1. How to use GuruFocus - Tutorials
  2. What Is in the GuruFocus Premium Membership?
  3. A DIY Guide on How to Invest Using Guru Strategies
Canadian Value
Canadian Value
Articles (4624) 

Star Value Investor Tom Russo On His Favorite Valuation Metric

July 08, 2013

For Tom Russo 2008 was a great opportunity to rotate out of many of his domestic holdings and into international companies whose stock prices had collapsed. Russo liked this opportunity because many of his domestic holdings were running out of opportunities to reinvest cash flow and were often not making optimal capital allocation decisions.

International companies with exposure to emerging markets meanwhile still have much brighter growth prospects ahead of them.

In the following video Russo discusses portfolio management and his favorite valuation metric:

About the author:

Canadian Value

Rating: 4.3/5 (18 votes)


Valu2day premium member - 4 years ago
Thanks for sharing this clip. I have listened to this interview before, but it was great to hear this segment again. How many investors discard an idea or never see one because they only look or screen for P/E?

Please leave your comment:

More than 500,000 people have already joined GuruFocus to track the stocks they follow and exchange investment ideas.

Performances of the stocks mentioned by Canadian Value

User Generated Screeners

AxelSalonenGrowth & True Value
gelayor65All Stocks With Blackrock Sell
jgmarisafricaGurus growth low profitability
cspunarMinimum diagonal
cspunarFund List A
cspunarFund List
Get WordPress Plugins for easy affiliate links on Stock Tickers and Guru Names | Earn affiliate commissions by embedding GuruFocus Charts
GuruFocus Affiliate Program: Earn up to $400 per referral. ( Learn More)

GF Chat