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.

Olstein

Tagged:

Conversation with a Money Master Robert Olstein from the Equity Research and Valuation Techniques 2007 conference.
In this webcast, Robert A. Olstein and Fred H. Speece, Jr., CFA, discuss the following:

    * Valuation and inferential financial statement analysis
    * Free cash flow
    * Quality of earnings

See the webcast ...

Tagged:

Robert A. Olstein of Olstein funds has released their 2007 semi-annual shareholder letter. Olstein says "While much of the hand-wringing about the economy is understandable given the tightening of credit and mounting pressures on the U.S. consumer (after all, easy credit and expanding consumer spending were primary engines driving growth in the U.S.

Tagged:

Olstein Capital Discloses 9.5% stake in Denny's (DENN), Plans To Communicate With Company

In an amended 13D filing on Denny's Corporation (Nasdaq: DENN), Olstein Capital Management disclosed a 9.5% stake (8,887,100 shares) in the company.

Tagged:
Bob Olstein's investing philosophy is based on building a portfolio from the bottom up by analyzing ndividual companies and not reacting to overall stock market prognostications. When market psychology goes to extremes, Olstein reacts by paying attention to his values, which can result in our selling stocks that exceed his updated private market values (based on excess cash flow) and buying stocks when prices fall materially from his updated calculation of intrinsic value. Although, Olstein does not react to future market prognostication, Olstein always measures aggregate valuations of the stock market to determine whether or not extremes exist, in order to set price strategies when accumulating or selling stocks in his portfolio.

Syndicate content