This section of the Tweedy Browne publication What Has Worked In Investing referenced in yesterday’s blog describes the investment approach related to low price in relation to earnings. Legendary value…
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Evaluating Portfolio Managers: The Luck Factor
We are constantly singing the praises of examining fundamentals when choosing stocks, but a similar process applies when evaluating the performance of portfolio managers, says Jacques Lussier, CFA and CEO…
Corporate Debt and the Fallout from Rising Rates
The potential for and timing of an interest rate hike is the source of endless speculation and presents several layers of potential fallout for highly leveraged companies, according to Validea…
Morgan Housel's Farewell to Motley Fool
In his final column for the Motley Fool (posted August 30th), Morgan Housel reminisces about his early days and what he has learned in nine years with the multi-media financial…
Investing Principles Part I: Identifying Value based on Assets
This describes the first investment approach outlined in the Tweedy Browne Company publication entitled What Has Worked In Investing referenced in yesterday’s blog post. The net current assets approach was developed…
Investing Principles: What Has Worked
For the next several weeks, our daily blogs will include information from a 1992 publication by the investment firm Tweedy, Browne Company LLC entitled What Has Worked in Investing: Studies…
The Weakest Link in Today's Market
Expending more than you take in works for a diet, but it doesn’t for the stock market. That’s the upshot of a recent Wall Street Journal article by Steven Russolillo,…
To Diversify, Look Past your Borders
If you’re holding primarily domestic stocks, you may not be as diversified as you think. So writes Jeffrey Kleintop, chief global investment strategist with Charles Schwab & Co., in a…
Graham and Buffett Back-to-School Picks
There’s a wide range of expectations for the retail sector with respect to this year’s back-to-school shopping results. In a recent article for Forbes, Validea CEO John Reese offers some…
Key Pillar of the Market - Share Buybacks - Could be at Risk
Rock-bottom interest rates allow the market to stay higher for longer than it would otherwise, writes Steven Russolillo in this week’s Wall Street Journal. One factor that could end the…