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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. |
By admin - Posted on July 25th, 2008
It's been a lousy time to be invested in stocks. In the past year, the S&P 500 has had a return of negative 16.8%. Of course, that should be no surprise to anyone who follows stocks. In this sort of market, you're happy to break even.
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It's been a lousy time to be invested in stocks. In the past year, the S&P 500 has had a return of negative 16.8%. Of course, that should be no surprise to anyone who follows stocks. In this sort of market, you're happy to break even.
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- Read more
By admin - Posted on July 24th, 2008
Tagged: The plunging returns of the funds run by Bill Miller are undermining his long-term legacy, Reuters writes, and contributing to the recent slump in shares of Legg Mason, where he once was the star attraction.
Investors are leaving his funds and one large state pension fund says it is reconsidering its investments with Mr. Miller.
The plunging returns of the funds run by Bill Miller are undermining his long-term legacy, Reuters writes, and contributing to the recent slump in shares of Legg Mason, where he once was the star attraction.
Investors are leaving his funds and one large state pension fund says it is reconsidering its investments with Mr. Miller.
By admin - Posted on July 24th, 2008
Tagged: Mobius tells Maria Bartiromo why Brazil is the most exciting developing market and which other global spots are enticing plays.
Mobius tells Maria Bartiromo why Brazil is the most exciting developing market and which other global spots are enticing plays.
By admin - Posted on July 23rd, 2008
Jim Polk doesn't label every stock in his portfolio, but he finds it's important to consider how the companies fit into an overall framework. Polk, co-manager with Edward T. Shadek Jr. of the Putnam Mid Cap Value Fund (PMVAX) , said he tries to keep a broad perspective on value investing for a portfolio that includes contrarian plays along with more traditional value opportunities.
Jim Polk doesn't label every stock in his portfolio, but he finds it's important to consider how the companies fit into an overall framework. Polk, co-manager with Edward T. Shadek Jr. of the Putnam Mid Cap Value Fund (PMVAX) , said he tries to keep a broad perspective on value investing for a portfolio that includes contrarian plays along with more traditional value opportunities.
By admin - Posted on July 23rd, 2008
Tagged: So you want to be a short-seller (or an activist). Here are some lessons gleaned from Pershing Square Capital founder William Ackman at WSJ's Deals & Deal Makers conference Wednesday.
So you want to be a short-seller (or an activist). Here are some lessons gleaned from Pershing Square Capital founder William Ackman at WSJ's Deals & Deal Makers conference Wednesday.
By admin - Posted on July 22nd, 2008
Tagged: It’s obvious: People have lost their faith in Legg Mason Value Trust (LMVTX) manager Bill Miller. Not long ago, he was a Wall Street idol. He outperformed the S&P 500 Index for 15 consecutive years by investing in big tech names. Mutual fund investors wanted to invest with him, and money managers wanted to be him. Now, his streak of outperforming the S&P 500 Index is gone and largely undone -- he’s now losing to the market over a trailing 10-year period.
And no one’s letting him off lightly.
It’s obvious: People have lost their faith in Legg Mason Value Trust (LMVTX) manager Bill Miller. Not long ago, he was a Wall Street idol. He outperformed the S&P 500 Index for 15 consecutive years by investing in big tech names. Mutual fund investors wanted to invest with him, and money managers wanted to be him. Now, his streak of outperforming the S&P 500 Index is gone and largely undone -- he’s now losing to the market over a trailing 10-year period.
And no one’s letting him off lightly.
By admin - Posted on July 21st, 2008
Tagged: The bloodshed in the retail sector has translated to some seeds of opportunities for Larry Coats, co-manager of Oak Value Fund. While typically avoiding the retail industry because of the group's highly competitive and capital-intensive nature, Coats, who's been in the profession since 1986, spotted opportunities in three stocks -- Tiffany & Co. (TIF) .
The bloodshed in the retail sector has translated to some seeds of opportunities for Larry Coats, co-manager of Oak Value Fund. While typically avoiding the retail industry because of the group's highly competitive and capital-intensive nature, Coats, who's been in the profession since 1986, spotted opportunities in three stocks -- Tiffany & Co. (TIF) .
By admin - Posted on July 21st, 2008
The broader stock market hasn't shown much love of late to Prudential Financial Inc., but Osterweis Capital Management's Matthew Berler saw an opportunity. Believing Prudential had been unfairly punished for the travails of American International Group Inc., Mr. Berler added Prudential to the Osterweis midcap blend fund
The broader stock market hasn't shown much love of late to Prudential Financial Inc., but Osterweis Capital Management's Matthew Berler saw an opportunity. Believing Prudential had been unfairly punished for the travails of American International Group Inc., Mr. Berler added Prudential to the Osterweis midcap blend fund
By admin - Posted on July 21st, 2008
Tagged: Marc Faber, who told investors to bail out of U.S. stocks before 1987's so-called Black Monday crash, said oil prices may fall to $100 a barrel as demand slows in a global economy at the 'tail end' of its expansion.
Accelerating inflation and rising interest rates worldwide are likely to dent the value of commodities including oil, said Faber at an investment forum in Sydney today. Real-estate in India and Cambodia were among his favored Asian investments, he said.
Marc Faber, who told investors to bail out of U.S. stocks before 1987's so-called Black Monday crash, said oil prices may fall to $100 a barrel as demand slows in a global economy at the 'tail end' of its expansion.
Accelerating inflation and rising interest rates worldwide are likely to dent the value of commodities including oil, said Faber at an investment forum in Sydney today. Real-estate in India and Cambodia were among his favored Asian investments, he said.
By admin - Posted on July 21st, 2008
Tagged: Rick Konrad of Value Discipline reviews Vahan Janjigian's "Even Buffett Isn't Perfect". Vahan Janjigian, a fellow CFA, is executive director of Forbes Investment Advisory Institute and publishes a number of newsletters with Forbes. Dr. Janjigian's book gingerly attempts to criticize some of Buffett's mistaken investments and controversial points of view.
Rick Konrad of Value Discipline reviews Vahan Janjigian's "Even Buffett Isn't Perfect". Vahan Janjigian, a fellow CFA, is executive director of Forbes Investment Advisory Institute and publishes a number of newsletters with Forbes. Dr. Janjigian's book gingerly attempts to criticize some of Buffett's mistaken investments and controversial points of view.
