During the past two decades, management teams at virtually every major U.S. company have identified plans to move into foreign markets. Whereas in terms of population and purchasing power, the European market offers the same opportunity as the U.S. market,… Read More
Value Investing
As I recently noted, there is ample reason for investors to use caution right now, so selling winners looks like a sound move. At the same time, we’re also being presented with opportunities to redeploy cash into vastly oversold stocks. I track a wide number of stocks, and a number… Read More
Across the globe, there are now dozens of fund managers that can put billions of dollars into play. These folks made their fortunes and reputations when their asset base was much smaller. They often targeted small, unknown companies and were able to double or… Read More
In an ideal world, the entire basket of U.S. stocks would be arranged in terms of the value they represent. The most richly-valued stocks would be obvious sell candidates, and the most inexpensive stocks would all be bought up. But that’s not how the… Read More
During the past half decade, a revolution has taken place in our living rooms. Consumers have been discovering a range of choices at their disposal, making companies like Netflix (Nasdaq: NFLX) and Hulu household names. Yet there’s another next-generation media firm that is in the thick of the action, though… Read More
The only way to make money by shorting a stock is to find potential land mines many investors may be missing. For wireless services provider Sprint (NYSE: S), short sellers have been focusing on two items: a looming legal battle with New York State’s Attorney General Eric T. Schneiderman, and… Read More
Ever since its founding in 1875, Prudential Financial (NYSE: PRU) has witnessed all kinds of economic cycles. The financial services firm’s shares have been punished whenever investors fret that a downturn in the economy will hurt, yet… Read More
New IPOs (initial public offerings) offer the promise of huge upside as investors speculate on a young company’s impressive growth potential. Yet just as often, this potential is more hype than reality, so you should only stand on the sidelines as investors’ enthusiasm obscures their ability see real… Read More
Has Bruce Berkowitz been exposed to kryptonite? His money-management firm, Fairholme Capital, is on a losing streak few could have anticipated. After all, this is a fund that handily outperformed the S&P 500 in 10 out of 11 years through 2010. That streak ended with a loud bang in 2011,… Read More
When it comes to investing, I like playing in the gutter. My goal is to locate stocks that have fallen into disregard and are downright hated by most investors, yet retain enough value to create strong odds of a rebound. This is value investing at its very core — low… Read More