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Search Results for: value

Where Valuations Stand After the Market's Strong Start to 2023

February 8, 2023

…The good news for value investors is that value stocks still look very cheap both on a standalone basis and relative to growth. The chart below shows the valuation of…

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Leon Cooperman On Value Investing & 2023 Stock Picks

February 3, 2023

…David Dodd,” Cooperman says that he has always leaned toward value investing, and getting more out than what he puts in. He considers tech to be “a double-edged sword,” where…

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The Core Principles of Momentum Investing

February 1, 2023

…inclined as investors to want to relate our reason for investing to what is going on in that business. Value investing meets that requirement since it involves looking for companies…

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Grantham Warns Investors

January 27, 2023

…with unrealistic valuations, gained almost 15% in 2022. “In the range of value versus growth, value is still much more attractively positioned than growth,” Grantham says, adding that value stocks…

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Is Value Investing The Way To Go In 2023?

January 27, 2023

…profits and therefore their current value, fundamental value investing has the potential to see a resurgence. While Templeman doesn’t believe the “overall equity markets will crash,” he does see “a…

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US Will Avoid A Recession, Says Ariel’s John Rogers

January 27, 2023

…the housing and real estate sectors. He dismissed crypto as having no “real value” and warned that Chinese markets could see a collapse in a real estate bubble. But America,…

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Three Experts Weigh In On ChatGPT, Investing and Advancements in Artificial Intelligence

January 25, 2023

…former Google programmer and computer scientist. (@kczat) John Alberg & Lakshay Chauhan of Euclidean Technologies, a firm using machine learning in its value investing process. (@JohnAlberg) Kai Wu, founder of…

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BlackRock & Goldman Debate the 60/40

January 19, 2023

…expensive, lost value as interest rates spiked. Even commodities, which outperformed earlier in the year, have now dropped almost back to 2021 levels. The underlying issue for every portfolio strategy…

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Greenlight Climbs 36.6%, Recouping Losses

January 19, 2023

…to 2022. However, in the wake of last year’s tech rout, value shares have been outperforming growth, giving a much-needed boost to the fund. In a letter to investors last…

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Arnott: Put Money In Multi-Factor Strategies

January 19, 2023

…reducing their overall returns. But now Arnott is telling investors to “embrace multifactors” and “pour money into” them, pointing to the current cheapness of U.S. large-cap value stocks; as of…

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Recent Original Research
February 8, 2023
Where Valuations Stand After the Market’s Strong Start...
By Jack Forehand, CFA, CFP® (@practicalquant) — 2023 has been a great year for the market so far. Despite the negative sentiment coming into the year, falling inflation and interest rates coupled with decent earnings so far have provided fuel...
February 1, 2023
The Core Principles of Momentum Investing
By Jack Forehand, CFA, CFP® (@practicalquant) — Momentum can be one of the more challenging factors for investors to understand. Since we are investing in businesses when we buy a stock, we are inclined as investors to want to relate...
January 25, 2023
Three Experts Weigh In On ChatGPT, Investing and...
By Justin Carbonneau (@jjcarbonneau) — Artificial intelligence and techniques such as machine learning have become more prevalent in investing over the past decade. The launch of ChatGPT late last year, and my subsequent interaction with the technology,...
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Four Lessons From Andy Berkin and Larry Swedroe
As a factor investor, there are a handful of people I have always wanted to interview for our podcast. We have been lucky to have been able to interview two of them in the past couple of...
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