Buffett Bullish on Bank Stocks

In a recent interview with Yahoo Finance, Berkshire Hathaway CEO Warren Buffett explained why he is bullish on bank stocks: “They’re businesses I understand, and I like the price at which they’re selling relative to their future prospects;” “I think ten years from now they’ll be worth more money and I feel there’s a very high probability that I’m right;” “I don’t think that it will turn out to be the best investment at all, of the… Read More

Five Picks that Could Get a Boost if Dodd-Frank is Repealed

There is a flurry of debate over the Dodd-Frank Wall Street Reform and Consumer Protection Act (commonly referred to a Dodd-Frank), the negative impact it has had on small, regional financials and if/how it will be repealed. In this week’s Forbes, Validea CEO John Reese gives an overview of the law and the issues surrounding it, and identifies five financials that could benefit from its repeal. Reese explains that the complex regulations Dodd-Frank has imposed… Read More

Financial Stocks to Consider (While We’re Waiting for the Fed)

The financial markets have more or less stabilized in the wake of Brexit, but we seem to be in a holding pattern while the Fed ponders a rates shift. In a recent Forbes article, John Reese, CEO of Validea, speaks to the current economic landscape and how impending rate hikes might affect the financial sector. There are some fundamental factors to consider when analyzing bank stock valuations. The quality of a bank’s underlying assets is… Read More

Will Value Stocks Ever Be Back in Vogue?

Maybe, but it seems the jury is still out. Data compiled by Bloomberg shows that value ETFs have taken in $5.5 billion in 2016, while growth ETFs have seen withdrawals to the tune of $6.2 billion. This could be a function of increased investor optimism, says Dan Miller of Boston-based GW&K Investment Management. “Value has done so poorly for so long and it’s under-owned among investors. All we need is for investor interest to pick… Read More

Top Value Investor Chris Davis on the Value in Financials

Chris Davis, chairman of the value investing shop, Davis Advisors, and portfolio manager of multiple Davis funds including the Davis Financial Fund, talks about a wide range of investing topics with WealthTrack’s Consuelo Mack.  One of the key points he makes early in the interview is that financial firms with the right culture and the right business can be “compounding machines” over many years or decades. Many financials are growth stocks disguised as a value… Read More