GuruFocus Updates (Free subscription) | 11/20/2009
By guruek. (GuruFocus, November 19, 2009) David Dreman runs Dreman Value Managements LLC, through which he offers s series of contrarian funds and managed account services. GuruFocus tracks his stock portfolios from all sources and as of September 30, 2009, we see him managing $3.85 billion distributed among 292 stocks. So he is not a concentrated stock pick by another stretch....
Glick Report (Free subscription) | 11/20/2009
This morning, I was joined by David Dreman, chairman, CEO & founder of Dreman Value Management. David is one of the most famous contrarian investors. He made a killing betting against housing and financials beginning in 2007. Today, he confirmed his fears about rising inflation and a pending market correction. According to Dreman, we could [...]
GuruFocus Updates (Free subscription) | 11/18/2009
In his latest Forbes column, contrarian investor David Dreman is bullish. He thinks that the economy will recover, as it always did. "One thing that isn't different is the economy's thirst for energy." This is his third quarter portfolio update. Read more » »
The Stock Market Advantage (Free subscription) | 10/25/2009
R esults from predictions made by gurus, pundits and money managers last year reveal the difficulty of making accurate forecasts of the economy and markets. Click on spreadsheet for larger image: Gary B. Smith was on the wrong side throughout the early stages of the bear market and cost anyone who listened to, and acted on, his calls money. He typified Fox Business News wrongheadedness. David...
The Reformed Broker (Free subscription) | 11/24/2009
... gets to the very essence of contrarianism, from one of the most famous practitioners of this art, David Dreman : “I paraphrase Lord Rothschild: ‘The time to buy is when there’s blood on the streets.’” And the classic take from Warren Buffett : “We simply attempt to be fearful when others are greedy, and to be greedy only when others are fearful.” One from Bernie Schaeffer : “As contrarians,...
Midas Oracle .ORG (Free subscription) | 11/20/2009
Dreman Value Management’s David Dreman: - Bernanke and Geithner are trapped and powerless to address inflation. - A market correction is coming. - Buy a home today, using debt. Raymond James CEO Tom James: Midas Oracle = About + Archives + Authors + Best + Contact + Information Technology + Links + Probabilistic Predictions + Post-Mortem Predictions + Prediction Exchanges...
GuruFocus Updates (Free subscription) | 11/20/2009
... the stock market movements, it also has been impossible to predict interest rate movements. David Dreman in his book Contrarian Investment Stratgies; The Next Generation cites a study done on the results of the 50 largest economic forecasting firms during 1988-1994. These 50 firms tried to predict interest rates throughout the time period. The study showed that not only were they...
Mangan's (Free subscription) | 11/14/2009
With the stock market meltdown over the past couple of years, one thing that became glaringly obvious was how few investors and pundits had any clue that the market was going to tank. To the sorry list of television and internet market gurus, we can add well known names in value investing, including people such as Warren Buffett, Ken Heebner, David Dreman, and many more. Some of the lesser...
GuruFocus Updates (Free subscription) | 11/17/2009
... such as bridges and highways. Nucor is owned by gurus including Kenneth Fisher, Brian Rogers, David Dreman, Dodge & Cox, and Bill Miller. Read more » »
GuruFocus Updates (Free subscription) | 11/05/2009
David Dreman's Forbes column: Multiples are inflated because earnings are depressed. It's that simple.The pundits on CNBC are telling us that a stock market correction is overdue. The reason a pullback is supposedly imminent: The economy is going to need a long time to heal. Unemployment advances toward 10%, and consumer spending, as a percentage of income, is at its lowest level in decades....
