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Archive for the Contrarian Investing Category

Opinion: Greed is still trumping fear, and that’s bad for stocks – MarketWatch 07-17-15

Salient to Investors: Mark Hulbert writes: Investor popularity of greed over fear indicates we are close to a stock market top. At the recent San Francisco Money Show, hundreds of seminars catered to greed, while only a handful catered to managing risk and loss. At market tops greed completely replaces fear as investors’


Jeremy Grantham: 3 Insights From a Top-Down Value Investor – The Motley Fool 06-02-15

Salient to Investors: Jordan Wathen at TMFValueMagnet writes: Eyquem found that from 1951 to 2013, the lowest PE decile of stocks compounded annual returns of 16.7% versus 9.3% for the highest decile. Never pile in or out of an investment for the simple fear of falling behind. No one gets fired


Why the Stock Market Rally Is Bad News – Bloomberg 10-22-14

Salient to Investors: Regular investors, especially those saving for retirement, have an advantage over the professionals because they can afford to be patient and buy extra when stocks drop – “Be fearful when others are greedy, and greedy when others are fearful” – Warren Buffett. David Santschi at TrimTabs Investment


What Putin Wrought Has World Asking What Russia Might Have Been – Bloomberg 09-29-14

Salient to Investors: Michael McFaul at Stanford University sees long-term damage to Russia from Putin’s new direction. Anders Aslund at the Peterson Institute for Intl Economics sees a similar shortfall in Russia’s 2014 growth to 2013’s growth of 1.3%, and versus IMF’s 2013 forecast of 3.9%. Alexei Kudrin expects Russia to post zero


Celebrities scammed by Madoff – 08-15-14

Salient to Investors: Steven Spielberg’s Wunderkinder Foundation lost an undisclosed amount – in 2006, about 70 percent of its interest and dividend income came from the Madoff firm. Kevin Bacon and Kyra Sedgwick lost an undisclosed amount. Elie Wiesel’s Foundation for Humanity lost substantially all of its assets, $15.2 million. Sandy Koufax and


The 2014 Contrarian Investment Tour, From Rupees to Copper – Bloomberg 12-10-13

Salient to Investors: Lewis Braham writes: Contrarian funds can be a hedge of sorts, though a potentially volatile one as out-of-favor sectors tend to be cyclical and prone to booms and busts. Shorting is inherently dangerous as markets have been trending higher. Brian Singer at William Blair Macro Allocation Fund