David Dreman
David Dreman
David Dremanis an investor, who founded and is Chairman of Dreman Value Management, an investment company...
coming earnings last leaving people shot somewhat strong three time
For the last two or three years, the earnings just shot through all the forecasts. We're still in a strong earnings environment, but at the same time we're getting somewhat more misses, and that, coming to a somewhat more jittery market, I think is leaving people concerned.
blows
If you play it out long enough it blows up,
affects guy hard influence markets psychology selling stock study sunny sure weather whether
I'm sure weather affects moods, but whether it also affects stock markets is hard to prove. If it's sunny in New York, how's it going to affect the guy selling in a real downpour in Mississippi? However, psychology does influence decision-making. The study should have some caveats.
auto bill economics economy-and-economics ford industry
The economics of the auto industry are overwhelming what Bill Ford can do. Are they going to come out of this? I just don't know.
company hard major opened products pull scandal sorts sullivan took
Sullivan took a company that was really scandal ridden, and he has opened it up. On the other hand, will he pull off all sorts of new major products like Greenberg did? It's really hard to say.
financial interest percent rates stocks
There's a lot of nervousness with what interest rates are doing, ... Financial stocks are up 3 percent one day and down 3 percent the next.
charges fact seen serious
There's a lot of serious charges without a lot of fact. The fact may be there. But we haven't seen it.
case helpful litigation states win
This win is very helpful on the litigation scene. This is a case that a lot of other states were watching.
investment commodity crucial
Patience is a crucial but rare investment commodity.
psychology important understood
Psychology is probably the most important factor in the market - and one that is least understood.
ships strategy abandon
Investors repeatedly jump ship on a good strategy just because it hasn't worked so well lately, and, almost invariably, abandon it at precisely the wrong time.
strong yield growth
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.
world earning visibility
History constantly reminds us that in an uncertain world there is no visibility of prospects. Future earnings cannot be predicted with accuracy.
teach conclusion always-wrong
Experience teaches us that when "everyone" comes to the same conclusion, that conclusion is just about always wrong.