Even though there has been a lot of commentary around current high stock valuations against lackluster earnings growth for the S&P 500, it is “neither practical or precise” for an…
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Investing Principles Part IV: Buying Stocks That Have Declined in Price
As our discussion of the Tweedy Browne publication What Has Worked In Investing continues, we’re going to look at the strategy of investing in poorly performing stocks both domestically and…
Want Private Equity Like Returns? Try a Levered Small Cap Stock Approach.
One young hedge-fund manager says that an investor can enjoy the same hefty returns touted by private-equity firms (through the purchase, turnaround and resale of troubled companies) through buying highly…
Investing Principles Part III: Buying Stocks Where the Insiders Are Buying
In a continuation of our discussion around the Tweedy Browne publication What Has Worked In Investing we’re going to address the approach related to investing with the “inner circle” and…
Jack Bogle on the Future of Index Investing
When Jack Bogle created the first index mutual fund for individual investors (Vanguard 500) forty years ago, he probably didn’t imagine that it would grow to 20 million investor-clients and…
Potential Downsides in Ultra-Easy Monetary Policy
The Fed’s implementation of monetary easing after the financial crisis, while intended to bolster a teetering economy, is instead leading us into a Pay-the-Piper scenario, says Brian Singer, head of…
Buffett Revisited
The Oracle of Omaha is an investment legend whose tireless work ethic and down-to-earth philosophy has helped him grow Berkshire Hathaway into one of the largest companies in the world.…
Investing Principles Part II: Identifying Value in Earnings
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…
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…