Hide

FocusBar

FeedbackFeedback
Subscribe to Premium Member
David Dreman

David Dreman

Dreman Value Management
Last Update: 2013-05-15

Number of Stocks: 305
Number of New Stocks: 44

Total Value: $3,786 Mil
Q/Q Turnover: 9%

Countries: USA
Details: Top Buys | Top Sales | Top Holdings  Embed:
Add to Personalized Guru List Email Alerts RSS Update

David Dreman Watch

  • Guru David Dreman – Silver, Gold, and Patience

    by Sally Jones - Mar 31, 2013
    David Dreman, the billionaire founder of Dreman Value Management once said, “Investors repeatedly jump ship on a good strategy just because it hasn’t worked so well lately, and, almost invariably, abandon it at precisely the wrong time.” He also said, “A course of investment, once charted, should be given time to work out. Patience is a crucial but rare investment commodity.”

    With so much talk of silver and gold and the patience required in those markets, here’s a look at two precious metals mining stocks in the portfolio of contrarian Guru David Dreman.  Continue Reading »


  • The Year That Was - 2012

    by Chandan Dubey - Dec 27, 2012
    David Dreman - The Year That Was - 2012 This year was cathartic for me (and my portfolio).

    I began the year with a portfolio which has -20% in cash, i.e. I had debt which was 20% of my net asset value. My portfolio was also quite bloated with more than 40 different stocks. Most of the positions were smaller than $1000.  Continue Reading »


  • Chinese Stock Market Valuation Is at the Lowest Level Since 2000

    by GuruFocus - Aug 31, 2012
    David Dreman - Chinese Stock Market Valuation Is At The Lowest Level Since 2000 While the U.S. stock market has enjoyed a smooth ride since the summer and attempted to make new highs, the stock market of China has been in constant decline. Chinese SSE Composite Index is now traded at about one-third of what it was five years ago. Although it is about 20% higher than its bottom in October 2008, the valuation of the Chinese stock market is at the lowest level since 2000, the earliest time that data is available for GuruFocus.

    You can view the daily updated Chinese stock market valuation here.  Continue Reading »


  • Chairman & CEO, 10% Owner of TPC Ronald N. Tutor Sold 281,668 Shares

    by alicet236 - Jun 14, 2012
    Tutor Perini Corporation, formerly Perini Corporation, is a construction services company offering diversified general contracting, construction management and design/build services to private clients and public agencies throughout the world. Tutor Perini Corp. has a market cap of $560.7 million; its shares were traded at around $11.04 with a P/E ratio of 6.8 and P/S ratio of 0.1. Tutor Perini Corp. had an annual average earnings growth of 17.6% over the past 10 years.

    On June 13, 2012, Chairman & CEO, 10% Owner of Tutor Perini Corp. (TPC) Ronald N. Tutor sold 281,668 shares at an average price of $11.46. The total transaction amount is $3,227,915.  Continue Reading »


  • Geus Aart De, Chairman of the Board & co-CEO of Synopsys Inc, sold $2,807,597 worth of shares

    by alicet236 - Jun 08, 2012
    Synopsys, Inc. is one of the suppliers of electronic design automation software to the global electronics industry. Synopsys Inc has a market cap of $4.18 billion; its shares were traded at around $29.25 with a P/E ratio of 16.3 and P/S ratio of 2.7. Synopsys Inc had an annual average earnings growth of 12.3% over the past 10 years.

    On June 7, 2012, Chairman of the Board & co-CEO of Synopsys Inc (SNPS) Geus Aart De sold 95,302 shares at an average price of $29.46. The total transaction amount is $2,807,597.  Continue Reading »


  • Statoil Asa (STO): Worth a Look

    by David Chulak - Apr 06, 2012
    David Dreman - Statoil Asa (STO): Worth A Look Background: Statoil, a Norwegian company, was formed in 1972 by the Norwegian parliament or Storting and was initially added to the New York Stock Exchange in 2001. Originally incorporated as a limited liability company, its original stated purpose was to become Norway’s instrument in the development of gas and oil.

    Becoming listed on the NYSE in 2001, the company was known as Statoil, ASA (STO) and since, has become known for development of the Norwegian Continental Shelf (NCS), becoming one of the world’s foremost petroleum sectors. They are the world’s No. 1 offshore operator and the second largest exporter to Europe for gas.  Continue Reading »


  • David Dreman Talks about His Stock Picks in 'Think Stocks Not Treasurys'

    by Holly LaFon - Mar 22, 2012
    David Dreman - David Dreman Talks About His Stock Picks In 'Think Stocks Not Treasurys' Legendary investor David Dreman explains the markets and why he is "in buying mode":

    Fear ruled the markets in 2011. Investors fretted that the Great Bear Market of 2007–08 would return, ­accompanied by another economic downturn. By August the S&P 500 had given up all the gains made in the first half of the year and was dropping rapidly into the red. Thank you, European crisis.  Continue Reading »


  • Forbes Interview with Contrarian Investor Legend David Dreman, Pt. 2

    by Holly LaFon - Feb 07, 2012
    David Dreman - Forbes Interview With Contrarian Investor Legend David Dreman, Pt. 2 David Dreman is chairman of Dreman Value Management and this year released his new book,
    "Contrarian Investment Strategies: The Psychological Edge." In this interview with Steve Forbes, he discusses the U.S. dollar, energy stocks, why he likes financials like Hartford (HIG), cognitive psychology and why high frequency traders are vulture investors.  Continue Reading »


  • David Dreman Interview with Steve Forbes Part 1

    by Holly LaFon - Jan 30, 2012
    David Dreman - David Dreman Interview With Steve Forbes Part 1 Legendary investor David Dreman talks to Steve Forbes about the changes he has seen in investing and why this is the best market he has seen in 30 years:

      Continue Reading »


  • Investing Advice from Legendary David Dreman

    by gurufocus - Jan 27, 2012
    David Dreman is the chairman and managing director of Dreman Value Management LLC. His new book, "The Psychological Edge," was published in January, 2012. He discusses stocks in this Globe and Mail article, "Invest Like a Legend:"

    HOW I'D INVEST $100,000 RIGHT NOW: I’d put it in good-quality stocks in a portfolio large enough to diversify, or, for the average investor, an index fund. Stocks have traditionally gone up if we see inflation coming. We’re not seeing much inflation yet, but we’ve been printing an awful lot of money; in the United States, they’ve printed $7 trillion since 2008. I’ve never seen the two not meet. BEST INVESTMENT: The sin stocks—tobacco. We’ve owned Philip Morris (PM) and R.J. Reynolds (RAI) for many years. These stocks collapsed in the early 2000s because the companies were losing court cases. But we studied this carefully, and it looked like the Supreme Court was swinging the other way. When it put a lid on punitive damages, the stocks took off.  Continue Reading »


  • David Dreman Forbes Column: High-Frequency Follies

    by gurufocus - Jan 04, 2012
    David Dreman - David Dreman Forbes Column: High-Frequency Follies David Dreman published his latest column on Forbes: Instability brings profits to turbo charged traders. A dark vulture hovers over markets, ready to swoop down and cause major damage to your portfolio. I’m speaking of high-frequency trading, or HFT, as it’s called. Dozens of firms, made up of scientists, information technology ­developers and math whizzes, have armed themselves with the fastest computers and most sophisticated algorithms out there. HFT firms execute orders with stunning speed, often as fast as four milli­seconds. While they represent only about 2% of the 20,000 operating brokerage firms, they ­account for nearly two-thirds of all volume on the New York Stock ­Exchange and some other bourses.

    Technology advances are normally very beneficial, but they can also be used to create havoc in the marketplace. HFT did this in the “flash crash” of May 6, 2010 and on a larger scale in the panicky stock market last summer.  Continue Reading »


  • David Dreman: Market Overreacted to Europe

    by Holly LaFon - Jan 03, 2012
    Legendary investor David Dreman thinks that the euro crisis will begin to take a back seat in 2012 and investors overreacted to it. He is optimistic in spite of lingering problems such as unemployment. He likes Nestle (NSRGY), Unilever (UN), oil & gas, Apache (APA), Anadarko (APC).

      Continue Reading »

  • JAKKS Pacific ($JAKK): Value Potential with Risk

    by Barel Karsan - Dec 22, 2011
    This week was rough for JAKKS Pacific (JAKK), the California toy maker. It issued a profit warning on its all-important Christmas quarter as a result of its toys not picking up traction among consumers. (In keeping with the standard corporate practice of blaming the economy for poor results, management of course cited a "difficult retail sales environment for toys" as the only cause for the nearly 40% reduction in its estimate for holiday quarter sales.) The stock fell 20% in one day and now appears quite cheap relative to its cash flow.

    The company trades for just $350 million despite a net cash position of $140 million and free cash flow above $50 million in each of the last two years. Last year, the company generated a return on equity of more than 11%.  Continue Reading »


  • David Dreman – Lowest Stock Valuations in 20 Years

    by CanadianValue - Nov 16, 2011
      Continue Reading »


  • David Dreman: Stocks Love a Weak Dollar

    by gurufocus - Sep 09, 2011
    Why would any sane person buy stocks today? Just as animal spirits were swaying back toward bullishness in the aftermath of the 2008-09 meltdown, the market flat out tanked in July and August, dropping nearly 20% in the span of four weeks. More than $3 trillion in stock market wealth evaporated in the U.S. alone, $8 trillion globally. Spooking stock market investors has been the growing consensus that the U.S. economy is on the verge of another major downturn. Federal Reserve Chairman Ben Bernanke is worried enough to pledge to keep interest rates at rock-bottom levels for the next two years. With growth forecasts for 2012 and the rest of 2011 taking big haircuts, Bernanke has also made clear that the Fed is ginning up more monetary stimulus. The problem is that the Fed has already nearly tripled the size of its balance sheet since 2008, making any possible QE3 merely a token effort.

    No, the market volatility and the seemingly never-ending Fed follies are certainly not what makes me positive on stocks today, but there are some good reasons to be bullish right now.  Continue Reading »


  • Dreman Value Management Q1 Portfolio Update

    by - May 13, 2011
    Dreman Value Management was founded by legendary contrarian investor David Dreman. Dreman's investment philosophy is based on low P/E approach to stock selection. The philosophy at Dreman Value Management: "We invest in undervalued companies that exhibit strong fundamentals, above-market dividend yields and historic earnings growth, which our analysis indicates will persist. Our strategy is to own strong, fundamentally sound companies and to avoid speculative stocks or potential bankruptcies." They believe that the markets are not perfectly efficient, and that behavioral psychology influences investor actions and reactions.

    This is the Q1 portfolio update of Dreman Value Management. As of 03/31/2011, Dreman Value Management owns 277 stocks with a total value of $5.3 billion. These are the details of the buys and sells that have the impact to portfolio of more than 0.1%.  Continue Reading »


  • Weekly CEO Buys Highlight: BONE, HPP, SPN, CTFO, KEY

    by hyperman299 - May 07, 2011
    Last week’s top five stocks that were bought by their CEOs were BONE, HPP, SPN, CTFO, and KEY. According to GuruFocus Insider Data, these are the largest CEO buys during the past week.

    BARCTERIN INTL HLDG (BONE): CEO, 10% Owner Guy S Cook Bought 142,045 Shares  Continue Reading »


  • Guru Stocks Raising Dividends: OHI, DOW, FUL, DEP, UTX

    by jameskuang - Apr 17, 2011
    This is the group of companies who raised their dividend during the week: Omega Healthcare Investors Inc., Dow Chemical Company, H.B. Fuller Company, Duncan Energy Partners L.p., and United Technologies Corp.

    Omega Healthcare Investors Inc. (OHI)  Continue Reading »


  • David Dreman: There Are Always Out-of-Favor Stocks

    by guruek - Apr 11, 2011
    David Dreman, Dreman Value Management, explains why he buys stocks that are out of favor. Dreman likes to buy stocks with low P/E ratio.

    Dreman says inflation is not here yet, but it will eventually hit us. He sees stocks as a hedge against the inflation.  Continue Reading »


  • David Dreman: Inflation Heats Up: Stay Cool in Value Stocks

    by guruek - Mar 28, 2011
    David Dreman, chairman and Chief Investment Officer of Dreman Value Management penned an column for Forbes lately entitled Inflation Heats Up: Stay Cool in Value Stocks.

    Dreman writes for Forbes from time to time and recommend stocks. Last year, he recommended 19 stocks in his Forbes articles and together they reaped a return of 18%, outperforming the S&P by about 3%. In 2009, the out performance was 7%.  Continue Reading »


    • Total Records: 56   Page:1 2 3 Next Page

    Top Ranked Articles




    GuruFocus Affiliate Program: Earn up to $400 per referral. ( Learn More)
    Get WordPress Plugins for easy affiliate links on Stock Tickers and Guru Names
    Free 7-day Trial