Thursday, November 03, 2016

Time For Value?

The bottom 20% of the S&P500 ranked by P/E ratio is selling at 10.2 times earnings versus 52.2 times earnings for the top quintile. Is now the time to go for value? 

Here are the views of three value managers interviewed by Barrons

4 Deep Value Stocks to Buy Now 9/21/2016 7:00AM Fund manager Bill Smead says Bank of America shares are ready to soar along with three other underpriced companies.  
4 Undervalued Stocks from Scott Black 10/23/2016 8:19AM The Boston-based value investor makes the case for Shire, Carnival, Celestica, and Lionbridge.

Financial Stocks: Undervalued, Earnings Growing 12/9/2015 2:56PM With a Fed rate hike (possibly) around the corner, portfolio manager Chris Davis lists 3 favorite stocks and many reasons he thinks they can beat the market in coming years.