David Dreman

Last Update: 05-13-2016

Number of Stocks: 554
Number of New Stocks: 372

Total Value: $877 Mil
Q/Q Turnover: 64%

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 Value Composite

YearReturn (%)S&P500 (%)Excess Gain (%)
20147.5713.69-6.1
201333.1432.390.8
201212.3316-3.7
3-Year Cumulative60.9 (17.2%/year)74.6 (20.4%/year)-13.7 (-3.2%/year)
2011-8.032.11-10.1
201014.7215.06-0.3
5-Year Cumulative69.7 (11.2%/year)105.1 (15.5%/year)-35.4 (-4.3%/year)
200926.9126.460.5
2008-44.97-37-8.0
2007-1.375.49-6.9
200617.515.791.7
20057.714.912.8
10-Year Cumulative48 (4%/year)109.4 (7.7%/year)-61.4 (-3.7%/year)
200412.6510.881.8

Top Ranked Articles

Undervalued Companies With Growing EPS Atwood Oceanics and NeuStar have a wide margin of safety
Companies with growing EPS are often a good investment as they can return a very good profit to investors. Here is a selection of the most undervalued companies according to the DCF calculator that have a five-year growing EPS. Read more...
Aaron’s Inc. CFO Buys 3,000 Shares Volume of insider trades declined in 2015
Steven Michaels (Insider Trades), CFO and president of Strategic Operations of Aaron’s Inc. (AAN), bought 3,000 shares of the company on March 7. The average price per share was $23.47 for a total transaction cost of $70,410. Aaron’s Inc. specializes in sales and lease ownership of furniture and appliances. The company has a market cap of $1.74 billion and a P/S ratio of 0.54. Read more...
Top Insider Buys, Sells of the Week Insiders at Facebook and Glu Mobile trade company shares
The All-in-One Screener can be used to find insider buys and sells over the last week by clicking on the Insiders tab and changing the settings for All Insider Buying to “$1,000,000+” and duration to "February 2016." Read more...
Top Insider Trades of the Past Week Warren Buffett adds to holding in Phillips 66
The All-in-One Screener can be used to find insider buys and sales over the last week by clicking on the Insiders tab and changing the settings for All Insider Buying to “$1,000,000+” and duration to "February 2016." Read more...
Endurance Specialty Holdings CEO Purchases Company Shares Insurance firm reports increase in net income
John Charman (Insider Trades), chairman and CEO of Endurance Specialty Holdings Ltd. (ENH), bought 15,151 shares of the company on Feb. 16. The average price per share was $60.98 for a total transaction cost of $923,908. Endurance Specialty Holdings is a global provider of property and casualty insurance and reinsurance. The company has a market cap of $4.11 billion and a P/S ratio of 1.94. Read more...
» More David Dreman Articles

Commentaries and Stories

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Watchlist Wednesday: Contrarian Approach Highlighting 5 of the top stocks qualifying for the Contrarian Approach screen David Dreman - Watchlist Wednesday: Contrarian Approach
In this edition of Watchlist Wednesday, we highlight five of the top stocks qualifying for the Contrarian Approach screen. More...

DAVID DREMAN, VALUE STRATEGY, CONTRARIAN


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Southwest Airlines Is a Long-Term Buy Airline expanded internationally with acquisition of AirTran David Tepper, David Dreman, Lee Ainslie - Southwest Airlines Is A Long-Term Buy
Southwest Airlines Co. (NYSE:LUV), a $30.07 billion market cap company, is a major passenger airline that provides scheduled air transportation in the U.S. The firm operates in almost 100 destinations across the U.S. Since 1967, Southwest Airlines has expanded inside and outside the U.S. For example, the acquisition of AirTran is a case of international expansion. More...

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Undervalued Companies With Growing EPS Atwood Oceanics and NeuStar have a wide margin of safety Arnold Van Den Berg, David Dreman, Joel Greenblatt - Undervalued Companies With Growing EPS
Companies with growing EPS are often a good investment as they can return a very good profit to investors. Here is a selection of the most undervalued companies according to the DCF calculator that have a five-year growing EPS. More...

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Aaron’s Inc. CFO Buys 3,000 Shares Volume of insider trades declined in 2015 David Dreman - Aaron’s Inc. CFO Buys 3,000 Shares
Steven Michaels (Insider Trades), CFO and president of Strategic Operations of Aaron’s Inc. (AAN), bought 3,000 shares of the company on March 7. The average price per share was $23.47 for a total transaction cost of $70,410. Aaron’s Inc. specializes in sales and lease ownership of furniture and appliances. The company has a market cap of $1.74 billion and a P/S ratio of 0.54. More...

STEVEN MICHAELS, AARONS INC, INVESTOR RELATIONS


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Top Insider Buys, Sells of the Week Insiders at Facebook and Glu Mobile trade company shares David Dreman, Joel Greenblatt, Ray Dalio - Top Insider Buys, Sells Of The Week
The All-in-One Screener can be used to find insider buys and sells over the last week by clicking on the Insiders tab and changing the settings for All Insider Buying to “$1,000,000+” and duration to "February 2016." More...

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Top Insider Trades of the Past Week Warren Buffett adds to holding in Phillips 66 Warren Buffett, David Dreman, Jeremy Grantham, Joe - Top Insider Trades Of The Past Week
The All-in-One Screener can be used to find insider buys and sales over the last week by clicking on the Insiders tab and changing the settings for All Insider Buying to “$1,000,000+” and duration to "February 2016." More...

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Endurance Specialty Holdings CEO Purchases Company Shares Insurance firm reports increase in net income David Dreman - Endurance Specialty Holdings CEO Purchases Company Shares
John Charman (Insider Trades), chairman and CEO of Endurance Specialty Holdings Ltd. (ENH), bought 15,151 shares of the company on Feb. 16. The average price per share was $60.98 for a total transaction cost of $923,908. Endurance Specialty Holdings is a global provider of property and casualty insurance and reinsurance. The company has a market cap of $4.11 billion and a P/S ratio of 1.94. More...

JOHN CHARMAN, INSIDER TRADES, ENDURANCE SPECIALTY HOLDINGS LTD


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Dreman Makes 3 Noteworthy Acquisitions in 4th Quarter Guru purchases stakes in Aircastle, Aflac, Bloomin Brands David Dreman - Dreman Makes 3 Noteworthy Acquisitions In 4th Quarter
David Dreman (Trades, Portfolio), founder, CIO and chairman of Dreman Value Management LLC, made two dozen new buys in the fourth quarter, but most were comparatively small. Only three exceeded 13,000 shares or had an impact greater than 0.07% on his portfolio. More...

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U.S. Airlines Log Profits in Wake of Oil Price Decline Fare for average domestic round trip is at a 3-year low George Soros, David Dreman, Lee Ainslie, Joel Gree - U.S. Airlines Log Profits In Wake Of Oil Price Decline
Since the decline of oil prices began in 2014, there have been frequent reports in the media of how it has been the best time in recent memory for people to take extended trips. More...

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Donald Smith Loses on Peabody Energy and Tecumseh Products Guru logs gains on Bassett Furniture Donald Smith,David Dreman,Jim Simons,James Barrow, - Donald Smith Loses On Peabody Energy And Tecumseh Products
Donald Smith (Trades, Portfolio) sold many stocks during the third quarter. Some of them brought him some profits, but he lost on other investments. His biggest quarterly losses were 88% and 60% on Peabody Energy Corp. (BTU) and Tecumseh Products Co. (TECU), but it had a huge gain of 262% on Bassett Furniture Industries Inc. (BSET). More...

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Berkshire Hathaway, China Mobile, Novartis, Oracle, PetroChina Near 52-Week Lows GuruFocus reveals list of companies approaching 52-week lows Dodge & Cox,David Dreman,Kahn Brothers,HOTCHKIS & - Berkshire Hathaway, China Mobile, Novartis, Oracle, PetroChina Near 52-Week Lows
According to GuruFocus list of 52-week lows, these Guru stocks have reached their 52-week lows. More...

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Seadrill Among Energy Stocks Trading With Low P/E Undervalued energy companies with P/E ratios lower than 5 Jim Simons,David Dreman - Seadrill Among Energy Stocks Trading With Low P/E
These are the companies in the energy industry that are trading with the lowest P/E ratio, according to the All-In-One Screener from GuruFocus. More...

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David Dreman Reduces Canon Holding Despite Favorable Signs Guru reduces stake by 70% David Dreman - David Dreman Reduces Canon Holding Despite Favorable Signs
David Dreman (Trades, Portfolio) is a contrarian investor who runs Dreman Value Management LLC. The firm was founded in 1997. Dreman has been a contrarian value investor for over 30 years. More...

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Interview: Investor, Columnist, Author Ken Fisher Fisher talks with GuruFocus about his investment process, how he balances portfolio Ken Fisher,David Dreman - Interview: Investor, Columnist, Author Ken Fisher
CEO of Fisher Investments and long-time Forbes columnist Ken Fisher (Trades, Portfolio) arguably has investing in his blood. His father is noted money manager Phil Fisher, author of the bestselling "Common Stocks and Uncommon Profits." Since founding Fisher Investments in 1979, Fisher today manages money for more than 27,000 individuals and more than 150 institutional clients. In addition, he is the author of 11 books on investing, the most recent of which is “Beat the Crowd: How You Can Out-Invest the Herd by Thinking Differently." More...

KEN FISHER, INTERVIEW, Q&A


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Legendary Manager David Dreman's Top New Buys of 3rd Quarter Investor bought Waddell & Reed and Rent-A-Center as biggest new positions David Dreman,Ray Dalio,Jeremy Grantham,Columbia Wa - Legendary Manager David Dreman's Top New Buys Of 3rd Quarter
David Dreman (Trades, Portfolio) is the founder and chairman of Dreman Value Management LLC, a leading contrarian value investment management firm. He also serves as the firm's chief investment officer. More...

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Bearish Sentiment in Intel's Stock in the Future A greater margin of safety will make Intel more attractive Michael Price,David Dreman,Chuck Royce,Paul Tudor  - Bearish Sentiment In Intel's Stock In The Future
Michael Price (Trades, Portfolio) runs MFP Investors, a New York-based hedge fund that focuses on value investing. Price is one of the richest people in the world, according to Forbes. The fund disclosed an equity portfolio valued at some $699 million as of the end of the third quarter. The equity portfolio is mainly invested in Finance (37%), Technology (16%) and Health Care (15%) stocks. More...

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Risk vs. Reward With Alliance Resource Partners Alliance continues to generate profits and high dividend yield due to its cost effectiveness and operational efficiency David Dreman,Bill Gates - Risk Vs. Reward With Alliance Resource Partners
Looking for dividends? Alliance Holdings (NASDAQ:AHGP) and Alliance Resource Partners (NASDAQ:ARLP) could be grand slam home runs, or they could be falling knives. At the current prices, I believe it’s worth the risk. All the big banks seem to own these stocks, but outside of Renaissance Technologies and a micro position by David Dreman (Trades, Portfolio), guru ownership is nil. More...

COAL, ENERGY, DIVIDENDS


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Microsemi to Acquire PMC-Sierra A closer look at the merger between the semiconductor manufacturers Chuck Royce, David Dreman, Scott Black - Microsemi To Acquire PMC-Sierra
Recently Microsemi Corp. (MSCC) completed its acquisition of Vitesse Semiconductor Corp. (VTSS), which resulted in organic growth and secured record bookings. Microsemi also announced that it entered into another agreement to acquire PMC-Sierra. (PMCS). Last October PMC merged with Skyworks Solutions Inc. (SWKS) to which Skyworks would acquire all of the outstanding shares of PMC common stock for $11.60 per share in an all-cash transaction. More...

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Macy's Aims to Improve Growth, Signs Agreement With Luxottica Group How Macy's 3rd quarter performance compares with competitor Dillard's David Dreman, David Einhorn, Mario Gabelli - Macy's Aims To Improve Growth, Signs Agreement With Luxottica Group
Though Macy’s Inc. (M) reported a very disappointing third quarter, it recently it reached an agreement with Luxottica Group S.p.A. (LUX) to bring LensCrafters stores to as many as 500 Macy’s in the U.S. over the next three years, which will hopefully boost growth for the future. More...

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Chris Davis, David Dreman Are Bullish on Capital One Cheap valuations make Capital One an interesting idea to invest in Chris Davis, David Dreman, Tom Gayner - Chris Davis, David Dreman Are Bullish On Capital One
Guru trades More...

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