Uncovering Value with Revolutionary Interactive Analysis
"Value investors love to find situations where short-sighted gloom veils long-term promise. In the classic technique of “time arbitrage,” the value investor takes securities off the weak hands of those who can’t (or won’t) see the big picture. Given a longer time horizon, a return deferred by even a few years is justified if it yields an outsized gain."
Those words of wisdom come from James Berman, noted value investor and finance professor at NYU, and editor of The Berman Value Folio.
Launched in December 2011 using Trefis tools, The Berman Value Folio model portfolio is up 36.8% through March 21, 2013—compared to 24.3% for the S&P 500 and 19.1% for the Dow over the same period.
We invite you to get on board.
According to Berman, the market is no longer ripe for the easy picking. Stocks have come very far, very fast, ascending the wall of multiple worries as compelling valuation trumped macro concerns. Caution should be heeded as stocks climb further. The market is no longer dirt cheap, but many sectors and individual stocks still hide in plain sight, neglected by a public that has forsaken equities at precisely the wrong time.
Forbes has long been a believer in the principals of sound value investing. It is the religion of Warren Buffett and a generation of highly successful mutual fund and hedge fund managers. We are pleased to introduce you to James Berman, and The Berman Value Folio.
The Berman Value Folio is not your average stock newsletter. Unlike any other newsletter we’ve seen, The Folio injects a healthy dose of interactive analysis into its tried and true Graham and Dodd discipline. The Folio uses advanced digital Trefis tools and financial modeling to dig deep into company financials and present real time “what if” analyses that can have a great impact on stock valuations.
For example, what would it mean to Dow Chemical’s stock if a recession caused a reduction in the market for plastics and an across the board price decline of 10%? Would value still hold up? Or what would it mean for BP’s stock if oil prices declined to $85 per barrel, or increased to $150?
Through dynamic, James Berman is able to change inputs and guide you through his specific stock valuation techniques. He even offers you the ability to do your own scenario analysis of the stocks presented in his model portfolio.
Of course, value investing is best measured over a longer period of time, and short-term ups and downs are to be expected; but it's not a bad time to be a value investor.
Click here for immediate access to The Berman Value Folio's model portfolio.
Here is what you get each month in The Berman Value Folio:
- Featured monthly value investing theme with an in-depth analysis of a model portfolio company illustrating the sources of value from the idea.
- “Stress test” of the value under alternative scenarios, with Internet links to enable you to test those scenarios with interactive analysis on Trefis.com.
- Highlights of several other portfolio companies, also with links to perform your own analysis using Trefis’ unique valuation tools.
- Berman's model portfolio, displaying complete performance data, with links to examine each of the companies using the interactive Trefis tool.
About James Berman:
James Berman, the president and founder of JBGLOBAL.COM LLC, a registered investment advisory firm, specializes in asset management for high-net-worth individuals and trusts. Berman is a faculty member in the Finance Department of NYU SCPS. He has appeared on CNBC and the Fox Business Channel and has been quoted and published in a variety of publications, including Barron's, Fortune, Bloomberg, The Huffington Post and CNN Money. Berman holds a B.A., Magna Cum Laude, Phi Beta Kappa, in English & American Literature from Harvard and a J.D. from Harvard Law School.
The Berman Value Folio is a ground-breaking monthly investment report aimed at identifying undervalued stocks through interactive analysis.
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