which we nevertheless use,” Buffett said.
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