Value Investing


Better Days Await for UPS Stock

The iconic shipping company hasn't given investors much to celebrate recently. But headwinds are turning to tailwinds.

Long Read

Go to article

Dollar General Sank When It Announced a New CEO. The Stock Is a Buy.

The stock dropped after Dollar General announced new executive leadership. That creates a buying opportunity.

Long Read

Go to article

Private Equity’s Push for Small Investors Is ‘Scandalous,’ Says Chris Davis

The value maven decried high fees, high leverage, and dangerous lockups. Plus, why he likes Capital One, Chubb, and Tyson.

3 minute read

Go to article

Airbnb and 6 Other Stocks to Buy That Can Thrive Even if Interest Rates Don’t Fall

Stocks that can benefit from a good-enough economy with minimal exposure to interest-rate risk.

3 minute read

Go to article

Mario Gabelli Hospitalized After Medical Incident

Gabelli Funds said the billionaire investor’s “condition is improving and he is on the road to recovery.”

1 minute read

Go to article

Oil Shocks Could Continue to Rattle the Market As Iran War Rages On

It will be tough for Wall Street to rebound until energy prices subside. Value stocks and Big Tech could hold up well, though.

4 minute read

Go to article

The Best Stocks to Buy Now, According to Top Value Fund Managers

Value fund managers argue that global energy, aerospace and other industrials look attractive.

3 minute read

Go to article

Oracle’s ‘Di-SaaS-ter’ Leaves the Stock Too Cheap. Buy It.

Oracle will not only survive AI, but could use it to grow top- and bottom-line figures.

Long Read

Go to article

This Small-Cap Value Fund Is Crushing Its Peers. What It’s Buying Now.

The Heartland Value is snapping up regional banks and consumer-discretionary stocks.

Long Read

Go to article

This Copper Stock Is Worth Mining. The Metal’s Boom Is On.

Copper has pulled back on Iran concerns, creating a buying opportunity for Freeport-McMoRan stock.

Long Read

Go to article

Microsoft Stock Hasn’t Been This Cheap in a Decade. It’s Time to Buy.

Shares have been hammered by AI fears, but there’s a different story to be told: Microsoft has spent years preparing for this moment.

Long Read

Go to article

Retail Investors Are Bearish as Hedge Funds Bet on Big Gains. The Market Needs Both to Recover.

Hedge funds might be betting on the fact that market declines triggered by geopolitical shocks tend to reverse rather quickly.

4 minute read

Go to article

After a Grim Diagnosis, a Value Manager Reflects on Life’s Lessons

Insights from hedge fund manager Guy Spier in the wake of his terminal disease diagnosis.

Long Read

Go to article

UniteHealth and 8 More Dividend Stocks to Ride Out an Oil Shock

Drugstore stocks, a car company and consumer stocks with low price-to-earnings ratios are all good bets.

2 minute read

Go to article

American Airlines Stock Is Ready for Takeoff

The stock has underperformed other airlines for too long. Time to buy the shares.

Long Read

Go to article

World’s Largest Hedge Fund Buys Dell and UnitedHealth Stock, Sells AT&T. What Else Bridgewater Likes.

Bridgewater Associates, the asset management firm founded by Ray Dalio, also reshuffled its healthcare holdings.

2 minute read

Go to article

Warren Buffett Just Left His Final Clues for Investors. What Berkshire’s Stock Moves Say.

Buffett may have departed the stage at the end last year but he’s still giving investors plenty of direction from the wings.

1 minute read

Go to article

Stellantis Has Stalled. The Stock Can Kick Into High Gear Again.

A management update crashed shares, creating a compelling buying opportunity.

Long Read

Go to article

This Staid Dividend ETF Is Already Up 10% in 2026. Caterpillar Leads the Charge.

With investors suddenly jittery over software and other tech stocks, the script has flipped.

2 minute read

Go to article

Carrier Global Stock Has Gone Nowhere—So Far. Stay Invested.

The stock is roughly flat since our pick. We have reason to believe it will rally.

4 minute read

Go to article

Insufficient Snowfall Means We’re Moving on From our Vail Resorts Stock Pick

Shares are down 12% since our recommendation. Time to cut losses.

4 minute read

Go to article

S&P Global: More Than the Sum of Its Parts

The stock has moved little despite impressive financial results. Its expansion into private credit is one avenue to growth.

Long Read

Go to article

Our Boston Scientific Pick Has Stumbled. Acquiring Penumbra Will Help the Stock.

The deal for Penumbra will pay off in the long run. Hang on to the shares.

4 minute read

Go to article

This Value Stock ETF Is Crushing the S&P 500. Here's Its Secret Weapon.

The value fund’s biggest return drivers are all tech stocks—just not the Magnificent Seven.

3 minute read

Go to article

BJ’s Stock Is a Bargain-Priced Alternative to Costco and Walmart

The stock trades at 20 times earnings, a deep discount to its big-box competitors. It’s time to buy this proven growth story.

Long Read

Go to article

of 4 pages