Value Investing in a Nutshell

The fundamentals of value investment have been time tested. Followers of the value philosophy such as Warren Buffett, Seth Klarman and Howard Marks have amassed billions of dollars in their lifetimes. In a nutshell, here are the basic tenets of value investing.
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Cabot Stock of the Week 160

The market remains strong and cohesive and thus I remain bullish. However, numerous indications remind me that the market is overdue to deliver a painful shock to investors, so today I’m leaning back to the conservative side, recommending a dividend-paying stock that has long-term...
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Cabot Stock of the Week 159

The market remains strong and cohesive and thus I remain bullish. However, numerous indications remind me that the market is overdue to deliver a painful shock to investors, so today I’m leaning back to the conservative side, recommending a dividend-paying stock that has long-term...
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Cabot Dividend Investor 717

Ready, Set … The broad market is in gear: the major indexes have all pushed to new highs over the past week, and most stocks are along for the ride, erasing some of the worrying divergences we saw earlier this summer. Over the past days,...
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Cabot Stock of the Week 156

The great bull market of 2017 remains intact, and thus I continue to recommend heavy investment in stocks that will help you achieve your investment goals. At the same time, I strongly recommend that you work hard to manage your portfolio, a topic address...
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Cabot Stock of the Week 152

Though leading technology stocks are still under pressure, the broad market remains impressively healthy, and thus I continue to recommend that you remain heavily invested in stocks that meet your investing criteria. For today’s selection, I looked for a lower-risk stock with good prospects...
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Cabot Stock of the Week 151

The Great Bull Market of 2017 has been very rewarding to us, not least because we’ve been heavily invested right from the start. And last Friday’s market selloff didn’t do much to change my bullish stance—though it did reinforce my opinion that the market...
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Cabot Stock of the Week 149

We remain in the grip of the Great Bull Market of 2017, though most people don’t recognize it as that yet. Thus, I continue to recommend that you remain heavily invested in stocks that meet your investing criteria. However, as I mentioned last I..
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Cabot Stock of the Week 148

Most investors know that investing in bull markets tends to be profitable; a rising tide lifts all boats. Similarly, most investors know that being more defensive—even holding cash—is smarter in bear markets. But very few investors know how to identify the point when bull...
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Ben Graham Value 274

Benjamin Graham is called The Father of Value Investing. His influence has inspired many successful investors, including Warren Buffett. My Mini Portfolio The stock market’s sprint higher after mid-April has given way to a slow drift lower for all the indexes except the Nasdaq Composite. Nasdaq,...
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Cabot Stock of the Week 142

To choose this week’s stock, I went fishing in the growth stock pond, mainly to keep the portfolio roughly balanced between growth stocks and value stocks. Finding strong growth stocks was easy. But finding strong growth stocks at attractive buy points (I generally to...
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Tesla (TSLA)—Stock of the Week

We remain in the grip of a strong bull market, a market driven by expectations that reasonable energy prices, reasonable interest rates, improved tax policy and reduced regulation will combine to drive corporate earnings higher. Yes, there are some serious worries out there that...
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