David Larrabee, Director of Member and Corporate Products at CFA Institute, gave investors an insider’s thought from the 69th CFA Institute Annual Conference in his latest article. Empirical data suggests…
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Will Value Stocks Ever Be Back in Vogue?
Maybe, but it seems the jury is still out. Data compiled by Bloomberg shows that value ETFs have taken in $5.5 billion in 2016, while growth ETFs have seen withdrawals…
Do Your Fund Fees Predict Success or Failure?
The expense ratio is the most proven predictor of future fund returns. Morningstar’s director of manager research, Russel Kinnel, notes that Morningstar’s research, academics, fund companies, and Jack Bogle all…
Greenblatt on Why Passive, not Active, is Best for Most Investors
“I think the big move now is from active [investing] to passive, and that’s good for most people,” says Joel Greenblatt, Managing Principal of Gotham Asset Management and the guru…
The Age-Old Relationship of Risk and Return comes into Question
“High risk, high reward” is the stock market’s version of “no pain, no gain.” But a closer look at the numbers sheds a slightly different light on this age-old tenet…
Margin of Safety: How Misconceptions Could Hurt You
NYU finance professor Aswath Damodaran focuses on myths associated with the concept of “margin of safety” (MOS) in a recent post on his Musings on Markets blog. MOS is thought…
Guru Stock Screen of the Week: The Top Momentum Plays in Today's Market
This week, we bring you the Stock Screen of the week from Validea. On Validea.com, you can screen for stocks using the site’s Guru Stock Screener, which scores stocks based…
The "Hurry Up And Kiss Me" Market
The following is an excerpt from the June 3rd, 2016 Validea Hot List newsletter. Summary: The financial crisis and Great Recession were incredibly painful events for investors, the financial equivalent…
High Dividend Stocks Are Looking Good says Siegel
As interest rates stay low, the appeal of high-dividend stocks has been on the rise and will probably only increase (as investors anticipate a dip in what is now an…
7 Investing Tips From Warren Buffett
Warren Buffett “doesn’t . . . encourage the average individual investor to try to mimic his success,” but rather . . . to do exactly the opposite,” according to a…