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

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...
Idacorp Is Dreman's Top New Buy of 1st Quarter Guru's top 5 new buys emphasize REITs, financial services
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. 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...
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...
» More David Dreman Articles

Commentaries and Stories

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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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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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