contrarian tips
The most common cause of low prices is pessimism -- sometimes pervasive, sometimes specific to a company or industry. We want to do business in such...
Tags: emotions, contrarian
If you look at technology-driven growth industries over the past two centuries
Out-of-favor stocks are the best road to capital gains. The results of the hypothetical portfolios published in my column have deepened my...
Tags: contrarian, P/E
Rebalancing is the process of returning your portfolio to its target asset allocation as outlined in your investment plan. Rebalancing is difficult...
Value investing is the discipline of buying securities at a significant discount from their current underlying values and holding them until more of...
Tags: value investing, contrarian
Great investment opportunities come around when excellent companies are surrounded by unusual circumstances that cause the stock to be misappraised....
Tags: contrarian
Our best ideas tend to come from what I call "old research, new events." That's typically the good company you've studied carefully and would love to...
Tags: value investing, contrarian
Value investing, contrarian investing, and distressed or special situation investing are techniques that tend not to work well for teams of fund...
