David Dreman

http://finance.yahoo.com/q?s=COCa&d=c

Top 20. Jun 12, 2001 2:18 PM

» JenL_2 - Re: 6/12/01 CNBC appearance

In response to message posted by Kirk:

Kirk - I think that's Conoco (COCa)

.....Jen

-- posted by JenL_2

Top 21. Jun 13, 2001 2:51 PM

» Oaktoad - I have been reading Dremen's column and books for years

By nature I tend to be a contrary type person anyway.. my dad used to call me "mary mary" at times .. fortunately my financial garden grows well as I have bought out of favor stocks for years and kept them until recovery. There have been some that didn't recover, but using portfolio theory you can see that having even 20% total loss if you get the one ten bagger then you come out with a fine return..

I didn't do all that well during 1999, even tho I was up for the year, but much less than the S&P, but 2000 over ten percent increase and a nice increase this year too.

I hope most people will ignore Dreman as I like his approach and if everyone becomes a contrarian/value type investor it will make it harder for me to make money ;-)

-- posted by Oaktoad

Top 22. Sep 25, 2001 10:53 AM

» Kirk - BUY on Major Oils & Home Depot

CNBC just reported that David Dreman likes Major Oil and XON is a buy at current levels.

Cisco - price is "ok"... Hmmmmm

Home Depot - Dreman says it is a buy now.

-- posted by Kirk

http://biz.yahoo.com/rf/010928/n28125670...

Top 23. Oct 1, 2001 8:16 AM

» 2win - Dreman interview: opportunity in beaten-down stocks

INTERVIEW-Fund manager sees opportunity in beaten-down stocks.

"Crisis is really the time to hold your good stocks, or to buy more if you can, certainly not to sell..."

Dave J.

-- posted by 2win

Top 24. Oct 4, 2001 1:32 PM

» K2_Nomad - Dreman's Book

Kirk, I am reading his Contrarian Investment book, and it sounds great. Have you found a good site to help research low price-to-book-value stocks? Quicken.com has a stock screener, and many brokerages do as part of their service.

Thank you for the recommendation, it has been a very interesting book.

-- posted by K2_Nomad

Top 25. Oct 4, 2001 3:07 PM

» Mark_J - Re: Dreman's Book

In response to message posted by K2_Nomad:

I liked the book, too. I was hoping for an easier way to play the contra-game then by searching and pouring over stock details. I checked out the fund he runs, and it didn't have a great year in 1999 when growth was king - plus, it's loaded.

Whatever happened to all those Dogs of the Dow funds? I bet other then 1999, they've been doing okay. (Once the Motley Fools quit publicizing it and abandoned any discussion of it on their website.) Probably still a decent strategy, except it will underperform in Manias, eh?

Anyways, K2, good post. I'm not sure of the stock tools used to find stocks. After about a half-hour of that at Quicken, I usually capitulate and just buy the Wilshire 5000 index... I know TD Waterhouse has some pretty extensive stock screening tools. Dreman makes an interesting point in a recent article regarding casino stocks. Are folks trash talking them, or what? Heard from a friend in Las Vegas who told me that the strip has been about running 50% on empty the past few weeks, but that it does seem to be picking up again.

-- posted by Mark_J

Top 26. Oct 4, 2001 3:53 PM

» Kirk - Re: Dreman's Book

In response to message posted by K2_Nomad:

I'm glad you like the book! I was recommending it long before I thought to have an amazon.com book store. Someone on SI suggested it to me years ago as a style that sounded similar to mine. I love the historical data Dreman gives also.

yahoo and Quicken have info on price-to-book but it is often not up to date.

Here is one I used to use but they are now for pay

https://ecommerce.smartmoney.com/

but you can get a free 2-week trial.

When I was consulting on stock or making detailed analysis for myself, I'd build my own spreadsheets and check earnings numbers from FirstCall that I get for free by having a Fidelity account.

This site is also worth a look for raw numbers
http://www.wsrn.com/apps/quicksource/fun... and I use that to make my spreadsheets for price/sales etc.

-- posted by Kirk

Top 27. Oct 4, 2001 5:35 PM

» K2_Nomad - Re: Re: Dreman's Book

In response to message posted by Kirk:

Thanks, Kirk!

-- posted by K2_Nomad

Top 28. Oct 6, 2001 8:04 AM

» Mark_J - Re: Re: Dreman's Book

In response to message posted by K2_Nomad:

K2, I was listening to Rob Black on CNET radio last night, and a caller called in asking about stock selection tools available online. Black said he uses a for-fee service but then also said
that CNBC/MSN had a great stock picker tool.

I checked it out, and you can search for stocks by price to book value, cash flow - really, a ton of search options.

-- posted by Mark_J