David Dreman

Last Update: 08-14-2015

Number of Stocks: 432
Number of New Stocks: 55

Total Value: $1,207 Mil
Q/Q Turnover: 13%

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 (%)
2011-3.852.11-6.0
200933.2426.466.8
2008-45.06-37-8.1
3-Year Cumulative-29.6 (-11%/year)-18.6 (-6.6%/year)-11 (-4.4%/year)
2007-2.775.49-8.3
200617.6215.791.8
5-Year Cumulative-19.5 (-4.2%/year)-0.6 (-0.1%/year)-18.9 (-4.1%/year)
20058.624.913.7
200412.6510.881.8

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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Tyson Foods Is a Stable Company Among its Peers First Eagle Investment, David Dreman, John Burbank and Jim Simons have initiated new positions in the stock. The company y has several advantages that may attract investors. First Eagle Investment,David Dreman,John Burbank,J - Tyson Foods Is A Stable Company Among Its Peers
In this article, let's take a look at Tyson Foods, Inc. (NYSE:TSN), a $17.19 billion market cap company. Tyson is one of the world's largest suppliers of beef, chicken, pork, and prepared foods. The firm operates in the food industry, which is highly competitive and is dominated by HJ Heinz (NYSE:HNZ), Kraft Foods (KRFT), General Mills (NYSE:GIS) and Kellogg (NYSE:K). More...

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An Attractive Dividend Stock in the Utility Sector The stock plummeted in Q2, but hedge funds were bullish on it. Relative valuation indicates the stoc
In this article, let's take a look at Scana Corp. (NYSE:SCG), a $7.72 billion market cap South Carolina corporation that is engaged in the generation, transmission, distribution and sale of electricity to retail and wholesale customers and the purchase, sale and transportation of natural gas to retail customers. More...

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Good News for Cameron's Investors
In this article, let's take a look at Cameron International Corp. (NYSE:CAM), an $11.82 billion market cap company. Cameron is a leading international manufacturer of oil and gas blowout preventers, flow control valves, surface and subsea production systems and related oilfield services products. More...

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Five-Year Lows: Joy Global Inc, United States Steel Corp, Valley National Bancorp, QEP Resources Inc.
According to GuruFocus list of 5-year lows, these Guru stocks have reached their 5-year lows: Joy Global Inc, United States Steel Corp, Valley National Bancorp, QEP Resources Inc. More...

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Cameron International Faces Difficult Outlook for Next Quarter
In this article, let's take a look at Cameron International Corp. (NYSE:CAM), a $8.67 billion market cap company, which is a leading international manufacturer of oil and gas blowout preventers, flow control valves, surface and subsea production systems and related oilfield services products. More...

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Morgan Stanley Continues Beating Wall Street
In this article, let's take a look at Morgan Stanley (NYSE:MS), a $74.5 billion market cap company, which is a financial holding company, provides various financial products and services to corporations, governments, financial institutions, and individuals worldwide. More...

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Guru Stocks at 52-Week Lows: XOM, WMT, VZ, PTR, RDS.A
According to GuruFocus list of 52-week lows, these Guru stocks have reached their 52-week lows. More...

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Ford's Economies of Scale and the Three F's
In this article, let's take a look at Ford Motor Co. (NYSE:F), the second-largest U.S. producer of cars and trucks. The stock is trading between its 52-week price range (about 14% above the minimum and 16% below the peak), so this makes investors show increased interest as price nears either the high or the low. More...

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7 Cheap Dividend Stocks Trading for Less Than $10 David Dreman - 7 Cheap Dividend Stocks Trading For Less Than $10
“Price is what you pay. Value is what you get” More...

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Cold Cash and Small Banks Charlie Munger,David Dreman - Cold Cash And Small Banks
One of the best lessons you can learn is that there are plenty of people out there that are smarter than you. More...

COMMUNITY BANKS, Financial, Bank


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Weekly CEO Buys Highlight: TPC, GBDC, NUVA, TEGP, JOY
According to GuruFocus Insider Data, these are the largest CEO buys during the past week. The overall trend of CEOs is illustrated in the chart below: More...

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Weekly CEO Buys Highlight: TPC, NUVA, PHII, GBDC, ARO
According to GuruFocus Insider Data, these are the largest CEO buys during the past week. The overall trend of CEOs is illustrated in the chart below: More...

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5-year lows: Fifth Street Finance Corporation, ARMOUR Residential REIT Inc, Adtran Inc, and Coach Inc.
According to GuruFocus list of 5-year lows, these Guru stocks have reached their 5-year lows: Fifth Street Finance Corporation, ARMOUR Residential REIT Inc, Adtran Inc, and Coach Inc. More...

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Weekly CEO Buys Highlight: NUVA, HK, BKFS, PODD, CLF
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STOCKS


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David Dreman Reinvests in Two Former Holdings in First Quarter David Dreman - David Dreman Reinvests In Two Former Holdings In First Quarter
David Dreman (Trades, Portfolio), founder, chairman and CIO of Dreman Value Management, has a reputation for being a contrarian investor who takes a low P/E approach to his stock choices. He believes markets are not perfectly efficient and that investor actions are influenced by behavioral psychology. More...

David Dreman


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Weekly CEO Buys Highlight: WST, PHII, CLMS, CSBK, AMRC
According to GuruFocus Insider Data, these are the largest CEO buys during the past week. The overall trend of CEO buys is illustrated in the chart below: More...

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Weekly Guru Bargains Highlights: SBUX, EC, FCX, NOV, PBR.A
According to GuruFocus updates, these stocks have declined the most since Gurus have bought. More...

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A Recent Spin-Off Down 25%
Enova (ENVA) is an online consumer-facing lender. Spun-off from Cash America International (CSH) in 2014, the separation created two companies oriented to serving the capital needs of consumers through distinctively different business models; one through a traditional storefront network (Cash America) and the other solely through the internet (Enova). More...

LENDING,BANK,INTERNET,TECHNOLOGY


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Weekly CEO Buys Highlight: NRZ, BH, OPK, DRI, CLMS
According to GuruFocus Insider Data, these are the largest CEO buys during the past week. The overall trend of CEOs is illustrated in the chart below: More...

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Some Reasons to Reduce Holdings in Avon
In this article, let's take a look at Avon Products Inc. (NYSE:AVP), a $3.43 billion market cap company, which is the world's leading direct marketer of cosmetics, toiletries, fashion jewelry and fragrances, with about 6 million sales representatives worldwide. More...

Avon


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