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The Berman Value Folio is a groundbreaking monthly investment report aimed at identifying undervalued stocks through interactive analysis. Portfolio Manager James Berman, president and founder of, guides you through his rationale for specific companies.

He examines the key business drivers and "stress tests" the company to see if the value holds up under bearish scenarios. He also invites you to test your own assumptions by linking to No canned commentary with a limited shelf life, this is a real-time report that can be altered with your own inputs. James has a fifteen year history of uncovering value for his clients; please see his performance figures here.

Download a recent issue of The Berman Value Folio for free. The Berman Value Folio model portfolio has delivered a total return of over 70% since inception in December 2011. (Past results are no guarantee of future performance -- please review full disclaimer before any purchase or investment).

You can also download the first page of the most recent issue for free.

For more great insights into investments, check out Berman's recent book:
Lessons from the Lemonade Stand.

Current Issue: "Petrobras: Disaster of the Year"

"Petrobras (PBR) is our disaster du jour, which lately seems to disappoint every single jour, making it more of a disaster of the year. Bought at $7.30 per share nearly a year ago, PBR looked like a good deal. Even stress-tested valuations wouldn't have dragged me down to the pitiful and all-too-current market price...but I continue to believe that PBR represents good value."

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