Barry Ritholtz, columnist and founder of Ritholtz Wealth Management, offers insights on the “problems and investing risks of forecasting” in a recent Bloomberg View. He explains that, because people dislike…
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Three Picks that Benjamin Graham Would Approve
The difference between a company’s actual value (net working capital minus debt) and the value at which its shares sell in the market describes what Benjamin Graham called the “margin…
Thomas Lee Expects Market Dip in 2017
Managing partner and co-founder of Fundstrat Global Advisors, Thomas Lee, has changed his typically rosy tune about the direction the market will take in the year ahead, according to a…
Zweig Says Fees Should be Linked to Performance
The practice by many fund managers of charging flat fees to clients regardless of their performance isn’t fair to investors, says Jason Zweig of The Wall Street Journal. The tides…
Hulbert: Don't Chase the Winners
At a time when investors are inundated with the “best of” performance rankings for 2016, a recent MarketWatch article by Mark Hulbert advises against chasing the winners. The best thing…
Jim Paulsen Sits Between Bull and Bear
Where the market is headed, says Wells Capital Management’s chief strategist, is more like a “bunny” market than a bear or bull. In last week’s Barron’s, Jim Paulsen explains that…
Emerging Market Investor Picks for 2017
Bloomberg News offers a list of popular emerging markets for 2017 and the reasons why investors should be targeting them: Russia: The ruble is a “top bet” for investors that…
Top Fund Managers Cautiously Optimistic on 2017
Notwithstanding the market’s strong run in 2016, many money managers feel uncertain as to the impact of the Trump administration both domestically and globally, according to several Morningstar Medalist managers.…
Chasing Dividend Yield Into a Value Trap
In their ongoing pursuit of dividends, investors should be careful not to indiscriminately buy with only dividends in mind, according to strategists at Mellon Capital in this week’s Barron’s. “Building…
Arnott: Emerging Markets Hold Promise
Although EM stocks have taken a beating in recent years, things may be looking up, writes Validea CEO John Reese in this week’s TheStreet. Reese offers insight from Research Affiliate’s…