Hi and Welcome to Contrarian Value Investing!, A blog which is based on the teachings of Warren Buffett, Joel Greenblatt and David Dreman.
The
2008 semi-annual report has been released by Fairholme. There is no better way to describe the champion fund than by their tagline “ignore the crowd”. As Wall St. drove oil stocks to sky high prices, Fairholme decides to invest in beaten up stocks in beaten up sectors such as pharma and housing.
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Wow. Another great business selling at an attractive price. I have not done any type research on Best Buy (BBY) but looking at the numbers alone gets me excited. Especially considering Best Buy now appears on the top 25 stocks with a minimum market cap of 2000.
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Barrett Business Services (BBSI) came in with
better than expected numbers, prompting its stock to surge 39%. The stock was down 40% for the year when I purchased it at the beginning of the month. At the time of purchase, BBSI was in the top 25 stocks with a minimum market cap of 50 million [...]
For decades, Security Analysis by Ben Graham and David Dodd has been considered a must read and with good reason. The book is widely considered a classic due to in large part for introducing a framework that is considered businesslike opposed to the speculative nature that Wall Street was used to at the time. The [...]
Despite growing earnings per share by 24%, Rockwell’s stock is near its 52 week low. Rising fuel costs and possible airline reductions continue to worry analysts and thus have punished the stocks. Despite analysts worries, Rockwell appears to be trading at a discount and currently appears on the magic formula screen.
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Without a doubt Warren Buffett and Charlie Munger have provided some of the most memorable quotes in the investing arena. Not too far behind the dynamic duo are the late John Templeton and the contrarian maestro himself David Dreman. Below are four memorable quotes David Dreman has enlightened the world with.
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An interesting point was brought up in the Magic Formula yahoo Group, What would happen if Joel Greenblatt decides to shut down the official www.magicformulainvesting.com leaving us with no “official alternative” ? The answer, we create our own!.
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So what does one do in a volatile market like we have seen lately? Absolutely nothing. After buying shares of a new company each day last week, I am sitting around doing nothing. I am spending my time re-reading the
contrarian investing bible and reading the usual blogs and websites.
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Each week I run the
magic formula screen to keep track of stocks moving in and out of the magic formula screens. I ran the screen last week but I forgot to save the results for the top 100 stocks with a minimum market cap of 50 & 200 million. I used to run the [...]
The beauty about the internet is the amount of information available and the convenience to the consumer. Prior to the internet, consumers and investors relied heavily on their bank for loans,credit cards, savings,insurance,etc. Now, with sites like
http://www.money.co.uk/ , we can now search for the best available deals. For example, by visiting
money.co.uk I could [...]