David Dreman

Last Update: 2014-08-14

Number of Stocks: 482
Number of New Stocks: 117

Total Value: $1,326 Mil
Q/Q Turnover: 10%

Countries: USA
Details: Top Buys | Top Sales | Top Holdings  Embed:

David Dreman' s Profile & Performance

Profile

David Dreman is the founder and Chairman of Dreman Value Management, LLC and also serves as the firm's Chief Investment Officer. A regular columnist for Forbes for 25 years, Mr. Dreman's recent best-selling book, "Contrarian Investment Strategies: The Next Generation?" was published in the spring of 1998.

Web Page:http://www.dreman.com/news/

Investing Philosophy

The Contrarian and the value guru, 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.

Total Holding History

Performance of Large Cap Fund ¨C Institution

YearReturn (%)S&P500 (%)Excess Gain (%)
2011-3.852.08-5.9
200933.2426.466.8
2008-45.06-37-8.1
3-Year Cumulative-29.6 (-11%/year)-18.7 (-6.7%/year)-10.9 (-4.3%/year)
2007-2.775.61-8.4
200617.6215.791.8
5-Year Cumulative-19.5 (-4.2%/year)-0.5 (-0.1%/year)-19 (-4.1%/year)
20058.624.913.7
200412.65120.6

Top Ranked Articles

Stock Market Valuation: September 1, 2011
I started this monthly market valuation series in December 2009. The motivation for the article was to debunk the pundits stating that the market was overvalued because PE TTM was 87. This was ridiculous because earnings were deflated by the worst economic crisis since the great depression. However, the question was how to value the market from a purely quantitative methodology; while ignoring all the outside noise and macro predictions of where the economy is headed. I looked for several different metrics to evaluate the market which over time have proven to be effective and decided to look at all the metrics, instead of just focusing on the last 12 months of earnings. Read more...
Jacob Wolinsky Interviews Legendary Value Investor David Dreman
David Dreman’s bio from Dreman.com: Read more...
Stock Market Valuation: October 1, 2011
I started this monthly market valuation series in December 2009. The motivation for the article was that I was getting tired of hearing that the market was overvalued because P/E TTM was 87. This was ridiculous because earnings were deflated by the worst economic crash since the great depression. However, the question was how to value the market from a purely quantitative methodology, while ignoring all the outside noise and macro predictions of where the economy is headed. I looked for several different metrics to evaluate the market which over time have proven to be effective and decided to look at all the metrics, instead of just focusing on the last 12 months of earnings. Read more...
David Dreman: A Very Undervalued Value Investor
When people think of some of the greatest investors and thinkers of our time names like Warren Buffett, and George Soros come to mind. Many other investors are highly respected inside and outside the value investing world, Bruce Berkowitz being a good example. Read more...
Three Top Investors Bet Big on the Inevitable
The most powerful people in the financial world are doing anything they can to prevent it. Read more...
» More David Dreman Articles

Commentaries and Stories

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Toyota Stock Drops Following Announcement of Recalls David Dreman,Jeff Auxier - Toyota Stock Drops Following Announcement Of Recalls
Japanese automaker Toyota (TM) – rated the world’s largest automobile manufacturer (by production) in 2012 by the Paris-based International Organization of Motor Vehicle Manufacturers (OICA) – issued three recalls last week, affecting more than 1.7 million vehicles worldwide. More...

Cars, Vehicles, Toyota, GM, Honda, Ford, Volkswagon, Recall


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A Long Recommendation for Darden Restaurants David Dreman - A Long Recommendation For Darden Restaurants
In this article, let's take a look at Darden Restaurants, Inc. (DRI), the nation's largest casual dining restaurant company, which owns and operates more than 2,100 restaurants that generate over $8.5 billion in annual sales. More...

Restaurants, Darden Restaurants, Dining, Food


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Weekly Guru Bargains Highlights: DB, MT, NBL, EC, UBS
According to GuruFocus updates, these stocks have declined the most since Gurus have bought. More...

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Guru Stocks at Five-year Lows
According to GuruFocus list of 5-year lows, these Guru stocks have reached their 5-year lows: TTM Technologies Inc, Coeur Mining Inc, Eagle Rock Energy Partners LP, and EZCorp Inc. More...

Guru buys, five year lows


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These Foreign Stocks Are Likely To Outperform Charles Brandes,David Dreman - These Foreign Stocks Are Likely To Outperform
Using the GuruFocus All-In-One Screener, I searched for large cap stocks with the highest Piotroski F-Score of 9 that are trading on the international exchanges. The Piotroski F-Score is a system based on the fundamentals of a company. It was developed by Joseph Piotroski who earned his Ph.D. in accounting from the University of Michigan and is now an associate professor of accounting at the Stanford University Graduate School of Business. More...

Foreign stocks, Fuji, Subaru, Canon, BT Group, Suncor Energy, SK Hynix, Mitsubishi, Central Japan Railway, Panasonic


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Add Humana for a Healthier Portfolio
In this article, let's take a look at Humana Inc. (HUM), a $19.29 billion market cap company, which provides a broad range of managed health care services to more than 12 million individuals. More...

Humana, Health care


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Ensco is on MarketWatch's List; Should You Buy?
A recent article from MarketWatch titled “10 S&P 1500 dividend stocks with yields up to 9.14%,” analyzed the highest-yielding companies that have declared dividends for at least the past five full calendar years and have not discontinued them in the last four years. More...

Ensco, valuation


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A Good Investment in the Waste Industry?
In this article, let's take a look at Waste Management Inc. (WM), a $22.37 billion market cap company, which is the largest U.S. trash hauling/disposal concern. More...

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Weekly 3-Year Low Highlights: VIP, SDRL, NBG, ICL, ESV
According to GuruFocus list of 3-year lows, VimpelCom Ltd, Seadrill Ltd, National Bank of Greece, Israel Chemicals Ltd, and Ensco PLC have all reached their 3-year lows. More...

WEEKLY, 3, YEAR, LOW, HIGHLIGHTS


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Top Reasons to Invest in Dun & Bradstreet
In this article, let's take a look at Dun & Bradstreet Corp. (DNB), a $4.29 billion market cap company, which is a worldwide provider of business information and related decision support services and commercial receivables management services. More...

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Weekly 3-Year Low Highlights: CHT, NE, HL, VOLC
According to GuruFocus list of 3-year lows, Chunghwa Telecom Co Ltd, Noble Corp PLC, Hecla Mining Co, and Volcano Corp have all reached their 3-year lows. More...

WEEKLY, 3, YEAR, LOW, HIGHLIGHTS


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International Paper is Restructuring its Operations
In this article, let's take a look at International Paper Company (IP), a $21.62 billion market cap company, which is a leading worldwide producer and distributor of printing papers and packaging products. More...

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High Net Margin Led High ROE for Norfolk Southern
In this article, let´s see one of the most important financial ratios applying to stockholders, the best measure of performance for a firm's management: the Return on Equity (ROE), and we are going to analyze it in the case of Norfolk Southern Corp. (NSC) More...

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Xerox´s Business Model and Growth Opportunities David Dreman,Joel Greenblatt - Xerox´s Business Model And Growth Opportunities
In this article, let's take a look at Xerox Corporation (XRX), a $15.44 billion market cap company, which is a media and entertainment conglomerate that has diversified global operations in theme parks, filmed entertainment, television broadcasting and consumer products. More...

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Simons versus Gabelli and Dalio
In this article, let´s take a look at CenturyLink, Inc. (CLT), a $23.64 billion market cap, which is an integrated communications company, engaged primarily in providing an array of communications services to its residential, business, governmental and wholesale customers. More...

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Dow Chemical´s Promising Future
In this article, let's take a look at The Dow Chemical Company (DOW), a $65.41 billion market cap company, which is the largest U.S. chemical company and provides chemical, plastic andagricultural products as well as services. More...

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Sold PRLS. A Net Net that Worked Out in One Year.
I don’t write lengthy posts about the stocks that I own as much as I used to, simply because it allows bias to creep in. More...

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Guru Stocks at 52-Week Lows: HMC, MFG, PHG, S, HSY
According to GuruFocus list of 52-week lows, these Guru stocks have reached their 52-week lows. More...

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Best Buy´s ROE Is at Good Levels Again
In this article, let´s see one of the most important financial ratios applying to stockholders, the best measure of performance for a firm's management: the Return on Equity (ROE), and we are going to analyze it in the case of Best Buy Co., Inc. (BBY). More...

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