JJ Abodeeley looks at Gold Stocks and how cheap they have become.
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Posts Tagged ‘ value investing ’
Jumping Into The Abyss: A Bull Case for Gold Mining Stocks
An Interview with Seth Klarman and Charlie Rose
Legendary value investor Seth Klarman sat down with Charlie Rose have a marvelous interview discussing Klarman’s involvement with Facing History, his cult investment classic, “Margin of Safety” and his approach to investing. Buying the book is prohibitively expensive ($1200.00 on Amazon) but you can e-mail me and I will gladly send you a pdf copy for free.
An Interview with Seth Klarman and Charlie Rose from Facing History and Ourselves on Vimeo.
Killing It On The Bayou
When the year started I suggested to a number of people with a willingness to step outside of the box that a local, young, unproven investment manager was worth considering. Not merely because he was talented or that the funds strategy was fundamentally sound, but because he had a particularly attractive opportunity set in...
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On Market Timing and Whiskey
“My friends, I had not intended to discuss this controversial subject at this particular time. However, I want you to know that I do not shun controversy. On the contrary, I will take a stand on any issue at any time, regardless of how fraught with controversy it might be.”
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The Power of Dividends – And What They Say About Future Returns
Advisor Perspectives magazine has just published our latest:
"The return on equities is driven by dividends, since companies must ultimately distribute their hard-earned cash to shareholders. Given that reality, recent history of dividend yields portends a disappointing future for US equity investors, one of sub-par returns relative to historical averages."
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James Montier Interview
There are a few people who I consider must reading in investing. Jeremy Grantham and James Montier are two of them, and now that Jeremy has hired James they are both at the same firm...
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Value: Valid versus Invalid Methods and Data
Mark Hulbert addresses a topic that is quite timely. When different advisers or commenters arrive at different conclusions, especially when they seem to be using the same type of reasoning, how do we know what to think? Frankly, most of the time we humans tend to choose the conclusion which we want the data...
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Ben Inker of GMO on Where Value is Today
Ben Inker on why Quality is the way to go. While there are always exceptions, at the asset class and sub assset class level we could not agree more.
Ten Lessons Not Learnt
Occasionally you read something that makes you go “WOW!” Jeremy Grantham in at least half of his Quarterly Letters comes close. The other half of the time he definitely scores. Another person who generally has the same effect, and like Jeremy was a true hero to clients who really listened over the last decade,...
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Jeremy Grantham: A Must Viewing
As far as I know Jeremy Grantham has never appeared for the general public on TV or video. We get a real treat from Consuelo Mack of Wealthtrack with Jeremy dispensing advice about where the market is now. Like myself he sees the market as reasonably cheap, but not spectacularly so. He gives sound...
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- The False Promise of Buybacks-Updated
- Valuation: The Key to Long Term Returns
- The Handicap of Experienced Investors
- Dividends, the Key to Long Term Returns, Even for Growth Stocks
- The Death of Equities II: Historical Fact Should Inform Our Opinions
- Will Eurobonds Work?
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