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Value Investing
Value After Hours S04 E27: Small Value is Quality, Energy in Food, Financials and the Consumer  
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Last week we wrote to you about when to expect bear markets to end and we touched on the first day of big bank earnings.  Well, since then we’ve gotten earnings reports from Citigroup, Bank of America, Wells Fargo, Morgan Stanley, Goldman Sachs, and Ally Financial.  These companies have access to an enormous amount of...
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When you are in the midst of a bear market, all the news is bad.  You are usually either in or about to be in a recession. Analysts that kept telling you to buy stocks at 50% higher prices, now tell you to sell the same stocks despite them being dramatically cheaper.  Economic data gets...
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During bear markets, it is not uncommon for market participants to be focused on if there could be another 10-15% downside, regardless of the fact that the market is far cheaper than it has been in several years when they were willing to invest aggressively.  Bear markets bring out the biggest pessimists, peddling the most...
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Equity and bond markets had a brutal week as today’s CPI report confirmed that inflation has accelerated to a 40-year high, which has traders speculating that the Fed will have to raise rates faster than expected.  In addition to that data, we saw the lowest Consumer Confidence number in the surveys history, which dates back...
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There was a great article on Bloomberg today discussing the shift towards value investing and the opportunity available that you can find here.  The article might require a subscription so I’ll highlight some of the key points. “After languishing behind growth for most the past decade-plus, value investing has come back with a vengeance.  The S&P...
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Today there were headlines that one of the premier growth funds, Tiger Global Management is down 52% this year.  This has been one of the hottest funds of the last decade, buying the flashiest growth stocks with little regard to valuations.  Tiger’s aggressive strategy was richly rewarded over the last few years while value struggled...
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I can’t tell you when the market will bottom but I can tell you there are some of the most attractive investment opportunities I’ve seen since March 2020.  Many of the highest growth glamour stocks are down 70-80%.  They have dropped below where they were either before the Pandemic, or in some circumstances, below their...
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It’s that time of the quarter where we see what many of the biggest and most successful investors have been buying.  Needless to say, I was very pleased to see that Warren Buffett and Berkshire Hathaway had bought sizable stakes into both Citigroup and Paramount, and a smaller stake in Ally Financial.  These are three...
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This morning, the WSJ reported that Warren Buffett has been on an aggressive buying spree during this bear market.  There is a link to the market below.  Buffett has been buying value stocks such as Chevron, Occidental Petroleum, and Hewlett-Packard to name a few.  When he is buying on the stocks, he isn’t predicting that...
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