In a recent MarketWatch article, Mark Hulbert presents a market-timing indicator that “has a better historical track record than the cyclically adjusted price to earnings ratio” made famous by…
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Zweig: The Challenge of a Smaller Stock Pool
For stock pickers, choosing among a smaller universe of stocks is much more difficult, writes Jason Zweig in a recent Wall Street Journal article. Zweig cites data from the University of…
Study Finds that Simple is Better in Mutual Fund Management
A recent study conducted by researchers at Queen’s University in Ontario shows that, on average, domestic stock mutual funds that use hedge fund strategies such as leverage, options and/or shorting…
Former FPA Manager – Bob Rodriguez – Shares Market Insights
Robert (Bob) Rodriguez, former managing partner at asset-management firm FPA, shared insights and opinions regarding various market-related topics in an interview recently published in Advisor Perspectives. Here are some highlights: On…
Five Stocks that Satisfy Piotroski's Book/Market Model
The concept of quantitative investing, while gaining a lot of limelight these days, is not a new concept, writes Validea CEO John Reese in a recent Nasdaq article. Reese offers a…
Activist Dan Loeb is Sweet on Nestle
In a letter released to investors last month, Dan Loeb’s hedge fund Third Point announced that it owns approximately 40 million shares in Switzerland-based Nestle SA, according to a recentBloomberg…
Buffett's Patient Approach to Investing
In a recent article for Forbes, Validea CEO John Reese discusses Berkshire Hathaway’s current stockpile of cash and how Buffett, who Reese refers to as a “Patient Investor”, approaches both…
Hedge Funds Perform When Managers are Vested and Inflows are Limited
Research from NYU and Columbia University shows that hedge fund managers that invest in their own funds deliver the best results, according to a recent article in Institutional Investor. In…
Buffett now Largest Shareholder in Bank of America
Now that Bank of America got the Fed’s green light to up its dividend to 48 cents a share (a 60% hike), Berkshire Hathaway has decided to exchange its preferred…
Small Companies on the Decline, says Zweig
The number of publicly-traded companies has declined by half over the past two decades, with most of the decrease attributed to the smallest companies, writes Jason Zweig in last week’s…