Dividend stocks are presenting a great buying opportunity, as the hype surrounding AI makes dividend stocks look old-fashioned, an article in Barron’s contends. As investors rush to buy tech stocks…
Author: Validea
Earnings Guidance Is Incorrect 70% of the Time
While the pandemic disrupted businesses across the globe, money mangers still maintained their misguided confidence in their earnings forecasts, according to a recent paper from the University of Iowa that…
Value vs. Growth Is In The Eye of the Beholder
Sometimes value isn’t always easy to distinguish from growth, depending on what index you’re looking at, contends an article in CNBC. For example, most would classify Microsoft as a growth…
Malkiel: Enhance Index Investing With Tax-Loss Harvesting
Though Burton Malkiel, the author of the classic investing book A Random Walk Down Wall Street, has long favored passive management, he takes an active approach to enhancing a portfolio’s…
Jupiter Fund Manager Bets Markets Are Wrong On Fed
Top manager Mark Nash, who heads up the Jupiter Strategic Absolute Return Bond Fund, is betting against the market expectations that the Fed will cut interest rates in 2023 and…
Interpreting the Key Lessons from Great Investors
On our Excess Returns podcast, we have had the privilege to talk to many great investors. At the end of each of those interviews, we ask all of them one…
Buffett’s Success: A Good Decision Every 5 Years
In Warren Buffett’s annual letter to shareholders this year, he reflected not only on the past year but also on the last 58, writing that his career could be boiled…
Win By Picking Former Losers
Matthew Fine started in an entry-level position at Third Avenue Management in 2000 and worked is way up to portfolio manager of their flagship Third Avenue Value fund, overseeing its…
ChatGPT Causes A Stir
Although AI is still in its early days, it’s already causing quite a ruckus in the financial industry, with tech giants pouring billions of dollars into the technology and startups…
Berkshire’s Annual Meeting Brings Questions About Heir & Bank Failures
At Berkshire Hathaway’s annual meeting in Omaha on May 6th, Warren Buffett reaffirmed his plans for Greg Abel to take over after he’s gone and anticipates that the transition will…