David Dreman

Last Update: 11-09-2016

Number of Stocks: 452
Number of New Stocks: 16

Total Value: $165 Mil
Q/Q Turnover: 4%

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 Financial Services Companies Among Top Buys Low prices relative to the fair value increase value potential
Among companies trading on the New York Stock Exchange and Nasdaq, financial services companies currently trade below their fair values. Read more...
Value Investors Avoided Deutsche Bank and 2 Other European Financials They were the least-held in the sector
Value gurus mostly exited Deutsche Bank (NYSE:DB) before its stock tumbled this month on news it might have to pay a large fine related to the financial crisis. While many maintain positions in other European banks as fear weighs on stocks in the sector, they are avoiding two almost as much as Deutsche Bank: Banco Santander SA (NYSE:SAN) and Lloyds Banking Group PLC (NYSE:LYG). 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...
Gilead Sciences Insider Sells 112,000 Shares Transaction nets $9.4 million for CEO
John Milligan (Insider Trades), CEO and president of Gilead Sciences Inc. (GILD), sold 112,000 company shares on July 5. The price per share was $84.33 for a total transaction of $9,444,960. Read more...
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...
» More David Dreman Articles

Commentaries and Stories

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AbbVie's Imbruvica Has Favorable Response Rate Among Marginal Zone Lymphoma Patients Researchers observed a general response rate of 48% David Dreman,Joel Greenblatt - AbbVie's Imbruvica Has Favorable Response Rate Among Marginal Zone Lymphoma Patients
On Dec. 5, AbbVie Inc. (NYSE:ABBV) announced through PR Newswire the results regarding whether ibrutinib (Imbruvica), a type of chemotherapy drug for the treatment of patients suffering from relapsed / refractory marginal zone lymphoma (MZL), is effective and safe. More...

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AbbVie, Johns Hopkins Unite for Cancer Research AbbVie and the university's medical school seek to advance medical oncology research David Dreman,Joel Greenblatt - AbbVie, Johns Hopkins Unite For Cancer Research
AbbVie Inc. (NYSE:ABBV)  and the Johns Hopkins University School of Medicine will conduct exploration, experimentation and discovery activities related to studying cancer, according to a five-year collaboration agreement. More...

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HollyFrontier Benefits From Credit Suisse Upgrade The firm sees a bright 2017 for the refiner David Dreman - HollyFrontier Benefits From Credit Suisse Upgrade
Credit Suisse upgraded HollyFrontier Corp. (NYSE:HFC), as reported by Barrons, from Neutral to Outperform with a new target price of $38 per share, suggesting to buy this stock even though the firm says it does not exclude the possibility of wide swings in the share price during the month due to “seasonal margins and the recent spike in crude.” More...

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Insider Invests in Spectra Energy Partners CEO and president bought 8,529 shares David Dreman - Insider Invests In Spectra Energy Partners
Gregory Ebel (Insider Trades), CEO and president of Spectra Energy Partners (NYSE:SEP), purchased 8,529 shares of the company on Nov. 7. The average price per share was $41.67 for a total transaction of $355,403. Spectra Energy Partners, a master limited partnership in the United States, connects natural gas and crude oil supply to the market. The company has a market cap of $12.73 billion. More...

GREGORY EBEL, SPECTRA ENERGY PARTNERS LP, INSIDER TRADES


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Seven New Stocks in My Purloined Portfolio Stock ideas stolen from other money managers David Dreman,Ken Heebner - Seven New Stocks In My Purloined Portfolio
In the twilight of his career, Kemmons Wilson, the founder of Holiday Inn, ran a smaller chain called Wilson World. More...

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Dillard's: Has the Pendulum Swung too Far? Buying at this time may seem like an attempt to catch a falling knife, but an opportune investor will see more than a few bright spots David Dreman - Dillard's: Has The Pendulum Swung Too Far?
Dillard’s Inc. (NYSE:DDS) - the U.S.-based apparel, cosmetics and home furnishings retailer - has recently taken a beating in the stock market. The stock has declined over 30% in the last 12 months, and economic uncertainty is keeping the price volatile. Although buying at this time may seem like an attempt to catch a falling knife, there are more than a few bright spots where an opportune investor will see a diamond in the rough. More...

LONG, VALUE STOCK, DEPARTMENT STORE


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Value Investors Avoided Deutsche Bank and 2 Other European Financials They were the least-held in the sector David Dreman,Jim Simons - Value Investors Avoided Deutsche Bank And 2 Other European Financials
Value gurus mostly exited Deutsche Bank (NYSE:DB) before its stock tumbled this month on news it might have to pay a large fine related to the financial crisis. While many maintain positions in other European banks as fear weighs on stocks in the sector, they are avoiding two almost as much as Deutsche Bank: Banco Santander SA (NYSE:SAN) and Lloyds Banking Group PLC (NYSE:LYG). More...

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Undervalued Financial Services Companies Among Top Buys Low prices relative to the fair value increase value potential David Dreman,First Pacific Advisors - Undervalued Financial Services Companies Among Top Buys
Among companies trading on the New York Stock Exchange and Nasdaq, financial services companies currently trade below their fair values. More...

MARIO GABELLI, FIRST PACIFIC ADVISORS, RAY DALIO, JOHN HUSSMAN, DAVID DREMAN


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Book Review: Contrarian Investment Strategies David Dreman uses modern psychological research to profit from the stock market's inevitable swings David Dreman - Book Review: Contrarian Investment Strategies
Booms and busts are becoming more frequent in today’s investing environment. In "Contrarian Investment Strategies," David Dreman (Trades, Portfolio) uses modern psychological research to profit from the stock market's inevitable swings. More...

BEHAVIORAL FINANCE, CONTRARIAN, DAVID DREMAN, VALUE INVESTING


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10 Stocks David Dreman Is Buying Guru's repeat purchases in the last 2 quarters David Dreman - 10 Stocks David Dreman Is Buying
David Dreman (Trades, Portfolio) is the founder and chairman of Dreman Value Management, also serving as the firm's chief investment officer. In both the first and second quarters, the firm bought shares in the following stocks. More...

DREMAN, BUYS, TRADES


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Divestitures Dominate Dreman's Top 10 Transactions in 2nd Quarter Financial services and energy companies account for most of transactions David Dreman - Divestitures Dominate Dreman's Top 10 Transactions In 2nd Quarter
Seven of David Dreman (Trades, Portfolio)’s top 10 transactions in the second quarter were exits from positions that have been in Dreman Value Management’s portfolio for most of the past six years. Dreman is the founder and chairman of the investment company. More...

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Insider Sells Shares of American Financial Group Co-CEO sells 75,000 company shares David Dreman,Jim Simons - Insider Sells Shares Of American Financial Group
Craig Lindner (Insider Trades), co-CEO and co-president of American Financial Group Inc. (AFG), sold 75,000 shares for $72.13 per share on Aug. 8. The total transaction was $5,409,750. More...

CRAIG LINDNER, AMERICAN FINANCIAL GROUP, INSIDER TRADES


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Gilead Sciences Insider Sells 112,000 Shares Transaction nets $9.4 million for CEO David Dreman,Joel Greenblatt,Jim Simons - Gilead Sciences Insider Sells 112,000 Shares
John Milligan (Insider Trades), CEO and president of Gilead Sciences Inc. (GILD), sold 112,000 company shares on July 5. The price per share was $84.33 for a total transaction of $9,444,960. More...

JOHN MILLIGAN, GILEAD SCIENCES INC, INSIDER TRADES


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Honda Approaches Its 10-Year P/B Ratio Low Company trades at P/B ratio of 0.80; its 10-year low is 0.72 Ken Fisher,David Dreman,Charles Brandes,Dodge & Co - Honda Approaches Its 10-Year P/B Ratio Low
Honda Motor Co. Ltd. (NYSE:HMC) is traded at a P/B ratio of 0.80, close to its 10-year low of 0.72. The company is owned by eight gurus. More...

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Gap Closes In on Its P/S Ratio 10-year Low Company trading at 0.57; 10-year low is 0.46 Edward Lampert,David Dreman,Barrow Hanley Mewhinne - Gap Closes In On Its P/S Ratio 10-year Low
Gap Inc. (NYSE:GPS) is traded at a P/S ratio of 0.57, close to its 10-year low of 0.46. The company is owned by 10 gurus. More...

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Idacorp Is Dreman's Top New Buy of 1st Quarter Guru's top 5 new buys emphasize REITs, financial services David Dreman - Idacorp Is Dreman's Top New Buy Of 1st Quarter
Four of David Dreman (Trades, Portfolio)’s top five new buys in the first quarter were in REITs or financial services companies, but the exception was his biggest acquisition of the quarter. More...

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Peter Lynch Targets Undervalued Airline Companies Gurus invest in hot airline industry David Dreman,Ronald Muhlenkamp,David Tepper - Peter Lynch Targets Undervalued Airline Companies
In early June, the Peter Lynch screen featured two airline companies, Allegiant Travel Co. (NASDAQ:ALGT) and Southwest Airlines Co. (NYSE:LUV), as two of the most undervalued companies based on their earnings lines. Due to potential upside in the airline industry, many gurus are increasing their positions in airline stocks. More...

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These Three Stocks are Way Up and Still Attractive Don't sell winners David Dreman,Jim Simons - These Three Stocks Are Way Up And Still Attractive
Almost nothing in life should be automatic. More...

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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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